Explore the food & household products companies we cover.
PepsiCo makes and sells branded snacks and beverages.
We like the punch of this portfolio: Doritos and Lay’s in the snack aisle, Gatorade and Pepsi in the drinks cooler. Its strongest opportunity is to put these familiar brands to work across its global customer network. This is a compelling franchise with reach well beyond the supermarket shelf.
Procter & Gamble makes branded household and personal-care products.
We like P&G’s place in the everyday shopping basket. Tide, Charmin, Pantene and Pampers give it a compelling platform for making familiar essentials more useful and appealing. Its strongest opportunity is to turn better products, packaging and retail presentation into a clear reason for shoppers to choose its brands.
Coca-Cola sells nonalcoholic beverages through a worldwide network of bottlers and distribution partners.
We like the powerful combination of a broad drinks cabinet and a route to customers around the world. Coca-Cola's strongest opportunity is to bring its brands into more everyday drinking occasions, from soft drinks and sports beverages to water and coffee. Its international network gives that opportunity a compelling commercial platform.
