3 Consumer Staples Stocks To Buy Before The End Of June
The post 3 Consumer Staples Stocks to Buy Before the End of June appeared first on 24/7 Wall St..
Consumer confidence is softening into the back half of spring, and the rotation out of growth and into recession-resistant cash flow is picking up speed. For investors looking to add ballast before the summer, three blue-chip staples stand out: Each delivered a top-and-bottom-line beat in its most recent quarter, each carries a multi-decade dividend track record and each is rated a Buy by our model with double-digit (or near-double-digit) upside to base-case targets.
Here are three defensive compounders worth a look in June.
Coca-Cola (NYSE: KO)
Coca-Cola (NYSE:KO) is the cleanest summer trade in the group. Beverages skew warm-weather, and the company is heading into peak season with serious momentum. Q1 2026 (filed April 28) delivered EPS of 86 cents against an 81-cent estimate and revenue of $12.472 billion, up 12% year over year. Organic revenue growth ran at 10%, global unit case volume rose 3%, and Coca-Cola Zero Sugar volume jumped 13% across all geographic segments.
Operating margin expanded to 35% from 33%, and management raised comparable EPS growth guidance to 8% to 9% versus the $3.00 baseline in 2025, with free cash flow targeted near $12.2 billion. New CEO Henrique Braun said, “We’ve had a strong start to the year. Our performance this quarter reflects our unwavering focus on staying close to the consumer, executing locally and managing complexity.”
At around $84, shares trade at a forward P/E of 24 with a 3% dividend yield backed by a 63rd consecutive annual increase. Our model targets $90.13 base case with 8% upside, supported by 79% bullish analysts.
The caveat: Asia Pacific comparable operating income declined 17% in Q1, and the pending Coca-Cola Beverages Africa sale creates a roughly 4% headwind on net revenues.
Procter & Gamble (NYSE: PG)
Procter & Gamble (NYSE:PG) is the laggard turning the corner. Shares are down 6% over the past year but have rebounded 6% in the past week, suggesting the rotation trade is already pulling capital into this name. The Q3 FY2026 report (filed April 24, 2026) showed core EPS of $1.59 versus $1.5552 expected on net sales of $21.235 billion, up 7% year over year. Organic growth of 3% came in broad-based across all five segments, with Beauty leading at 7% organic growth.
The summer angle is structural. Deodorants, laundry, paper, and skin care peak in the warm months, and P&G’s brand stable, including Tide, Pampers, Gillette, Olay, and Charmin, prints reliable cash regardless of macro stress. Management is funneling that cash back to shareholders aggressively: about $10 billion in dividends and $5 billion in repurchases for FY2026, on top of a 70th consecutive annual dividend increase and 136th straight year of dividend payments since 1890.
At around $149, PG trades at a forward P/E of 21 with a 3% yield. Our base case sees $165.63, or 11% upside. CEO Shailesh Jejurikar noted P&G is “increasing investments to accelerate momentum with consumers despite the challenging geopolitical and economic environment.”
The caveat: a roughly $400 million after-tax tariff headwind plus $150 million in commodity costs have management guiding to the lower end of the $6.83 to $7.09 core EPS range.
Colgate-Palmolive (NYSE: CL)
Colgate-Palmolive (NYSE:CL) carries the highest model-implied upside in this trio. Q1 2026 (filed May 1) produced adjusted EPS of 97 cents versus the 94-cent consensus on revenue of $5.32 billion, up 8.4% year over year. Organic sales grew 3%, with Latin America up 15%, Europe up 12%, and Asia Pacific up 9%. CEO Noel Wallace called it a “strong start to 2026, with broad-based top and bottom-line growth.”
The summer angle layers nicely: Speed Stick and Irish Spring for personal care, EltaMD for skin, and Hill’s Science Diet for pet travel. Hill’s Pet Nutrition grew 7% in the quarter. Colgate is a Dividend Aristocrat with 63 consecutive years of annual dividend increases and returned $2.9 billion to shareholders in 2025.
At around $89, the stock yields 2% with a forward P/E of 23. Our model targets $105.51 with 17% upside, anchored by a 0.32 beta and 65% bullish analyst sentiment with zero sell ratings.
The caveat: tariffs forced a downward revision to GAAP gross margin guidance, North America organic sales declined 2% with volume off 3%, and the SGPP restructuring program expanded to $350 to $550 million in cumulative charges.
What Investors Should Watch Next
All three names share a profile that suits the current setup: low beta, broad-based organic growth, multi-decade dividend records, and consistent earnings beats. Coca-Cola offers the cleanest seasonal volume story, P&G the deepest dividend pedigree at the most reasonable forward multiple, and Colgate the highest model-implied upside. Watch June quarter prints from each and the trajectory of tariff costs for the household products names: that is where the next leg of guidance gets reset.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Colgate-Palmolive didn’t make the cut. Grab the names FREE today.
The post 3 Consumer Staples Stocks to Buy Before the End of June appeared first on 24/7 Wall St..
Popular Products
-
Pet Hair Keepsake Magnetic Storage Box$50.99$34.78 -
Adjustable Pet Safety Car Seat Belt$57.56$28.78 -
Pet Toothbrush Kit Silicone Brush & T...$10.99$6.78 -
2.4G WiFi Video Doorbell$150.99$84.78 -
Adjustable Cat Window Bed with Cushion$95.99$66.78