Core Viewpoint - U.S. companies are increasingly borrowing in euros, with bond sales reaching a record $100 billion in 2024, driven by favorable European funding conditions and a shift away from the dollar [1][2]. Group 1: Market Trends - The offshore fundraising, termed "reverse Yankees," has surged from just over $78 billion for the entirety of 2024, indicating a strong trend towards euro-denominated debt [2]. - The dollar has dropped by 10% this year, influenced by concerns over U.S. trade policy, while the European Central Bank is advocating for a "global euro moment" [2]. - There is a significant trend of asset reallocation towards euros, as indicated by fund flows favoring euro-denominated debt among global issuers [3]. Group 2: Issuance Details - The current cost of issuing bonds in euros, after currency swaps to dollars, is better or comparable for U.S. companies compared to issuing in dollars [5]. - Non-financial firms have led the increase in reverse Yankee issuance, selling nearly 50 billion euros ($59 billion) of bonds, marking a 32% year-on-year increase [5]. - U.S. financial firms have nearly doubled their euro-denominated bond issuance to approximately 35 billion euros this year [7]. Group 3: Notable Companies - Major companies such as Alphabet, Visa, PepsiCo, Fiserv, and Verizon have recently engaged in euro-denominated bond sales, with Alphabet raising almost 7 billion euros in May [6].

Core Insights - American Rebel Holdings, Inc. has acquired a 30% ownership interest in 218 LLC, which owns the property at 218 3rd Avenue North, Nashville, Tennessee, to enhance stockholder equity and support long-term strategic goals [1][2][19] - The acquisition is structured through the issuance of 280,000 shares of Series D Convertible Preferred Stock, valued at $2.1 million, which is expected to improve the company's balance sheet and stockholder equity [2][3][7] - The property will serve as the future corporate headquarters and a venue for showcasing the American Rebel brand, enhancing its presence in Nashville [4][17] Transaction Structure - The transaction was initially planned as a direct real estate purchase but has been restructured to acquire 100% of the membership interests in the LLC, preserving the appraised value of $14.1 million [1][19] - This structure allows American Rebel to avoid direct real estate purchase liabilities and leverage equity instruments for funding, minimizing immediate cash dilution [7][19] - The building has historically operated on a cash-flow-positive basis, with the first floor leased to the Black Rabbit restaurant and the upper floors functioning as high-end short-term rental units [5][10] Strategic Importance - The acquisition is viewed as a strategic leap forward, positioning the company to execute its vision of creating a branded headquarters and immersive experiences for guests [4][16] - The property is strategically located near several American Rebel accounts and high-profile venues, reinforcing its importance as a revenue-generating asset and business development hub [17][20] - The company plans to enhance the short-term rental units with American Rebel branding, creating a seamless guest experience that promotes the American Rebel Light Beer [15][16] Financial Impact - The transaction is expected to immediately improve stockholder equity through the issuance of preferred equity tied to a tangible, cash-flow-positive asset [2][7] - The strategic move aligns with Nasdaq listing requirements, aiming to strengthen the company's equity position while maintaining flexibility [2][3] - The company filed a Form 8-K with the SEC to clarify the transaction mechanics, confirming that the building remains the sole asset of the LLC [18][19]

Looking at the universe of stocks we cover at Dividend Channel , in trading on Monday, shares of Constellation Brands Inc (Symbol: STZ) were yielding above the 3% mark based on its quarterly dividend (annualized to $4.08), with the stock changing hands as low as $135.25 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased share ...

Core Insights - PepsiCo Inc. is well-positioned to adapt to changing consumer preferences despite inflationary pressures and shifting consumption habits, as evidenced by its strong second-quarter 2025 performance with revenues of $22.73 billion and earnings of $2.12 per share, surpassing estimates [1][9] Group 1: Portfolio and Growth Strategy - The ongoing portfolio transformation focuses on healthier snacks, no-sugar beverages, functional hydration, and protein-based innovations, with the "permissible" snack segment already reaching a $2 billion business [2] - International markets, particularly India and Latin America, are showing robust double-digit growth, contributing to overall expansion [2] - The company's strategy of balancing productivity savings with reinvestment in innovation and technology is expected to sustain its competitive edge [4] Group 2: Market Position and Performance - PepsiCo's diverse product offerings allow it to counterbalance declines in North American potato chips with strong sales in products like Gatorade and Propel [3] - The company has gained 9.2% in stock price over the past three months, outperforming the industry, which has seen a decline of 4% [8] - PepsiCo's forward price-to-earnings ratio is 17.17X, slightly below the industry average of 17.42X, indicating a competitive valuation [10] Group 3: Earnings Estimates - The Zacks Consensus Estimate for PepsiCo's 2025 earnings indicates a year-over-year decline of 1.6%, while the 2026 estimate suggests a growth of 5.8% [11] - Recent EPS estimates for 2025 and 2026 have shown upward revisions in the past 30 days, reflecting positive market sentiment [11]

