Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

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Consumer Staples

60 consumer staples companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

Companies

  1. Unilever49 letters
  2. Walmart48 letters
  3. Henkel42 letters
  4. Coca-Cola30 letters
  5. Nestlé25 letters
  6. Procter & Gamble24 letters
  7. Sonae21 letters
  8. PepsiCo20 letters
  9. Costco20 letters
  10. L'Oréal17 letters
  11. CVS15 letters
  12. Alimentation Couche-Tard13 letters
  13. Philip Morris International13 letters
  14. Danone12 letters
  15. Reckitt Benckiser12 letters
  16. Almacenes Éxito11 letters
  17. McCormick11 letters
  18. Kraft Heinz10 letters
  19. GPA10 letters
  20. Colgate-Palmolive10 letters
  21. Spectrum Brands9 letters
  22. Dollarama9 letters
  23. Brown-Forman9 letters
  24. Imperial Brands9 letters
  25. Turning Point Brands8 letters
  26. Campbell Soup7 letters
  27. PZ Cussons7 letters
  28. Natura6 letters
  29. Tesco6 letters
  30. Aldi6 letters
  31. Kroger6 letters
  32. Estée Lauder5 letters
  33. Diageo5 letters
  34. Clorox4 letters
  35. Scheid Vineyards3 letters
  36. Indofood3 letters
  37. Innovative Food Holdings3 letters
  38. Altria3 letters
  39. Dia3 letters
  40. Sysco3 letters
  41. Church & Dwight3 letters
  42. Herbalife3 letters
  43. Kimberly-Clark3 letters
  44. Lidl3 letters
  45. Naked Wines3 letters
  46. Trader Joe's3 letters
  47. Seneca Foods2 letters
  48. Heineken2 letters
  49. Conagra2 letters
  50. Universal Robina2 letters
  51. Beyond Meat2 letters
  52. Cargill2 letters
  53. J M Smucker1 letter
  54. Hormel1 letter
  55. Pescanova1 letter
  56. a2 Milk1 letter
  57. Dole1 letter
  58. Inter Parfums1 letter
  59. Jubilant Foodworks1 letter
  60. Pilgrim's Pride1 letter

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.