Consumer staples had a terrible first half. But now, it's time to go shopping for some deals.

Kellogg (K - Get Report) wasn't immune to the selling, but it held its own fairly well, and actually broke out to a new year-to-date high last week. That tells me that if money starts rotating into consumer staples stocks in the second half, Kellogg is likely to be one of the leaders.

The stock meets my other criteria too. It's big, with a market cap of $25 billion, has a strong dividend yield of 3.0%, and has increased its dividend every year since 2005. Earnings are expected to rise 10% this year and 6% next year (revenues are expected to rise by 4% and 2%).

Read more at The Street.