34companies in Consumer staples
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Compare companies, side by side

The same facts from the filings for each company in a group, where each stands among the others, and what each wrote about a topic in its latest 10-K.

Group median · 34 companies
Sales growth
+2.1%
Gross margin
39%
Operating margin
14%
Net margin
8.0%
Where each stands

The 3 largest, ranked among the group

Each corner is the share of Consumer staples companies the company is above on that ratio. The dashed line is the middle of the group. A rank, not a score.

WMT Walmart
Revenue $735.8B, last twelve months
Year by year
Revenue growth: 4.7%, above 69% of 32 peers (their median 2.0%) REVENUE GROWTH 4.7% · above 69% Gross margin: 24.2%, above 20% of 30 peers (their median 40.5%) GROSS MARGIN 24.2% · above 20% Operating margin: 4.4%, above 21% of 28 peers (their median 14.1%) OPERATING MARGIN 4.4% · above 21% Net margin: 3.0%, above 31% of 32 peers (their median 8.8%) NET MARGIN 3.0% · above 31% FCF margin: 1.8%, above 9% of 32 peers (their median 10.7%) FCF MARGIN 1.8% · above 9% Return on capital: 15.2%, above 75% of 24 peers (their median 12.1%) RETURN ON CAPITAL 15.2% · above 75%
Sales growth
+4.7%
Operating margin
4.4%
FCF margin
1.8%

7 paragraphs of its Risk Factors mention China, against 7 the year before.

COST Costco
Revenue $303.2B, last twelve months
Year by year
Revenue growth: 10.1%, above 88% of 32 peers (their median 2.0%) REVENUE GROWTH 10.1% · above 88% Gross margin: 12.8%, above 10% of 30 peers (their median 40.5%) GROSS MARGIN 12.8% · above 10% Operating margin: 3.9%, above 18% of 28 peers (their median 14.1%) OPERATING MARGIN 3.9% · above 18% Net margin: 3.0%, above 34% of 32 peers (their median 8.8%) NET MARGIN 3.0% · above 34% FCF margin: 3.1%, above 19% of 32 peers (their median 10.7%) FCF MARGIN 3.1% · above 19% Return on capital: 21.0%, above 96% of 24 peers (their median 12.1%) RETURN ON CAPITAL 21.0% · above 96%
Sales growth
+10%
Operating margin
3.9%
FCF margin
3.1%

5 paragraphs of its Risk Factors mention China, against 5 the year before.

KR Kroger
Revenue $149.3B, last twelve months
Year by year
Revenue growth: 0.4%, above 31% of 32 peers (their median 2.2%) REVENUE GROWTH 0.4% · above 31% Operating margin: 1.4%, above 7% of 28 peers (their median 14.1%) OPERATING MARGIN 1.4% · above 7% Net margin: 0.7%, above 6% of 32 peers (their median 8.8%) NET MARGIN 0.7% · above 6% FCF margin: 1.6%, above 6% of 32 peers (their median 10.7%) FCF MARGIN 1.6% · above 6% Return on capital: 7.6%, above 29% of 24 peers (their median 12.3%) RETURN ON CAPITAL 7.6% · above 29%
Sales growth
+0.4%
Operating margin
1.4%
FCF margin
1.6%

0 paragraphs of its Risk Factors mention China, against 0 the year before.

