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The Schwab U.S. Dividend Equity ETF Has Delivered a 12.9% Annualized Return. These 2 Top Holdings Showcase the Power of its Investment Strategy.
The Motley Fool· 2026-02-28 16:12
Core Viewpoint - Dividend stocks, often perceived as boring, have significantly outperformed non-dividend payers over the last 50 years, achieving returns more than two-to-one [1] Group 1: Schwab U.S. Dividend Equity ETF Performance - The Schwab U.S. Dividend Equity ETF (SCHD) has delivered a 12.9% annualized return since its inception in October 2011, showcasing the effectiveness of its dividend investment strategy [2] - SCHD tracks the Dow Jones U.S. Dividend 100 Index, focusing on 100 high-yield dividend stocks, which are screened based on dividend quality characteristics such as yield and growth rate [4] - The ETF's holdings had an average dividend yield of 3.8% and a dividend growth rate of 8.4% as of March, compared to the S&P 500's yield of 1.2% and 5% growth rate over the last five years, indicating potential for higher total returns [6] Group 2: Dividend Growth Trends - Companies that consistently grow their dividends yield the best long-term returns, with dividend growers and initiators averaging 10.2% annual total returns, while non-payers average 4.3% [5] - Coca-Cola and PepsiCo, both top holdings in SCHD, have extended their dividend growth streaks to 64 and 54 consecutive years respectively, with Coca-Cola increasing its dividend by 4% and PepsiCo by 4% recently [9] - Coca-Cola aims for 4% to 6% annual organic revenue growth and 7%-9% earnings-per-share growth, while PepsiCo targets mid-single-digit organic revenue growth and high-single-digit earnings-per-share growth, positioning them well for continued dividend increases [12] Group 3: Investment Strategy and Outlook - The strategy of investing in high-yielding dividend growth stocks has proven successful for SCHD, providing a rising stream of dividend income and benefiting from stock value appreciation [13] - The ETF is considered an ideal long-term holding due to its focus on companies with strong dividend growth potential, which should continue to deliver meaningful total returns for investors [13]
14 Value Stocks to Buy With High Dividend Yields
Insider Monkey· 2026-02-28 01:18
In this article, we will take a look at the 14 Value Stocks to Buy With High Dividend Yields.Dividend strategies can help increase income potential because they focus on companies that regularly pay dividends. These dividends represent a portion of the company’s profits returned directly to shareholders. For many investors, this creates a steady source of income while they remain invested in the stock.According to a report by iShares, companies that pay dividends are often more mature and generate stable ea ...
华润饮料(2460.HK)更新报告:管理焕新 否极泰来可期
Ge Long Hui· 2026-02-27 22:55
Core Viewpoint - The company is expected to achieve long-term excess returns through internal efficiency improvements and external channel and product category expansions, despite facing short-term performance pressure due to channel reforms [1] Group 1: Investment Outlook - The company maintains a "Buy" rating, with revised net profit estimates for 2025-2027 at 956 million, 1.211 billion, and 1.489 billion RMB, reflecting a year-on-year change of -42%, +27%, and +23% respectively [1] - The target price is set at 12.45 RMB, based on a 24.9X PE ratio for 2026, referencing comparable companies like Dongpeng Beverage and Nongfu Spring [1] Group 2: Management Changes - The company announced the resignation of Zhang Wei as Executive Director and Chairman, with Gao Li appointed to these roles effective January 14, 2026 [1] - Gao Li has extensive experience in the beverage sector, having worked nearly 10 years at China Resources Beverage and served as CFO from 2012 to 2020, aligning with the company's goals for management reform and efficiency improvements [1] Group 3: Channel and Product Development - Starting in 2025, the company will address high channel inventory and management issues by increasing investment in channel management and transitioning from large to small distributors [2] - The company anticipates a recovery in its packaged water business and growth in its beverage segment, with new products like herbal drinks and sugar-free teas expected to drive sales [2] Group 4: Operational Efficiency - The company is making steady progress in transforming its production, marketing, and operations centers, which includes increasing self-production rates and optimizing logistics to reduce transportation costs [2] - The new chairman's financial background is expected to enhance management efficiency and improve profitability over time [2]
建得快,更要建得好
Xin Lang Cai Jing· 2026-02-27 22:33
"1月31日,我们已经完成了投料,目前啤酒正在酿造之中,预计4月能够出酒,到那时包装车间也将准备就绪。"副总经理张世江介绍,前段时间基地建设蒸 汽管网时,台安县主动派专家上门制定保温抢工方案,工程工期提前20天。正是台安这样的细心服务,让项目仅用11个月就建成了,成为青啤新建工厂中签 约至建成效率最高、速度最快的项目。等全面投产后,基地每天生产的啤酒能达到200万瓶。 "建得快,更要建得好。走,我带你感受一下基地的智能化水平。"在张世江带领下,记者走进车间,只见AGV无人搬运车穿梭有序,智能立体仓库自动调 度,实现原料转运、成品仓储全流程无人化、自动化作业。整个基地搭载全域智慧运营大脑,智能排产、质量管理、设备运维、订单调度等系统高效协同, 订单一键下达、产线极速响应、数据全程可溯。同时,AI智能视觉检测系统精准发力,99.7%的超高缺陷识别率,替代人工实现全流程、无死角、高精度品 控。 "招引青啤项目,充分发挥了台安优质粮食生产基地和水资源的优势。"台安县发展和改革局局长单德成介绍,这个项目是台安从"产粮大县"迈向"食品智造 强县"的关键支点,提升了农产品加工的档次。 啤酒酿造车间内,工人在调试设备。 李亮 ...
