Consumer Categories: Long Pasta, Short Soda

Some useful data from Nielsen about recession-proof and recession-vulnerable consumer categories.

Driving that point home, the largest U.S. pasta maker (I think) is American Italian Pasta Company (OTC:AITP), which is up a spiffy 104% this year. Granted, it's smallish-cap and OTC, but still something to keep in mind as you think thematically.

Comments

[pondee:]

I really can not see people foregoing their tobacco fix for a seafood platter.

2008 Oct 23 08:46 AM

[User 137633:]

Wouldn't have killed you to list some more companies..

2008 Oct 26 09:39 PM

[NeilEzell:]

Now that we're all nervous watching the economy tank I think most of us will stop smoking and drinking cokes, were hooked on both. NOT! And I don't want an inexpensive breakfast like eggs. I think I can afford expensive seafood though. A dozen eggs can feed a family of 4 breakfast for under $2, try to feed 4 people seafood for that. Get real! Credit where it's due though. Beer will do good in any economic situation. Celebrate the good news, drown your sorrows in bad times. Where do these writers come from? No offence Paul, who has made a good call this year?

2008 Oct 27 11:38 AM