MGP Ingredients, Freshpet, Energizer and Coty fall as oil-linked cost concerns pressure staples stocks

Shares of consumer staples companies including MGP Ingredients (MGPI), Freshpet (FRPT), Energizer (ENR) and Coty (COTY) fell in afternoon trading on May 14, 2026, after the collapse of Iran peace talks raised concerns that higher oil and natural gas prices could increase input and distribution costs. Staples companies rely on energy across supply chains, including natural gas for fertilizer production, crude oil for packaging resins and fuel, and oil-linked vegetable oil pricing. Higher energy costs can pressure margins for food, beverage and household goods makers. Kraft Heinz has projected 4% input cost inflation this year as resin hedges expire in the third quarter, while General Mills reported a 310-basis-point decline in fiscal third-quarter 2026 gross margin tied to higher input costs. Freshpet shares were trading at $50.34, down 16.3% year to date and 43.8% below their 52-week high of $89.64 from May 2025. The stock has recorded 28 moves of more than 5% over the past year.