3 U.S. Consumer Staples Stocks With Pricing Power Investors Should Watch
USANA Health Sciences, Inc. USNA | 0.00 |
With tariffs rolled back but pricing pressures still in play, consumer staples stocks are sitting at the center of a slow moving tug of war between company costs and household budgets. This article looks at how that tension could matter for your portfolio by focusing on 3 large U.S. Consumer Staples Companies that appear well placed to handle ongoing price adjustments and inflation risks. Each stock is exposed to the same tariff related news, but may respond differently based on its brand strength, pricing power, and cost discipline. Read on to see which 3 stocks from the screener stand out.
USANA Health Sciences (USNA)
Overview: USANA Health Sciences develops and sells science-based nutritional supplements, meal replacements, and skincare products, using a mix of direct selling, subscriptions, retail, and online channels across Asia Pacific, the Americas, and Europe.
Operations: USANA Health Sciences generates most of its revenue from Core nutritional products at about US$769.0m, alongside US$127.0m from Hiya and a US$29.9m segment adjustment, with sales spread across China, the United States, North Asia, Greater China (excluding China), and the Americas and Europe outside the U.S.
Market Cap: US$413.2m
USANA Health Sciences sits at the intersection of essential wellness spending and ongoing pricing power, which matters when tariffs and inflation keep input costs in flux. The company is leaning into product launches such as its Glow skincare supplement and child-focused Hiya brand, while refining its direct sales model with digital tools, all aimed at lifting margins and customer engagement. At the same time, earnings are currently thin at about a 1% margin, active customer numbers have been under pressure, and reliance on Asia Pacific and multi-level marketing raises regulatory and reputational questions. For investors, the tension between long term wellness demand, significant earnings growth forecasts, and these operational risks is a key area for further research.
USANA Health Sciences sits at a crossroads, with thin 1% earnings margins masking a bigger story about its Glow launch, Hiya push, and multi channel model. The 2 key rewards and 3 important warning signs could change how you see that balance.
Turning Point Brands (TPB)
Overview: Turning Point Brands manufactures and sells tobacco, nicotine pouch, and rolling paper products across the United States and Canada, with well known brands such as Zig Zag, Stoker’s, and FRE positioned in convenience stores, tobacco outlets, and other retail channels. The company focuses on both traditional tobacco products and newer reduced risk formats, including modern oral nicotine and cannabis related accessories.
Operations: Turning Point Brands generates about US$167.9m in revenue from Zig Zag Products and US$313.0m from Stoker’s Products, supported by roughly US$443.1m in U.S. sales and US$37.9m from foreign markets.
Market Cap: US$1.70b
Turning Point Brands sits at an intersection of classic tobacco cash flows and nicotine pouch and hemp products, which can matter when tariffs, labor costs, and supplier pricing stay unpredictable but consumers still reach for their usual tobacco purchases. The company reports pricing power in Stoker’s moist snuff and Zig Zag papers, while investing in U.S. manufacturing and inventory to respond to tariff and supply chain shocks. It also faces exposure to regulatory decisions around modern oral products, flavor rules, and higher spending on sales, marketing, and PMTA filings. For investors, the balance between expansion in modern oral products and these regulatory and cost risks can be a key consideration in this screener focused on resilient pricing power.
Turning Point Brands looks like a pricing story that is only half told, with tobacco cash flows and modern oral products pulling in different directions. It is worth reading the 3 key rewards and 1 important warning sign to see what might be hiding behind those regulatory filings and cost decisions.
BRC (BRCC)
Overview: BRC Inc. roasts and sells coffee and related products under the Black Rifle brand, pairing packaged coffee with branded apparel, brewing gear, and outdoor merchandise that it sells through retailers, its own outposts, and e commerce channels across the United States.
Operations: BRC generates about US$417.5m in revenue from its Consumer Products Business, all from the United States.
Market Cap: US$294.4m
BRC stands out in the U.S. Consumer Staples Companies screener because it sits squarely in a staple beverage category yet is priced more like a turnaround story, with a low P/S multiple and recent inclusion in several Russell value and growth indexes. Coffee and energy drinks can often handle gradual, tariff related price increases better than discretionary products, and management has already been talking about pricing, productivity, and mix as tools to offset past tariff and green coffee cost pressures. At the same time, BRC is still loss making, has a short cash runway, and is contemplating a reverse split, which raises execution and financing questions that investors will want to weigh against the brand’s growth ambitions and expanding distribution.
BRC’s brand story and low P/S multiple hint at something investors may be missing about its path from losses to potential scale. Before writing it off as just another turnaround, read the full narrative for BRC
The three U.S. Consumer Staples Companies highlighted here are just a starting point, with the full screener surfacing 20 more stocks that pair essential products with health and outlook scores that could support equally compelling narratives in the face of shifting input costs. Unlock the rest of the opportunity set and use Simply Wall St to identify and analyze the specific catalysts, pricing power signals, and balance sheet traits that matter most to you in the U.S. Consumer Staples Companies screener.
Take Control of Your Investment Journey
If Turning Point Brands 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.
Seeking Fresh Alternatives Beyond Consumer Staples?
Fresh opportunities do not stay quiet for long, and the best entry points often appear just before momentum starts flying. Scan these under the radar ideas now and get in early.
- Spot resilient income streams before yields get crowded by checking out the 9 dividend fortresses designed to highlight companies that aim to combine staying power with meaningful cash returns.
- Identify early movers in real-world AI demand by scanning the 52 AI infrastructure stocks where infrastructure stocks supporting data centers and processing power are grouped for fast comparison.
- Review durable balance sheets that support future growth by using the list of solid balance sheet and fundamentals (47 results) so you can focus quickly on fundamentals while others are still guessing.
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.
