July 20, 2026 10:14 AM GMT Consumer Staples | North America Quick Thoughts Heading Into 2Q EPS KO/PM/MNST/CL remain our favorite long-term picks, with outsized sustained OSG vs peers in our minds. Short term, with Q2 EPS, we see KO/CHD/EL/PM as favorable trades, and are more cautious ST on HPC at CLX/PG/CL. Favorite Long-Term Ideas: Our top ideas longer-term in beverages/household products/tobacco as laid out in our June slide show here include Coca-Cola, Philip Morris International, Monster, and Colgate, w ...