Invest in Beer, Nicotine, and Energy Drink Stocks for the 2026 Staples Celebration
Goldman Sachs Analysis: Goldman Sachs predicts a favorable shift for consumer staples in 2026, focusing on beer, nicotine, and energy drinks as key investment areas due to a stabilizing economy and upcoming global events.
Middle-Class Consumer Trends: The analysis highlights that a healthier middle-class consumer, benefiting from normalized inflation, will drive demand for affordable luxuries like energy drinks and nicotine products, which show strong brand loyalty and habitual consumption.
2026: A Landmark Year for Beer: The year 2026 is expected to be significant for the beer industry, with major events like the FIFA World Cup, Winter Olympics, and the US 250th Anniversary likely to boost consumption and create growth opportunities.
Stocks to Watch: Key stocks in the energy drink and nicotine sectors include Monster Beverage, Celsius Holdings, Philip Morris, and Altria, while notable beer stocks include Anheuser-Busch, Molson Coors, and Boston Beer Company.
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- Company Overview: Anheuser-Busch owns popular beer brands such as Budweiser, Corona Extra, and Stella Artois.
- Earnings Report: The company is expected to report increased revenue when it releases its earnings before the market opens on Thursday.

- Company Overview: Anheuser-Busch owns well-known beer brands such as Budweiser, Corona Extra, and Stella Artois.
- Earnings Report Anticipation: The company is expected to report increased revenue when it releases its earnings before the market opens on Thursday.
- Software Selloff: After three consecutive days of gains, the iShares Tech-Expanded Software Sector ETF (NYSE:IGV) fell over 3% on Wednesday, indicating a decline in market confidence towards the software sector, which could impact investor sentiment towards tech stocks overall.
- Strong Jobs Data but Severe Revisions: Although January's nonfarm payrolls rose by 130,000, significantly exceeding economists' expectations of 70,000, the total U.S. job growth for 2025 was drastically revised down to just 181,000, highlighting the fragility of economic recovery and potentially raising concerns about future growth.
- Unexpected Drop in Unemployment Rate: The unemployment rate fell from 4.4% to 4.3%, which appears positive on the surface; however, this contrasts sharply with the downward revisions in job growth, possibly leading investors to question the economic outlook.
- Robinhood's Poor Market Performance: Robinhood Markets Inc. (NASDAQ:HOOD) saw its stock tumble 12% following a revenue miss and disappointing cryptocurrency trading results, reflecting market concerns about its future profitability and potentially undermining investor confidence.

Super Bowl Significance: The Super Bowl is the most-watched annual televised sporting event in the U.S., making it a crucial time for retail sales.
Retail Peak for Snacks and Beverages: The week leading up to the Super Bowl sees a surge in sales for snack and beverage brands as Americans prepare for gatherings.
- Valentine's Day Ex-Change Program: Angry Orchard's Ex-Change initiative allows consumers to send their ex's abandoned items to the cider house in exchange for cash towards fresh cider, aiming to help the heartbroken transform their emotions and enjoy a fresh start.
- Free Ex-Change Kit: Starting February 2, consumers can register at angryorchardexchange.com for a free Ex-Change Kit, which includes packaging materials and a prepaid shipping label, making it easy for users to send their ex's old belongings.
- Sustainability Commitment: All items sent will be sorted and donated, ensuring nothing goes to waste, reflecting Angry Orchard's commitment to sustainability while providing emotional relief for consumers.
- Marketing Strategy: The senior marketing director of Angry Orchard stated that this initiative not only helps consumers deal with emotional baggage but also enhances brand image, attracting more young consumers and increasing brand loyalty.






