Sector analysis · US
Consumer Staples: which companies drove growth
The 20 largest Consumer Staples companies by market cap at the end of Q2 2026 (30 Jun 2026), compared with Q1 2026.
The top 20 at Q2 2026
Q2 2026 vs Q1 2026: combined net profit $27.0B (−7%), median EPS +7% (14 of 20 up), market-cap-weighted price −1%. 20 of 20 reported.
| # | Company | Weight | EPS $, base → now | EPS growth | Contribution | Price |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc. | 27.9% | 0.67 → 0.80 | +19% | +3.6 pp | −9% |
| 2 | Costco Wholesale Corporation | 12.9% | 4.58 → 4.93 | +8% | +0.5 pp | −6% |
| 3 | The Procter & Gamble Company | 11.0% | 1.63 → 1.26 | −23% | −3.3 pp | +1% |
| 4 | The Coca-Cola Company | 10.8% | 0.91 → 1.03 | +13% one source | +1.7 pp | +7% |
| 5 | Philip Morris International Inc. | 8.7% | 1.56 → 1.80 | +15% | +1.3 pp | +9% |
| 6 | PepsiCo, Inc. | 5.7% | 1.70 → 2.18 | +28% | +2.3 pp | −13% |
| 7 | Altria Group, Inc. | 3.7% | 1.30 → 1.37 | +5% | +0.4 pp | +9% |
| 8 | Monster Beverage Corporation | 2.9% | 0.29 → 0.30 | +3% one source | +0.1 pp | +33% |
| 9 | Mondelez International, Inc. | 2.3% | 0.43 → 1.20 | +179% one source | +3.4 pp | 0% |
| 10 | Colgate-Palmolive Company | 2.3% | 0.80 → 0.86 | +7% | +0.2 pp | +7% |
| 11 | Target Corporation | 1.8% | 1.71 → 4.12 | +141% | +3.8 pp | +8% |
| 12 | Keurig Dr Pepper Inc. | 1.4% | 0.20 → 0.04 | −78% | −0.4 pp | +24% |
| 13 | Sysco Corporation | 1.2% | 0.71 → 1.15 | +62% | +0.7 pp | +17% |
| 14 | Archer-Daniels-Midland Company | 1.1% | 0.62 → 1.87 | +202% | +2.1 pp | +5% |
| 15 | Kenvue Inc. | 1.1% | 0.25 → 0.24 | −4% | −0.1 pp | +11% |
| 16 | Kimberly-Clark Corporation | 1.1% | 2.00 → 1.04 | −48% | −1.1 pp | +14% |
| 17 | The Hershey Company | 1.1% | 2.13 → 2.26 | +6% | +0.1 pp | −16% |
| 18 | The Kroger Co. | 1.1% | 1.36 → 1.46 | +7% one source | +0.1 pp | −23% |
| 19 | The Estée Lauder Companies Inc. | 0.9% | 0.24 → −0.32 | to loss | −0.7 pp | +11% |
| 20 | The Kraft Heinz Company | 0.9% | 0.67 → −4.60 | to loss | −21.6 pp | +5% |
| Sector earnings growth | 100% | −6.9 pp |
Who joined and who left
1 joined and 1 left the top 20 since Q1 2026, as market caps moved.
Joined the top 20 since Q1 2026
Left the top 20 since Q1 2026
- Dollar General Corporation
EPS growth by company, Q3 2023 to Q2 2026
Each company's EPS growth quarter on quarter, every quarter it was in the top 20.
| Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | −94% | +1,116% | −7% | −11% | +2% | +14% | −14% | +57% | −13% | −31% | +26% | +19% |
| COST | +66% | −26% | +9% | −4% | +40% | −24% | 0% | +6% | +37% | −23% | +2% | +8% |
| PG | +26% | −23% | +9% | −16% | +27% | +17% | −18% | −4% | +32% | −9% | −8% | −23% |
| KO | +20% | −35% | +61% | −24% | +18% | −23% | +51% | +14% | −2% | −38% | +72% | +13% |
| PM | +31% | +7% | −2% | +12% | +28% | to loss | turned profitable | +13% | +14% | −39% | +14% | +15% |
| PEP | +13% | −58% | +57% | +51% | −4% | −48% | +20% | −31% | +107% | −3% | −8% | +28% |
| MO | +3% | −5% | +4% | +83% | −39% | +34% | −65% | +124% | 0% | −53% | +97% | +5% |
| MNST | +10% | −19% | +20% | −2% | −7% | −26% | +61% | +11% | +6% | −13% | +26% | +3% |
| MDLZ | +4% | −3% | +49% | −57% | +40% | +106% | −76% | +58% | +16% | −11% | −16% | +179% |
| CL | +43% | +1% | −5% | +7% | +1% | 0% | −6% | +7% | 0% | to loss | turned profitable | +7% |
| TGT | +17% | +42% | −32% | +27% | −28% | +30% | −6% | −10% | −26% | +52% | −26% | +141% |
| KDP | +3% | +32% | −33% | +15% | +18% | to loss | turned profitable | +5% | +22% | −47% | −23% | −78% |
| SYY | outside | outside | +4% | +45% | −20% | −17% | 0% | +34% | −10% | −18% | −12% | +62% |
| ADM | −11% | −30% | outside | outside | outside | outside | outside | outside | outside | outside | −34% | +202% |
| KVUE | +5% | −26% | −12% | outside | +562% | −25% | +13% | +29% | −5% | −19% | +47% | −4% |
| KMB | +477% | −13% | +27% | −16% | +67% | −50% | +27% | −10% | −12% | +12% | +33% | −48% |
| HSY | +27% | −33% | +129% | −77% | +147% | +78% | −72% | −72% | +339% | +15% | +36% | +6% |
| KR | outside | outside | +15% | +28% | −50% | +31% | +7% | +43% | −29% | to loss | turned profitable | +7% |
| EL | turned profitable | +912% | +5% | to loss | outside | outside | outside | to loss | turned profitable | +238% | outside | to loss |
| KHC | −74% | +190% | +8% | −87% | to loss | turned profitable | −66% | to loss | turned profitable | +6% | +22% | to loss |