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Top Consumer Defensive Stocks by Return on Equity

Top consumer defensive companies ranked by return on equity, latest annual filings.

What Return on Equity Means for Consumer Defensive Companies

Return on Equity divides net income by shareholder equity. In consumer defensive, staples firms typically post elevated ratios because well-established brands generate steady earnings while decades of retained earnings and aggressive buyback programs have kept the equity base modest. The combination produces Return on Equity figures that look flattering but owe as much to capital-return history as to operating strength in any single year.

Why It Matters Less in Consumer Defensive

Staples Return on Equity reflects brand power and pricing durability through cycles, which deserves credit. At the same time, sustained buybacks shrink the equity denominator and inflate the ratio even in years of flat earnings, which is a particular pattern in this sector because mature staples firms have generated surplus cash for many years. DuPont decomposition and multi-year earnings trajectory reveal whether a strong reading reflects genuine operating excellence or accumulated capital-return effects.

What to Read Alongside

Pair Return on Equity with Net Income to see the absolute profit trend, Long-term Debt to check leverage, and Share Buybacks to see how capital return shapes the equity base.

Data as of FY 2025 93 companies Rhea AI
# Symbol Company Sector
1 KMB Kimberly-Clark Corporation Consumer Defensive 134.55% $66.54B
2 SYY Sysco Corporation Consumer Defensive 65.90% $37.84B
3 UL Unilever PLC Consumer Defensive 60.97% $142.12B
4 MICC The Magnum Ice Cream Company N.V. Consumer Defensive 46.88% $11.74B
5 KO The Coca-Cola Company Consumer Defensive 40.74% $411.56B
6 PEP PepsiCo, Inc. Consumer Defensive 40.38% $192.61B
7 SFM Sprouts Farmers Market, Inc. Consumer Defensive 37.32% $4.53B
8 DLTR Dollar Tree, Inc. Consumer Defensive 34.16% $24.61B
9 PG The Procter & Gamble Company Consumer Defensive 29.67% $383.36B
10 PPC Pilgrim's Pride Corporation Consumer Defensive 29.41% $6.79B
11 LOPE Grand Canyon Education, Inc. Consumer Defensive 28.94% $3.00B
12 FIZZ National Beverage Corp. Consumer Defensive 28.89% $3.48B
13 BJ BJ's Wholesale Club Holdings, Inc. Consumer Defensive 26.32% $13.82B
14 PXED Phoenix Education Partners, Inc. Consumer Defensive 25.80% $718.50M
15 COST Costco Wholesale Corporation Consumer Defensive 25.77% $466.86B
16 CCEP Coca-Cola Europacific Partners PLC Consumer Defensive 24.79% $50.97B
17 LAUR Laureate Education, Inc. Consumer Defensive 23.71% $4.56B
18 JBS JBS N.V. Consumer Defensive 23.26% $13.37B
19 AKO-A Embotelladora Andina S.A. Consumer Defensive 23.22% $3.99B
20 MNST Monster Beverage Corporation Consumer Defensive 23.08% $89.50B
21 TGT Target Corporation Consumer Defensive 22.92% $71.97B
22 DDL Dingdong (Cayman) Limited Consumer Defensive 22.26% $391.40M
23 WMT Walmart Inc. Consumer Defensive 21.98% $995.84B
24 NGVC Natural Grocers by Vitamin Cottage, Inc. Consumer Defensive 21.87% $659.35M
25 STZ Constellation Brands, Inc. Consumer Defensive 20.87% $24.02B
26 LRN Stride, Inc. Consumer Defensive 20.72% $3.15B
27 NUS Nu Skin Enterprises, Inc. Consumer Defensive 19.90% $199.57M
28 IPAR Interparfums, Inc. Consumer Defensive 19.12% $4.34B
29 HSY The Hershey Company Consumer Defensive 19.05% $35.79B
30 CHD Church & Dwight Co., Inc. Consumer Defensive 18.41% $25.81B
31 MZTI The Marzetti Company Consumer Defensive 18.19% $2.86B
32 DEO Diageo plc Consumer Defensive 18.01% $55.56B
33 BF Brown-Forman Corporation Consumer Defensive 17.79% $14.44B
34 DG Dollar General Corporation Consumer Defensive 17.77% $29.51B
35 ABEV Ambev S.A. Consumer Defensive 17.63% $43.01B
