Consumer Staples
Consumer Staples
Consumer Staples at a glance
Structural signals from the latest reported years. The four middle tabs keep food, beverage, household, and staples retail separate.
- •Walmart FY2026 net sales $706.4 billion, up 4.7 percent. Walmart U.S. $483.0 billion (68 percent of net sales).
- •Costco FY2025 net sales $269.9 billion. Membership fees $5.32 billion. Paid members 81.0 million.
- •PepsiCo 2025 net revenue $93.9 billion. P&G FY2026 net sales $87.0 billion. Coca-Cola 2025 net revenues $47.9 billion.
- •Kroger FY2025 sales $147.6 billion. Target FY2025 net sales $104.8 billion, down 1.7 percent.
- •PMI 2025 net revenues $40.6 billion. Smoke-free $16.9 billion, 41.5 percent of sales.
- •Costco, Target, and the dollar stores stay on this page. Restaurants stay on Travel and Leisure.
- •34 companies on the roster. Twenty-three have a sourced latest-year total on the Overview chart.
Headline numbers
Eight sourced snapshot figures. Fiscal years are not aligned. Walmart and Target ended January 31, 2026. Costco ended August 31, 2025.
Walmart FY2026 net sales
$706.4B
Year ended January 31, 2026. Up 4.7% vs $674.5B. Total revenue $713.2B. Walmart U.S. $483.0B (68%).
Walmart 8-K / 10-K
Costco FY2025 net sales
$269.9B
Year ended August 31, 2025. Up 8.1% vs $249.6B. Membership fees $5.32B. Paid members 81.0 million.
Costco 10-K / PR
Kroger FY2025 sales
$147.6B
Year ended January 31, 2026. $147.642B vs $147.123B. Identical sales without fuel +2.9%. Our Brands over $39B.
Kroger 8-K / 10-K
Target FY2025 net sales
$104.8B
Year ended January 31, 2026. Down 1.7% vs $106.6B. Food and beverage $24.1B. Merchandise sales $102.7B.
Target 10-K
PepsiCo 2025 net revenue
$93.9B
Year ended December 27, 2025. $93.925B vs $91.854B. PBNA $28.2B. PFNA $27.5B.
PepsiCo 8-K
P&G FY2026 net sales
$87.0B
Year ended June 30, 2026. $87.032B, +3%. Organic sales +1%. Fabric and Home Care $30.3B.
P&G PR
Coca-Cola 2025 net revenues
$47.9B
Calendar 2025. $47.941B, +2%. Organic revenues +5%. North America $19.6B.
Coca-Cola 8-K
PMI smoke-free mix
41.5%
Calendar 2025. Total net revenues $40.6B. Smoke-free $16.9B (+15%). Combustibles $23.8B.
PMI PR
Roster revenue, latest year
Twenty-three names with a sourced latest-year total. Dollar Tree is continuing operations. Names without a sourced figure in this pass are omitted.
Four theses plus tobacco
Retail is the pile because Walmart is $706B. Food is Sysco plus protein plus branded CPG. Beverage includes PepsiCo foods. Household is P&G plus the $15B to $20B names.
The roster
Thirty-four public companies. Athletic and apparel stay on those pages. Restaurants stay on Travel and Leisure. Costco, Target, and the dollar stores stay here.
