Last week wasn't kind to these ten large-cap stocks. If you're holding any of them, you probably noticed the red in your portfolio.

The Biggest Faller: Brown-Forman Takes a Hit

Brown Forman Inc (BF) had the worst week of the bunch, dropping 9.64%. The spirits maker got knocked down after Citigroup analyst Filippo Falorni downgraded the stock from Neutral to Sell, cutting his price forecast from $30 to $27. When analysts not only downgrade you but also lower their already-modest expectations, that's rarely a recipe for market enthusiasm.

Used Car Drama and Regulatory Headaches

Carvana Co. (CVNA) fell 5.73% during the week. Interestingly, Evercore ISI Group analyst Michael Montani maintains an In-Line rating and actually raised his price forecast from $420 to $425. Sometimes stocks fall even when the news isn't terrible—market timing and broader trends matter too.

Stellantis (STLA) slumped 4.77% after the automaker pushed back sharply against the European Union's revised vehicle emissions plan. The company warned that the new regulations undermine growth incentives, which is corporate speak for "this is going to cost us money and slow us down." Regulatory uncertainty tends to make investors nervous, and Stellantis shareholders felt that anxiety last week.

Coffee Chain Labor Trouble

Starbucks Corporation (SBUX) decreased 4.68% as labor tensions boiled over. The Starbucks Workers United union, representing employees from hundreds of locations, escalated its protest by occupying the company's Seattle headquarters. When your workers are literally camping out at corporate HQ demanding new proposals, that's a signal that contract negotiations aren't going smoothly.

The Rest of the Laggards

Samsara Inc. (IOT) fell 4.71% during the week without any specific catalyst making headlines. Sometimes stocks just have bad weeks.

Ryan Specialty Holdings, Inc. (RYAN) decreased 3.98%, also without major news driving the decline.

PepsiCo, Inc. (PEP) fell 3.63% despite receiving some positive analyst attention. Citigroup analyst Filippo Falorni maintained a Buy rating and raised his price forecast from $165 to $170. But even good news doesn't always translate to immediate stock gains, especially during challenging market conditions.

Texas Pacific Land Corporation (TPL) fell 4.46% over the week. The land and resource company saw its shares decline without specific news to explain the move.

On Holding (ONON) decreased 2.54%, making it the second-smallest decliner on this unfortunate list. The Swiss athletic footwear maker had a relatively mild week compared to the others.

Food Giant Rounds Out the List

General Mills, Inc. (GIS) fell 1.53%, posting the smallest decline of the ten. Morgan Stanley analyst Megan Alexander maintained an Underweight rating while lowering her price forecast from $48 to $47. When an analyst already thinks you're going to underperform and then reduces their target even further, that's a gentle but persistent vote of no confidence.

Last week served as a reminder that even large-cap stocks with established businesses can face significant headwinds. Whether it's analyst downgrades, labor disputes, regulatory challenges, or just market momentum turning against you, these ten companies all felt the pressure. The question now is whether these declines represent buying opportunities or warnings of more trouble ahead.