Stock Trading Canary
SECTOR BRIEF · 2026-10-18 · 30-DAY WINDOW

Consumer Defensive EU

29 of 249 eligible companies show qualifying buying. Comparable-cohort trend: contracting; 32 companies have complete purchase values.

11.6%buying breadth
-1.24 ppchange in common cohort
-3.2%median 30-day return
0post-earnings buy events

Europe: qualifying net buying. US: qualifying equity P purchases, without netting sales. Market definitions differ.

Buying participation

29 / 249 eligible companies show qualifying buying in the window

0%5%10%15%20%Consumer DefensiveAll sectors2026-09-122026-10-042026-10-182026-09-12: Consumer Defensive 16.7% · All sectors 10.0%2026-09-13: Consumer Defensive 16.3% · All sectors 9.8%2026-09-14: Consumer Defensive 17.1% · All sectors 10.1%2026-09-23: Consumer Defensive 15.2% · All sectors 9.9%2026-09-24: Consumer Defensive 15.1% · All sectors 9.9%2026-09-25: Consumer Defensive 15.1% · All sectors 9.8%2026-09-28: Consumer Defensive 15.6% · All sectors 9.4%2026-09-29: Consumer Defensive 16.1% · All sectors 9.7%2026-09-30: Consumer Defensive 15.1% · All sectors 9.6%2026-10-01: Consumer Defensive 15.6% · All sectors 9.9%2026-10-02: Consumer Defensive 15.6% · All sectors 9.8%2026-10-03: Consumer Defensive 14.7% · All sectors 9.6%2026-10-04: Consumer Defensive 13.8% · All sectors 9.3%2026-10-05: Consumer Defensive 14.9% · All sectors 9.6%2026-10-06: Consumer Defensive 14.6% · All sectors 9.8%2026-10-07: Consumer Defensive 15.8% · All sectors 9.6%2026-10-08: Consumer Defensive 15.2% · All sectors 9.5%2026-10-09: Consumer Defensive 14.7% · All sectors 9.2%2026-10-12: Consumer Defensive 12.9% · All sectors 8.5%2026-10-13: Consumer Defensive 12.9% · All sectors 8.6%2026-10-14: Consumer Defensive 12.9% · All sectors 8.5%2026-10-15: Consumer Defensive 13.3% · All sectors 8.5%2026-10-16: Consumer Defensive 12.4% · All sectors 8.4%2026-10-18: Consumer Defensive 11.6% · All sectors 7.8%
Consumer DefensiveAll sectors
Historical points use each date’s universe; coverage changes can affect this line. · 2026-09-12 → 2026-10-18 · 24 archived snapshots

Largest purchases in the window

Scandi Standard AB (publ)EUR 786.5k
BONDUELLEEUR 782.5k
ARYZTA AGEUR 402.9k
Unilever PLCEUR 182.3k
Orkla ASAEUR 174.3k

Gross qualifying purchases (EUR), summed per company. Research leads, not recommendations: a company page shows the roles, transaction types and source filings.

What changed?

Compared with 2026-10-12 · 242 same-sector companies present in both snapshots

-1.24 pp
Common-cohort change
+4 / −7
Entered / left buying status
+7 / −7
Coverage / classification additions and removals

Buying companies among coverage additions / removals: 0 / 0

Entered buying status (4)

Emmi AG · BONDUELLE · British American Tobacco p.l.c. · NordLEI

Left buying status (7)

INTERPARFUMS · LDC · Bunzl plc · Hofseth BioCare ASA · Lyko Group AB (publ) · Viva Wine Group AB · Scandi Standard AB (publ)

Endpoint changes can reflect rolling-window expiry or filing backfills; they do not establish fresh trades or intent.

Buying characteristics

Top three companies’ share of qualifying gross purchase value: 49.2%

Companies with purchases: 32 · Multiple buyers: 6 · Repeat buyers on distinct dates: 8

Multiple buyers · 6/32 (18.8%)
6/32

Repeat buying · 8/32 (25.0%)
8/32

Largest recorded gross purchases: EBRO FOODS, S.A. (EUR 1,618,245) · HelloFresh SE (EUR 1,009,213) · Scandi Standard AB (publ) (EUR 786,513)

Purchase lines with contractual / award wording: 0. Qualifying purchases are not necessarily discretionary. These flags may overlap with repeat buying.

