Consumer stocks have suffered deep drawdowns in 2026, creating attractive entry points for long-term investors. The average S&P 500 stock has seen a maximum drawdown of 21% this year, with a meaningful portion of that damage landing on consumer names unrelated to AI spending or geopolitical conflict. J.M. Smucker reported fiscal fourth-quarter net sales up 6% to $2.3 billion and adjusted earnings per share up 20%, while its Uncrustables brand crossed $1 billion in annual sales. Tyson Foods beat earnings estimates in its fiscal second quarter, posting $0.87 per share against an expectation of $0.78, and raised its full-year chicken segment income forecast to as much as $2.05 billion. Hormel Foods, trading near multiyear lows at roughly 15.5 times earnings compared with a 10-year average of closer to 19 times, offers a nearly 4.8% dividend yield and has raised its dividend for more than 25 consecutive years.
The J. M. Smucker CompanyReported 6% sales growth and Uncrustables crossed $1B in annual sales.
Tyson Foods IncBeat earnings estimates and raised full-year chicken segment income forecast.
Hormel Foods CorporationTrading at low P/E with high dividend yield and long dividend growth history, offering value entry.