Deutsche Bank's Industry Insights Report

The channel migration industry is facing high unemployment and cautious consumers, and industry spending has been aggressive to drive volume growth at the expense of category growth and profits, Deutsche Bank reports.

Mass and super-centers are losing market share in the US and consumers are being driven to deal-driven drug stores and dollar channels, pressuring the organic growth and fueling profit destructive trade spending.

Deutsche Bank is launching a series of periodic reports that will address the emerging trends in the consumer space. This installment includes:

Top picks

Coca-Cola Company (NYSE: KO),$57.42 Buy
Energizer (NYSE: ENR),$67.89 Buy
Newell Rubbermaid (NYSE: NWL),$16.89 Buy
Del Monte Foods (NYSE: DLM),$12.62 Buy
Reynolds American (NYSE: RAI),$58.90 Buy

Companies featured

Altria Group (NYSE: MO),$23.68 Buy

Clorox (NYSE: CLX),$66.94 Buy

Coca-Cola Company (NYSE: KO),$57.42 Buy

Energizer (NYSE: ENR),$67.89 Buy

General Mills (NYSE: GIS),$36.62 Buy

Heinz (NYSE: HNZ),$47.32 Buy

Kellogg (NYSE: K),$51.00 Buy

Newell Rubbermaid (NYSE: NWL),$16.89 Buy

PepsiCo (NYSE: PEP),$66.50 Buy

Procter & Gamble (NYSE: PG),$61.11 Hold

Reynolds American (NYSE: RAI),$58.90 Buy

Sara Lee (NYSE: SLE),$14.13 Buy

See Some of the Top Moving Indexes Here.