Long Pasta Sauce, Short Pepsi

Some useful data from Nielsen about recession-proof and recession-vulnerable consumer categories.


Driving that point home, the largest U.S. past maker (I think) is American Italian Pasta Company (OTC:AITP), which is up a spiffy 104% this year. Granted, it’s smallish-cap ad OTC, but still something to keep in mind as you think thematically.