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Foxxymobile Street Insider | Winners vs Losers — Consumer Goods Heat

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    Foxxymobile Street Insider | Winners vs Losers — Consumer Goods Heat

    Winners 

    Champion Breweries → Shock rebound: ₦2.3bn profit in H1 2025 (+692%) vs ₦386m loss last year. Almost 3x its entire 2024 profit.

    NASCON → Net profit rockets to ₦15.6bn, more than 3x last year’s ₦4.8bn.

    Consumer Goods Sector → Triple-digit returns YTD, outshining the NGX ASI’s +37.48%.

    Cash & Margins → Balance sheets leaner, margins fatter — big reversal from last year’s squeeze.


    Losers 

    Champion Breweries (short-term) → Despite monster earnings, stock has slipped in recent weeks.

    Vitafoam → -4% on Sept 19. Shows not every consumer goods play is immune.

    Late Entrants → Valuations stretched after a long rally. Without sustained inflation + FX relief, chasing highs is risky.


    Street Insider Take: Consumer goods are the NGX showstoppers of 2025 — but the game’s now about entry timing, not just riding momentum.  

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