Inflation is not just a headline issue, it is reshaping what your money can actually buy. With the Chapwood Index estimating real cost-of-living increases at 10 to 14% a year, consumer budgets are under pressure in a way official CPI figures do not fully reflect. That tension can matter a lot for consumer staples stocks, where everyday spending often shifts but does not disappear. This article walks through three stocks exposed to these inflation trends from our Consumer Staples Stocks screener, highlighting where some investors may see resilience, reliable dividends or income defense, and where caution could be sensible.

Kotobuki Spirits (TSE:2222)

Overview: Kotobuki Spirits (TSE:2222) is a long established Japanese confectioner that produces and sells sweets and other food products in Japan and overseas, while also operating a small insurance agency business.

Market Cap: ¥352.7b

Kotobuki Spirits gives you exposure to everyday confectionery spending, which can hold up when higher living costs pressure more discretionary categories. Its earnings profile has been strong, with 5 year earnings growth of 39.5% per year and high quality profits. Analysts expect earnings and revenue growth to outpace the broader Japanese market, and current pricing sits below one estimate of fair value despite a relatively high P/E compared with the domestic food sector. At the same time, the company relies entirely on external borrowings for liabilities and has slightly lagged recent industry returns, so investors need to weigh balance sheet risk and competitive pressure against the appeal of a resilient sweets business aligned with consumer staples spending.

Kotobuki Spirits’ strong earnings record and pricing below one estimate of fair value raise a clear question: is the market underestimating its profit potential? Review the DCF valuation analysis for Kotobuki Spirits and see what might be missing.

Hanjaya Mandala Sampoerna (IDX:HMSP)

Overview: Hanjaya Mandala Sampoerna (IDX:HMSP) is a leading Indonesian tobacco company that manufactures and sells a wide range of cigarettes, including kretek and white cigarettes, along with newer smoke free products, while also offering services such as trading, e commerce, property development, and brand management. Founded in 1913 and now a subsidiary of PT Philip Morris Indonesia, it has deep roots in the domestic market and access to global tobacco expertise.

Operations: The company generates virtually all of its revenue from manufacturing and trading cigarettes and other tobacco products, totaling IDR 47,835,049 million, with sales largely concentrated in Indonesia and a smaller contribution from exports.

Market Cap: IDR 72,698.8 billion

Hanjaya Mandala Sampoerna stands out as a consumer staples stock because tobacco demand often holds up when living costs rise, which aligns with concerns highlighted by the Chapwood Index about real world inflation. The stock combines an 8.99% dividend yield with high profitability, including a 14.1% net margin and a current ROE of 22.2%. Analysts currently factor in expectations for both earnings and revenue growth. At the same time, the dividend is not fully covered by earnings, the company relies on higher risk external funding and has no independent directors, which may concern some investors. For readers evaluating income, inflation protection and governance trade offs in one place, Hanjaya Mandala Sampoerna may merit a closer look.

Hanjaya Mandala Sampoerna couples an 8.99% yield with a 22.2% ROE, yet its uncovered dividend and funding mix raise deeper questions. Go through the 2 key rewards and 1 important warning sign to see what might be hiding in plain sight.

MINISO Group Holding (MNSO)

Overview: MINISO Group Holding (NYSE:MNSO) is a global retailer of low cost, design led lifestyle products and pop toys, selling everything from home decor and small electronics to cosmetics, snacks and collectible toys through its MINISO and TOP TOY brands across China and international markets.

Operations: MINISO generates most of its revenue from the MINISO brand, with CN¥15.1b from Mainland China and CN¥9.0b from overseas markets, while TOP TOY contributes CN¥2.7b.

Market Cap: US$3.9b

MINISO Group Holding stands out in an inflation heavy world because it focuses on affordable, small ticket essentials and impulse buys that can stay in the basket when bigger purchases get cut. Management highlights that high inflation is pushing consumers to seek value, and MINISO relies on a broad supplier base, strong bargaining power and a cost plus pricing model to manage cost pressure while keeping prices sharp. The stock screens as inexpensive on earnings and cash flow measures; however, profit margins have fallen from 13.9% to 9% and recent earnings growth has been weak, with high reliance on external funding and an unstable dividend record. For investors weighing value pricing, store expansion and IP led products against margin pressure and funding risk, MINISO could be worth a closer look.

MINISO’s value-first model and lower P/E are attracting attention, but the central focus is its earnings track record and funding risks. Before you decide, read the analysis report for MINISO Group Holding

The three consumer staples stocks here are only a small sample, and the full Consumer Staples Stocks screener surfaces 44 more companies with equally compelling narratives that you have not seen yet. Use Simply Wall St to identify, filter and analyze the specific catalysts and storylines that matter to you so you can focus on the opportunities in this part of the market that best align with your views.

Take Control of Your Investment Journey

If Hanjaya Mandala Sampoerna 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.