To stay on top, the consumer giants need a player in every potential market.In this podcast, Motley Fool analyst David Meier and host Dylan Lewis discuss:February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy.Pepsi's planned $2 billion acquisition of the Poppi soda brand, whose drinks include apple cider vinegar and prebiotics (fibers that feed gut bacteria).The venture-capital-style of trend investing for consumer brands. ...

Core Viewpoint - Buying top dividend stocks near their 52-week lows can provide long-term investors with higher yields and potential for future capital appreciation Group 1: Target (TGT) - Target has faced challenges with declining sales due to reduced consumer discretionary spending, with a revenue drop of less than 1% to under $107 billion for the year ending Feb. 1 [4] - Despite the sales decline, Target maintains a strong profit margin, with a payout ratio around 50%, allowing for continued dividend increases; the current yield is 4.3% and the dividend has been raised by 70% over five years [5] - The stock has only increased by 2% over the past five years and is trading at 12 times trailing earnings, close to its 52-week low of $103.46, indicating potential for long-term investment despite short-term challenges [6] Group 2: PepsiCo (PEP) - PepsiCo has a 53-year streak of dividend increases, with a recent 7% hike, offering a current yield of 3.7%, which is significantly higher than the S&P 500 average of 1.4% [7] - The company reported flat sales of $91.9 billion in 2024, with concerns about the impact of GLP-1 weight loss drugs on consumer behavior; PepsiCo is adapting by acquiring healthier brands, such as Poppi for $2 billion [8] - PepsiCo shares have declined by 8% in the past year and are trading near their 52-week low of $141.51 at 22 times trailing earnings, presenting a potential buying opportunity [9] Group 3: Stanley Black & Decker (SWK) - Stanley Black & Decker has the longest dividend increase streak at 57 years, with a current yield exceeding 4%, making it attractive for income-focused investors [10] - The company has experienced sales declines over the past two years due to economic conditions affecting consumer spending on repairs and renovations; it is focusing on cost-cutting and debt reduction, with long-term debt at $5.6 billion [12] - Although the trailing earnings multiple is high at 43 due to restructuring charges, the forward price-to-earnings multiple is estimated at 15, and the stock is near its 52-week low of $77.70, suggesting it may be undervalued for long-term investors [13]

PepsiCo, Inc. (PEP) looks well-poised for growth on strength in its core categories, diversified portfolio, improved digital capabilities and flexible go-to-market distribution systems. PEP’s solid innovations are on track.In the latest revelation, PepsiCo has inked an agreement to acquire poppi, which is a fast-growing prebiotic soda brand, worth $1.95 billion. This amount comprises $300 million of estimated cash tax gains for a net purchase price of $1.65 billion.Details on PEP’s Latest Newspoppi combines ...

PepsiCo (PEP) announced on Monday its acquisition of the prebiotic soda brand Poppi for $1.95 billion, strengthening its presence in the growing functional beverage category. The move comes as the company faces declining demand for its traditional sodas and snacks amid consumers’ preference for health-conscious options. Shares of PEP gained about 1.9% on March 17, 2025.PepsiCo stated that the transaction includes $300 million in anticipated cash tax benefits, bringing the net purchase price to $1.65 billion ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive focuses on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Group 2 - Proactive has a strong emphasis on technology adoption, utilizing various tools to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Viewpoint - PepsiCo is acquiring prebiotic soda brand Poppi for $1.95 billion to meet increasing consumer demand for healthier products, with a net purchase price of $1.65 billion after accounting for anticipated cash tax benefits [1]. Group 1: Acquisition Details - The acquisition includes $300 million in anticipated cash tax benefits, reducing the effective purchase price to $1.65 billion [1]. - Poppi is a low-calorie soda that combines prebiotics and fruit juice, containing no more than 5 grams of sugar per serving [4]. Group 2: Market Trends - There is a growing consumer interest in health and wellness, influencing purchasing behaviors and driving demand for healthier options [3][6]. - The prebiotic soda market is projected to reach a valuation of $54.5 million by 2034 [8]. Group 3: Competitive Landscape - PepsiCo's CEO highlighted the company's ongoing portfolio transformation to include lower sodium, lower fat, lower sugar, and positive ingredients [7]. - Coca-Cola is also entering the prebiotic soda market with its own product, Simply Pop, targeting wellness-focused consumers [7].

PepsiCo said Monday it would buy prebiotic soda brand Poppi for $1.95 billion, expanding in the “healthier soda” category at a time when the company is battling falling demand for its traditional beverages and snacks.Shares of PepsiCo were up 1.5% in morning trading.Young Americans are increasingly turning to healthier sodas and energy drinks as part of a broader shift to fitness and lifestyle products, with rival Coca-Cola expanding its Simply brand to launch a prebiotic soda called “Simply Pop.”PepsiCo ag ...

PepsiCo said Monday that it is buying prebiotic soda brand Poppi for more than $1.6 billion.The food and beverage giant said it plans to acquire the upstart for $1.95 billion. The deal includes $300 million of anticipated cash tax benefits, making the net purchase price $1.65 billion.Pepsi will also have to make additional payments if Poppi achieves certain performance milestones within a set time frame after the acquisition closes.Pepsi did not say when the deal is expected to close, pending regulatory app ...

Core Viewpoint - PepsiCo has announced a definitive agreement to acquire poppi, a prebiotic soda brand, for a total of $1.95 billion, which includes $300 million in anticipated cash tax benefits, resulting in a net purchase price of $1.65 billion [1][2]. Company Strategy - The acquisition aligns with PepsiCo's strategy to evolve its food and beverage portfolio by innovating and making strategic acquisitions that cater to consumer preferences for health and wellness [2][3]. - PepsiCo aims to address consumer needs for convenient and great-tasting options, with poppi serving as a complement to its portfolio transformation efforts [2][3]. Product Overview - poppi is a functional soda brand that combines prebiotics, fruit juice, and apple cider vinegar, offering a low-calorie soda with no more than five grams of sugar per serving [2][8]. - The brand has gained a loyal fan base and experienced rapid growth, initially gaining attention on the show Shark Tank [2][8]. Leadership and Vision - PepsiCo's leadership believes that poppi's unique intersection with wellness and culture will enhance its portfolio and drive growth and innovation [3]. - The founders of poppi express excitement about the partnership with PepsiCo, emphasizing their mission to create a better-for-you soda and their commitment to maintaining the brand's unique qualities [3][8]. Financial Advisors - Centerview Partners LLC and J.P. Morgan Securities LLC are acting as financial advisors to PepsiCo, while Goldman Sachs & Co. LLC is advising poppi [4].

Core Insights - PepsiCo, Inc. (NASDAQ: PEP) has experienced a decline of over 15% in its stock price over the past six months [1] - The recent nomination of RFK Jr. as Secretary of Health has negatively impacted the company's fortunes [1] Company Performance - The stock performance of PepsiCo has been challenging, with a significant drop in value noted [1] Analyst Perspective - The analysis emphasizes a strong focus on technical analysis and aims to provide high-quality insights to the investment community [1]