From the filings

Consumer staples: the same facts for each company

Showing 12 of 34, largest revenue first
Company Revenue, 12 months Sales growth Gross / operating margin Net margin Debt / equity Accounting items Insider buys Investors Open
WMT Walmart
$735.8B
+4.7%
GM 24%OM 4.4%
3.0% 0.51 0 of 6to read 0 0 10-K
COST Costco
$303.2B
+10%
GM 13%OM 3.9%
3.0% 0.17 1 of 6to read 0 0 10-K
KR Kroger
$149.3B
+0.4%
GM -OM 1.4%
0.7% 2.63 1 of 5to read 0 0 10-K
TGT Target Corporation
$107.7B
-1.7%
GM 29%OM 5.6%
4.1% 0.86 0 of 5to read 0 0 10-K
PEP PepsiCo
$98.2B
+2.3%
GM 54%OM 15%
11% 2.13 0 of 6to read 4 0 10-K
BG Bunge Global
$93.5B
+32%
GM 5.1%OM -
1.2% 1.03 3 of 6to read 0 0 10-K
PG Procter & Gamble
$87.9B
+3.3%
GM 50%OM 23%
18% 0.70 0 of 6to read 0 0 10-K
SYY Sysco
$85.1B
+3.9%
GM 19%OM 3.5%
2.1% 3.42 0 of 6to read 1 0 10-K
ADM Archer Daniels Midland
$84.1B
-6.2%
GM 7.4%OM -
3.0% 0.37 2 of 6to read 1 0 10-K
TSN Tyson Foods
$55.7B
+2.1%
GM 6.1%OM 2.3%
1.0% 0.44 1 of 6to read 1 0 10-K
KO Coca-Cola
$51.1B
+1.9%
GM 62%OM 30%
29% 1.15 1 of 6to read 0 0 10-K
DG Dollar General
$43.6B
+5.2%
GM 31%OM 5.6%
3.9% 0.49 0 of 5to read 0 0 10-K
Sales growth is the last fiscal year against the one before; margins are over the last twelve months. Where each comes from

How to read this page

  • A radar shows where a company ranks among its group on six ratios. A corner at the edge means it is above every other company on that ratio.
  • A table row lists the facts as the filings give them: revenue, growth, margins, debt to equity, the accounting checks, insider buying and followed investors holding.
  • A bubble to the right grew faster, and one higher up kept more of its sales as free cash flow.
  • A bar is paragraphs that mention the topic this year, and the mark on it is last year.

Risk Factors and XBRL figures from each company's latest 10-K, read nightly from SEC EDGAR. Nothing here is a rating.

By topic · 10-K Item 1A

China: paragraphs that mention it

EL 20 vs 20 KVUE 19 vs 16 TSN 16 vs 17 PEP 13 vs 15 PM 12 vs 15 MKC 11 vs 16 CHD 10 vs 12 KO 10 vs 7 CL 8 vs 9 HRL 8 vs 12 MDLZ 8 vs 16 MNST 8 vs 7 PG 8 vs 10 WMT 7 vs 7 BG 6 vs 6
All 36 companies
KMB 6 vs 6 COST 5 vs 5 DG 5 vs 6 DLTR 4 vs 4 GIS 4 vs 5 ADM 3 vs 2 HSY 3 vs 3 KHC 3 vs 3 TGT 3 vs 1 CLX 2 vs 2 BF-B 1 vs 1 KDP 1 vs 1 SJM 1 vs 3 ACI 0 vs 0 BJ 0 vs 0 BRBR 0 vs 0 CASY 0 vs 0 KR 0 vs 0 MO 0 vs 0 STZ 0 vs 0 SYY 0 vs 0

Risk Factors paragraphs in each company's latest 10-K, most mentions first. The bar is this year and the mark is last year. 29 companies have no 10-K downloaded yet.

In their words

What the companies wrote

The paragraphs as filed, each linked to its filing on sec.gov

EL ESTEE LAUDER COMPANIES INC

20 paragraphs

The decrease in net sales from our travel retail business was primarily driven by Asia travel retail, reflecting ongoing subdued sentiment and lower conversion from Chinese consumers, the difficult comparison to the prior year due to our resumption of replenishment …

Item 7, MD&A, 10-K Aug 19, 2026

Reported operating income in Mainland China decreased $120 million, or 38%, in fiscal 2025, reflecting lower net sales and the unfavorable year-over-year impact of a change in policy related to local government subsidies in China, partially offset by lower cost of sales.

Item 7, MD&A, 10-K Aug 19, 2026

KVUE Kenvue Inc.

