5. J.M. Smucker Co.

Company Profile: Smuckers makes coffee, fruit spreads, peanut butter, shortening and oils, baking mixes and frostings, and natural products under the brand names Smucker's, Folgers, Dunkin' Donuts coffee, Jif, Crisco, Pillsbury, and Hungry Jack.

2011 Return: 18%

Market Cap: $9 billion

Potential Upside: 11% to $86

4. Williams-Sonoma ( WSM)

Company Profile: Williams-Sonoma is a leader in the home-furnishings industry, and its brands include the Williams-Sonoma stores, which offer high-end cooking utensils and other household products and Pottery Barn stores, which sell casual home accessories.

2011 Return: 10.6%.

Market Cap: $4 billion.

Potential Upside: 11.5% to $44.

3. Whole Foods ( WFM)

Company Profile: Whole Foods Market is the largest U.S. retailer of natural and organic foods. It operates about 300 stores in the U.S., Canada and England.

2011 Return: 37%.

Market Cap: $12 billion.

Potential Upside: 15.7% to $80.

2. Dick's Sporting Goods ( DKS)

Company Profile: Dick's Sporting Goods operates 455 stores in 42 states, mostly in the eastern U.S., as well as 81 Golf Galaxy stores in 30 states.

2011 Return: 3.6%.

Market Cap: $3.7 billion.

Potential Upside: 26% to $49.

1. Comcast ( CMCSA; CMCSK)

Company Profile: Comcast is the largest cable TV operator, serving 52 million households. The firm also offers Internet access and phone service. It combined its cable networks with NBC Universal to create a new 51%-owned venture early this year.

2011 Return: 3.2%.

Market Cap: $47 billion.

Potential Upside: 55% to $35.

>>To see these stocks in action, visit the Goldman Sachs' Consumer Stock Best Buys for 2012 portfolio on Stockpickr.
Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.

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