(BFM Stock Exchange) – If Wall Street has suffered from the Mandate of the American President, several values ​​very related to household consumption have behaved well. Here are some examples of well -known actions that have not folded or even progressed against the storm.

It is an understatement to say that the start of Donald Trump’s mandate has abused Wall Street. As we wrote in a previous article, the first 100 days of the second mandate of the Republican resulted in an 8% drop in the S&P 500.

It is simply the worst performance over the first 100 days of a presidency since Gerald Ford in 1974, when he succeeded Richard Nixon, following the Watergate scandal.

Stars on the American side were taken in the storm caused by the chaotic economic policy of the White House tenant. Wall Street’s “Seven Magnificent”, in particular, we suffer.

However, several actions have resisted. And there is no need to look for unknown nuggets, several very “general public” groups standing out. Here are some examples. Recall that the variations mentioned in this article were stopped on Friday May 2 afternoon.

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Always Coca-Cola

Fetish value of Warren Buffett, Coca-Cola has been 14.5% since the start of the year and around 13.7% since the Donald Trump election. There is not so much secret: it is the reputation of Coca-Cola resilience that explains performance its action at Wall Street.

At the beginning of the month, Bank of America also rented the defensive virtues of the producer of Soda, because of his ability to control his costs and his solid financial assessment and high enough to allow him, if necessary, to buy actions and thus support the growth of his profit by action, an indicator scrutinized at Wall Street. The bank notably stressed that its sector, that of ordinary consumption goods (“Staples” in English) had beaten the S&P 500 in three of the last four recessions.

Coca-Cola also continues to record solid results. On Tuesday, the sodas group delivered a growth of 6% in data comparable in the first quarter of 2025 with volumes up 2%, as well as profit per share stronger than anticipated by analysts. The company also declared that the impacts of trade tensions were, currently, “manageable” recalling that its activities were “above all local”.

Which gives him an advantage in the face of his great rival Pepsico. According to the Wall Street Journal, the owner of the Pepsi brand produces almost all of its concentrates, which are then used to make sodas, Ireland. The Coca-Cola concentrates to the American market are produced at the group’s historic headquarters in Atlanta as well as in Puerto Rico.

Philip Morris reinvents himself, McDo resists

For certain reasons similar to Coca-Cola, namely defensive qualities, the famous Cigaretier Philip Morris has been leaping on the stock market, winning 41% since the start of the year, and 40% since the arrival of Trump in the White House. The group has published several sturdy bursts of robust results. In February, its action climbed more than 10% on a session after the company expressed solid prospects for 2025.

The results of the first quarter, delivered last week, confirmed these good trends. As Deutsche Bank points out, the company has exceeded expectations in terms of profit per share and has recorded growth of 10.2% in comparable data. The group draws the fruits from the reorientation of its activity to tobacco -free products, which now represent 42% of its income. Philip Morris notably benefits from the popularity of his brand of Nicotine Zyn sachets, whose sales have increased by 53% over a year.

McDonald’s, for its part, has been 8% since the start of the year and has been 11.7% that has been won since Trump’s arrival in the White House. A performance that is not necessarily obvious insofar as restoration is often pointed out as a sector which could ultimately be sealed by Trump’s anti-immigration policy. This because this same policy could result in a more tense labor market and therefore in higher labor costs.

But like other fast-food chains, McDonald’s surpassed, especially in the wake of Donald Trump’s announcements on customs surcharges, during the famous “Liberation Day” of April 2.

Peter Saleh, analyst at BTIG, told Yahoo Finance! That investors could try to protect their portfolio by positioning themselves on these companies which obtain locally.

“In general, the vast majority of products come from the country,” he explained, with a small amount of products such as fruits and vegetables, beef and wheat imported from Canada and Mexico.

“Netflix around $ 1,000 billion in Wall Street”

Netflix evolves, for its part, on records. The company has taken 29.5% since the start of the year and 34% since the coming to power of Donald Trump. Like Philip Morris, the video champion on demand has chained good publications. Its annual results last January, notably attracted Wall Street. The action was won 9.7% on a single session, thanks to record subscribers and solid prospects. The accounts of the first quarter were still solid, as well as the objectives communicated for the following quarter.

While economic uncertainty weighs down the horizon of many companies, “Netflix is ​​predictable in an unpredictable world”, rents Bank of America. “All the long -term growth engines of Netflix revenues, including subscriptions and advertising, seem intact,” added the American bank.

The group is ambitious, according to the Wall Street Journal. The daily newspaper reported, on April 14, that the company intended to double its revenues by 2030 and reach a market capitalization of more than $ 1,000 billion, or almost double today ($ 472 billion).

Eli Lilly passes a crucial clinical trial

On the distributors side, Walmart and Costco evolve, of course, a little bit above their courses prior to the taking of Donald Trump. But their actions were still shaken by the uncertainties caused by the American president. UBS, quoted by Yahoo Finance!, However, judges that the duo has “resilient” prospects.

Bank of America, for its part, considers that Walmart is not “immune” at customs prices “but well positioned to face it”, with two-thirds of its articles produced in the United States. And on the remaining third, a large part is imported from Mexico and Canada. In addition, the largest distributor in the world “has close relationships with suppliers, advanced pricing ‘, automation and stock management capacities” which give it appreciable competitive advantages, underlines the bank.

In the same sector, Dollar General has taken 20% since the start of the year and especially 33% since the arrival of Donald Trump in the White House. Hard discount specialist in the United States, only 10% of sales of this company are exposed to American customs duties, according to Citi, cited by Investing.com.

Finally, let us mention a mega-space, namely Eli Lilly, which has increased by 11.6% since the start of the year and 13% since Donald Trump was sworn in for the second time. The bulk of this progression mainly operated on April 17. The title had jumped 14.3% as a result of phase III clinical trials (the last step before marketing) successful for OFORGLIPRON, an oral tablet to treat diabetes and obesity. A drug described as “ozempic in pill”.

Bank of America noted that all the lights were green, including weight loss of 8% in 40 days. “The ‘key’ of Orforglipron is that it is a drug with a small molecule ‘, which means that it is easy to put on the scale and to produce,” said the establishment.