---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42048007.md"
description: "$Coca Cola(KO.US), $Lululemon(LULU.US) basically didn't move; $McDonald's(MCD.US) and $Costco Wholesale(COST.US) dipped slightly; $CHINA MOBILE(00941.HK) is also moving sideways—this batch of defensive consumer stocks has been in a dull state recently. When risk appetite returns, money flows to small-cap stocks and semiconductors, leaving high-dividend defensive stocks on the sidelines. I was reluctant to cut this part of my holdings a while ago. Now, seeing growth stocks bounce while these just lie flat, holding them is stable, but they have genuinely underperformed by a significant margin. At times like this, the cost of defense becomes apparent."
datetime: "2026-06-22T09:36:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42048007.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42048007.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42048007.md)
author: "[阿九本人](https://longbridge.com/en/profiles/28169605.md)"
---

# $Coca Cola(KO.US), $Lululemon(LULU.US) basically d…


### Related Stocks

- [KO.US](https://longbridge.com/en/quote/KO.US.md)
- [LULU.US](https://longbridge.com/en/quote/LULU.US.md)
- [MCD.US](https://longbridge.com/en/quote/MCD.US.md)
- [COST.US](https://longbridge.com/en/quote/COST.US.md)
- [COST.UK](https://longbridge.com/en/quote/COST.UK.md)
- [00941.HK](https://longbridge.com/en/quote/00941.HK.md)