Features overlap. Buyer-days consolidate the same reported buyer and date, not verified independent purchase events. Name variants may remain. Concentration requires complete values; currencies are never mixed.

Companies to investigate

CompanyBuying statusBuyersBuyer-daysGross purchasesLatest buy
EBRO FOODS, S.A.
EBRO.MC
Buying17EUR 1,618,2452026-10-09
HelloFresh SE
HFG.DE
Buying13EUR 1,009,2132026-10-05
Scandi Standard AB (publ)
SCST.ST
Buying47EUR 786,5132026-09-28
BONDUELLE
BON.PA
Buying15EUR 782,5382026-10-14
COCA-COLA HBC AG
CCH.L
Buying22EUR 422,5312026-09-22
ARYZTA AG
ARYN.SW
Buying00EUR 402,8822026-10-05
Chocoladefabriken Lindt & Sprüngli AG
LISN.SW
Buying00EUR 337,5762026-10-07
British American Tobacco p.l.c.
BATS.L
Buying11EUR 302,5052026-10-15
Unilever PLC
ULVR.L
Buying99EUR 182,2922026-09-23
Orkla ASA
ORK.OL
Buying11EUR 174,2862026-09-22
Orkla ASA
ORK.OL
Buying11EUR 131,3452026-09-22
SalMar ASA
SALM.OL
Buying11EUR 106,3642026-09-25
FIT GROUP AG
FTG.VI
Buying34EUR 100,6932026-10-14
A.G. BARR p.l.c.
BAG.L
Buying11EUR 68,1242026-10-02
NordLEI
UMIDA-B.ST
Buying34EUR 60,8662026-10-15
Emmi AG
EMMN.SW
Buying00EUR 52,3782026-10-14
DFI RETAIL GROUP HOLDINGS LIMITED
D01.SI
Buying11EUR 49,8532026-10-01
Premium Snacks Nordic AB
SNX.ST
Buying13EUR 43,8792026-10-01
Venture Life Group plc
VLG.L
Buying12EUR 41,4572026-10-01
IMPERIAL BRANDS PLC
ITBA.F
Buying11EUR 35,1192026-09-28
Candles Scandinavia
CANDLE-B.ST
Buying11EUR 28,7122026-09-25
Apetit Oyj
APETIT.HE
Buying11EUR 25,5322026-09-29
Orior AG
ORON.SW
Buying00EUR 25,1372026-10-06
Cake Box Holdings plc
CBOX.L
Buying11EUR 21,9232026-09-29
Norcod AS
NCOD.OL
Buying11EUR 12,4342026-09-24
Diageo plc
DGE.L
Buying11EUR 7,7742026-10-12
Coca-Cola Europacific Partners plc
CCEP.AS
Buying1313EUR 6,9672026-10-12
LANSON-BCC
ALLAN.PA
Buying11EUR 5,3072026-09-21
LANSON-BCC
ALLAN.PA
Buying11EUR 7562026-09-24
220 other eligible companies had no qualifying buying in the window

