Analysts Are Bullish on These Consumer Goods Stocks: Coca-Cola (KO), Altria Group (MO)We remain optimistic that MO can sustain very LSD topline growth (<1%), +LSD operating pro fi t growth and ~4% EPS growth annually over the next decade driven by LSD pro fi t growth in Smokeable, LSD pro fi t growth in a robust buyback program (based on our deep-dive analysis of the US nicotine market). Overall, we continue to see a favorable risk/reward with limited downside risk given MO’s strong underlying FCF, lack of FX exposure/limited tari ff risk, attractive valuation, optionality with ABI, strong balance sheet with a focus on shareholder returns. We continue to view MO as an attractive investment given its substantial dividend yield of ~7.4%, which we view very favorably in this market. Valuation and risks.