19 paragraphs

• rising geopolitical trade tensions impacting our key markets, including but not limited to tensions in the United States, China, Western Europe, and Latin America;

Item 1A, Risk Factors, 10-K Feb 20, 2026

operations in China were not transferred to us prior to the end of fiscal year 2025. For more information on the Separation Agreement, see Note 12, “Relationship with J&J,” to the Consolidated Financial Statements included herein and our 2025 Proxy Statement.

Item 1A, Risk Factors, 10-K Feb 20, 2026

TSN TYSON FOODS, INC.

16 paragraphs

… Major sales markets include Canada, Central America, China, the European Union, the United Kingdom, Japan, Mexico, Malaysia, the Middle East, the Philippines, Singapore, South Korea, Taiwan, Thailand and Vietnam. Our sales to customers in foreign countries for fiscal 2025 totaled …

Item 1A, Risk Factors, 10-K Nov 10, 2025

… the United States dollar and foreign currencies, particularly the Brazilian real, the British pound sterling, the Canadian dollar, the Chinese renminbi, the European euro, the Malaysian ringgit, the Mexican peso and the Thai baht; political and economic conditions, including ongoing …

Item 1A, Risk Factors, 10-K Nov 10, 2025

PM Philip Morris International Inc.

12 paragraphs

International Share of Market - Cigarette and HTUs (Excluding China and the United States)

Item 7, MD&A, 10-K Feb 6, 2026

Estimated industry volume (excluding China and the U.S.) for cigarettes and HTUs was broadly stable, with a 1.1% decrease for cigarettes, largely offset by 10.2% growth of HTUs. For the full year 2026, we currently expect an estimated total international industry volume decline of around 2% for cigarettes and HTUs, excluding China and the U.S.

Item 7, MD&A, 10-K Feb 6, 2026

MKC MCCORMICK & CO INC

11 paragraphs

During 2025, the foreign currency translation component in other comprehensive income was principally related to the impact of exchange rate fluctuations on our net investments in our subsidiaries with a functional currency of the Mexican peso, Euro, British pound sterling, Swiss franc, Polish zloty, and Chinese renminbi.

Item 7, MD&A, 10-K Jan 22, 2026

The reported values of our assets and liabilities held in non-U.S. subsidiaries and affiliates can be significantly affected by fluctuations in foreign exchange rates between periods. As of November 30, 2025, the exchange rates for the Euro, British pound sterling, Canadian dollar, Mexican peso, Chinese renminbi, Polish zloty, and Australian dollar were higher against the U.S. dollar than on November 30, 2024.

Item 7, MD&A, 10-K Jan 22, 2026
Show all 36 companies' quotes

CHD CHURCH & DWIGHT CO INC /DE/

10 paragraphs

• the Russia/Ukraine war and ongoing and new conflicts in the Middle East and increased tensions between China and Taiwan, and political developments in the Middle East, Europe and elsewhere;

Item 1A, Risk Factors, 10-K Feb 12, 2026

… Outside of the U.S., sales and costs are denominated in a variety of currencies, including the Canadian Dollar, Euro, Pound, Mexican Peso, Australian Dollar, Japanese Yen and Chinese Yuan, among others. A weakening of the currencies in which sales …

Item 1A, Risk Factors, 10-K Feb 12, 2026

KO COCA COLA CO

10 paragraphs

… The operating segment reported growth in unit case volume of 1% in the Greater China and Mongolia operating unit and growth in energy drinks, offset by a decline of 3% in the ASEAN and South Pacific operating unit. Unit case …

Item 7, MD&A, 10-K Feb 20, 2026

… territories in India and a gain of $31 million related to the substantial liquidation of a joint venture in China. The Company also recorded a charge of $1,274 million related to our bottling operations in Africa that became held …

Item 7, MD&A, 10-K Feb 20, 2026

CL COLGATE PALMOLIVE CO

8 paragraphs

Net sales in Asia Pacific decreased 1.5% in 2025 to $2,814, driven by volume declines of 2.7% and negative foreign exchange of 0.5%, partially offset by net selling price increases of 1.7%. Organic sales in Asia Pacific decreased 1.0% in 2025. The organic sales decline was driven by the Greater China region and India, partially offset by organic sales growth in the remaining Asia Pacific geographies.