123fahrschule SE · 123fahrschule SE · 123fahrschule SE · AAK AB (PUBL) · AAK AB (PUBL) · AB INBEV · AB INBEV · AcadeMedia AB · AcadeMedia AB · AcadeMedia AB · AcadeMedia AB · AcadeMedia AB · AcadeMedia AB · ADVINI · AEP Plantations Plc · AGRANA Beteiligungs-Aktiengesellschaft · Agtira AB · Agtira AB · Agtira AB · Agtira AB · Aker BioMarine ASA · Andfjord Salmon Group AS · Anora Group Oyj · Applied Nutrition plc · Arctic Blue Beverages AB · Arctic Blue Beverages AB · Arctic Fish Holding AS · ARYZTA AG · Associated British Foods plc · Atlantic Sapphire ASA · Atria Oyj · Axfood AB · Axfood AB · B&M European Value Retail S.A. · B&M European Value Retail S.A. (DI) · Bakkafrost P/f · Barry Callebaut AG · Beiersdorf Aktiengesellschaft · Bell Food Group AG · BioMar Group A/S · BioMar Group A/S · BODEGAS RIOJANAS, S.A. · British American Tobacco p.l.c. · Bunzl plc · Bunzl plc · C&C Group plc · Camellia PLC · Candles Scandinavia AB · Candles Scandinavia AB · Carlsberg A/S · CARREFOUR · CASINO GUICHARD-PERRACHON · Cedergrenska AB · Cernova AS · Chapel Down Group plc · Cheffelo AB · Cheffelo AB (publ) · Chocoladefabriken Lindt & Sprüngli AG · CIE DU BOIS SAUVAGE · Clemondo Group AB (publ) · Cloetta AB · Cloetta AB · COLRUYT · COTY INC · Cranswick plc · CREIGHTONS PLC · DANONE · Davide Campari - Milano N.V. · Davide Campari - Milano N.V. · Dekel Agri-Vision plc · Dellia Group ASA · Dellia Group ASA · Diageo plc · DISTRIBUIDORA INTERNACIONAL DE ALIMENTACION, S.A. · DISTRIBUIDORA INTERNACIONAL DE ALIMENTACION, S.A. · Essity AB · Essity Aktiebolag (publ) · Europris ASA · Europris ASA · Excellence Spółka Akcyjna · Fevara plc · Fevertree Drinks plc · FirstFarms · FLEURY MICHON · ForFarmers N.V. · FRoSTA AG · Glanbia plc · Greencore Group plc · Grieg Seafood ASA · GROUPE CARNIVOR · Groupe Minoteries SA · Hawesko Holding SE · Haypp Group AB (publ) · Haypp Group AB (publ) · Haypp Group AB (publ) · Henkel AG & Co. KGaA · Hernö Gin AB · High C · High Coast Distillery AB (publ) · High Coast Distillery AB (publ) · Hilton Food Group plc · HKFoods Oyj · Hofseth BioCare ASA · Hofseth BioCare ASA · Humble Group AB · IEVA GROUP · IMPERIAL BRANDS PLC · INTERPARFUMS · J Sainsbury plc · Kaldvik AS · Kerry Group plc · Kesko Oyj · KKO INTERNATIONAL SA · L'OREAL · LABORATORIO FARMACEUTICO ERFO SPA · LAURENT-PERRIER · LDC · Leifheit Aktiengesellschaft · Lerøy Seafood Group ASA · Lerøy Seafood Group ASA · Lifeclean International AB (publ) · Lifeclean International AB (publ) · Lifeclean International AB (publ) · LMK Group AB (publ) · Lohilo Foods AB (publ) · LOTUS BAKERIES · Lumi Education Group AS · Lyko Group AB (publ) · M.P.Evans Group PLC · Malvern International plc · MARIE BRIZARD WINE AND SPIRITS · Mark McLoughlin · McBride plc · MHP SE · MicroSalt plc · Midsona AB · More Impact AG · Mowi ASA · Mowi ASA · Måsøval AS · Naked Wines plc · NATURHOUSE HEALTH, S.A. · Nestlé AG · Nichols plc · Nicoccino Holding AB (publ) · Nicoccino Holding AB (publ) · Nicoccino Holding AB (publ) · Nicoccino Holding AB (publ) · Nordic Aqua Partners AS · Nordic Halibut AS · Nordic Halibut AS · Northcoders Group plc · Ocado Group plc · OENEO · Olvi Oyj · OMER-DECUGIS & CIE · ONTEX · Pepco Group N.V. · PERNOD RICARD · Premier Foods plc · Premium Snacks Nordic AB · Proximar Seafood AS · PUIG BRANDS, S.A. · PZ Cussons plc · R.E.A. Holdings plc · R.E.A. Holdings plc · Raisio Oyj · Raisio Oyj · Reckitt Benckiser Group plc · Reckitt Benckiser Group plc · REMY COINTREAU · Revolution Beauty Group plc · Richmond Hill Resources plc · Royal UNIBREW A/S · SAINT JEAN GROUPE · Salmon Evolution ASA · Sanoma Oyj · SAVENCIA · Scandi Standard AB (publ) · Scandi Standard AB (publ) · Scandinavian Tobacco Group A/S · SIPEF · Sligro Food Group N.V. · SOCIETE BIC · Suominen Oyj · Suominen Oyj · Swedencare AB (publ) · Swedencare AB (publ) · Tate & Lyle PLC · Tate & Lyle PLC · Tellusgruppen AB · Tellusgruppen AB · TESCO PLC · The Artisanal Spirits Company plc · THE BEAUTY TECH GROUP PLC · The Kingfish Company N.V. · The Magnum Ice Cream Company N.V. · The Magnum Ice Cream Company N.V. · Tokmanni Group Oyj · Tooru PLC · UIE Plc · Ukrproduct Group Limited · Umida Group AB (publ) · Unilever Plc · Unilever Plc · Vaccinum Holding ApS · VALBIOTIS · Villars Holding S.A. · Virgin Wines plc · Viva Wine Group AB · Viva Wine Group AB · Warpaint London PLC · WELLNEX LIFE LIMITED · WHAT'S COOKING GROUP · Wilmington · Wonderboo Holding AB · Xoma AB · Xoma AB · Zinzino AB · Zinzino AB

