US Staples: Webcast Slideshow: US Staples Mid-Year Update: Top Durable LT Ideas to Navigate the Sluggish Shelf

Research evidence excerpt

US Staples: Webcast Slideshow: US Staples Mid-Year Update: Top Durable LT Ideas to Navigate the Sluggish Shelf

June 5, 2026 03:41 PM GMT

June 2026

2026 Mid-Year Outlook

M O R G A N S T A N L E Y R E S E A R C HConsumer Staples North America

Morgan Stanley & Co. LLC

Dara Mohsenian, CFAUS Staples Mid-Year Update: Top Durable LT Beverage, Household and Personal

Care Products

Dara.Mohsenian@morganstanley.com

+1 (212) 761 - 6575Ideas to Navigate the Sluggish Shelf

Please join us for our webcast at 11 AM ET on Monday, June 8 (register here), or at Eric Serotta, CFA Tobacco & Beverages 5AM/10AM/6PM June 8 NY/London/Japan time for international investors (register here). Eric.Serotta@morganstanley.com

+1 (212) 761 – 2370

Megan Clapp, CFA

Packaged Food Preferred OW Picks in Rank Order: Megan.A.Clapp@morganstanley.com

1 – Coca-Cola (KO) – Top Beverages Pick +1 (212) 761 – 3715

2 – Philip Morris International (PM) – Preferred Tobacco Pick Please join us for our

3 – Mondelez International (MDLZ) – Top Food Pick webcast at 11 AM ET on Monday, June 8 (register

4 – Colgate-Palmolive Co (CL) – Top Household Products Pick here), or at 5AM/10AM/6PM

5 – Monster Beverage Corp (MNST) June 8 NY/London/Japan

time for international

6 – Freshpet Inc (FRPT) investors (register here).

7 – The Hershey Company (HSY)

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a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in

making their investment decision.

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