据《华尔街日报》与化工行业权威媒体《ICIS》近期的深度调研，在全球供应链重构的浪潮中，有一个 不起眼的中国城市，让欧美巨头既爱又恨，却始终无法摆脱。这个城市就是山东潍坊。它掌握的不是芯 片，也不是光刻机，而是一种被称为"工业味精"的基础原料——柠檬酸。美国智库分析师指出，尽管这 东西听起来很廉价，但它却是全球食品、医药和洗涤剂工业的基石。一旦潍坊停工，不仅仅是可口可乐 的口感会变差，就连辉瑞制药的生产线和宝洁的洗涤剂供应都将面临瘫痪。这种基于基础化工的"隐形 霸权"，比高科技封锁更难破解。很多人以为中国制造赢在廉价劳动力，但在柠檬酸这个赛道，潍坊赢 在"极致的系统能力"。 上世纪90年代的时候, 欧美那些大公司曾经垄断这个市场，不过随着发酵技术渐渐成熟，潍坊的企业做 了这么一件事，把玉米深加工的每一个环节都分开，压榨到物理极限。 依靠完善的热电联产体系, 潍坊的工业蒸汽成本比全球同行低不少，废渣用来做饲料，废水用来发电， 在别的地方是环保负担的废弃物，在这里就成了副产品收入。 这样一环接着一环的成本控制，让欧美企业都绝望了，就算加上高额反倾销税，中国产品的到岸价还是 比他们的出厂价低，结果就是，欧美本土的工 ...

2025 wasn't the easiest for investors. While having to navigate through the tariff uncertainty, investors also saw major ups and downs in the stock market. It is expected that the market will keep the momentum this year, but you need to be careful when it comes to building a portfolio. Instead of chasing a quick upside, invest in stocks that can stand the test of time. There are several dividend paying stocks with higher yields, low prices and strong fundamentals. Such stocks create the right setup for an i ...

Core Viewpoint - Coca-Cola is favored for long-term investment due to its asset-light business model, which results in higher profit margins and greater cash flexibility compared to PepsiCo [2][5]. Group 1: Business Model and Revenue - Coca-Cola's primary revenue source is from selling concentrates and syrups to independent bottling companies, rather than directly to consumers [2]. - This model allows Coca-Cola to avoid the costs associated with factories, delivery trucks, and logistics, enabling a focus on marketing and brand building [3]. - In contrast, PepsiCo manages most of its distribution chain, leading to higher revenue figures but lower net income compared to Coca-Cola [3]. Group 2: Financial Metrics - Coca-Cola's current market capitalization stands at $310 billion [5]. - The company's gross margin is reported at 61.55%, and it offers a dividend yield of 2.83% [5]. - The stock price of Coca-Cola is currently $71.87, with a day's range between $71.44 and $72.04, and a 52-week range from $61.37 to $74.38 [4][5]. Group 3: Market Position and Economic Resilience - Coca-Cola's strong market position provides it with pricing power, which is advantageous during economic downturns [5]. - The company is viewed as more reliable for long-term investment compared to PepsiCo, despite both companies having demonstrated longevity in the market [5].

Key Takeaways KO relies on global scale and 30 billion-dollar brands, delivering steady organic revenue and EPS growth.MNST benefits from energy drink leadership, international share gains and strong operating leverage.KO trades at a lower valuation, while MNST's premium reflects growth prospects and recent stock momentum.In the global beverage arena, few matchups are as compelling or as asymmetrical as The Coca-Cola Company (KO) versus Monster Beverage Corporation (MNST) .On one side stands Coca-Cola, a ti ...

Key Points AbbVie and Coca-Cola are blue-chip stocks that have excellent financials. These two stocks proved resilient in 2022, rising in value while the markets crashed. They are both Dividend Kings, with excellent track records for raising their payouts. 10 stocks we like better than AbbVie › If you're a retiree, you may be concerned about how safe it is to invest in the stock market right now. Valuations are high, economic conditions are questionable, and it's getting more difficult to find qua ...

Quick Read A $2.5M portfolio in Johnson & Johnson (JNJ), Microsoft (MSFT), P&G (PG), Coca-Cola (KO), and Verizon (VZ) generates $77,500 annually. Microsoft returned 893% over 10 years while Verizon gained just 47% despite offering the portfolio’s highest yield at 6.92%. Four of five holdings have betas below 0.40, limiting volatility but constraining growth exposure over a 20-year horizon. Investors rethink ‘hands off’ investing and decide to start making real money A 70-year-old investor with $ ...