Item 7, MD&A, 10-K Feb 23, 2026

In the fourth quarter of 2025, we recorded a non-cash charge of $794 aftertax ($919 pretax) to adjust the carrying values of goodwill and intangible assets related to the skin health business. Given lower than expected category growth rates and weaker than expected performance, particularly in China, we have lowered our outlook for the skin health business, primarily Filorga. See Note 5, Goodwill and Other Intangible Assets to the Consolidated Financial Statements for further information.

Item 7, MD&A, 10-K Feb 23, 2026

HRL HORMEL FOODS CORP /DE/

8 paragraphs

… The China market continued to contribute volume and net sales growth in the fourth quarter. Full year fiscal 2025 volume and net sales growth in the China market, the SPAM® family of products, and the Planters® brand was partially offset …

Item 7, MD&A, 10-K Dec 5, 2025

Capital expenditures in fiscal 2025 were $311 million, including investments in capacity expansions for Hormel® Fire Braised™ and Applegate® products, data and technology, people and animal safety, and the Jiaxing, China, facility. The Company continues to prioritize investments in growth, innovation, cost savings, automation, and maintenance.

Item 7, MD&A, 10-K Dec 5, 2025

MDLZ Mondelez International, Inc.

8 paragraphs

During 2024, we completed the acquisition of Evirth (Shanghai) Industrial Co., Ltd. (“Evirth”), a leading manufacturer of cakes and pastries in China. Refer to Note 2, Acquisitions and Divestitures for additional details.

Item 7, MD&A, 10-K Feb 4, 2026

Our growth strategy depends in part on our ability to expand our operations in emerging markets, including among others Brazil, China, India, Mexico, Argentina, Eastern Europe, the Middle East, Africa and Southeast Asia. However, some emerging markets have greater political …

Item 1A, Risk Factors, 10-K Feb 4, 2026

MNST Monster Beverage Corp

8 paragraphs

… In China, for instance, the Personal Information Protection Law also imposes requirements on the collection, use, and cross-border transfer of personal information, and noncompliance may result in penalties and operational restrictions.

Item 1A, Risk Factors, 10-K Feb 27, 2026

… USA), Liberty Coca-Cola Beverages, LLC, Coca-Cola Europacific Partners, Coca-Cola Hellenic, Coca-Cola FEMSA, Swire Coca-Cola (China), COFCO Coca-Cola, Coca-Cola Beverages Africa, Coca-Cola İçecek and certain other TCCC network bottlers, Asahi Soft Drinks, Co …

Item 7, MD&A, 10-K Feb 27, 2026

PG PROCTER & GAMBLE Co

8 paragraphs

… The volume increase was across all regions, led by growth in Greater China, North America and Europe (all due to innovation). Organic sales also increased high single digits led by high-teens growth in Europe and mid-single-digit growth …

Item 7, MD&A, 10-K Aug 4, 2026

… The unit volume increase was driven by increases in Greater China (due to innovation) and IMEA (due to market growth), partially offset by a decrease in North America (due to competitive activity). Organic sales also increased low single digits as …

Item 7, MD&A, 10-K Aug 4, 2026

WMT Walmart Inc.

7 paragraphs

In addition to our U.S. operations, we operate retail and eCommerce businesses in Africa, Canada, Central America, Chile, China, India and Mexico.

Item 1A, Risk Factors, 10-K Mar 13, 2026

… Further, PIPL raises the requirements for processing personal information and requires our China business to undergo a cybersecurity assessment and obtain approval from the Cyberspace Administration of China ("CAC") as well as consent from the personal information owner before personal …

Item 1A, Risk Factors, 10-K Mar 13, 2026

BG Bunge Global SA

6 paragraphs

In addition, international trade disputes can adversely affect agricultural commodity trade flows by limiting or disrupting trade between countries or regions, particularly disputes involving the United States and China. For example, prior trade disputes between the United States and China …

Item 1A, Risk Factors, 10-K Feb 19, 2026

As a result of our international operations, we are also exposed to currency exchange rate fluctuations. Changes in exchange rates between the U.S. dollar and other foreign currencies, particularly the Brazilian real, Canadian dollar, the euro, and Chinese yuan/renminbi affect our revenues and expenses that are denominated in local currencies, affect farm economics in those regions and may also have a negative impact on the value of our assets located outside of the United States.

