In this article, we will look at the 12 Best Consumer Goods Stocks Billionaires Are Quietly Buying.
US stocks are doing exceedingly well, shrugging off threats from tariffs and tax policies. That’s the sentiment echoed by analysts at Barclays, who insist the markets are poised to stop constantly responding to President Trump’s tariff policy and the “One Big Beautiful” tax bill.
Instead, Barclays analysts expect investor’s sentiments in the equity market to shift to macro-economic data and the role of artificial intelligence in driving growth.
“In our view, financial markets will increasingly tune out tariff and tax headlines coming from Washington, DC,” said Ajay Rajadhyaksha, the bank’s global chairman of research. “The focus should turn instead to macro data and the extent to which the AI dividend will boost corporate earnings, especially for large tech firms.”
The remarks come as the labor market has remained resilient and inflationary pressures subsided, consequently offering support to consumer’s purchasing power. Similarly, the outlook for consumer goods companies has improved, as Barclays analysts expect the US to avoid a recession.
Amidst concerns over tariffs and interest rates, Rajadhyaksha expects the world economy to weather the current uncertainty triggered by the trade war unscathed. Sharing similar sentiments is HSBC strategist Max Kettner, who insists that investors are not bullish enough, even though the overall US market is expected to bounce back significantly.
With that in mind, let’s look at the 12 Best Consumer Goods Stocks Billionaires Are Quietly Buying.
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Our Methodology
To create the list of the 12 Best Consumer Goods Stocks Billionaires Are Quietly Buying, we analyzed the U.S. equity markets with a focus on consumer goods companies. From this pool, we shortlisted stocks that had positive returns over the past year and were held by the billionaire investors, based on Insider Monkey’s proprietary database. Finally, we ranked the selected stocks in ascending order by the number of billionaire holders.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Best Consumer Goods Stocks Billionaires Are Quietly Buying
12. Kenvue Inc. (NYSE:KVUE)
One-year Return as of July 3: 14.96%
Number of Billionaire Investors: 7
Kenvue Inc. (NYSE:KVUE) is one of the 12 best consumer goods stocks billionaires are quietly buying. On June 24, the company confirmed the departure of Asia Pacific president Ellie Bing Xie, effective July 14. However, he will remain with the company through August 8, 2025, to assist in the transition.
The company has already appointed Anindya (Andy) Dasgupta to take over as the Group President of Asia Pacific, effective July 14, 2025. He joins the company as a 30-year global consumer products industry veteran. The Asia Pacific Group contributed about $3 billion in net sales for Kenvue in 2024.
Dasgupta joins the company with vast experience in health, nutrition, and food and beverage sectors across emerging and developed markets. He also brings extensive experience in commercial strategy, sales, marketing, and business development.
Kenvue Inc. (NYSE:KVUE) is a global consumer health company that develops, manufactures, and sells over-the-counter (OTC) medicines, personal care products, and other healthcare products. It is known for iconic brands like Tylenol, Neutrogena, Listerine, and Johnson’s, among others.
11. Mattel, Inc. (NASDAQ:MAT)
One-year Return as of July 3: 25.82%
Number of Billionaire Investors: 10
Mattel, Inc. (NASDAQ:MAT) is one of the 12 best consumer goods stocks billionaires are quietly buying. On June 16, UBS maintained its Buy rating and $29 price target for Mattel Inc. following a meeting with the company’s new CFO, Paul Ruh. The firm praised Ruh’s strong background in consumer packaged goods, especially in areas like cost control and financial discipline. However, it noted his limited exposure to intellectual property-driven businesses like toys.
UBS expressed confidence in Mattel’s continued strategic direction, citing Ruh’s steady approach to capital allocation and cost management. The company’s guidance practices will remain unchanged, sticking to annual forecasts. Ruh’s prior experience with IPOs and corporate turnarounds was highlighted as a valuable asset for navigating Mattel’s evolving landscape.
Mattel, Inc. (NASDAQ:MAT) is a leading consumer goods company operating globally, known for designing, manufacturing, and marketing iconic toys and entertainment products under brands like Barbie, Hot Wheels, Fisher-Price, American Girl, and more. With a broad portfolio that includes dolls, vehicles, games, digital content, and licensed merchandise from major partners like Disney and WWE, Mattel distributes its products through retail stores, e-commerce, and licensing channels worldwide. As its offerings are purchased directly by consumers for leisure and lifestyle, Mattel is classified as a consumer discretionary stock within the consumer goods sector, driven by branding, innovation, and seasonal demand.
10. Keurig Dr Pepper Inc. (NASDAQ:KDP)
One-year Return as of July 3: 3.27%
Number of Billionaire Investors: 12
Keurig Dr Pepper Inc. (NASDAQ:KDP) is one of the 12 best consumer goods stocks billionaires are quietly buying. On June 30, Piper Sandler reiterated an ‘Overweight’ rating and $40 price target. The research firm maintains a bullish stance on improved conditions in the company’s US coffee segment.
Additionally, Piper Sandler is impressed by the continued momentum in the US refreshment beverage division. Consequently, the research firm expects Keurig Dr Pepper to deliver solid results in the second quarter. It anticipates growth contribution from Ghost in Q2 as it completes full distribution through the KDP network.
Piper Sandler also expects the company to deliver earnings per share of $2.06 in 2025 and $2.17 in 2026, driven by strong demand for coffee pods. In addition, Keurig Dr Pepper plans to launch a new product dubbed Bloom Pop in the modern soda segment as part of its expansion strategy.
Keurig Dr Pepper Inc. (NASDAQ:KDP) is a leading beverage company in North America, with a diverse portfolio of over 125 owned, licensed, and partner brands. It produces and sells a wide variety of beverages, including coffee, tea, juice, water, and carbonated soft drinks.
