Consumer Stocks to Watch: CAL, VFC, and BC

Consumer discretionary stocks have declined 10.6% over the past six months, worse than the S&P 500's 4.8% decline. Investors should tread carefully due to unpredictable business models lacking recurring revenue. Three consumer stocks with open questions are Caleres (CAL), VF Corp (VFC), and Brunswick (BC). Each of these companies has faced challenges such as weak annual revenue growth, poor free cash flow margins, and eroding returns on capital, making them potential trouble spots in the consumer discretionary sector.