Consumer Defensive Costco Wholesale Corporation (COST): Warehouse scale expansion with steady cash conversion Costco Wholesale Corporation (COST): FY2025 FY analysis of earnings as of 2025-11-23
Consumer Defensive Tyson Foods, Inc. (TSN): Margin compression with maintained cash generation and deleveraging
Consumer Defensive Philip Morris International Inc. (PM): Smoke-free mix expansion with rising cash conversion
Consumer Defensive The Procter & Gamble Company (PG): Margin gains from sustained cost and efficiency focus
Consumer Defensive The Coca-Cola Company (KO): Rising revenue with weakening cash conversion and returns