With fresh legal attacks on President Trump’s new 10% to 12.5% global tariffs, investors are again being reminded how quickly import costs and supply chains can shift. Some US retailers and consumer staples stocks look more insulated because of their size and domestic focus, while others sit closer to the crosshairs of trade policy and refund disputes. This article focuses on three stocks from our US Retailers and Consumer Staples screener that appear more positively exposed to this tariff story and explains why they might deserve a closer look as the court battles play out.

JD.com (JD)

Overview: JD.com is a large Chinese e-commerce and logistics company that runs an online retail platform for everything from appliances and electronics to groceries, healthcare products and luxury goods, supported by its own nationwide delivery and supply chain network.

Operations: JD.com generates most of its CN¥1.36t revenue from JD Retail, with CN¥1.13t, while JD Logistics adds CN¥231b and New Businesses CN¥50b, primarily within the People’s Republic of China.

Market Cap: US$44.6b

JD.com provides exposure to Chinese online retail and logistics at scale, with its own delivery network, a growing omnichannel push and partnerships such as the recent Carrier agreement and Mastercard collaboration that broaden its reach. Analysts currently expect strong earnings growth and see upside to both their price targets and the Simply Wall St fair value estimate, even after a year where profit margins compressed to 1% and earnings fell, which underlines how much improvement is already being priced in. In addition, funding risk from heavier reliance on external borrowings and ongoing regulatory scrutiny in Europe mean JD.com is a stock where the balance of upside potential and real operational risks deserves a closer look.

Compressed margins and earnings at JD.com could be masking a sharper reset in expectations. Scan the analyst forecasts for JD.com to see what analysts think might be missing from the market story right now.

Bunge Global (BG)

Overview: Bunge Global is a large agribusiness and food company that buys, processes and sells crops like soybeans, softseeds, corn and wheat, turning them into vegetable oils, meal, flour and other ingredients used in food, animal feed and biofuels around the world.

Operations: Bunge Global generates most of its revenue from Soybean Processing and Refining at US$44.3b and Grain Merchandising and Milling at US$29.7b, with additional contributions from Softseed Processing and Refining at US$17.8b and Tropical Oils and Specialty Ingredients at US$5.2b.

Market Cap: US$20.2b

Bunge Global gives you targeted exposure to food, feed and renewable fuel supply chains at a time when tariffs are pushing import costs higher for many other sectors. The Viterra merger, larger crush capacity and rising vegetable oil demand for renewable fuels have coincided with stronger recent revenue and EPS, while a long operating history in essential crops can help underpin volumes. At the same time, thin margins, reliance on external borrowing and policy risk around biofuels mean the stock carries execution and cash flow pressure. For investors watching how US tariff policy and court challenges reshape trade flows, Bunge Global is a stock where understanding the balance between potential opportunities and these risks may be important.

Revenue tied to crops, biofuels and thin margins suggests Bunge Global may be more finely balanced than it looks. Read the 3 key rewards and 3 important warning signs (1 is major!) to see what could quietly tip that balance next

Celsius Holdings (CELH)

Overview: Celsius Holdings develops and sells sugar free functional energy drinks and hydration products under brands such as CELSIUS, Alani Nu and Rockstar. It targets health conscious consumers through gyms, supermarkets, convenience stores and e commerce, and partners with major distributors to place its drinks on shelves across North America and in select international markets.

Operations: Celsius Holdings generates about US$3.0b in revenue, almost entirely from non alcoholic beverages, with around US$2.9b from North America and the remainder from Europe, Asia Pacific and other regions.

Market Cap: US$7.2b

Celsius Holdings stands out in this tariff focused screen because most of its roughly US$3.0b in revenue comes from non alcoholic beverages sold in North America. This tends to relate more to domestic shelf space than to volatile import costs. Earnings growth has been strong, yet net margins at 3.9% and a large one off loss of US$421.3m indicate that profitability and funding remain pressure points. UK regulatory questions around high caffeine drinks and price target cuts add further uncertainty, resulting in a stock that is both heavily debated and closely watched. For investors considering consumer staples with a growing brand story alongside meaningful risks, Celsius is a company where the headlines only tell part of the story.

Celsius Holdings looks like a growth story that still feels incomplete, with strong US$3.0b revenue and a heavily debated brand narrative. Trace how the headline buzz lines up with the analyst forecasts for Celsius Holdings and where that one off US$421.3m loss might quietly reshape expectations next.

The three stocks in this article are only a starting point, since the full screen of US retailers and consumer staples turned up 18 more companies with equally compelling tariff and supply chain stories that you can review through the US Retailers and Consumer Staples screener. Use Simply Wall St to identify and analyze the exact catalysts and narratives that matter most to you so you can focus on the highest conviction ideas in this theme.

Take Control of Your Investment Journey

If Celsius Holdings or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead 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.