Take your pick, JPMorgan has released its latest U.S. Analyst Focus List

The monthly refresh of JPMorgan’s Analyst Focus List features companies across various consumer segments, from travel and retail to homebuilding and beauty.

These selections represent the firm’s highest-conviction ideas aligned with different investment strategies including growth, income, and value.

Norwegian Cruise Line

Norwegian Cruise Line is one of JPMorgan’s preferred consumer sector picks. The cruise operator has been gaining momentum as travel demand continues to recover, with the company’s fleet expansion and premium pricing strategies positioning it favorably within the leisure travel segment.

Norwegian Cruise Line has seen varied analyst commentary, with Wells Fargo initiating coverage with an Overweight rating while Jefferies downgraded the stock to Hold. The company also appointed travel industry veteran Marc Kazlauskas as its new president.

Ollie’s Bargain Outlet

Ollie’s Bargain Outlet is also highlighted by JPMorgan. The discount retailer’s business model of offering brand-name merchandise at significantly reduced prices continues to resonate with value-conscious consumers in the current economic environment.

Ollie’s Bargain Outlet reported a 3.3% increase in comparable sales for its third quarter, prompting price target adjustments from several firms including Craig-Hallum, UBS, and Truist Securities.

PulteGroup

PulteGroup features among JPMorgan’s consumer picks as well. The homebuilder has shown resilience despite higher mortgage rates, supported by its broad product offering across multiple price points.

PulteGroup reported third-quarter earnings and revenue that beat analyst expectations. The company’s board also approved an 18% increase in its quarterly dividend.

Shark Ninja

Shark Ninja is another name JPMorgan favors in the sector. The household appliance maker has been gaining market share through an expanding product lineup across cleaning, cooking, and food preparation categories.