The beverage and packaged food giant is preparing to prune its expansive brand portfolio.Sometimes, less is more, and addition is realized by subtraction. PepsiCo (PEP +1.08%) is coming to terms with those facts.Among other initiatives aimed at creating shareholder value, the beverage giant announced Tuesday that it will eliminate nearly 20% of the products in its portfolio by early 2026. That's not necessarily a bad thing because it's not a stretch to say that the portfolio has gotten a bit too sprawling. ...

Core Insights - The article discusses the investment landscape and highlights the importance of understanding market dynamics and company fundamentals [1] Group 1 - The investment analyst emphasizes the need for thorough research before making investment decisions [1] - It is noted that market conditions can significantly impact stock performance, making it crucial for investors to stay informed [1] - The article suggests that diversification can help mitigate risks associated with market volatility [1]

Core Insights - The Social Security Administration announced a 2.8% cost-of-living adjustment (COLA) for 2026, following a 2.5% increase in 2025, impacting 71 million Americans [1][2] - Dividend growth stocks have historically provided higher annual increases compared to Social Security adjustments, with several blue-chip companies consistently outperforming these adjustments [1][2] Dividend Growth Companies - **Caterpillar**: Achieved a 10-year compound annual dividend growth rate of 7.2%, with a quarterly dividend increase of 7.1% to $1.51 in December 2025, marking 32 consecutive years of increases [3][4] - **Coca-Cola**: Raised its dividend for 62 consecutive years, with a 10-year compound annual growth rate of 4.5% and a quarterly dividend increase of 5.2% to $0.51 in 2025 [6][8] - **Johnson & Johnson**: Also increased its dividend for 62 consecutive years, with a 10-year compound annual growth rate of approximately 6.5% and a quarterly dividend increase of 4.8% to $1.30 in 2025 [9][10] - **PepsiCo**: Maintained a 52-year dividend increase streak, with a 10-year compound annual growth rate of 7.1% and a quarterly dividend increase to $1.4225 in 2025 [12][14] - **Procter & Gamble**: Holds the longest streak with 68 consecutive years of dividend increases, averaging annual growth of 5-7% [15][17] Financial Performance - **Caterpillar**: Projected annual dividend increase from $1.84 in 2012 to $6.04 in 2026, a 228% increase over 14 years, with Q3 2025 operating cash flow of $3.7 billion [4][5] - **Coca-Cola**: Quarterly dividend increased from $0.16 in 1999 to $0.51 in 2025, a 219% increase, with Q3 2025 dividends totaling $2.108 billion [7][8] - **Johnson & Johnson**: Quarterly dividend increased from $0.25 in 1999 to $1.30 in 2025, a 420% increase, with Q3 2025 dividends of $3.132 billion [10][11] - **PepsiCo**: Annual dividend growth from $2.15 in 2012 to $5.55 in 2025, a 158% increase, with Q3 2025 dividends of $1.949 billion [13][14] - **Procter & Gamble**: Paid $2.549 billion in dividends in Q1 2026, with a current dividend yield of 2.93% and a 60% payout ratio [16][17]

Among the high-value mature consumer discretionary stocks in the market, PepsiCo (PEP) continues to be a top pick of mine. The entrenched, mature nature of this cash flow-generating giant, with an impressive dividend yield of 3.8% and a rock-solid balance sheet most investors would dream of, should make this stock a potential anchor holding for most portfolios. www.barchart.com Looking at the company's stock chart above, it's clear that some investors in the market don't view this company the same way. D ...

Core Viewpoint - Celsius Holdings (CELH) is rated as a buy due to its strengthening partnership with PepsiCo (PEP) [1] Group 1: Company Overview - Celsius Holdings is focusing on reinforcing its partnership with PepsiCo, indicating a strategic move to enhance its market position [1] - The company is viewed as a strong-moat investment opportunity, appealing to long-term investors [1] Group 2: Investment Philosophy - The investment approach emphasizes a fundamental standpoint with a "buy & hold" strategy, suitable for long-term horizons [1] - The focus is on price and margin of safety, considering risks often overlooked by analysts with shorter time frames [1]

Core Viewpoint - Celsius Holdings (CELH) is rated as a buy due to its strengthening partnership with PepsiCo (PEP) [1] Group 1: Company Overview - Celsius Holdings is focusing on reinforcing its partnership with PepsiCo, indicating a strategic move to enhance its market position [1] - The company is viewed as a strong-moat investment opportunity, appealing to long-term investors [1] Group 2: Investment Philosophy - The investment approach emphasizes a fundamental standpoint with a "buy & hold" strategy, suitable for long-term horizons [1] - The focus is on price and margin of safety, considering risks often overlooked by short-term analysts [1]

In the latest close session, PepsiCo (PEP) was up +1.08% at $150.65. The stock's performance was ahead of the S&P 500's daily loss of 1.07%. On the other hand, the Dow registered a loss of 0.51%, and the technology-centric Nasdaq decreased by 1.69%. Shares of the food and beverage company witnessed a gain of 2.77% over the previous month, beating the performance of the Consumer Staples sector with its loss of 0.24%, and the S&P 500's gain of 0.94%.The upcoming earnings release of PepsiCo will be of great in ...

This year's been a rebuilding one. The fruits of this effort should become evident in the year ahead.It's going to be another forgettable year for beverage giant PepsiCo (PEP +1.07%) shareholders. The stock's trading down (albeit slightly) since the end of 2024, marking the third year in a row it's lost ground. Almost needless to say, investors have become more than a little frustrated.The good news is that this frustration is finally affecting real change. The even better news is that it will be pretty eas ...

Group 1 - Chengdu Rongjiu plans to acquire Jiangkou Chun and Xiao Jiao Lou to save "Little Golden Flower" [1] - PepsiCo undergoes significant strategic adjustments, including factory closures, layoffs, product line reductions, and price cuts [1] - Coca-Cola announces a leadership change, with James Quincey stepping down as CEO and replacing him with Beverages President, Bai Ruikai [1] Group 2 - Heytea closes over 650 stores in a year, with more than half of its affiliated branches being deregistered [1] - Xijiu and China National Petroleum Corporation establish the first joint venture company [1]

Key Takeaways PepsiCo shares rose 3.8% in a month on improving momentum across key business segments.Stronger North America beverages, resilient international growth and cost actions boosted the results.Portfolio reshaping and recent acquisitions further supported PepsiCo's improving performance.PepsiCo Inc. (PEP) has registered notable growth in the past month, with shares climbing 3.8%, supported by improving business momentum across key segments. The company delivered healthy net revenue growth in third- ...