Yahoo Financeยท2025-09-29 08:35Group 1: Dividend Stocks Overview - Companies with growing dividends are typically profitable and financially healthy, making them advantageous during economic downturns [1] - Long dividend histories suggest economic moats that help maintain margins and pass along price increases [1] Group 2: Campbell's Company Analysis - Campbell's has seen a significant shift in its sales mix, with core soup sales dropping to 25% from 40% in fiscal 2017, while snacks have increased to 50% from less than 30% [3][9] - Management is focused on improving operating efficiencies and increasing marketing spend, leading to annual organic sales growth [4] - The company plans to unlock an additional $250 million in savings through fiscal 2028, building on $950 million realized in previous years [5][9] - Despite a 20% decline in stock price year to date, Campbell's offers a 4.6% dividend yield, presenting a buying opportunity for investors [6] Group 3: Nike Company Analysis - Nike's stock price has decreased by 25% over the past three years, providing an opportunity for investors to buy into its potential turnaround while enjoying a 2.25% dividend yield [7] - Recent challenges for Nike include a lack of product innovation, softer demand for sportswear, and strained wholesale relationships [8] - The company has a history of maintaining market share and pricing, which could support a medium-term turnaround [8]