Consumer Staples Stocks With Pricing Power As Inflation Cools

Ukraine’s inflation picture is shifting again, with annual price growth easing to 7.2% and the central bank holding its policy rate at a tight 15%. For consumer staples stocks, this mix of softer food and fuel prices, rising utility tariffs, and an upgraded 9.4% inflation forecast for 2026 can create both pressure and opportunity. This article looks at three large consumer staples stocks that are exposed to these trends and explains how their essential products, pricing power, and cost structures might be helped or challenged by Ukraine’s changing inflation and interest rate backdrop.

Mama's Creations (MAMA)

Overview: Mama's Creations, Inc. manufactures and sells ready-to-eat deli foods such as meatballs, meat loaf, sausages, and prepared pasta and rice dishes, as well as olives and other savory items, across supermarket, club, mass retail, and online channels in the United States.

Operations: Mama's Creations generates all of its approximately US$189.2 million in revenue from food processing activities in the United States.

Market Cap: US$0.84b

Investors looking at Mama's Creations get focused exposure to convenient, fresh deli-prepared foods at a time when Ukrainian inflation trends hint at changing consumer purchasing power for everyday meals. Its US-focused business has been expanding retail distribution across retailers such as Walmart, Costco, and Target. The company is using acquisitions and capacity expansion to reach more shelves and pursue margin improvement, but carries meaningful risks from a very high P/E, exposure to meat costs, and reliance on a handful of large retail partners. The recent US$100 million equity raise and upcoming lock-up expiration also add moving parts that readers may want to understand in more depth before deciding how this story fits their portfolio.

Mama's Creations is pushing hard to expand on to more shelves, but the real story sits in how that growth plan stacks up against its valuation, meat cost exposure, and customer concentration in the 3 key rewards and 1 important warning sign

Coca-Cola HBC (LSE:CCH)

Overview: Coca-Cola HBC is a major bottler and distributor of Coca-Cola and other non-alcoholic drinks, producing and selling soft drinks, juices, water, coffee, and energy drinks across Europe, Nigeria, and other international markets to supermarkets, convenience outlets, hospitality venues, and online channels.

Operations: Coca-Cola HBC generates about €11.6b in revenue primarily from the sale and distribution of non-alcoholic ready to drink beverages, with key contributions from Italy, Poland, Switzerland, Russia, and other markets.

Market Cap: £17.8b

Coca-Cola HBC stands out in this Consumer Staples screener as a large, diversified bottler that combines exposure to everyday beverages with a history of expanding into higher value categories like energy drinks and premium spirits. Earnings growth forecasts around 9% to 10% a year, high current and projected ROE near the mid 20% range, and a recent €1.20 per share dividend proposal give investors a mix of income and growth qualities. At the same time, easing inflation in Ukraine could support more stable input costs and consumer demand across its Eastern European footprint. The stock’s relatively rich P/E, insider selling, and exposure to volatile emerging markets keep the risk side of the ledger very real for anyone considering how Coca-Cola HBC fits into their portfolio.

Coca-Cola HBC’s everyday beverage engine, premium mix and Eastern European reach can look powerful, but the real story sits in how those pieces line up in the analysis report for Coca-Cola HBC

Andersons (ANDE)

Overview: The Andersons is an agriculture and renewable fuels company that trades and stores grains like corn, wheat, and soybeans, produces ethanol and other biofuels, and supplies plant nutrients and fertilizers to farmers and agribusiness customers in North America and overseas.

Operations: The Andersons generates about US$8.2b from Agribusiness and US$2.8b from Renewables, with most revenue coming from the United States and the rest from Canada, Mexico, and other international markets.

Market Cap: US$2.40b

The Andersons offers investors exposure to global food and fuel supply chains at a time when Ukraine’s easing but still elevated inflation keeps attention on reliable grain flows and renewable fuels. The company combines ethanol plants, grain logistics, and plant nutrients. Analysts cited in the article expect earnings growth and identify tax credits and carbon projects as important tailwinds, while its shares are described as trading at a discount to estimated fair value. At the same time, exposure to volatile commodity prices, higher debt from recent expansion, and recent insider selling indicate that the investment case involves meaningful risks. The key issue is how those growth drivers and funding pressures balance out for The Andersons over the coming years.

Andersons sits at the intersection of grain volatility, renewables and tax credits, yet many investors may be missing how these pieces fit together in the analysis report for Andersons

The three stocks in this article are only the starting point, and the full Consumer Staples screener reveals 10 more large consumer staples companies with equally compelling stories around essential goods, pricing power, and risk profiles. Use Simply Wall St to identify, filter, and analyze the exact catalysts and narratives that matter to you so you can focus on the highest conviction consumer staples opportunities.

Take Control of Your Investment Journey

If Mama's Creations 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.

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