36 CVSA Covista Inc. Consumer Defensive 17.40% $3.67B
37 KR The Kroger Co. Consumer Defensive 17.14% $39.98B
38 INGR Ingredion Incorporated Consumer Defensive 17.06% $5.72B
39 BTI British American Tobacco p.l.c. Consumer Defensive 16.87% $130.83B
40 KOF Coca-Cola FEMSA, S.A.B. de C.V. Consumer Defensive 16.31% $24.04B
41 JBSS John B. Sanfilippo & Son, Inc. Consumer Defensive 16.30% $642.67M
42 LW Lamb Weston Holdings, Inc. Consumer Defensive 15.89% $7.61B
43 USFD US Foods Holding Corp. Consumer Defensive 15.70% $22.90B
44 SENEA Seneca Foods Corporation Consumer Defensive 15.16% $1.02B
45 SFD Smithfield Foods, Inc. Consumer Defensive 14.51% $7.60B
46 TAL TAL Education Group Consumer Defensive 14.06% $5.64B
47 MKC McCormick & Company, Incorporated Consumer Defensive 13.76% $13.02B
48 KVUE Kenvue Inc. Consumer Defensive 13.66% $37.11B
49 FMX Fomento Económico Mexicano, S.A.B. de C.V. Consumer Defensive 13.49% $44.24B
50 SAM The Boston Beer Company, Inc. Consumer Defensive 12.82% $2.24B
51 OLLI Ollie's Bargain Outlet Holdings, Inc. Consumer Defensive 12.74% $5.37B
52 CALM Cal-Maine Foods, Inc. Consumer Defensive 12.03% $3.02B
53 CHEF The Chefs' Warehouse, Inc. Consumer Defensive 11.97% $4.51B
54 EDU New Oriental Education & Technology Group Inc. Consumer Defensive 11.92% $8.53B
55 ACI Albertsons Companies, Inc. Consumer Defensive 11.84% $6.02B
56 FRPT Freshpet, Inc. Consumer Defensive 11.51% $3.11B
57 PSMT PriceSmart, Inc. Consumer Defensive 11.45% $5.02B
58 CPB The Campbell's Company Consumer Defensive 10.47% $6.90B
59 CENT Central Garden & Pet Company Consumer Defensive 10.29% $2.99B
60 VLGEA Village Super Market, Inc. Consumer Defensive 9.95% $610.32M
61 MDLZ Mondelez International, Inc. Consumer Defensive 9.49% $83.57B
62 CHSCL CHS Inc. Consumer Defensive 9.41% –
63 CCU Compañía Cervecerías Unidas S.A. Consumer Defensive 9.33% $2.00B
64 CELH Celsius Holdings, Inc. Consumer Defensive 9.14% $8.06B
65 POST Post Holdings, Inc. Consumer Defensive 8.94% $3.65B
66 KDP Keurig Dr Pepper Inc. Consumer Defensive 8.15% $49.85B
67 BUD Anheuser-Busch InBev SA/NV Consumer Defensive 7.83% $165.33B
68 ANDE The Andersons, Inc. Consumer Defensive 7.69% $1.86B
69 STRA Strategic Education, Inc. Consumer Defensive 7.69% $1.14B
70 PFGC Performance Food Group Company Consumer Defensive 7.33% $16.96B
71 WMK Weis Markets, Inc. Consumer Defensive 6.93% $1.92B
72 JJSF J&J Snack Foods Corp. Consumer Defensive 6.79% $1.68B
73 FLO Flowers Foods, Inc. Consumer Defensive 6.43% $1.42B
74 AVO Mission Produce, Inc. Consumer Defensive 6.42% $1.02B
75 HRL Hormel Foods Corporation Consumer Defensive 6.05% $12.08B
76 NOMD Nomad Foods Limited Consumer Defensive 5.48% $1.64B
77 SPB Spectrum Brands Holdings, Inc. Consumer Defensive 5.23% $1.99B
78 UNFI United Natural Foods, Inc. Consumer Defensive 5.18% $2.72B
79 IMKTA Ingles Markets, Incorporated Consumer Defensive 5.17% $1.56B
80 BG Bunge Global SA Consumer Defensive 5.13% $19.04B
81 MH McGraw Hill, Inc. Consumer Defensive 4.86% $2.08B
82 EL The Estée Lauder Companies Inc. Consumer Defensive 4.78% $39.88B
83 ADM Archer-Daniels-Midland Company Consumer Defensive 4.74% $33.30B
84 DMC Del Monte Corporation Consumer Defensive 4.50% $1.29B
85 DOLE Dole plc Consumer Defensive 3.76% $1.31B
86 TSN Tyson Foods, Inc. Consumer Defensive 2.62% $21.00B
87 ELF e.l.f. Beauty, Inc. Consumer Defensive 2.33% $6.87B
88 UVV Universal Corporation Consumer Defensive 2.31% $982.37M
89 PRMB Primo Brands Corporation Consumer Defensive 2.01% $8.10B
90 EPC Edgewell Personal Care Company Consumer Defensive 1.64% $1.29B
91 DAR Darling Ingredients Inc. Consumer Defensive 1.33% $7.92B
92 DIT AMCON Distributing Company Consumer Defensive 0.50% $60.81M
93 UTZ Utz Brands, Inc. Consumer Defensive 0.11% $1.26B

