If you look at the dividend yield, PepsiCo (NASDAQ: PEP ) might seem like a perfect long-term buy. The stock suggests a 3.75% yield, 52 years of dividend growth, and consistent quarterly payouts. Sounds like exactly the kind of stock you’d wantI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, fin ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

AUSTIN, Texas, April 15, 2025 (GLOBE NEWSWIRE) -- AutoScheduler.AI, an innovative Warehouse Orchestration Platform and WMS accelerator, announces that CEO Keith Moore and Axel Arias, Senior Director of Warehouse Operations for PepsiCo, will discuss how PepsiCo is leveraging artificial intelligence and orchestration to drive more efficient warehouse execution within its plant-based warehouses. The session occurs on Monday, May 5, from 1:35 PM to 1:55 PM EDT. AutoScheduler will be demoing its award-winning or ...

Analyst's Disclosure: I/we have a beneficial long position in the shares of PEP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any in ...

Core Viewpoint - Consumer staples companies, such as Coca-Cola, are considered safe haven investments during economic downturns due to consistent demand for their products, which are often necessities or frequently purchased items [2][4]. Group 1: Coca-Cola - Coca-Cola is recognized for its strong brand and has maintained a dividend yield of 2.9%, having increased its dividend for over 50 years, earning it the title of Dividend King [5]. - The stock is currently viewed as somewhat expensive, with price-to-sales and price-to-earnings ratios above their five-year averages [5]. Group 2: PepsiCo - PepsiCo, also a Dividend King, offers a diversified portfolio that includes snacks and packaged foods, with a higher dividend yield of 3.7% [6]. - The company’s valuation is attractive, with both price-to-sales and price-to-earnings ratios below their five-year averages, and it continues to invest in growth through acquisitions [6]. Group 3: Unilever - Unilever presents a more adventurous option with a portfolio that includes consumer products and food, generating around 40% of its revenue from North America and Europe, while the rest comes from faster-growing markets in Latin America and Asia [7]. - The company offers a dividend yield of 3.1%, making it an appealing choice for investors seeking growth [7]. Group 4: Tobacco Companies - Altria and British American Tobacco are high-yield options, with dividend yields of 7.2% and 7.5% respectively, despite facing long-term volume decline in cigarette sales [8][9]. - These companies have shown resilience during uncertain times, as smokers tend to remain loyal and may increase consumption during economic stress [8]. Group 5: Overall Consumer Staples Sector - The consumer staples sector offers a variety of investment options that can provide stability and reliable dividends during market volatility [10][11]. - Companies like Coca-Cola, PepsiCo, Unilever, Altria, and British American Tobacco are highlighted as solid choices for investors concerned about market conditions [11].

Stock markets in 2025 have been chaotic and risky. In this environment, my tactic is to hold more "safe" stocks, and I tend to focus on consumer staples, which have been the best-performing sector YTD. PepsiCo, Inc. (NASDAQ: PEP ) isMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real estate and am ...

Market Overview - The stock market has experienced a sharp sell-off, with the S&P 500 down about 10% since the beginning of 2025, creating opportunities for investors to lock in higher dividend yields as stock prices fall [1][12] ExxonMobil - ExxonMobil's stock has declined over 15% from its peak this year, resulting in a dividend yield of around 4%, significantly higher than the S&P 500's yield of approximately 1.4% [3] - The company increased its dividend payment by 4% earlier this year, marking 42 consecutive years of dividend growth, a feat achieved by only 4% of S&P 500 companies [3] - ExxonMobil generated $34.4 billion in free cash flow last year, covering its $16.7 billion dividend outlay, and maintains a low leverage ratio of 6% with $23.2 billion in cash [4] - The company aims to increase annual cash flows by $30 billion by 2030 through cost reductions and investments in high-margin production, supporting future dividend growth [5] PepsiCo - PepsiCo's stock has decreased nearly 10% from its peak this year, leading to a dividend yield of 3.8%, with a planned 5% increase in dividends starting in June, bringing the forward yield to around 4% [6][7] - The company has a 53-year streak of increasing dividends, placing it among the elite Dividend Kings [7] - PepsiCo generated $12.5 billion in net cash from operating activities last year, exceeding its $7.6 billion in dividend payments, and has a strong balance sheet with nearly $9.3 billion in cash and equivalents [7][8] - The company is using excess free cash flow for organic growth and acquisitions, such as the recent $1.7 billion agreement to buy Poppi, which supports continued dividend growth [8] Prologis - Prologis has seen its stock value drop nearly 25% this year, resulting in a dividend yield of around 4.3% [9] - The company has increased its dividend for 12 consecutive years, with a 13% compound annual growth rate over the past five years, outperforming the S&P 500 and REIT sector averages [9] - Prologis possesses a strong balance sheet, enabling investments in development projects and acquisitions, and is benefiting from high demand for logistics real estate driven by e-commerce growth [10][11]

Stock market sell-offs can be challenging for investors. Market volatility can make it tough to make new investments and keep the ones you already have due to the fear that they could lose value. However, I see sell-offs as opportunities to buy high-quality companies at lower valuations. I especially like to purchase top-notch dividend stocks during downturns, because dividend yields move in the opposite direction as stock prices. Because of that, I can lock in an even better income stream. One dividend sto ...

