Consumer staples company PepsiCo also made the list. Food pr...

Consumer staples company PepsiCo also made the list. Food product CEOs have been warning about the impact of inflation from higher food and shipping costs, and inflation fears appear to be one of the factors putting upward pressure on yields.

Retail companies Costco and Dollar General, which can be similarly impacted by inflation, also made Goldman’s list.

—CNBC’s Michael Bloom contributed to this report. $PepsiCo (PEP.US)$ $Costco (COST.US)$