Companies with return on equity above 500%, or shareholder equity below 1% of total assets, are excluded: when equity is near zero the ratio becomes unstable and unrepresentative. Ratio rankings also require at least $1B in annual revenue.

How this ranking is built

Companies are ranked by return on equity as reported in their most recent annual filing with the SEC. Figures shown are in US dollars (or percent, as noted), rounded to two decimals.

  • Source: annual 10-K / 20-F filings from companies trading on US exchanges (NYSE, Nasdaq, AMEX).
  • Fiscal year: whichever annual period the company has most recently filed. Fiscal years don't always align with the calendar year, so the "as of FY" stamp above reflects the most common year across the table.
  • Filtered out: warrants, preferred shares, and duplicate listings that share a parent company's financials.
  • Size floor: A company qualifies at $1 billion in annual revenue or above, so a small filer with a freak ratio cannot top the list.
  • Value range: Only figures above 0% and up to 500% qualify.
  • Market cap: stated at each company's latest close, which is newer than the annual figure ranked here.
  • Update cadence: refreshed as companies file new annual reports (typically within 60–90 days of fiscal year end).

Not financial advice. This is a research tool, not a recommendation.

Frequently asked questions

Why do mature consumer defensive firms often show very high Return on Equity?

Established staples brands generate steady profit on modest incremental capital because distribution networks, manufacturing plants, and brand equity are already in place. Decades of retained earnings and large buyback programs have often reduced the equity base substantially relative to ongoing earnings, which inflates Return on Equity mechanically. A ratio that looks exceptional may reflect capital-return history as much as current operating efficiency, so trends over time tell the more meaningful story.

How do private-label competitors affect consumer defensive Return on Equity?

Private-label products, typically sold under retailer brands at lower prices, compress branded manufacturers' pricing power and margin. Extended periods of private-label share gain can erode the Return on Equity of category leaders even as headline figures remain elevated from past buybacks. Reading Return on Equity alongside volume growth, market share trends, and gross margin trajectory surfaces whether strong ratios are durable or quietly deteriorating beneath the surface.

Why are commodity input costs relevant to interpreting staples Return on Equity?

Staples firms rely on commodities like wheat, sugar, dairy, aluminum, and oil derivatives whose prices move independently of consumer demand. Sharp commodity spikes compress margins before firms can pass pricing through to retailers, temporarily depressing Return on Equity. The reverse is also true when commodities fall. Evaluating Return on Equity over multi-year windows averages out input-cost volatility and reveals underlying operating efficiency more reliably than any single year.