Following investigations into Nestlé's water filtration practices, consumers may seek more transparent water options. These carefully selected stocks represent companies that could benefit from this shift, from beverage competitors to water purification technology providers.
Published on July 11
When consumer trust shifts in essential products like water, market share often follows quickly. These companies are positioned to capture that movement as customers seek alternatives they can believe in.
This collection offers diverse exposure to the water market through beverages, utilities, and technology. Whether consumers switch brands or filtration methods, companies in this group stand to benefit.
Increased scrutiny of water quality claims could benefit companies with transparent practices and proven purification technologies, potentially creating a new competitive advantage in the marketplace.
This collection focuses on companies that could gain market share as consumer trust shifts away from major bottled water brands under scrutiny. When a market leader faces challenges, competitors and alternative solutions often benefit as consumers seek new trusted options.
This is an event-driven investment opportunity targeting companies across beverage, utilities, and water technology sectors. It includes direct competitors to Nestlé's water brands as well as companies offering filtration technology and regulated water utilities.
These companies were specifically chosen for their positioning to capture redirected market share. They include established beverage giants with alternative water brands, popular niche beverage companies, and leaders in water purification technology and public utilities.
Market capitalisation breakdown for the 'Pure Water Plays' basket, showing concentration in top holdings and distribution across mid- and small-caps.
PEP: $209.45B
KO: $306.39B
FIZZ: $3.42B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+6
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
PEPSICO INC
PEP
Current Price
$143.14
As a primary competitor with its own bottled water brands like Aquafina and sparkling water brand Bubly, PepsiCo could attract consumers losing trust ...
As a primary competitor with its own bottled water brands like Aquafina and sparkling water brand Bubly, PepsiCo could attract consumers losing trust in Nestlé's brands.
Coca-Cola
KO
Current Price
$90.58
Coca-Cola's extensive portfolio, including Dasani, Smartwater, and Topo Chico, is well-positioned to capture market share from Nestlé's water brands l...
Coca-Cola's extensive portfolio, including Dasani, Smartwater, and Topo Chico, is well-positioned to capture market share from Nestlé's water brands like Perrier and Vittel.
NATIONAL BEVERAGE CORP
FIZZ
Current Price
$32.30
The owner of LaCroix, a brand with a strong following in the sparkling water market, could directly benefit from consumers switching from Nestlé's Per...
The owner of LaCroix, a brand with a strong following in the sparkling water market, could directly benefit from consumers switching from Nestlé's Perrier.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+21.57%
On average, analysts expect assets in this group to grow 21.57% over the next year.
13 of 16 assets in this group are rated Buy by professional analysts.
