3 U.S. Consumer Staples Stocks Better Placed for New Tariffs

Fresh tariffs of 10 to 12.5% on a wide range of imports, added pressure from Section 301 investigations, and a 25% tariff on goods from Brazil are pushing costs higher for many U.S. companies and consumers. For large U.S. consumer staples stocks, this mix of trade tension, supply chain risk, and inflation can either squeeze margins or underline the appeal of businesses that sell everyday essentials. This article looks at how these tariff moves intersect with the consumer staples theme and reveals 3 stocks from the screener that appear relatively well positioned in this new backdrop.

Andersons (ANDE)

Overview: Andersons is an agriculture and renewable fuels company that buys, stores, processes, and merchandises crops like corn, wheat, and soybeans while also supplying fertilizers and plant nutrients, and producing and trading ethanol and other biofuels for customers across the U.S. and several international markets.

Operations: Andersons generates about US$8.2b from Agribusiness and US$2.8b from Renewables, with revenue largely tied to the United States at roughly US$8.3b and additional sales from Canada, Mexico, and other international markets.

Market Cap: US$2.6b

Investors looking at Andersons get a mix of core food chain exposure and renewable fuels, at a time when new tariffs are highlighting the value of companies with a strong U.S. footprint and domestic demand. Analysts see meaningful earnings growth potential, underpinned by full ownership of ethanol plants and exposure to renewable diesel feedstocks, while the company continues to reshape its grain and nutrient operations toward higher margin activities. At the same time, relatively low P/E metrics, debt that is not fully covered by operating cash flow, and recent insider selling keep the risk profile in focus. The key question is whether the combination of tariff tailwinds, renewables policy support, and portfolio pruning outweighs those funding and volatility concerns.

Andersons sits at the crossroads of food and renewables, yet many investors may be overlooking how tariffs, ethanol ownership, and debt pressures all intersect. The 3 key rewards and 2 important warning signs (1 is major!) could reveal what really tips the balance.

Boston Beer Company (SAM)

Overview: Boston Beer Company produces and sells alcoholic drinks such as Samuel Adams beer, Twisted Tea, Truly hard seltzer, Angry Orchard cider, spirits based ready to drink beverages, and distilled spirits. It distributes mainly across the U.S. through wholesalers into supermarkets, liquor stores, bars, restaurants, and online channels, with additional sales in Canada, Mexico, and other international markets.

Operations: Boston Beer Company generates about US$1.9b in revenue entirely from alcohol beverages, with roughly US$1.8b coming from the United States and the rest from international markets and unallocated revenue.

Market Cap: US$1.9b

Boston Beer Company provides exposure to premium, recognizable U.S. alcohol brands at a time when tariffs are raising costs for more import heavy businesses, yet the picture is far from simple. The company is still loss making and facing volume pressure, with recent analyst downgrades and guidance cuts highlighting how crowded categories like hard seltzer and ready to drink spirits can weigh on margins. At the same time, productivity gains and pricing power on brands such as Twisted Tea and Truly are central to the turnaround case. The tension between tariff related cost headwinds, margin repair, and slower revenue growth is a key consideration when evaluating Boston Beer.

Boston Beer’s efforts to repair margins on Twisted Tea and Truly could be masking something investors are not fully pricing in. Get the full story through the analyst forecasts for Boston Beer Company and see what might change expectations next.

Celsius Holdings (CELH)

Overview: Celsius Holdings is an energy drink company that focuses on sugar free, functional beverages such as CELSIUS ESSENTIALS and CELSIUS Hydration, selling ready to drink cans, powders, and wellness products under the Celsius, Alani Nu, and Rockstar brands through supermarkets, convenience stores, gyms, and online channels worldwide.

Operations: Celsius Holdings generates about US$3.0b from non alcoholic beverages, with around US$2.9b from North America and the rest from Europe, Asia Pacific, and other international markets.

Market Cap: US$7.7b

Celsius Holdings stands out for investors because it combines a fast growing functional energy drink portfolio with broad distribution, including PepsiCo’s network, at a time when new tariffs are hurting more import dependent consumer companies. Earnings growth has been strong and recent quarterly results show higher sales and profit. However, margins are under pressure from integrating Alani Nu and Rockstar, and a large one off loss of US$421.3m raises questions about earnings quality. In addition, high valuation multiples, regulatory scrutiny on high caffeine drinks in the UK, and a funding structure reliant on external borrowing keep risk firmly on the table. The key issue is whether this mix of growth, tariff resilience, and rising complexity is being priced correctly by the market.

Celsius Holdings’ rapid expansion, complex integrations, and that large one off loss leave plenty beneath the surface. Read the analyst forecasts for Celsius Holdings to see what current expectations might be missing next.

The three stocks in this article are just a starting point, while the full screener highlights 7 more large U.S. consumer staples companies with equally compelling stories across food, beverages, and household essentials through the U.S. Consumer Staples Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts, tariff sensitivities, and financial health factors that matter most to you so you can focus on the opportunities you have the highest conviction in within this theme.

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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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