Consumer Staples
34 companies under coverage across 11 industries.
Browse by industry
Consumer Staples companies
General Mills Inc (GIS)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $62, +79% vs spot. It needs Gross Margin to surprise to the upside.
Kroger Company (KR)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $87, +56% vs spot. It needs Gross Margin to surprise to the upside.
Bunge Global SA (BG)
The bull case — 'Spike — Supply Dislocation' (8% weight) — targets $233, +118% vs spot. It needs Gross Margin to surprise to the upside.
The J. M. Smucker Company (SJM)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $199, +77% vs spot. It needs Gross Margin to surprise to the upside.
Kraft Heinz Co (KHC)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $40, +69% vs spot. It needs Gross Margin to surprise to the upside.
PepsiCo Inc (PEP)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $212, +57% vs spot. It needs Gross Margin to surprise to the upside.
Dollar General Corporation (DG)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $176, +53% vs spot. It needs Gross Margin to surprise to the upside.
Molson Coors Brewing Co Class B (TAP)
The bull case — 'Bull — Margin / Re-Rate' (8% weight) — targets $65, +68% vs spot. It needs Gross Margin to surprise to the upside.
Procter & Gamble Company (PG)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $231, +58% vs spot. It needs the multiple to hold or expand.
Conagra Brands, Inc. (CAG)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $23, +70% vs spot. It needs Gross Margin to surprise to the upside.
Altria Group (MO)
The bull case — 'Bull — Re-Rate on RRP Success' (8% weight) — targets $122, +69% vs spot. It needs the multiple to hold or expand.
Kenvue Inc. (KVUE)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $29, +53% vs spot. It needs the multiple to hold or expand.
Target Corporation (TGT)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $210, +61% vs spot. It needs Gross Margin to surprise to the upside.
The Coca-Cola Company (KO)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $125, +54% vs spot. It needs the multiple to hold or expand.
Kimberly-Clark Corporation (KMB)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $169, +54% vs spot. It needs the multiple to hold or expand.
Hormel Foods Corporation (HRL)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $44, +77% vs spot. It needs Gross Margin to surprise to the upside.
Constellation Brands Inc Class A (STZ)
The bull case — 'Bull — Margin / Re-Rate' (8% weight) — targets $245, +76% vs spot. It needs the multiple to hold or expand.
Monster Beverage Corp (MNST)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $146, +52% vs spot. It needs the multiple to hold or expand.
Colgate-Palmolive Company (CL)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $147, +60% vs spot. It needs the multiple to hold or expand.
Church & Dwight Company Inc (CHD)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $155, +60% vs spot. It needs the multiple to hold or expand.
Costco Wholesale Corp (COST)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $1,441, +54% vs spot. It needs Gross Margin to surprise to the upside.
Estee Lauder Companies Inc (EL)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $129, +63% vs spot. It needs Gross Margin to surprise to the upside.
The Clorox Company (CLX)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $150, +57% vs spot. It needs Gross Margin to surprise to the upside.
Walmart Inc. (WMT)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $178, +57% vs spot. It needs Gross Margin to surprise to the upside.
Philip Morris International Inc (PM)
The bull case — 'Bull — Re-Rate on RRP Success' (8% weight) — targets $297, +64% vs spot. It needs the multiple to hold or expand.
Caseys General Stores Inc (CASY)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $1,211, +52% vs spot. It needs Gross Margin to surprise to the upside.
Tyson Foods Inc (TSN)
The bull case — 'Spike — Supply Dislocation' (8% weight) — targets $118, +105% vs spot. It needs Gross Margin to surprise to the upside.
Hershey Co (HSY)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $302, +72% vs spot. It needs the multiple to hold or expand.
McCormick & Company Incorporated (MKC)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $86, +71% vs spot. It needs Gross Margin to surprise to the upside.
Mondelez International Inc (MDLZ)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $105, +82% vs spot. It needs Gross Margin to surprise to the upside.
Dollar Tree Inc (DLTR)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $182, +50% vs spot. It needs Gross Margin to surprise to the upside.
Archer-Daniels-Midland Company (ADM)
The bull case — 'Spike — Supply Dislocation' (8% weight) — targets $159, +108% vs spot. It needs Gross Margin to surprise to the upside.
Sysco Corporation (SYY)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $120, +43% vs spot. It needs Gross Margin to surprise to the upside.
Keurig Dr Pepper Inc (KDP)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $48, +48% vs spot. It needs the multiple to hold or expand.