The Zacks Analyst Blog Tyson, Molson Coors Beverage, Primo Brands, Lancaster and Utz Brands

Core Viewpoint - The U.S. stock market experienced significant volatility due to tariff policies announced by the Trump administration, prompting a shift towards defensive stocks, particularly in the consumer staples sector, which is considered stable during economic fluctuations [2][5][6]. Group 1: Market Overview - U.S. stock markets had a strong rally in 2024, but the bull run halted in February 2025, with major indexes like the Dow, S&P 500, and Nasdaq Composite declining by 1.6%, 1.4%, and 4% respectively [3][4]. - The Atlanta Fed projected a contraction of 2.8% in the U.S. economy for the first quarter of 2025, raising concerns about a potential recession [8]. Group 2: Consumer Staples Sector - The consumer staples sector is characterized by its resilience and stability, making it a preferred choice for investors during market volatility [9][10]. - Companies in this sector provide essential products that are less sensitive to economic cycles, ensuring consistent demand [9]. Group 3: Featured Consumer Staples Stocks - Tyson Foods Inc. (TSN): Expected revenue growth of 0.9% and earnings growth of 22.6% for the current year, with a dividend yield of 3.23% [15][12]. - Molson Coors Beverage Co. (TAP): Anticipated revenue growth of 0.3% and earnings growth of 6.5%, with a dividend yield of 3.07% [18][16]. - Primo Brands Corp. (PRMB): Projected revenue growth of over 100% and earnings growth of 54.5%, with a dividend yield of 1.34% [20][19]. - Lancaster Colony Corp. (LANC): Expected revenue growth of 3.1% and earnings growth of 6.1%, with a dividend yield of 2% [23][21]. - Utz Brands Inc. (UTZ): Forecasted revenue growth of 1.2% and earnings growth of 10.4%, with a dividend yield of 1.76% [26][24].