Item 1A, Risk Factors, 10-K Feb 19, 2026

KMB KIMBERLY CLARK CORP

6 paragraphs

Net sales of $5.7 billion decreased 0.9% as unfavorable currency impacts of 2.3% were partially offset by a 1.7% increase in organic sales. Organic sales benefited from volume and mix gains of 2.3% and 1.3%, respectively, driven by China, Indonesia, Australia and South Korea, partially offset by lower pricing.

Item 7, MD&A, 10-K Feb 12, 2026

Our strategy includes operations growth outside the U.S., especially in developing markets such as China, Eastern Europe, ASEAN and Latin America. About half of our net sales come from markets outside the U.S. We and our equity companies have manufacturing facilities in 30 countries and sell products in a substantial majority of countries around the world. Our results may be adversely affected by a number of foreign market risks:

Item 1A, Risk Factors, 10-K Feb 12, 2026

COST COSTCO WHOLESALE CORP /NEW

5 paragraphs

… and international laws and regulations (such as the European Union General Data Protection Regulation, California Consumer Privacy Act, Health Insurance Portability and Accountability Act, and China's Personal Information Protection Act), evolving rules concerning AI, and other privacy and cybersecurity …

Item 1A, Risk Factors, 10-K Oct 7, 2026

… We are principally engaged in the operation of membership warehouses in the United States (U.S.) and Puerto Rico, Canada, Mexico, Japan, the United Kingdom (U.K.), Korea, Australia, Taiwan, China, Spain, France, Sweden, Iceland, and New Zealand. Costco operated …

10-K, 10-K Oct 7, 2026

DG DOLLAR GENERAL CORP

5 paragraphs

While we are working to diversify our sources of imported goods to include Southeast Asia, India, South America and Mexico, a substantial amount of our imported merchandise comes from China, and thus, a change in the Chinese leadership, the effects …

Item 1A, Risk Factors, 10-K Mar 20, 2026

… Changes to the prices and flow of these goods often are for reasons beyond our control, such as political or civil unrest, acts of war, disruptive global political events (for example, political tensions involving China, the conflict between Russia and …

Item 1A, Risk Factors, 10-K Mar 20, 2026

DLTR DOLLAR TREE, INC.

4 paragraphs

Among our foreign suppliers, China is the source of the majority of our direct imports. In early 2025, the United States imposed a new tariff and trade policy, announcing significant additional tariffs on a wide variety of products originating from …

Item 1A, Risk Factors, 10-K Mar 16, 2026

The imposition of tariffs on imported merchandise or other actions against China or other countries from which we import goods, and any retaliatory actions or other responses by such countries, could negatively impact product availability or impair our ability to …

Item 1A, Risk Factors, 10-K Mar 16, 2026

ADM Archer-Daniels-Midland Co

3 paragraphs

… soybean trade with China, as well as the deferral of U.S. biofuel policy with respect to renewable volume obligations (RVO), and the resulting uncertainty which impacted demand for soybean oil and other feedstocks.

Item 1A, Risk Factors, 10-K Feb 17, 2026

… The Ag Services subsegment in North America was impacted by global trade policy uncertainty, though it benefited from the partial return of soybean exports in the fourth quarter of the current year from North America to China. Further, low water …

Item 7, MD&A, 10-K Feb 17, 2026

HSY HERSHEY CO

3 paragraphs

… The 2023 costs related to the International Optimization Program, a program focused on optimizing our China operating model to improve our operational efficiency and provide for a strong, sustainable and simplified base going forward. This program was completed in 2023 …

Item 7, MD&A, 10-K Feb 17, 2026

In the fourth quarter of 2020, we commenced a program (“International Optimization Program”) to streamline resources and investments in select international markets, including the optimization of our China operating model that will improve our operational efficiency and provide for a strong, sustainable, and simplified base going forward.

