Wolf Report

Wolf Report

My highest-yielding grocer for 2025 (and low valuation)

Invstesting in supermarkets and consumer defensives is not only appealing, but can generate massive upside.

Wolf Report's avatar
Wolf Report
Mar 21, 2025
∙ Paid

Over 15% of my portfolio is aimed at what I would consider to be “consumer defensive” stocks. The companies involved in this field usually work in things like groceries, food, water, and the like. What’s common for these companies is that they are very rarely significantly undervalued.

That’s different about the company I am going to show to you today, and that’s why I am not only invested but heavily invested in this business at this time. Over 2.5% of my portfolio is exposed to this business, and I might “go deeper”.

So which one is it?

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