Consumer: Cosmetics, Household & Personal Care Products - 2010 1st
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Consumer: Cosmetics, Household & Personal Care Products - 2010 1st

Ali Dibadj of Sanford C. Bernstein & Co. rules the roost for a second consecutive year.

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In a year when macro concerns overshadowed stock picking, these top analysts came to the aid of investors at sea in the market turbulence.
After two years in the runner-up position, Chip Dillon of Credit Suisse rises to No. 3. “He is able to understand more-esoteric issues specific to the space,” touts one client. Dillon initiated coverage of Pactiv Corp., the maker of Hefty brand trash and sandwich bags and a producer of food-service and food-packaging products, in March with an outperform rating, making the case that the Lake Forest, Illinois–based company was undervalued on the basis of earnings and cash flow.
Michael Gambardella, who sits atop the sector for a third year running, “has been covering this space for 25 years or more — I believe that is the right number — and he offers an unparalleled perspective, given his history with these companies and his relationships,” according to one satisfied client.
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