| Company | Ticker | Archetype | HQ | Latest year | What to watch |
|---|---|---|---|---|---|
| Walmart | WMT | Retail (dual-home) | US | FY2026 | Walmart U.S. $483.0B vs International $130.4B vs Sam's Club $93.0B |
| Costco | COST | Retail | US | FY2025 | Membership fees $5.32B. Paid members 81.0 million. 914 warehouses. |
| Kroger | KR | Retail | US | FY2025 | Sales $147.6B. Identical sales without fuel +2.9%. Our Brands over $39B. |
| Target | TGT | Retail | US | FY2025 | Net sales $104.8B, -1.7%. Food and beverage $24.1B is the largest merchandise line. |
| Dollar General | DG | Retail | US | FY2025 | Net sales $42.7B. Consumables $35.1B (82%). Same-store sales +3.0%. |
| Dollar Tree | DLTR | Retail | US | FY2025 | Continuing-ops net sales $19.4B, +10.4%. Comp +5.3%. Family Dollar is out. |
| Casey's | CASY | Retail | US | FY2026 | Total revenue $17.6B. Inside sales $6.34B. Fuel is a large share of the top line. |
| PepsiCo | PEP | Beverage | US | CY2025 | PBNA $28.2B and PFNA $27.5B. Convenient foods sit inside a beverage ticker. |
| Coca-Cola | KO | Beverage | US | CY2025 | Net revenues $47.9B. North America $19.6B. Organic +5% on +2% reported. |
| Keurig Dr Pepper | KDP | Beverage | US | CY2025 | Net sales $16.6B. U.S. Refreshment $10.4B. GHOST in the mix. JDE Peet pending. |
| Monster | MNST | Beverage | US | CY2025 | Net sales $8.29B, +10.7%. Energy is the growth CSD adjacency. |
| Sysco | SYY | Food | US | FY2026 | Sales $84.6B. U.S. Foodservice $58.8B. This is foodservice, not grocery retail. |
| Tyson | TSN | Food | US | FY2025 | Sales $54.4B. Beef $21.6B. Chicken $16.8B. Legal accruals cut reported sales $653M. |
| Mondelez | MDLZ | Food | US | CY2025 | Net revenues $38.5B. Europe $15.0B. North America $10.7B, -2.1%. |
| Kraft Heinz | KHC | Food | US | CY2025 | Net sales $24.9B, -3.5%. Volume/mix -4.1 pp. Impairments $9.3B. |
| General Mills | GIS | Food | US | FY2026 | Net sales $18.4B, -5%. Organic -2%. Yogurt sale is in the year. |
| Hershey | HSY | Food | US | CY2025 | Net sales $11.7B, +4.4%. North America confectionery $9.48B. Cocoa is the P&L. |
| P&G | PG | Household | US | FY2026 | Net sales $87.0B. Fabric and Home Care $30.3B. Organic +1%. |
| Colgate | CL | Household | US | CY2025 | Net sales $20.4B. Oral 44%, pet 23%, personal 17%, home care 16%. |
| Kimberly-Clark | KMB | Household | US | CY2025 | Net sales $16.4B, -2.1%. Organic +1.7%. Kenvue deal targeted 2H 2026. |
| Kenvue | KVUE | Household | US | CY2025 | Net sales $15.1B, -2.1%. Self Care $6.38B. Kimberly-Clark combination pending. |
| Estee Lauder | EL | Household | US | FY2026 | Net sales $15.0B, +5%. Skin care $7.34B. Fragrance +12%. |
| Philip Morris | PM | Tobacco | US | CY2025 | Net revenues $40.6B. Smoke-free 41.5% of sales ($16.9B). |
| Altria | MO | Tobacco | US | not charted | U.S. tobacco. Latest-year total not locked in this pass. |
| Archer Daniels Midland | ADM | Ag | US | not charted | Ag merchant. Latest-year total not locked in this pass. |
| Bunge Global | BG | Ag | US | not charted | Ag merchant. Latest-year total not locked in this pass. |
| Molson Coors | TAP | Beverage | US | not charted | Brewers. Latest-year total not locked in this pass. |
| Brown-Forman | BF-B | Beverage | US | not charted | Spirits. Latest-year total not locked in this pass. |
| Constellation Brands | STZ | Beverage | US | not charted | Beer and spirits. Latest-year total not locked in this pass. |
| Church & Dwight | CHD | Household | US | not charted | Household products. Latest-year total not locked in this pass. |
| Clorox | CLX | Household | US | not charted | Household products. Latest-year total not locked in this pass. |
| Hormel | HRL | Food | US | not charted | Packaged foods and meats. Latest-year total not locked in this pass. |
| McCormick | MKC | Food | US | not charted | Spices and flavor. Latest-year total not locked in this pass. |
| J.M. Smucker | SJM | Food | US | not charted | Packaged foods. Latest-year total not locked in this pass. |
