The Top 10 Grocery & CPG Stocks: Eight Winners in a Losing Market

The FTN/FW Top 10 Grocery & CPG Stocks are curated using a combination of market relevance, segment representation, trading activity, and weekly performance trends. We track them with Google Gemini. We’re less interested in leaderboard bragging rights than in where capital is flowing – and what that says about how investors are reading the grocery business in real time.

The S&P 500 index (INDEXSP:.INX) had another terrible week, falling 2.68% over the five trading sessions ending November 6, 2026, to close at 7,376.86. Optimism about the resolution of the US midterm elections sparked a rally… that quickly fell apart in the face of inflation, interest rates, the war and the outlook for corporate earnings.

In other words, round up the usual suspects.

But for a second week grocery and consumer packaged goods (CPG) stocks more or less bucked the trend. Eight of the 10 companies we follow finished higher – several by convincing margins. That’s an impressive showing in a market where investors seem almost totally unsure about where to park their money.

Amazon.com Inc. (NASDAQ:AMZN) led the group, jumping 7.88% to $259.30. Of course, Amazon is much more than a grocery retailer, so we shouldn’t necessarily attribute its performance to food sales. Still, its expanding grocery operations and enormous distribution network make it a competitor you underestimate at your own peril.

Koninklijke Ahold Delhaize N.V. (OTC:ADRNY), parent of Food Lion, Giant Food, Hannaford and Stop & Shop, gained 4.24% to $38.09. That’s a welcome result for a company dealing with recent cybersecurity disruptions and other operational challenges. Costco Wholesale Corp. (NASDAQ:COST) climbed 4.08% to $1,053.56, while BJ’s Wholesale Club Holdings Inc. (NYSE:BJS) advanced 1.94% to $109.40. Both continue to demonstrate the appeal of warehouse clubs, where consumers willingly pay membership fees for access to lower prices.

PepsiCo Inc. (NASDAQ:PEP) rose 2.91% to $141.34, a positive development for a CPG giant facing pressure from price-conscious shoppers and private label competition.

Walmart Inc. (NASDAQ:WMT) added 1.63% to $125.52. Its combination of grocery scale, low prices and growing digital capabilities continues to give it advantages that few competitors can match. Kroger Co. (NYSE:KR) gained 1.41% to $67.70. The Greg Foran-helmed supermarket operator faces plenty of challenges, but its scale and private label business remain important strengths. And Dollar General Corp. (NYSE:DG) advanced 1.10% to $133.75. Its focus on affordability and everyday necessities is turning into a secret weapon of sorts as lower-income households struggle with rising costs.

Only two companies lost ground. Sprouts Farmers Market Inc. (NASDAQ:SFM) declined 1.21% to $49.10, while Albertsons Companies Inc. (NYSE:ACI) fell 2.22% to $12.79. Albertsons, in particular, is facing plenty of uncertainty about its competitive position and long-term direction.

Grocery stocks aren’t immune to economic uncertainty, and it’s still too early to call this robust performance a trend,  but when the market loses nearly 3% and eight of our 10 companies finish higher, it’s worth noticing. Consumers may postpone plenty of purchases when money gets tight, but groceries aren’t among them.

Top 10 Grocery & CPG Stocks Performance

Data reflects the five trading sessions from October 30, 2026, to November 6, 2026.