Monster Beverage Tops Q4 Estimates but Shares Slip on Rising Costs
Financial Modeling Prep· 2026-02-27 22:07
Core Insights - Monster Beverage Corporation reported fourth-quarter results that exceeded Wall Street expectations, but shares declined over 2% in premarket trading due to rising operating expenses [1] Financial Performance - The company posted adjusted earnings per share of $0.51 for the quarter ended December 31, 2025, beating the consensus estimate of $0.48 by $0.03 [2] - Revenue rose 17.6% to $2.13 billion, surpassing the $2.04 billion estimate and marking the first time the company exceeded $2.0 billion in a fiscal fourth quarter, compared to $1.81 billion in the prior-year period [2] - Adjusted operating expenses increased 21.4% to $561.6 million, outpacing revenue growth, with operating expenses as a percentage of adjusted net sales excluding alcohol rising to 26.7% from 26.0% a year earlier [3] - Adjusted operating income increased 16.0% year over year to $617.6 million [3] - International sales climbed 26.9% to $903.3 million, compared with $711.5 million in the prior-year quarter [3] - The Monster Energy Drinks segment posted 18.9% sales growth to $1.99 billion [3] Profitability Metrics - Gross profit margin improved slightly to 55.5% from 55.3%, supported by pricing actions and supply chain efficiencies, partially offset by higher aluminum can costs [4] - Net income surged 65.9% to $449.2 million, or $0.46 per diluted share, compared with $270.7 million, or $0.28 per share, a year earlier [4] - On an adjusted basis, net income rose 31.2% to $507.0 million [4] Annual Performance - For full-year 2025, Monster reported revenue of $8.29 billion, up 10.7% from $7.49 billion in 2024 [4]
Market Slump: Hot PPI Data and AI Job Fears Send Dow Plunging 777 Points
Stock Market News· 2026-02-27 21:07
The U.S. stock market faced a bruising sell-off on Friday, February 27th, 2026, as a combination of hotter-than-expected inflation data, escalating geopolitical tensions in the Middle East, and fresh anxieties regarding artificial intelligence (AI) disruption hammered investor sentiment. The session concluded a turbulent month for Wall Street, with major indexes posting significant losses as the "higher-for-longer" interest rate narrative regained momentum.Major Market Indexes PerformanceThe Dow Jones Indus ...
Monster Beverage Q4 Earnings Beat Estimates, Sales Increase Y/Y
ZACKS· 2026-02-27 19:00
Key Takeaways MNST beat Q4 estimates with EPS of 51 cents and sales up 17.6% to $2.13B.Monster Beverage saw EMEA sales rise 32.6% and international revenues climb 26.9%.MNST gross margin expanded to 55.5% as pricing and mix offset higher costs.Monster Beverage Corporation (MNST) delivered solid fourth-quarter 2025 earnings, wherein the bottom and top lines beat the Zacks Consensus Estimate and increased year over year.The company delivered a strong fourth-quarter 2025 performance, with solid year-over-year ...
Decoding Coca-Cola's Options Activity: What's the Big Picture? - Coca-Cola (NYSE:KO)
Benzinga· 2026-02-27 18:01
Whales with a lot of money to spend have taken a noticeably bearish stance on Coca-Cola.Looking at options history for Coca-Cola (NYSE:KO) we detected 31 trades.If we consider the specifics of each trade, it is accurate to state that 19% of the investors opened trades with bullish expectations and 70% with bearish.From the overall spotted trades, 3 are puts, for a total amount of $102,498 and 28, calls, for a total amount of $1,786,370.What's The Price Target?After evaluating the trading volumes and Open In ...
Is the Warren Buffett Correction Coming? Buy His 4 Safest Dividend Stocks Now
247Wallst· 2026-02-27 16:09
Core Viewpoint - The article discusses the potential for a market correction following three years of double-digit gains, suggesting that investors should consider buying four of Warren Buffett's safest dividend stocks as a defensive strategy against an overvalued market [1]. Group 1: Market Overview - The stock market has experienced three consecutive years of double-digit gains, leading to speculation about an impending correction [1]. - Berkshire Hathaway has been a net seller of stocks for 12 consecutive quarters, indicating a cautious stance on the market's valuation [1]. - Warren Buffett's cash reserves have increased to between $354 billion and $381 billion, reflecting his belief that the market is overvalued [1]. Group 2: Berkshire Hathaway's Leadership Transition - Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after leading the company for over six decades [1]. - Greg Abel has taken over as CEO, with Buffett remaining as chairman and continuing to influence investment decisions [1]. - More than 65% of Berkshire's portfolio is concentrated in just six stocks, highlighting a focused investment strategy [1]. Group 3: Recommended Stocks - **Chevron Corporation**: A major player in the energy sector with a 3.71% dividend, recently raised by 4.1%. Berkshire owns 130 million shares, representing 6.6% of the float [1]. - **The Coca-Cola Company**: A long-time holding of Buffett, with a 2.54% dividend and a stock price increase of 17.1% in 2025. Berkshire holds 400 million shares, accounting for 9.3% of the float [2]. - **Domino's Pizza**: A multinational pizza chain with a 1.72% dividend. Berkshire owns 9.9% of the float, and the stock is rated with a target price of $510 [2]. - **Kroger**: A grocery chain with a 1.98% dividend, representing a conservative investment. Berkshire holds 7.9% of the float [2].
Celsius Q4: Strong Results, Significant Upside
Seeking Alpha· 2026-02-27 13:15
Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies [2] - The fund aims to maximize shareholder equity by meeting growth-oriented goals [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms [2] - Her newsletter, The Pragmatic Optimist, focuses on portfolio strategy, valuation, and macroeconomics [2] - The newsletter has been recognized as a top finance newsletter and aims to democratize financial literacy [2]