Core Viewpoint - The concept of blue chip stocks varies among investors, indicating a subjective nature in defining high-quality investments [1] Group 1 - The article emphasizes the importance of dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) [2] - It highlights a buy-and-hold investment strategy focused on quality over quantity, aiming to supplement retirement income through dividends within the next 5-7 years [2] - The goal is to assist lower and middle-class workers in building investment portfolios comprised of high-quality, dividend-paying companies [2] Group 2 - The analyst has disclosed a beneficial long position in shares of Starbucks (SBUX) and PepsiCo (PEP), indicating a personal investment interest in these companies [3] - The article expresses personal opinions and does not involve compensation from any mentioned companies, ensuring an independent perspective [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [4]

Core Viewpoint - PepsiCo has been experiencing a decline in stock performance, with a return of -9.1% over the past month, significantly underperforming the S&P 500 composite's -0.7% change and the Zacks Beverages - Soft drinks industry's -1.4% loss [2] Earnings Estimates Revisions - For the current quarter, PepsiCo is expected to report earnings of $2.08 per share, reflecting an -8.8% change from the previous year, with the Zacks Consensus Estimate decreasing by -10.4% over the last 30 days [5] - The consensus earnings estimate for the current fiscal year is $7.93, indicating a -2.8% change from the prior year, with a -4.8% revision in the last month [5] - For the next fiscal year, the consensus estimate is $8.39, showing a +5.8% change from the previous year, although this estimate has also changed by -4.8% recently [6] - PepsiCo holds a Zacks Rank 4 (Sell) due to significant changes in earnings estimates and other related factors [7] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $22.39 billion, indicating a -0.5% year-over-year change [11] - For the current fiscal year, the sales estimate is $92.22 billion, reflecting a +0.4% change, while the next fiscal year's estimate is $95.28 billion, indicating a +3.3% change [11] Last Reported Results and Surprise History - In the last reported quarter, PepsiCo's revenues were $17.92 billion, down -1.8% year-over-year, with an EPS of $1.48 compared to $1.61 a year ago [12] - The reported revenues exceeded the Zacks Consensus Estimate of $17.75 billion by +0.94%, while the EPS fell short by -1.33% [12] - Over the last four quarters, PepsiCo surpassed consensus EPS estimates three times but only exceeded revenue estimates once [13] Valuation - PepsiCo's valuation metrics indicate that it is trading at a premium to its peers, receiving a Zacks Value Style Score of D, suggesting it may be overvalued [17]

Core Viewpoint - PepsiCo is responding to the call from Health and Human Services Secretary Robert F. Kennedy Jr. to ban artificial ingredients, with plans to reduce such ingredients in its products [1][6]. Company Actions - PepsiCo's CEO, Ramon Laguarta, announced that over 60% of the company's product portfolio currently does not contain artificial colors, and the company is actively transitioning away from these ingredients [2][3]. - Specific products like Lay's and Tostitos are set to be free of artificial colors by the end of this year [2][10]. Industry Changes - The U.S. Food and Drug Administration (FDA) is initiating a ban on petroleum-based synthetic dyes, with plans to revoke authorization for certain synthetic food colorings and eliminate six remaining synthetic dyes from the food supply by the end of next year [3]. - The FDA's actions are part of a broader effort to establish national standards for transitioning to natural alternatives in the food industry [3]. Public Health Perspective - Certified nutritionist Liana Werner-Gray views the ban as a significant win for public health, emphasizing the importance of consuming natural foods [4][8]. - Werner-Gray advocates for a return to natural nutrition, highlighting personal health improvements after eliminating artificial dyes from her diet [5][7].

（原标题：突然！日本宣布"救市"！出台紧急方案应对美国关税政策） 日本紧急出手！ 当地时间4月25日，日本政府出台紧急方案以应对美国关税政策对日本企业和消费者造成的负面影响。 方案内容包括完善企业咨询制度、加强对企业融资的支持、维持就业和培养人才、刺激国内消费、转变 产业结构和增强竞争力等。 当前市场正高度关注日本央行的下一步动作。日本央行行长植田和男在最新的讲话中表示，如果日本基 础通胀率像预期的那样向2%的通胀目标靠拢，日本央行将继续加息。但分析人士警告称，美国关税政 策的影响将成为日本央行下一步政策决策的重要参考因素。 在特朗普政府掀起的"关税风暴"之下，美国企业巨头也纷纷拉响盈利预警，密集下调盈利预期，包括宝 洁、百事、达美航空、AT&T、NextEra Energy等，涵盖消费品、航空、能源、电信等多个领域。 日本"救市" 据央视新闻客户端，当地时间4月25日，日本政府出台紧急方案以应对美国关税政策对日本企业和消费 者造成的负面影响。 日本政府当天在首相官邸召开的会议上通过了上述紧急方案。方案内容包括：完善企业咨询制度、加强 对企业融资的支持、维持就业和培养人才、刺激国内消费、转变产业结构和增强竞争 ...

