BZ US Stock Analysis: Perfume, Liquor, Peanut Butter, and Private Schools as Dividend Aristocrats during Economic Downturns

Analysts believe that consumer stocks demonstrate resilience during economic downturns. Regardless of future market performance, many consumer products still possess pricing power, allowing these industries to pass on tariff costs to consumers without facing significant resistance, thus remaining profitable. Below are five consumer goods stocks that analysts believe can provide dividend income. This is purely for market observation and not any investment advice.

Interparfums

Many common perfume brands on the market are produced by Interparfums (Interparfums Inc. NASDAQ code: IPAR). Interparfums is headquartered in France, and they produce colognes and perfumes for brands such as Donna Karan, Kate Spade, Coach, Guess, Montblanc, and Ferragamo. Interparfums reported sales of $1.45 billion in the past 12 months, with a current market capitalization of over $3.5 billion.

IPAR's current yield is 2.93%, and the dividend payout ratio (DPR) is 63%, which means that 63% of the profits are allocated to dividend payments. Over 60% of profits are used for dividends, but consumer staples are not growth-oriented companies and usually return a large portion of earnings to shareholders. IPAR recently raised its quarterly dividend from $0.75 to $0.80 per share and announced a gross margin of 64% (Gross Margins) in its latest earnings report. These figures demonstrate a strong dividend and the ability to absorb short-term tariff pressures. IPAR's Benzinga Edge Quality rating is as high as 91.01, and it announced its Q1 2025 earnings on May 5.

J.M. Smucker

Uncrustables is a popular sandwich snack among kids, and it comes from the food giant J.M. Smucker (NYSE ticker: SJM). This company is known for its peanut butter and jelly, and owns well-known brands such as Hostess, Folgers, Cafe Bustelo, Meow Mix, and Milk-Bone.

SJM's current yield is 3.72%, and SJM is also a dividend aristocrat, having raised its dividend for 27 consecutive years. SJM reported a gross margin of 36% in its recent conference call.

United Breweries Co

United Breweries Co ( NYSE ticker: CCU) is a wine and spirits manufacturer headquartered in Chile, known in South America as Compañía Cervecerias Unidas (hence the stock ticker CCU). The company primarily operates in South America, producing alcoholic and non-alcoholic beverages for its own brands as well as well-known brands such as Heineken, Guinness, Pepsi, and Keurig. CCU does not need to worry about tariffs as the company does not export products to the United States. However, U.S. investors can still benefit from its consistent dividends.

The dividend yield of CCU stock ( is 3%, with a DPR of 28%, indicating that dividend payments are flexible. As a food and beverage manufacturer, the company's profit margin is also high, with the latest earnings report showing a gross margin of 45%. Benzinga Edge rates the quality of this stock at 99.42 and the value rating at 92.45, which is the highest rating among all companies on this list. The daily chart is also nice, with prices solidly above the 50-day and 200-day simple moving averages ) SMA (, and the relative strength index ) RSI ( is still well below the overbought threshold of 70.

Diageo plc ADR

The British beverage giant Diageo )Diageo NYSE ticker: DEO( has some of the most popular brands including Johnny Walker, Crown Royal, Don Julio, Ketel One, Bailey’s, and Smirnoff. During the stock market crash in March 2020 due to the COVID-19 pandemic, DEO stock performed the best, rising from a low of $102 in March 2020 to $222 in the first week of 2022. However, the stock has now returned to its 2020 low, and analysts believe this could become a turning point for the struggling beverage manufacturer, with a potential rebound in the future.

Diageo's stock price has risen by 7% over the past month, and the fundamentals suggest it may continue to rise in the future. The gross margin reported by Diageo in its recent earnings report was 60%, with a stock yield of 3.7% and a DPR of 46%. Analysts have rated the stock as a buy, with an average target price of $180, indicating that the stock currently has significant upside potential.

Strategic Education Inc

Strategic Education Inc. ) NASDAQ symbol: STRA ( operates private colleges and universities, including Strayer, Capella, and Torrens, and offers online higher education courses. Due to the increase in market share of online education, STRA's stock price surged during the pandemic, but due to declining revenue and shrinking profit margins, the stock price fell to a multi-year low in 2022.

Strategic Education Inc. has a dividend yield of 2.94%, a DPR of 51%, and the company's revenue has grown for four consecutive quarters. In addition, the profit margin has risen above 9% for the first time since the outbreak of the pandemic, with a gross margin of 47%, and the stock's price-to-earnings ratio is 17 times.

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