Jim Cramer Says A Consumer Rebellion Is Coming, That Could Be Good News For These Dividend Stocks

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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Even as inflation finally seems to be cooling, there are signs that price fatigue is starting to ...

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As inflation rose, some companies were able to increase prices, while other consumer goods companies trimmed the size of their packages, a process known as shrinkflation.CNBC's Jim Cramer believes that consumers are ready to fight back, and their spending habits could change the trajectories of quite a few stocks. \"Consumers, at last, are finally saying no. They are pushing back, demanding bargains,\" said Cramer on a recent episode of Mad Money. Cramer's point of view is that some of the hotel and travel stocks may have tough times ahead, calling recent earnings \"signposts of a rebellion\" that is emerging in consumer behavior. He called out the recent disappointing theme park traffic from Comcast  as another sign that people are no longer spen","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","BK4532":"文艺复兴科技持仓","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","TGT":"塔吉特","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","NKE":"耐克","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","BK4100":"有线和卫星","BK4114":"综合货品商店","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","MCD":"麦当劳","CMCSA":"康卡斯特","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4504":"桥水持仓","BK4183":"个人用品","WMT":"沃尔玛","EL":"雅诗兰黛","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC"},"translate_title":"吉姆·克莱默表示消费者的反叛即将到来，这对这些股息股票来说可能是个好消息","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TGT":1,"CMCSA":1,"EL":1,"WMT":0.9,"MCD":0.9,"NKE":0.8,"US2Y.BOND":0.66,"US10Y.BOND":0.66,"US12M.BOND":0.66,"US30Y.BOND":0.66,"US3Y.BOND":0.66,"US5Y.BOND":0.66,"US6M.BOND":0.66,"US7Y.BOND":0.66,"US912797GK78.BOND":0.6,"US912797GL51.BOND":0.6,"US912797GW17.BOND":0.6,"US912797HE00.BOND":0.6},"content_text":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.\nEven as inflation finally seems to be cooling, there are signs that price fatigue is starting to hit consumers where it counts – in their wallets. As inflation rose, some companies were able to increase prices, while other consumer goods companies trimmed the size of their packages, a process known as shrinkflation. \nCNBC's Jim Cramer believes that consumers are ready to fight back, and their spending habits could change the trajectories of quite a few stocks. \"Consumers, at last, are finally saying no. They are pushing back, demanding bargains,\" said Cramer on a recent episode of Mad Money. Cramer's point of view is that some of the hotel and travel stocks may have tough times ahead, calling recent earnings \"signposts of a rebellion\" that is emerging in consumer behavior. He called out the recent disappointing theme park traffic from Comcast (NASDAQ:CMCSA) as another sign that people are no longer spending like they did in 2022. \nDon’t Miss:\n\nWith returns as high as 300%, it’s no wonder this asset is the investment choice of many billionaires. Uncover the secret.\nWhole Foods' landlord has delivered a 15% net IRR for its investors since 2015. Check out the latest investment opportunities added to its platform.\n\nCramer also cited major consumer brands, including Nike (NYSE:NKE) and Estee Lauder (NYSE:EL), as examples of companies that may be too pricey to appeal to consumers right now. He predicted that this is the beginning, not the end, and that the consumer would take revenge against all who kept prices high. That could be encouraging news for several dividend-paying companies that appeal to value-conscious consumers. \nWhere The Values Are\nOver the past six months, many companies have become increasingly aware of dissatisfied shoppers and are pricing accordingly. That could be good for their bottom line. \nOne of the biggest beneficiaries of price sensitivity is Walmart (NYSE:WMT). The company has stepped up the pace of its rollbacks and price cuts on many of its most popular products. This approach isn't just connecting with Walmart's traditional base. The company is attracting a broader audience to its stores. On the most recent earnings call, Walmart's Chief Financial Officer John David Rainey pointed out how Walmart connects with a larger audience. \"We’re seeing higher engagement across income cohorts with upper-income households continuing to account for the majority of the share gains.\"\nWalmart's total revenues were up 5.8% in the past quarter. While its dividend yield is just 1.18% and the annual dividend is $0.83, the company's payouts are consistent. It achieved Dividend King status in 2024, raising its dividend for an impressive 51 years. Walmart repurchased $1.1 billion in shares during the last quarter. We expect to hear more about Walmart's pricing strategy when it reports earnings on August 15. \nAnother company appealing to value shoppers is McDonald’s (NYSE:MCD). The company plans to keep its $5 value meal offer beyond its four-week test. The test performed well with consumers, driving more people to the restaurants. The meal offers a sandwich, chicken nuggets, french fries, and a drink. In the last quarter’s earnings release, CEO Chris Kempczinski summed up the situation, saying, \"As consumers are more discriminating with every dollar that they spend, we will continue to earn their visits by delivering leading, reliable, everyday value and outstanding execution in our restaurants.\" McDonald's has had 13 consecutive quarters of sales growth. The company has a forward dividend yield of 2.64% and pays an annual dividend of $6.68. We will likely hear more about the effectiveness of the value menu pricing during the earnings call on July 29. \nTrending: Elon Musk and Jeff Bezos are bullish on one city that could dethrone New York. Investing in its booming real estate market has never been more accessible.\nIn May, Target (NYSE:TGT) announced it cut prices on over 5,000 items. On Target's first quarter earnings call, CEO Brian Cornell stressed the importance of this strategy, saying, \"While our team is always committed to value, it’s particularly important in today’s environment, as consumers look for ways they can stretch their budgets in the face of stubbornly high prices.\"\nTarget's comparable sales were down 3.7% in the first quarter, and the company has struggled with the perception that it is more expensive than other options. One of its biggest pushes has been revamping the Target Circle loyalty program and promotions like Target Circle Week. With the big back-to-school shopping season beginning, we can expect Target to work hard to deliver the savings message to consumers. Target announced lifting its quarterly dividend to $1.12, an increase of 1.8%. It currently has a forward dividend yield of 3.06% with an annual dividend of $4.48.\nCramer cited Costco, Walmart, and Amazon as potential beneficiaries of the consumer revolution, but many other companies can benefit from being more sensitive to their customers’ needs. As investors, we will want to pay attention to their moves because some companies that don't heed the call of the cash-strapped shopper may be left behind. \nAre You Missing Out On Higher Yields?\nThe current high-interest-rate environment has created an incredible opportunity for income-seeking investors to earn massive yields, but not through dividend stocks... Certain private market real estate investments are giving retail investors the opportunity to capitalize on these high-yield opportunities and Benzinga has identified some of the most attractive options for you to consider. \nFor example, the Jeff Bezos-backed investment platform just launched its Private Credit Fund, which provides access to a pool of short-term loans backed by residential real estate with a target 7% to 9% net annual yield paid to investors monthly. The best part? Unlike other private credit funds, this one has a minimum investment of only $100. \nDon't miss out on this opportunity to take advantage of high-yield investments while rates are high. Check out Benzinga's favorite high-yield offerings. \n© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.\nThis article Jim Cramer Says A Consumer Rebellion Is Coming, That Could Be Good News For These Dividend Stocks originally appeared on Benzinga.com","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Business Data","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.26.3","shortVersion":"4.26.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2454326925"}