Consumer Staples Stocks Facing Rising Energy Costs Investors May Want To Watch
Once Upon a Farm, PBC OFRM | 0.00 |
Consumer staples stocks are back in focus after the latest inflation report showed headline CPI at 4.2% in May 2026, with energy prices jumping 3.9% in a single month and 23.5% over the past year. Higher and more volatile energy costs, combined with uncertainty around Federal Reserve policy and the U.S.-Iran conflict, can ripple through sectors that sell everyday essentials. This article looks at three large consumer staples stocks from our screener that appear closely tied to these inflation and energy trends. It is intended to help you think through where the risks and potential resilience may sit right now.
Fevertree Drinks (AIM:FEVR)
Overview: Fevertree Drinks develops and sells premium mixer drinks, from tonics and ginger mixers to sodas and cocktail mixes, under the Fever Tree brand across the United Kingdom, United States, Europe and other international markets, positioning itself as a higher end alternative to mass market soft drinks.
Operations: Fevertree Drinks generates all its £325 million of revenue from non alcoholic beverages, with sales spread across the United Kingdom (£108.4 million), Europe (£97.3 million), the United States (£81.6 million) and the rest of the world (£37.7 million).
Market Cap: £916 million
Investors are watching Fevertree Drinks because it sits at the intersection of resilient consumer staples demand and a premium mixer niche, at a time when inflation and energy costs are testing pricing power across the sector. The partnership with Molson Coors is central, as it reshapes U.S. distribution, production and working capital needs. An expanded £130 million buyback suggests management is confident enough in cash generation to return capital despite recent earnings pressure. At the same time, slower premium mixer trends in Europe, changing U.K. drinking habits and dividend cover concerns mean execution on product innovation and margin resilience really matters, especially with an experienced but closely scrutinised board and CEO pay that has risen while earnings have fallen.
Fevertree Drinks looks like a premium staple caught between pricing power and changing drinking habits, and the expanded buyback hints at a bigger story. Get the full picture in the 2 key rewards and 1 important warning sign
Strive (ASST)
Overview: Strive is a Dallas based investment manager that runs exchange traded funds for investment companies, using in house research to build and manage portfolios on behalf of its clients.
Operations: Strive currently generates about US$7.1 million of revenue entirely from the United States.
Market Cap: US$958.1 million
Strive sits at the crossroads of high growth potential and high risk. This is why it stands out in a consumer staples focused screener that is increasingly affected by inflation and energy driven uncertainty. Revenue growth of 66.1% over the past year and forecasts for strong future earnings point to a business that is still in build out mode. Yet the company reported a large net loss of US$265.91 million in Q1 2026 and carries higher risk funding entirely from external borrowing. On top of that, Strive is aggressively building Bitcoin exposure and promoting high yield crypto backed products, while its relatively new board and management team are still proving themselves. This gives you a mix of upside potential and governance questions to weigh carefully.
Strive’s accelerating revenue and bold Bitcoin exposure have many investors excited, but the full story lies in how those pieces fit together. Get the deeper context in the analyst forecasts for Strive
Once Upon A Farm PBC (OFRM)
Overview: Once Upon A Farm PBC produces and sells organic baby food pouches, meals and snacks for children, offering fruit and veggie blends, smoothies and soft baked bars through supermarkets, e commerce and direct to consumer channels.
Operations: Once Upon A Farm PBC generates its US$262.8 million of revenue from food processing activities entirely in the United States.
Market Cap: US$895.9 million
Once Upon A Farm PBC gives you exposure to core food staples at a time when inflation and energy driven cost pressure is front of mind, while the business is still in a high growth phase with Q1 2026 net sales of US$72.7 million and strong interest in organic kids nutrition. Management is leaning into that growth with cooler rollout, broader distribution and higher marketing. At the same time, it has flagged visibility on fuel surcharges, tariffs and commodity costs and described the brand as relatively insensitive to measured price increases. The trade off is clear: the stock screens as expensive on cash flow and P/S, the company is still reporting losses and relies entirely on external borrowing, so it may be important to weigh the growth story against funding and valuation risk very carefully.
Once Upon A Farm PBC’s rapid rollout and US$262.8 million in revenue suggest a growth story many investors may be underestimating. See how the market is pricing that growth in the analyst forecasts for Once Upon A Farm PBC
The three stocks covered here are just a starting point, and the full Consumer Staples Stocks screener surfaces 12 more consumer staples companies with equally compelling stories around financial health and future performance scores. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can focus on the highest conviction ideas in this part of the market.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
