Retail has fallen in price - why could this be an opportunity for investors?
From the beginning of 2026, the consumer sector index lost about 20%. The shares of the major companies in the industry came under pressure from the slowdown in inflation, a decrease in consumer activity and a lull in interest rate cuts.
Oversold securities can play into the hands of investors when market conditions change, Solid Investments analyst Artem Mikhailin is sure.
He examined in detail the segments of the consumer market and the prospects of public players in Russian retail. X5, Lenti, Magneta, Fixed Price, Henderson, Ozone and VseInstrumenty. Ru. In a column for RBC Investments, he explained which companies look the most attractive, who is able to recover faster and which stocks are worth paying attention to.
Aftermarket Retail: Which Consumer Stocks to Choose.