The Consumer Goods sector has been on a remarkable run in 2025, posting a year-to-date gain of 83.85% and leading all sectors on the Nigerian Exchange.
Tracked by the NGX Consumer Goods Index, the sector opened the year at 1,731.7 points and has already seen over 6.9 billion shares traded, jumping to 3,183.7 points so far.
Analysts attribute the surge mainly to the solid operational performance of companies in the sector during the first half of 2025, which boosted profitability and helped lift investor confidence as foreign exchange pressures from 2024 eased.
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So far this year, the sector has only ended March in the red, followed by a steady streak of gains from April through August, accompanied by increased market activity.
This work focuses on the stocks driving this strong performance, specifically consumer goods companies that have already delivered returns of 100% or more to investors so far in 2025.
Here they are:
11. Guinness Nigeria (103.56%)
Guinness Nigeria Plc rounds out the list at 11th place, rewarding investors with a 103.56% gain so far in 2025.
The stock started the year at N70.25 and has seen over 117 million shares traded, reaching N143.
While the first two quarters were moderately positive, early Q3, specifically in July, marked a turning point, as the stock broke through the N100 resistance and closed the month at N117.1.
The bullish momentum carried through August, and the stock has remained in positive territory in mid-September.
In its financial results for the year ended 30 June 2025, the company posted a pretax profit of N27.9 billion, rebounding from a N73.6 billion loss the previous year, driven by higher sales and reduced FX pressures.
10. Unilever Nigeria (103.79%)
Unilever Nigeria Plc claims the 10th spot, delivering a 103.79% return year-to-date. The stock began 2025 at N32.95, trading over 158 million shares to reach N67.15.
Q1 was steady, with a 16.69% gain, while Q2 saw momentum build to 34.46%.
July was particularly strong, with the stock surging over 40% to cross N70, though a slight pullback in August and early September brought it to its current level at N67.15.
In the first half of 2025, Unilever recorded a pretax profit of N24.1 billion, up from N6.2 billion the previous year, with H1 revenue climbing 53.5% to N98.1 billion.
9. Nestlé Nigeria (113.71%)
Nestlé Nigeria Plc ranks 9th, delivering a 113.71% gain to investors. It opened 2025 at N875 and steadily gained in January, closing Q1 with a 16.57% increase.
Momentum accelerated in the second quarter, with the stock rising 42.16% to reach N1,500 in May, its best month so far.
Although June closed slightly lower, H1 returns still stood at 65.71%, and the bullish trend has carried into the third quarter, reaching N1,870 in mid-September.
- The company posted a six-month profit of N88.3 billion, a remarkable turnaround from a N252.5 billion loss the previous year, supported by revenue growth to N581.1 billion and a sharp reduction in finance costs from N318.1 billion to N43.1 billion.
8. Nigerian Breweries (119.53%)
Nigerian Breweries is in 8th place, returning 119.53% so far in 2025. The stock opened at N32, finishing Q1 with a modest 6.56% gain.
The second quarter was far stronger, surging 73.02% on the back of 687.3 million shares traded, with May marking the breakout above N50.
Early Q3 momentum pushed the stock above N70, and despite some declines in August and early September, it currently trades at N70.25.
H1 pretax profit soared to N88.42 billion in 2025, reversing an N85.2 billion loss in H1 2024, while revenue increased 54% to N738.14 billion, supported by lower FX losses.
7. International Breweries (119.82%)
International Breweries sits at 7th with a 119.82% return. The stock opened 2025 at N5.55 and has traded over 646 million shares to reach N12.20.
Q1 was challenging, posting an 8.1% decline, but bullish activity in Q2 lifted the stock by 172.6% to N13.90.
However, the stock dipped in July and August, down to N12 by mid-September.
- International Breweries reported a pretax profit of N61.5 billion, rebounding from a N150.2 billion loss in H1 2024, supported by a 52.77% increase in revenue to N340.9 billion and a sharp reduction in finance costs from N33.3 billion to N3.9 billion.
6. McNichols Plc (144.72%)
McNichols Plc is 6th with a 144.72% return so far in 2025. The stock started the year at N1.61 and has traded over 325 million shares to reach N3.94.
After a minor 0.62% dip in Q1, it gained 43.75% in Q2. July was a breakout month with a 60.87% surge, much of which held through August and early September.
H1 pretax profit came in at N114.7 million, up from N78.9 million, supported by rising sales from N2.6 billion to N3 billion.
5. Cadbury Nigeria (192.09%)
Cadbury Nigeria Plc has returned 192.09%, to rank 5th. The stock opened at N21.50 and has traded over 327 million shares to reach N62.80.
The first half of the year showed steady growth, with Q1 posting 9.53% gains and Q2 surging 76.22%.
July was exceptional, with a 63.86% rise, though August saw a minor dip. Bullish activity has resumed in September.
H1 revenue jumped 50% to N77.2 billion, while pretax profit rebounded to N14.5 billion from a prior loss of N13.8 billion.
4. Nascon Allied Industries (210.69%)
Nascon Allied Industries ranks 4th, delivering a 210.69% return. The stock opened at N31.35 and has traded over 506 million shares to reach N97.40.
Q1 gains of 46.5% were followed by a 54.52% rise in Q2, with July briefly testing N100. Aside from an 11% decline in August, the stock has consistently held above monthly opening prices.
According to its latest financial statements, H1 revenue rose to N78.1 billion from N50.4 billion, while pretax profit jumped to N23.2 billion from N7.2 billion.
3. Vitafoam Nigeria (241.52%)
Vitafoam Nigeria Plc is 3rd, returning 241.52% to investors so far in 2025. The stock opened the year at N23 and closed Q1 with a 63.7% gain, despite a minor setback in March.
Q2 saw a sharp increase of 96.55%, pushing the stock past N70, largely due to activity in June. Performance in Q3 has been weaker, but the stock has stayed above N70 so far, currently trading at N78.55.
For the nine months, pretax profit reached N13.8 billion, recovering from a N2.08 billion loss, while revenue increased to N84.8 billion from N60.4 billion.
2. Honeywell Flour Mills (265.08%)
Honeywell Flour Mills ranks 2nd, having returned 265.08% to investors so far in 2025. The stock began the year at N6.30 and, through active trading of over 806 million shares, has climbed to N23.00.
Gains in the first quarter of 96.03% set a strong pace, which was further extended by a 74.09% rise in Q2 as investor interest remained high.
The third quarter has been weak, with the stock rising only 6.98% so far, weighed down by losses in August.
Although revenue fell from N80.5 billion to N67.4 billion, a significant reduction in sales costs from N73.9 billion to N60.2 billion helped preserve profitability.
For the three months ended June 2025, pretax profit reached N3.3 billion, up from N1.7 billion a year earlier.
1. Champion Breweries (346.19%)
Champion Breweries leads the pack with an impressive 346.19% return so far this year. The stock opened at N3.81 and has moved steadily, with more than 1.3 billion shares traded, to reach N17.00.
The first quarter was modest, posting only a 7.35% gain, but momentum picked up sharply in Q2 with a 144.5% increase, reflecting strong market confidence.
This upward trend has continued into the third quarter, with the stock surpassing N15 in August.
- Over the first half of 2025, pretax profit rose to N3.4 billion, a significant jump from a N333 million loss in H1 2024, supported by sales growth from N9.5 billion to N15.9 billion, highlighting the stock’s consistent recovery.
