Consumer Staples
Food, beverages, household goods and big-box retail: spending people don't postpone.
| Company | Price | Today | 1 month | YTD |
|---|---|---|---|---|
| Coca-Cola KO Non-alcoholic beverages (concentrates, finished beverages, bottling) | 90.46 | ▲ 0.76% | +1.1% | +11.6% |
| Costco COST Warehouse clubs and discount general merchandise | 959.14 | ▼ 0.08% | +4.5% | −4.5% |
| PepsiCo PEP Beverages and convenient foods | 127.59 | ▲ 0.13% | −6.8% | −9.2% |
| Walmart WMT Hypermarkets, supercenters, warehouse clubs and e-commerce | 113.33 | ▼ 0.08% | +3.8% | −10.9% |
News across the sector
Walmart opens 900,000 sq ft Stockton fulfillment center in California
Walmart opened a next-generation fulfillment center in Stockton, California, of more than 900,000 square feet and more than 1,000 jobs.
Semafor reports Coca-Cola is again exploring a sale of Costa Coffee
Semafor reported that Coca-Cola is again exploring a sale of Costa Coffee, which it bought for about $5.1 billion in 2018.
PepsiCo shares trade higher before the open despite guidance cut
PepsiCo shares traded about 2.2% higher in pre-market Nasdaq trading on October 8, at $126.40, after closing 1.6% lower on the prior session.
PepsiCo books $192M restructuring charge and plans more structural cost cuts
PepsiCo recorded $192 million of restructuring and impairment charges in the third quarter under its multi-year productivity plan, which runs through 2030.
PepsiCo reports fiscal Q3 2026 results: revenue $25.27B, up 6% from a year earlier
PepsiCo filed a Form 8-K with the SEC on Oct 7, 2026, 5:57 PM ET, reporting an event dated Oct 8, 2026.
PepsiCo files quarterly report (10-Q) for the period ended Sep 5, 2026
PepsiCo filed its quarterly report on Form 10-Q with the SEC on Oct 7, 2026, 5:52 PM ET, covering the quarter ended Sep 5, 2026.
Costco September sales rise 13% to $30.02B; comparable sales up 11.4%
Costco reported September 2026 net sales of $30.02 billion for the five-week retail month ended October 4, up 13.0% from a year earlier.
Walmart unveils holiday shopping options, with Express Pickup in 500 stores
Walmart set out its 2026 holiday shopping plans, led by Express Pickup, which gets Walmart app orders ready for curbside pickup in as little as one hour.
Costco files annual report (10-K) for the period ended Aug 30, 2026
Costco filed its annual report on Form 10-K with the SEC on Oct 6, 2026, 9:13 PM ET, covering the fiscal year ended Aug 30, 2026.
Walmart rebuts economist's claims on dynamic pricing and Sparky spending
Walmart published an open letter responding to economist Lindsay Owens, who said Walmart uses personal data and weather to set higher prices.
Coca-Cola lines up January 2027 Core Power Banana and POWERADE zero-sugar launches
Coca-Cola's 2027 lineup includes Core Power Banana in January 2027, in 26 gram and 42 gram protein versions, its first new flavor in almost a decade.
JPMorgan downgrades PepsiCo to Neutral, target cut to $138 from $170
JPMorgan cut PepsiCo to Neutral from Overweight and lowered its price target to $138 from $170, in a note reported on September 29.
Coca-Cola sets third-quarter 2026 results for October 27 before the NYSE opens
Coca-Cola announced that it will release third-quarter 2026 financial results on October 27, 2026, before the New York Stock Exchange opens.
Deutsche Bank downgrades PepsiCo to Hold and cuts target to $138
Deutsche Bank lowered PepsiCo to Hold from Buy and cut its price target to $138 from $155, reported on September 28.
Coca-Cola names Rob Gehring president of North America, effective December 1
Coca-Cola named Rob Gehring president of its North America operating unit, effective December 1, 2026, succeeding John Murphy, who has led the unit on an interim basis since August 1 while keeping his role as president and CFO.