Company Performance - Celsius Holdings, Inc. reported $1.07 billion in revenues for the first half of 2025, representing a 41% increase year-over-year [1][8] - The second quarter alone generated $739.3 million, with $301.2 million attributed to the newly acquired Alani Nu brand [1][8] - Management has set a target of $50 million in cost savings from the integration of Alani Nu [2] Market Position and Consumer Demand - Celsius products are now available in over 240,000 U.S. retail outlets, reaching approximately 43% of U.S. households [2] - Strong repeat purchases and significant performance during Amazon Prime Day indicate robust consumer demand [2] - New flavors and limited-time offers have contributed to sustained momentum in sales [2] Competitive Landscape - Monster Beverage Corporation reported a 4.4% increase in net sales to $3.97 billion for the first half of 2025, with second-quarter revenues up 11.1% to $2.11 billion [4] - The Coca-Cola Company achieved flat first-half net revenues of $23.7 billion, with a 5% organic growth, and second-quarter revenues rose 1% to $12.5 billion [5] Financial Metrics and Valuation - Celsius Holdings' stock has surged 74.3% over the past year, contrasting with a 17% decline in the industry [6] - The company trades at a forward price-to-earnings ratio of 44.56, significantly higher than the industry average of 15.67 [10] - The Zacks Consensus Estimate projects year-over-year earnings growth of 54.3% for 2025 and 28.6% for 2026 [13]

Finnish beverage company Olvi Group has signed a deal to buy Estonian mineral water producer Värska Originaal. In a statement today (15 September), Olvi said the deal expands would "unlock new growth opportunities in export markets”. The financial terms of the transaction were not disclosed. The completion of the transaction is anticipated in the first quarter of next year, subject to the approval of Estonia's competition authority. Värska Originaal makes its products in Värska in south-east Estonia. T ...

Group 1 - Dividends are a reliable source of income in the stock market, but not all dividend stocks are sustainable due to varying business performances [1] - Coca-Cola is highlighted as a top dividend stock due to its yield and stability, making it a strong investment choice [2] - The current dividend yield of Coca-Cola is just under 3%, consistent with its average over the past decade, and significantly higher than the S&P 500 index [3][8] Group 2 - Coca-Cola has a remarkable track record of increasing its annual dividend for 63 consecutive years, qualifying it as a Dividend King [4] - The company's dividend payout has doubled over the past 13 years, showcasing its strong financial health and commitment to returning value to shareholders [4] - Coca-Cola maintains a dominant position in the global non-alcoholic beverage market and adapts its portfolio to meet consumer preferences, indicating potential for continued dividend growth [5] Group 3 - Despite Coca-Cola's strengths, it was not included in a recent list of the top 10 stocks recommended by The Motley Fool Stock Advisor, which may suggest alternative investment opportunities [6][8]

Group 1 - Keurig Dr Pepper Inc. (KDP) has announced an $18 billion acquisition of Dutch coffee and tea company JDE Peet's to strengthen its coffee business, which has been struggling in the U.S. market [2][3][4] - The coffee business revenue decreased by 0.2% to $900 million in the second quarter, primarily due to a decline in shipments of single-serve coffee pods [2] - The acquisition is expected to create a global coffee champion by combining KDP's leading single-serve platform in North America with JDE Peet's diverse portfolio of coffee brands, along with anticipated cost synergies of $400 million over the next three years [3][4] Group 2 - Tim Cofer, CEO of KDP, emphasized that the acquisition is a strategic move to create a resilient and diversified global portfolio, enhancing shareholder value in both the short and long term [4] - KDP manufactures and distributes a wide range of non-alcoholic beverages, including coffee, soft drinks, teas, water, and juice, positioning itself as a comprehensive beverage company [5]

Group 1 - The Coca-Cola Company is recognized as a strong defensive stock, with a focus on innovation and digital transformation to enhance its competitive edge [1][2] - The company is prioritizing digital technologies and artificial intelligence to improve consumer experiences and drive sales [2][3] - Coca-Cola aims to increase its commercial beverage market share by 0.5 points in emerging markets, indicating a commitment to long-term growth in these regions [3] Group 2 - The company manufactures and sells a variety of beverages, including its flagship Coca-Cola soft drink, water, juices, coffees, teas, and alcoholic beverages [4] - Coca-Cola operates a franchise model with local bottlers that produce and distribute its products, ensuring a wide reach to consumers [4]

Group 1 - Ambev S.A (NYSE:ABEV) reported fiscal second quarter 2025 revenue of $3.59 billion, which represents a year-over-year growth of approximately 2.65%, but fell short of expectations by $250.95 million [1] - The company's earnings per share (EPS) was $0.03, aligning with consensus estimates [1] - Total organic volumes decreased by 4.5% year-over-year, attributed to industry softness and colder temperatures affecting consumption, particularly in the South and Southeast regions, which account for nearly 60% of industry demand [2] Group 2 - Wall Street's opinion on Ambev S.A has been mixed post-earnings release, with Evercore ISI maintaining a Buy rating and a price target of $4, while UBS reiterated a Hold rating and reduced the price target from $2.5 to $2.2 [3] - Ambev S.A is a Brazil-based company involved in brewing, distributing, and selling beer, soft drinks, and other beverages across the Americas [3]