Australia’s rising stagflation impulse, squeezed household budgets, and louder political tensions are putting everyday spending under the microscope. When real wages are pressured and confidence is weak, investors often look more closely at stocks linked to essential goods like food, beverages, and household items. This article zooms in on how that backdrop connects to consumer staples, and why some companies could prove relatively resilient while others may face tougher conditions. Below, you will find 3 stocks from our Consumer Staples screener that appear positively exposed to the current news flow and deserve a closer look.

Village Farms International (VFF)

Overview: Village Farms International is a Lake Mary based producer of greenhouse grown tomatoes, peppers, cucumbers and cannabis, supplying supermarkets, fresh food distributors and licensed cannabis channels across North America and parts of Europe under the Village Farms label and other brands.

Operations: The company generates reported segment revenue primarily from Cannabis Canada at about US$174.2 million, with a further US$52.3 million reported as segment adjustment.

Market Cap: US$233.1 million

Village Farms International gives you exposure to everyday food staples and higher margin cannabis at the same time, which can be appealing when household budgets are under pressure and investors are watching essential spending closely. The company is already profitable, with analysts expecting earnings to grow faster than both the broader US market and the US Food industry. Recent updates highlight new product launches, capacity expansions in Canada and the Netherlands, and active capital management through buybacks and an equity raise. The flip side is meaningful regulatory and competitive risk in cannabis and a funding profile built on external borrowing, so understanding how these factors interact with its current valuation and analyst expectations can be crucial before you decide how it might fit in your portfolio.

Village Farms International sits at the crossroads of everyday food and higher margin cannabis. Yet the real story may be how expectations line up with reality, so take a moment to review the analyst forecasts for Village Farms International through the analyst forecasts for Village Farms International and see what the headline narrative might be missing.

Simply Good Foods (SMPL)

Overview: Simply Good Foods develops and sells snacks, meal replacements, and ready to drink shakes under the Quest, Atkins, and OWYN brands, targeting consumers looking for higher protein, lower sugar options across supermarkets, convenience stores, and online channels in North America and abroad.

Operations: Simply Good Foods generates about US$1.39b in annual revenue from branded nutritional foods and snacking products, with roughly US$1.36b from North America and US$29.2m from international markets.

Market Cap: US$1.13b

Simply Good Foods operates in pantry friendly products that may appeal to households focused on value and at home consumption. Its stock reflects notable pessimism, trading below some estimates of fair value, while management has outlined a plan to emphasize higher margin Quest and OWYN offerings. Management is using buybacks, price increases, and cost cuts, including a 15% workforce reduction, to support earnings, with Atkins facing ongoing pressure. For investors, the balance between efforts to improve profitability, execution risks around brand mix and integration, and a funding structure that includes external borrowing can represent both potential opportunity and caution.

Simply Good Foods is being priced with skepticism while management focuses on higher margin brands and cost cuts. Get the full picture in the analysis report for Simply Good Foods and see what the current share price might be missing.

Once Upon A Farm PBC (OFRM)

Overview: Once Upon A Farm PBC produces organic baby food pouches, meals, and snacks for children, offering fruit and veggie blends, smoothies, frozen meals, and soft baked bars. Its products are positioned around clean label childhood nutrition and are sold through supermarkets, e commerce and delivery platforms, as well as directly to consumers.

Operations: Once Upon A Farm PBC generates approximately US$262.8 million in revenue from Food Processing, with all reported revenue coming from the United States.

Market Cap: US$771.4 million

Once Upon A Farm PBC sits in the consumer staples sweet spot, supplying everyday kids nutrition products that can remain on the shopping list even when households are trimming discretionary spending. The company highlights revenue growth and guidance that points to further net sales expansion, supported by broader retail distribution, more coolers in baby aisles, and new protein focused pouches and snacks intended to deepen its reach with families. At the same time, the company is still loss making, carries higher risk external borrowing, and trades on a growth focused narrative that leaves little room for disappointment if cooler productivity, marketing spend, or supply chain savings fall short of expectations. For investors, the balance between rapid expansion, funding risk, and elevated expectations is an important consideration.

Once Upon A Farm PBC’s accelerating reach into kids nutrition could be masking an important tipping point in its story, so review the analyst forecasts for Once Upon A Farm PBC through the analyst forecasts for Once Upon A Farm PBC to see what expectations might be missing.

The three stocks in this article are just a starting point. The full Consumer Staples screener surfaces 22 more companies that carry equally compelling stories around essential food, beverage, and household spending, all captured in the Consumer Staples screener. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can focus on the consumer staples ideas that best fit your highest conviction portfolio views.

Take Control of Your Investment Journey

If Simply Good Foods 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.