Item 8, Financial Statements, 10-K Feb 17, 2026

KHC Kraft Heinz Co

3 paragraphs

… dollar, primarily the Canadian dollar, euro, British pound sterling, Australian dollar, Brazilian real, Chinese renminbi, Russian ruble, Indonesian rupiah, and New Zealand dollar. Since our consolidated financial statements are reported in U.S. dollars, fluctuations in foreign currency exchange rates …

Item 1A, Risk Factors, 10-K Feb 12, 2026

… Favorable volume/mix was primarily driven by Taste Elevation, particularly in Brazil and China, which more than offset unfavorable volume/mix in Indonesia.

Item 7, MD&A, 10-K Feb 12, 2026

TGT TARGET CORP

3 paragraphs

Beginning in 2025, the U.S. imposed a variety of additional tariffs on a wide range of imported products using various legal authorities, including IEEPA. Those additional tariffs were subsequently modified through incremental increases, decreases, pauses, and limited exemptions. Approximately one-half of the merchandise we offer is sourced from outside the U.S., either directly or through our vendors, with China as the single largest source of merchandise we import.

Item 7, MD&A, 10-K Mar 11, 2026

… Approximately one-half of the merchandise that we offer is sourced, directly or indirectly, from outside the U.S., with China as our single largest source of merchandise we import. In particular, U.S. tariffs imposed or threatened to be …

Item 1A, Risk Factors, 10-K Mar 11, 2026

CLX CLOROX CO /DE/

2 paragraphs

… Prior to joining Clorox, he was a senior vice president, R&D Greater China - corporate functions at P&G, a global consumer goods company, from July 2022 to October 2025, vice president, fabric & home care R&D, new business R …

10-K, 10-K Aug 7, 2026

In addition, geopolitical instability (including conflicts in Ukraine and the Middle East and other ongoing conflicts and regional tensions affecting global energy markets and key shipping routes, as well as trade tensions among major economies and rising tensions between China …

10-K, 10-K Aug 7, 2026

BF-B BROWN FORMAN CORP

1 paragraph

Our Company-owned production facilities include distilleries, bottling plants, an RTD canning plant, warehousing operations, visitors’ centers, and retail shops. We also have agreements with other parties for contract production in Australia, Belgium, China, Ireland, Latvia, Mexico, the Netherlands, Spain, the United Kingdom, the United States, and Venezuela.

10-K, 10-K Jun 12, 2026

KDP Keurig Dr Pepper Inc.

1 paragraph

… tariffs imposed or threatened to be imposed on Canada, Mexico, China, Brazil, and other countries, and any retaliatory actions taken by such countries), or otherwise, has and could continue to impact our profitability or otherwise have an adverse effect on …

Item 1A, Risk Factors, 10-K Feb 24, 2026

SJM J M SMUCKER Co

1 paragraph

… The price of agricultural commodities are primarily driven by weather, which impacts crop sizes and yield, as well as global demand, especially from large importing countries such as China and India.

Item 7, MD&A, 10-K Jun 9, 2026

ACI Albertsons Companies, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

BJ BJ's Wholesale Club Holdings, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

BRBR BELLRING BRANDS, INC.

0 paragraphs

Not mentioned in the latest 10-K.

CASY CASEYS GENERAL STORES INC

0 paragraphs

Not mentioned in the latest 10-K.

KR KROGER CO

0 paragraphs

Not mentioned in the latest 10-K.

MO ALTRIA GROUP, INC.

0 paragraphs

Not mentioned in the latest 10-K.

STZ CONSTELLATION BRANDS, INC.

0 paragraphs

Not mentioned in the latest 10-K.

SYY SYSCO CORP

0 paragraphs

Not mentioned in the latest 10-K.