Group 1: Passive Income and Investment Opportunities - Generating passive income can lead to financial freedom and increased independence [1] - Investing in high-yield dividend stocks, particularly in the food and beverage industry, is a viable strategy for passive income [2] Group 2: Mondelez - Mondelez has a current dividend yield of 2.9%, which is more than double the S&P 500's yield of 1.4% [3] - The company owns iconic brands like Oreo and Cadbury, generating billions in revenue and free cash flow, supporting a 10.5% compound annual growth rate in dividends over the past five years [4] - Mondelez aims for organic revenue growth of 3% to 5% annually, supporting high-single-digit EPS growth, and has a strong balance sheet for acquisitions [5] Group 3: PepsiCo - PepsiCo offers a dividend payout of 4.1% and plans to increase it by 5% starting in June, marking 53 consecutive years of dividend growth [6] - The company has a diverse portfolio of brands, many generating over $1 billion in annual sales, with durable demand [7] - PepsiCo invests in product innovation and productivity, expecting 4% to 6% annual organic revenue growth and high-single-digit EPS growth, with a strong balance sheet for acquisitions [8] Group 4: Starbucks - Starbucks has a dividend yield of 2.9% and has increased its dividend for 14 consecutive years, with a 20% compound annual growth rate during that period [9] - The company sees potential to double its U.S. store footprint and expand internationally, with over 40,000 stores currently [9] - Starbucks aims to enhance sales growth and profitability by focusing on coffee and improving customer experience [10] Group 5: Industry Overview - The food and beverage sector is characterized by steadily rising revenue and cash flow, enabling companies to pay growing dividends [12] - Companies like Mondelez, PepsiCo, and Starbucks are highlighted as strong candidates for passive income due to their enticing and steadily increasing dividends [12]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

4月24日，百事公司在上海举行的活动中，正式公布第三届亚太区"绿色加速器项目"入围的十佳初创企 业名单。 4月24日，百事公司在上海正式公布了第三届亚太区"绿色加速器项目"十佳入围初创企业名单。该项目 旨在加速可持续农业、循环经济和气候变化领域的创新发展。 这些处于发展初期的入围初创企业将受益于行业专家的指导，获得百事公司全球资源网络支持，并有望 在真实市场环境中进行项目试点，从而推动具备商业可行性的创新成果加速落地，增强食品饮料产业价 值链的韧性与可持续性。 "历经三届发展，百事公司'绿色加速器项目'已成为亚太地区可持续创新解决方案的重要孵化平台。我 们积极应对当地紧迫的可持续发展挑战。"百事食品亚太区首席执行官谢长安表示。 "在提升气候韧性、推动循环包装、赋能智慧农业等领域，涌现出许多立足本土、面向全球的创新实 践。我们将全力支持这些初创企业，推动有效解决方案融入全价值链。"她补充道。 本届入围企业展现了如何将基于人工智能的全生命周期评估、精准农业技术、智能废弃物分选和熔盐储 能等新兴技术应用于传统行业，提升可持续发展成效。这些来自澳大利亚、中国、印度尼西亚、新加坡 和韩国的初创企业，正通过打造实用且可扩 ...

以下文章来源于Gooods 好味司 ，作者海枫 Gooods 好味司 . 专业、独特、有趣的食品饮料产品媒体，连接好产品与美好生活。 产品趋势背后代表了市场、消费需求以及行业在发生变化，而变化会产生新的机会。 产品趋势是我们跟踪变化、捕捉机会的栏目，我们会捕捉和分析中国食品饮料市场的变化与机会，同时 也会看海外市场的产品趋势以及分析这些趋势是否有机会在中国市场落地。 第一期产品趋势，我们来了解一下正风靡美国的益生元气泡水，是哪些因素、哪些公司助推这一新兴市 场的爆发，以及是否有在中国市场发展的可能性。 毕竟上一次美国碳酸饮料市场的重大创新：风味气泡水，成功被元气森林引入中国市场，由此成就了一 家百亿营收规模的中国饮料大公司。 图片来源： OLIPOP官网 当中国消费者在货架前为无糖茶饮料挑花眼时，大洋彼岸美国超市里的饮料货架同样在经历一场新的大 战： 从"传统碳酸饮料"到"现代汽水"的又一次品类升级之战。 美国市场的饮料巨头们正不约而同押注同一个趋势： 带有功能性的健康化饮料，而且还是碳酸饮料。 全球饮料市场的共同行业变迁，可以看得出饮料行业的升级趋势，也看得出新一代消 费群体 对健康+口 感"既要又要"的双 ...

Company Overview - PepsiCo, Inc. is a global market leader in salty snacks and ranks second in non-alcoholic beverages [1] - The company is recognized as a popular dividend growth stock with a dividend yield exceeding 4%, marking the highest level in over a decade [1] Investment Focus - The focus on dividend growth investing is emphasized, highlighting the importance of sustainable dividend growth and capital appreciation potential [1] - The company is categorized as a large-cap stock, which is generally sought after for its undervaluation and growth prospects [1] Analyst Performance - The analyst has achieved a ranking in the top 2.0% out of over 28,000 financial bloggers as of December 2023, indicating a strong performance in stock analysis [1]

Core Viewpoint - PepsiCo's stock is under pressure in H1 2025, with potential declines below $130, but this presents an entry point for dividend growth investors [2][5][12] Financial Performance - The company reported a 1.8% decline in revenue for Q1, but the revenue remains near historically high levels, outperforming consensus by 100 basis points [8][9] - Adjusted earnings fell by 4% in Q1, slightly missing analysts' forecasts, while the company reaffirmed its 2025 revenue outlook but trimmed its earnings forecast [11] Growth and Dividends - PepsiCo's dividend was valued at $5.44 in FY2024, expected to grow at a 5% pace in 2025, with a payout ratio around 70% [6] - The company is also engaging in share buybacks, reducing share count by 0.36% in FY2024 and 0.3% year-over-year in Q1 FY2025 [7] Market Sentiment and Analyst Ratings - Analysts have set a 12-month stock price forecast for PepsiCo at $162.00, indicating a 21.46% upside from the current price [8] - There is a growing conviction in the Hold rating among analysts, with coverage increasing by 64% since early 2024 [13] Challenges and Headwinds - PepsiCo is facing headwinds in 2025, including margin pressure due to tariffs and increased supply chain costs [10] - Organic growth was reported at 1.2%, with weaknesses in certain regions not offsetting overall strengths [9]