Group 1 - The article emphasizes that not all dividend stocks are equal, highlighting the importance of a company's ability to consistently reward shareholders [1] - It introduces two companies, Coca-Cola and Walmart, as strong businesses with a proven track record of at least 50 consecutive years of annual dividend increases, categorizing them as Dividend Kings [2] Group 2 - Coca-Cola is recognized for its global presence and resilience during economic fluctuations, being labeled a "recession-proof" stock due to its diverse product portfolio [4][5] - The current quarterly dividend for Coca-Cola is $0.51, with an average yield of approximately 2.9% over the past year, and it has completed a $2.04 annual dividend for 2025, anticipating a 64th consecutive annual increase [6][7] - Walmart's quarterly dividend is $0.235, with an average yield around 0.9% in the past year, and it has also completed its 2025 dividend, expecting a 53rd consecutive yearly increase soon [8][9]

分组1 - The stock market experienced a downturn on January 20, 2026, influenced by geopolitical tensions between the U.S. and the E.U. regarding President Trump's Greenland annexation proposal [3] - The 'Fear and Greed Index' indicates a shift in investor sentiment from greed to fear, suggesting a cautious outlook for the market [1][3] 分组2 - UnitedHealth (NYSE: UNH) has an annual dividend yield of 2.61%, significantly higher than the industry average of 1.58%, providing investors with $2.21 per quarter or $8.84 annually based on the current stock price of $337.02 [4][5] - Despite a 35.81% decline over the past 12 months, UNH shares have increased by 19.91% in the last 6 months, showing signs of recovery [5] - Wall Street rates UnitedHealth as a 'Strong Buy' with a 12-month price target of $399.61, indicating positive future expectations [8] 分组3 - Coca-Cola (NYSE: KO) has outperformed its sector, with a 14.75% increase in the last 12 months, and its stock rose by 1.86% to $71.63 on January 20, despite broader market declines [10] - The stock is also rated as a 'Strong Buy' by Wall Street, with a forecasted price increase of 11.25% to $79.82 [12] - Coca-Cola offers a 2.84% annual dividend yield, providing investors with $0.51 every three months or $2.04 annually for each share owned [13]

Core Insights - Coca-Cola's CEO, James Quincey, indicated that fiber may become a significant trend for the company in 2023, suggesting that it could be incorporated into various beverages due to its solubility [1] - The Diet Coke Fiber+ drink, which contains five grams of dietary fiber per bottle and is sugar- and calorie-free, has been available in Japan since 2017 [2][5] - Quincey acknowledged that while fiber is gaining attention, the Diet Coke Fiber+ remains a niche product as consumers typically do not purchase drinks for fiber content [6] Industry Trends - Other food and beverage executives, including McDonald's CEO Chris Kempczinski, have also predicted a rise in fiber consumption this year, with Kempczinski listing fiber as a top food trend for 2026 [6] - PepsiCo's CEO Ramon Laguarta forecasted that fiber will become as prominent as protein in the market [7] - The term "fibermaxxing" gained popularity on social media in 2025, with health experts highlighting its benefits for gut health, cholesterol reduction, and colon cancer risk [7]

Core Insights - Coca-Cola outperformed Procter & Gamble in 2025, with a gain of 12.3% compared to a 14.5% decline for P&G, despite the consumer staples sector being the worst-performing sector that year [1][2] - Both companies are recognized for their long histories of dividend increases, with Coca-Cola having 63 consecutive years and Procter & Gamble 69 years [3] Company Performance - Coca-Cola's strong performance is attributed to its robust supply chain and high margins, supported by a network of bottling partners that enhance operational flexibility [4] - Procter & Gamble also maintains high margins due to its size and brand portfolio, allowing both companies to convert more revenue into operating income than their peers [5] Capital Allocation Strategies - Coca-Cola has focused on mergers and acquisitions to diversify its brand portfolio, acquiring brands like BodyArmor and Costa Coffee, while Procter & Gamble has concentrated on innovation within its existing brands [7][8] - Despite Coca-Cola's diversification, it still heavily relies on its flagship brand, which accounted for 42% of U.S. unit case volume in 2024 [8] Revenue Growth Projections - For 2025, Coca-Cola is guiding for non-GAAP organic revenue growth of 5% to 6%, while Procter & Gamble's organic sales growth was only 2% for fiscal 2025, with a guidance of 0% to 4% for fiscal 2026 [9] Valuation and Investment Outlook - Heading into 2025, Coca-Cola was considered a better value due to its high margins and ability to maintain volume, while the narrative has shifted for 2026, making Procter & Gamble the better value [11][12] - Both stocks are trading below their historical valuations, making them attractive options for income investors looking to enhance passive income streams [13]