Consumer Cyclical

O-I Glass makes bottles and jars for beverage and food brands around the world. The appeal here comes from glass’s durable role in premium and recyclable packaging, plus O-I’s global scale and manufacturing upgrade effort that could lift margins over time.

Olaplex sells premium hair repair products through salons, specialty retail, and online channels. The company still has strong brand recognition, positive cash generation, and lower leverage, while the key question is whether stabilization can turn into lasting profitable growth.

NFI Group builds transit buses, coaches, and parts systems for public and private fleets. The company’s appeal rests on its strong position in North American transit, exposure to cleaner bus adoption, and improving cash flow as production recovery continues.

Myers Industries makes specialty polymer products for material handling, industrial, agricultural, and automotive markets. The most compelling angle is the combination of niche manufacturing positions, improving cash flow, and a margin recovery that could reshape earnings quality.

MillerKnoll sells premium workplace and home furnishings through a portfolio that includes Herman Miller and Knoll. The brand base, dealer network, and positive cash flow support the long-term case, while the key debate centers on turning scale into steadier profits.