Consumer Staples

Progress Software, Crown Holdings, and OneSpaWorld make up this week’s column.

Spotify posts significant gains in monthly active users, while CVS slips after earnings.

Coke’s fourth-quarter earnings per share did edge past consensus by two cents, but its revenue fell short of expectations.

The AI, software, and memory trades are holding back broader index gains.

The soda giant reports better-than-expected earnings but revenue is short of estimates.

In July 2024 and early 2025 there were similar moves away from risky assets as the market broadened out. What’s different this time.

Food, beverage and tobacco stocks make sense for investors looking for yield. But be careful. Many are no longer cheap.

The January jobs report is coming this week, the robot revolution is getting real, Hims & Hers backs down on Wegovy knockoff, and more news to start your day.

The broader market passed a significant milestone thanks to big gains for stocks outside of tech. Goldman Sachs and Caterpillar are examples.

Tech is ailing while other sectors are holding up. How to stay safe and avoid the AI knife fight.

Boring is good. And it’s leading the market this year.

Most other sectors are doing just fine, a positive sign for investors.

Anheuser-Busch InBev and PepsiCo are among the beverage and snack companies advertising during this year’s Super Bowl.

AMD’s data center sales boost quarter above expectations, Fed governor Miran gives up White House post, PepsiCo is accelerating affordability initiatives, and more news to start your day.

Technical indicators for Bristow Group, Cal-Maine Foods, and DexCom suggest momentum is on their side.

Heineken, Chubb, and India stocks are in our panelists’ sights this year. How to assemble your own sports portfolio.

Trump cancels Greenland tariff threats, Supreme Court justices appear skeptical of Trump’s bid to fire Fed governor Lisa Cook, Amazon hits back at Walmart with planned megastore, and more news to start your day.

Chevron, Boeing, and Colgate-Palmolive feature in this week’s column.

Trump addresses Davos today, Mag 7 stocks reflect fear over AI trade, Netflix’s softer margin guidance overshadows earnings beat, and more news to start your day.

The market has started to rotate into dividend players and other defensive plays.

Recent price action suggests Costco may be transitioning back to accumulation.

Revenue fell to about $74.3 billion in 2025 from $75.5 billion a year earlier, continuing a trajectory that began in 2020, according to a new report.

Target and Coca-Cola are of particular interest as the sector gathers steam.

The company had long bucked an industry slump with splashy growth, but lately it has been slipping.

Federal guidelines include prioritizing nutrient-dense foods, including protein, dairy, healthy fats, whole grains, and fruits and vegetables.