Core Viewpoint - PepsiCo's stock has declined approximately 15% over the past year, attributed to muted guidance and economic uncertainties [1] Financial Performance - In 2024, PepsiCo achieved a 2% increase in organic revenue and a record core EPS of $8.16, reflecting solid financial trends [3] - The company is guiding for low-single-digit organic revenue growth and mid-single-digit core EPS growth for 2025 [5] Market Position and Valuation - PepsiCo's stock is currently trading at its lowest valuation in five years, with a forward P/E ratio of 18, significantly below its average of 26 since 2020, indicating potential undervaluation [6] - The quarterly dividend payment of $1.36 per share yields 3.6%, the highest in a decade, supported by strong free cash flow [7] Geographic Diversification - Operations in Europe and Latin America have been growth drivers, balancing mixed results from North America [3] - Geographic diversification is crucial in the current market environment, especially with potential tariff disruptions [4] Consumer Trends and Challenges - There is a shift in consumer habits towards healthier and more affordable food options, which may impact demand for PepsiCo products [9] - The company has faced challenges with soft unit volume trends in its Frito-Lay and Quaker Foods divisions in North America [9][10] Investment Outlook - The current year is pivotal for PepsiCo to reaffirm its market potential and improve investor sentiment, presenting a buy-the-dip opportunity [11]

Financial Data and Key Metrics Changes - The company reported a low single-digit organic sales guidance for 2025, reflecting a cautious outlook amid global uncertainties [69][65] - The international business is expected to continue performing well, contributing significantly to overall results [69][118] Business Line Data and Key Metrics Changes - The Frito-Lay business is experiencing a slowdown after five years of rapid growth, with a focus on stabilizing the category and improving volume [46][75] - The beverage segment is seeing continuous margin improvement, with aspirations for mid-teens margins [43][44] Market Data and Key Metrics Changes - The North American market is expected to improve gradually throughout 2025, driven by innovation and a focus on away-from-home opportunities [68][65] - The international market, particularly Europe, has shown consistent volume growth despite pricing normalization, indicating a strong execution strategy [118][120] Company Strategy and Development Direction - The company is focusing on systematic productivity improvements, including automation and digitalization, to enhance operational efficiency [22][24] - Investments are being directed towards capturing away-from-home opportunities and developing new product offerings that align with consumer trends towards healthier options [15][90] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the economic environment, noting low unemployment and improving inflation, but highlighted the need for flexibility in investment strategies [24][25] - The company remains committed to long-term growth targets of 4% to 6%, with confidence in its plans to accelerate North American business [124][125] Other Important Information - The company is addressing consumer preferences for healthier options through innovations in portion control and functional snacks [60][109] - The acquisitions of Ciete and Sabra are seen as strategic moves to enhance the product portfolio and capture new market segments [111][90] Q&A Session Summary Question: Insights on Frito's reinvestment and volume deceleration - Management acknowledged the need to regain momentum in the Frito business and emphasized ongoing investments to improve performance [11][12] Question: Guidance on EPS and investment levels - Management indicated that productivity savings will remain robust, with a cautious approach to investments in light of global uncertainties [20][25] Question: Restructuring implications and M&A considerations - Management clarified that restructuring aims to enhance focus on beverage and food opportunities, with no immediate plans for further M&A [32][30] Question: North American business strategy adjustments - Management highlighted a focus on innovation and operational excellence to drive growth in both Frito-Lay and beverage segments [44][46] Question: Performance in Mexico and consumer environment - Management noted that the international business remains a significant growth opportunity, with ongoing investments to build scale [41][42] Question: Pricing strategy and consumer preferences - Management emphasized a surgical pricing strategy to provide consumers with options without diluting overall pricing [80][84] Question: Energy category growth and execution - Management reaffirmed the importance of the energy category in the beverage growth strategy, indicating no significant changes in approach [96][95] Question: Impact of GLP usage on salty snacks - Management stated that while they monitor GLP usage, they have not seen a direct impact on their business, focusing instead on evolving consumer health awareness [108][109] Question: Long-term organic sales guidance - Management expressed confidence in achieving long-term growth targets, citing strong international performance and strategic investments [124][125]