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SECTOR PILLAR

Consumer Defensive Stocks 2026

Consumer Defensive covers food, beverages, household products and discount retail — companies people buy from in every economy, which makes the sector a portfolio anchor during recessions. The trade-off is lower growth and modest re-rating optionality. Pricing power and brand-portfolio depth determine which staples compound and which get squeezed by private-label retailers and shifting consumer tastes.

Stocks tracked
99
Avg P/E
26.8
Avg div yield
3.45%
Largest by mcap
Walmart
WMT

Top 10 by market cap

Company Ticker Market Cap P/E Div Yield
Walmart WMT $909.2B 40.2 0.87%
Costco COST $417.2B 47.4 0.63%
Coca-Cola KO $351B 25.7 2.60%
Procter & Gamble PG $349.3B 22.0 2.90%
Philip Morris International Inc PM $300.5B 27.2 3.05%
Nestle NESN.SW $220.1B 24.4 3.62%
L'Oreal OR.PA $203.2B 33.4 1.89%
PepsiCo PEP $187.3B 18.0 4.32%
Altria Group, Inc. MO $123.9B 15.5 5.71%
Monster Beverage Corporation MNST $95.4B 47.1
What moves this sector
Food, beverages, household, discount retail

All 99 Consumer Defensive stocks

Click any name for the full stock page with valuation, smart-money positions and our investment thesis.

A

  • Albertsons Companies, Inc. (ACI)
  • Altria Group, Inc. (MO)
  • Archer-Daniels-Midland Company (ADM)

B

C

D

  • Darling Ingredients Inc. (DAR)
  • Dollar General Corporation (DG)
  • Dollar Tree, Inc. (DLTR)

E

  • Edgewell Personal Care Company (EPC)
  • elf Beauty (ELF)
  • Estee Lauder Companies, Inc. (T (EL)

F

  • Flowers Foods, Inc. (FLO)
  • Freshpet, Inc. (FRPT)

G

  • General Mills, Inc. (GIS)
  • Grand Canyon Education, Inc. (LOPE)
  • Grocery Outlet Holding Corp. (GO)

H

I

J

  • J & J Snack Foods Corp. (JJSF)
  • John B. Sanfilippo & Son, Inc. (JBSS)

K

L

M

  • Marr SpA (MARR.MI)
  • McCormick & Company, Incorporat (MKC)
  • Molson Coors Beverage Company (TAP)
  • Mondelez International, Inc. (MDLZ)
  • Monster Beverage Corporation (MNST)

N

O

P

  • PepsiCo (PEP)
  • Perdoceo Education Corporation (PRDO)
  • Performance Food Group Company (PFGC)
  • Philip Morris International Inc (PM)
  • Pilgrim's Pride Corporation (PPC)
  • Post Holdings, Inc. (POST)
  • PriceSmart, Inc. (PSMT)
  • Procter & Gamble (PG)

S

T

  • Target Corporation (TGT)
  • The Andersons, Inc. (ANDE)
  • The Campbell's Company (CPB)
  • The Chefs' Warehouse, Inc. (CHEF)
  • The Hershey Company (HSY)
  • The J.M. Smucker Company (SJM)
  • The Marzetti Company (MZTI)
  • The Simply Good Foods Company (SMPL)
  • Tootsie Roll Industries, Inc. (TR)
  • Tyson Foods, Inc. (TSN)

U

  • United Natural Foods, Inc. (UNFI)
  • Universal Corporation (UVV)
  • Universal Technical Institute I (UTI)
  • US Foods Holding Corp. (USFD)

V

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