Background

Price and liquidity context

-3.2%
median 30-day company return · 122 companies
3,541,676
median daily turnover

Price movement is a descriptive comparison. Buy / ADTV is shown only when the insider value and turnover use the same currency; it is not an estimate of market impact.

Coverage and evidence quality

Eligible companies: 249 · Buying companies: 29 · Price history: 122 · Complete purchase values: 32

Not available yet: earnings-related buying (no results dates captured for these companies in the last 180 days); outcomes after earlier buying (no archived snapshot has 20 days of prices after it yet).

A missing value is reported as unavailable and does not lower a signal. Source filing links remain the audit record.

Consumer Defensive · the economy behind it

EU27 · Eurostat · year-over-year change of the latest month

Retail sales volume, excluding motor vehicles+1.25%year over year · 2026-08month over month +0.10% · Eurostat
Manufacturing producer prices+5.97%year over year · 2026-08month over month +0.73% · Eurostat
Retail sales volume, excluding motor vehiclesManufacturing producer prices
Common months, first month = 100100102104106Retail sales volume, excluding motor vehicles: 102.7Manufacturing producer prices: 106.4Manufacturing producer pric…Retail sales volume, exclud…2024-092026-08

Each series rebased to 100 at the first shared month; compares changes, not the same economic quantity.

Compare these broad indicators with what the companies report on demand, volumes and pricing. Belonging to a sector does not establish the same exposure.

EU27 excludes the UK, Switzerland and Norway. NACE activities are broad proxies for stock sectors; monthly figures may be revised. Not used in any score.

Company reports matched to these industries

From industry activity to company research

Company matching uses exact provider industry labels captured by the snapshot date. These are activity proxies; EU revenue or production exposure has not been verified.

Food manufacturing · NACE C10

14 matched companies; 4 show qualifying buying.

Food manufacturing output · 2026-08 · YoY +0.39% · Eurostat

Food manufacturing producer prices · 2026-08 · YoY -2.20% · Eurostat

Food manufacturing outputFood manufacturing producer prices
Common months, first month = 100100101102103Food manufacturing output: 101.7Food manufacturing producer prices: 99.8Food manufacturing outputFood manufacturing producer…2024-092026-08

Each series rebased to 100 at the first shared month; compares changes, not the same economic quantity.

Question to investigate

Separate volume growth from pricing and input-cost changes.

For companies with insider buying, check the latest results for volumes, margins and the buyer’s role. The macro series does not establish the reason for buying.

  • BONDUELLE · Qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-10-16 · Exposure unverified
  • Emmi AG · Qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-10-18 · Exposure unverified
  • Orior AG · Qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-10-16 · Exposure unverified
  • Premium Snacks Nordic AB · Qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-10-18 · Exposure unverified
  • Bell Food Group AG · No qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-10-18 · Exposure unverified
  • DANONE · No qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-09-28 · Exposure unverified
  • Fevara plc · No qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-09-26 · Exposure unverified
  • LOTUS BAKERIES · No qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-10-15 · Exposure unverified
  • Nestlé AG · No qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-10-16 · Exposure unverified
  • Premier Foods plc · No qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-09-26 · Exposure unverified
  • Premium Snacks Nordic AB · No qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-10-18 · Exposure unverified
  • SAINT JEAN GROUPE · No qualifying buying
    Packaged Foods · OpenBB/yfinance · 2026-09-28 · Exposure unverified

Showing up to 12 companies, buying companies first.

5268 companies are outside the supported groups or lack a supported industry label; they were not assigned by company name or listing country.

Participation is not a return forecast. No sector score is added. Missing detail is not zero activity.