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consumer defensive

Everything tagged "consumer defensive" across research, earnings, and macro.

2 articles

Philip Morris International (PM): Smoke-Free Growth Drives Buy Case

Philip Morris International is evolving beyond cigarettes as smoke-free products reach 41.5% of revenue and margins stay strong. The report keeps PM in Buy territory on durable EPS growth, though valuation and leverage remain key risks.

Apr 22, 2026·22 min read

Consumer Defensive Tobacco Consumer Staples

Research ReportCCEP

Coca-Cola Europacific Partners (CCEP): A Quality Compounder

CCEP delivered record 2025 revenue, margin expansion, and strong free cash flow, reinforcing its case as a steady compounder. The main debate is valuation, not business quality, with buybacks and dividends supporting returns.

Apr 20, 2026·23 min read

Consumer Defensive Beverages - Non-Alcoholic Consumer Staples

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