Marvin Stock Watch guide

Top 15 Fastest-Growing Profitable Consumer Defensive Stocks

Marvin's rules found 15 profitable Consumer Defensive companies, ranked by last-fiscal-year revenue growth. Mama's Creations is first, followed by Bunge, Turning Point Brands, Perdoceo and Vita Coco. Each pick has an Overall score of at least 55.

Updated 2026-10-28 · 15 stocks · Scores are Marvin's own

Consumer Defensive is the part of the market that sells everyday needs such as food, drinks, household staples and discount retail. Demand for these goods tends to be steadier than for luxury items, so fast growth here stands out. This list shows the profitable companies in the sector that grew revenue fastest in their last fiscal year, as of October 2026.

Growth is only one piece of the picture. A company can grow quickly while keeping little of each sales dollar, or while spending more cash than it brings in. So each pick below also shows margins, returns or debt where Marvin has the data, along with one caution.

Some figures are missing for certain companies, and the blurbs say so. Scores describe how a company compares with others in its own industry today. They are not a forecast.

The list

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How Marvin ranked these stocks

Marvin started with companies above about $300 million in size in the Consumer Defensive sector. It kept profitable companies with an Overall score of at least 55 and allowed at most 4 per industry. It then ranked them by revenue growth in the last fiscal year, fastest first. Marvin scores run from 0 to 100 and are relative to each company's own industry, so a high score means a company looks strong against its industry peers, not against every stock.

Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Consumer Defensive sector, fastest last-fiscal-year revenue growth first, among profitable companies with an Overall score of at least 55; at most 4 per industry.

The stocks, one by one

Mama's Creations, Inc. MAMA

Consumer Defensive · Packaged Foods
Overall 65 Business 67 Opportunity 48

Revenue grew 39.2% last fiscal year, the fastest on this list, and free cash flow margin was 8.3%. Caution: operating margin is thin at 4.5% and return on equity is only 4.4%. Debt data is not available.

Bunge Global S.A. BG

Consumer Defensive · Agricultural Farm Products
Overall 93 Business 93 Opportunity 94

Revenue rose 32.4% and the Overall score is 93, high for its industry. Caution: gross margin is only 4.4% and free cash flow margin was -1.4%, below zero, so the company did not generate spare cash last year.

Turning Point Brands, Inc. TPB

Consumer Defensive · Tobacco
Overall 63 Business 56 Opportunity 84

Revenue grew 28.4%, with a solid operating margin of 14.8% and a gross margin of 59.2%. Debt-to-equity of 0.65 is modest. Caution: free cash flow margin is just 3.9% and the Quality score is a middling 56.

Perdoceo Education Corporation PRDO

Consumer Defensive · Education & Training Services
Overall 95 Business 95 Opportunity 94

Revenue grew 24.2% with strong profitability: operating margin of 24.6%, free cash flow margin of 25.4% and return on equity of 17.1%. Caution: gross margin and debt figures are not available, so the full picture is incomplete.

The Vita Coco Company, Inc. COCO

Consumer Defensive · Beverages - Non-Alcoholic
Overall 86 Business 65 Opportunity 92

Revenue grew 18.2% and the company converts sales to profit well, with an operating margin of 19.1% and return on equity of 27.3%. Caution: its Quality score of 65 trails its other scores, and debt data is not available.

Ollie's Bargain Outlet Holdings, Inc. OLLI

Consumer Defensive · Discount Stores
Overall 75 Business 86 Opportunity 69

Revenue grew 16.6%, with an operating margin of 12.3% and low debt-to-equity of 0.38. The Quality score of 86 is high. Caution: free cash flow margin of 8.0% is noticeably lower than its operating margin.

BellRing Brands, Inc. BRBR

Consumer Defensive · Packaged Foods
Overall 74 Business 77 Opportunity 74

Revenue grew 16.1% and the Overall score is 74, with a Quality score of 77. Caution: Marvin has no margin, return or debt figures for this company, so its profitability cannot be checked in detail here.

Sprouts Farmers Market, Inc. SFM

Consumer Defensive · Grocery Stores
Overall 85 Business 93 Opportunity 69

Revenue grew 14.1% and return on equity is a high 33.5%, with a Quality score of 93. Caution: grocery margins are thin, with an operating margin of 7.4% and free cash flow margin of 4.0%.

Freshpet, Inc. FRPT

Consumer Defensive · Packaged Foods
Overall 77 Business 79 Opportunity 76

Revenue grew 13.0% with a gross margin of 41.4% and return on equity of 16.4%. Caution: only a small share of sales becomes profit, with an operating margin of 8.1% and free cash flow margin of 5.2%.

Monster Beverage Corporation MNST

Consumer Defensive · Beverages - Non-Alcoholic
Overall 72 Business 94 Opportunity 28

Revenue grew 10.7%, with very strong margins: 29.2% operating and 22.8% free cash flow. The Quality score is 94. Caution: the Opportunity score is only 28, the lowest of the group, and growth is toward the slower end.

Dollar Tree, Inc. DLTR

Consumer Defensive · Discount Stores
Overall 90 Business 89 Opportunity 90

Revenue grew 10.4%, with an operating margin of 11.0% and a high return on equity of 47.1%. The Overall score is 90. Caution: debt-to-equity of 2.24 is the highest on this list, which adds financial risk.

Village Farms International, Inc. VFF

Consumer Defensive · Agricultural Farm Products
Overall 63 Business 71 Opportunity 63

Revenue grew 10.2%, with a gross margin of 44.3% and very low debt-to-equity of 0.13. Caution: free cash flow margin was -0.2%, slightly below zero, and return on equity is only 7.3%.

Costco Wholesale Corporation COST

Consumer Defensive · Discount Stores
Overall 78 Business 97 Opportunity 29

Revenue grew 10.1% and the Quality score is 97, the highest here, with return on equity of 25.8% and low debt-to-equity of 0.28. Caution: margins are thin, with an operating margin of 3.9%, and the Opportunity score is just 29.

Smithfield Foods, Inc. SFD

Consumer Defensive · Packaged Foods
Overall 96 Business 96 Opportunity 93

Revenue grew 9.8% and the Overall score is 96, the highest on the list. Return on equity is 15.1% and debt-to-equity is low at 0.26. Caution: gross margin is only 13.4%, and free cash flow margin is not available.

Covista Inc. CVSA

Consumer Defensive · Education & Training Services
Overall 68 Business 69 Opportunity 72

Revenue grew 9.3%, with an operating margin of 19.6% and a free cash flow margin of 20.1%, both strong. Debt-to-equity is 0.63. Caution: growth is the slowest on this list, though it still qualified.

Common questions

What does Consumer Defensive mean?

It is a market sector for companies selling goods and services people tend to need in good times and bad, such as groceries, drinks, household items and discount retail. Demand for them is usually steadier than for optional purchases.

Does fast revenue growth make a stock a good investment?

Not by itself. Revenue growth only shows how much sales rose in the last fiscal year. It says nothing about future growth, and it does not show how much profit or cash the company keeps. That is why margins, returns and debt are shown alongside growth.

What do Marvin's Overall, Quality and Opportunity scores mean?

They run from 0 to 100 and compare a company with others in its own industry today. Quality looks at the strength of the business, Opportunity is a separate measure, and Overall combines them. They describe the present and are not predictions or advice.

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Marvin's scores (0-100) compare each company with others in its industry today. Growth and margin figures come from SEC filings. This is general information, not personal investment advice or a recommendation to buy or sell anything. Do your own research.