Consumer staples companies that make food products, which is basically what both Kraft Heinz and Coca-Cola offer, are dealing with a shifting landscape. This is a material issue among investors, who seem to fear that the future will be more bleak than the past.

Coca-Cola dominates the nonalcoholic segment with its well-known brand names. It's already a huge company and unlikely to blast off into the stratosphere. But the stock offers an attractive yield and looks reasonably valued.