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The Best Consumer Staples Stocks To Buy
Kiplinger· 2025-07-09 20:59
Core Viewpoint - The consumer staples sector is viewed as a safe investment during economic uncertainty, as it includes companies that produce essential goods that people need daily [1][5]. Group 1: Definition and Characteristics of Consumer Staples - Consumer staples stocks consist of companies that produce or sell basic goods, such as groceries and personal-care items [6]. - The Global Industry Classification Standard (GICS) categorizes the Consumer Staples sector as including food and staples retail, food and beverage production, and household and personal product manufacturing [7]. - These stocks are considered defensive, generating stable revenues and producing significant free cash flow, often returned to shareholders as dividends [8]. Group 2: Investment Rationale - Investors are drawn to consumer staples stocks because they provide a steady demand for necessities, making them less sensitive to economic fluctuations [8]. - Historical performance shows that consumer staples outperformed the S&P 500 during major downturns, such as the Great Recession and the COVID-19 crash [10]. - Despite their defensive nature, consumer staples may have limited growth potential during economic expansions, as demand for basic goods does not significantly increase [11]. Group 3: Identifying Quality Consumer Staples Stocks - A quality screen for consumer staples stocks includes criteria such as being part of the S&P Composite 1500, having a long-term estimated earnings-per-share growth rate of at least 5%, and having at least five covering analysts [12][13][14]. - Stocks should also have a consensus Buy rating of 2.5 or less and a dividend yield of at least 1.5% to ensure they provide better income than the S&P 500 [15][16]. Group 4: Recommended Consumer Staples Stocks - The following companies are highlighted as strong consumer staples stocks based on the outlined criteria: - Dollar General (DG): Long-term EPS growth of 6.5%, consensus rating of 2.39, dividend yield of 2.1% [16] - Tyson Foods (TSN): Long-term EPS growth of 19.6%, consensus rating of 2.29, dividend yield of 3.5% [16] - Kroger (KR): Long-term EPS growth of 6.1%, consensus rating of 2.16, dividend yield of 1.8% [16] - Sysco (SYY): Long-term EPS growth of 6.1%, consensus rating of 2.10, dividend yield of 2.6% [16] - Keurig Dr Pepper (KDP): Long-term EPS growth of 7.2%, consensus rating of 1.91, dividend yield of 2.7% [16] - Philip Morris International (PM): Long-term EPS growth of 11.4%, consensus rating of 1.88, dividend yield of 3.0% [16] - Coca-Cola (KO): Long-term EPS growth of 6.1%, consensus rating of 1.62, dividend yield of 2.9% [16]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-09 20:08
Breaking: Italian candy maker Ferrero is nearing a roughly $3 billion deal to buy cereal giant WK Kellogg https://t.co/PmUcDK62nn ...
Top Ag Tech & Food Innovation Stocks to Strengthen Your Portfolio
ZACKS· 2025-07-09 14:56
Industry Overview - The agriculture industry is undergoing a significant transformation driven by advanced technologies and innovations, addressing the urgent need for sustainable and efficient farming practices due to global population growth and climate change [2][3] - Agricultural technology (AgTech) and food innovation are pivotal in revolutionizing food production, enhancing productivity, and reducing environmental impact [2][3] AgTech Innovations - AgTech is reshaping food production, processing, and distribution through advancements in artificial intelligence (AI), biotechnology, and automation, leading to smarter and more sustainable agriculture [3] - Technologies such as precision farming, lab-grown meat, and plant-based alternatives are at the forefront of this transformation, enabling farmers to optimize operations and reduce resource waste [3][5] Protein Market Transformation - The global protein market is shifting towards healthier and more sustainable alternatives, including plant-based proteins and lab-grown meat, driven by health-conscious consumers [4] - Companies like Ingredion Incorporated are investing in plant-based ingredients to meet the rising global demand for sustainable protein solutions [4] Supply Chain Enhancements - Emerging technologies like blockchain and the Internet of Things (IoT) are improving food traceability and safety standards while minimizing waste in logistics and distribution [5] - Automation in food processing and packaging is enabling companies to deliver fresher products more efficiently and reduce operational costs [5] Investment Opportunities - Companies adopting advanced technologies are gaining a competitive edge, with top-performing stocks in AgTech and food innovation presenting compelling investment opportunities [6] - Industry leaders such as Beyond Meat, Hormel Foods, and Tyson Foods are leveraging AgTech to enhance growth and competitiveness [6] Beyond Meat Initiatives - Beyond Meat is focused on redefining protein production through innovative plant-based meats that replicate traditional animal products, addressing climate change and public health challenges [8] - The company is expanding its global footprint and investing in sustainable product development and supply chain transformation [11] Hormel Foods Strategies - Hormel Foods is utilizing digital technologies and AgTech solutions to enhance operational efficiency and food production standards, including a $1.7 million investment in regenerative agriculture [11][13] - The company is expanding its innovation pipeline with a focus on alternative protein development through partnerships, such as with The Better Meat Co. [12] Tyson Foods Transformation - Tyson Foods is investing in agricultural technology and food innovation to support sustainable protein production and digital transformation [14] - The company is enhancing operational efficiency through automation and logistics improvements, aiming for $200 million in annual savings by 2030 [16]
INVESTOR ALERT: Holzer & Holzer, LLC Reminds Investors of July 15, 2025 Lead Plaintiff Deadline in the Krispy Kreme, Inc. (DNUT) Class Action – Investors With Significant Losses Encouraged to Contact the Firm
GlobeNewswire News Room· 2025-07-08 18:01
Core Points - A shareholder class action lawsuit has been filed against Krispy Kreme, alleging that the company made materially false and misleading statements regarding its business and operations [1] - The lawsuit claims that demand for Krispy Kreme products significantly declined at McDonald's locations after the initial marketing launch, impacting average sales per door per week [1] - It is alleged that the partnership with McDonald's was not profitable, posing a substantial risk to maintaining the partnership and leading to a pause in expansion into new McDonald's locations [1] Legal Information - Shareholders who purchased Krispy Kreme shares between March 26, 2024, and May 7, 2025, and experienced significant losses are encouraged to discuss their legal rights [2] - The deadline to request appointment as lead plaintiff in the case is July 15, 2025 [3] - Holzer & Holzer, LLC is a law firm specializing in securities litigation and has a history of recovering funds for shareholders affected by corporate misconduct [3]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-08 14:28
Kirk Tanner is stepping down as chief executive of Wendy’s to assume the top role at Hershey https://t.co/y6oAfPoIS5 ...
Cramer's Mad Dash: Hershey
CNBC Television· 2025-07-08 13:57
Time now for Kramer's Mad Dash as we countd down to the opening bell got some shakeup in the food business. Yes. Uh Kirk Tanner, who just actually uh I don't know a year uh to took the Wendy's job now out going to Hershey, which is I think is a big step up. The Hershey franchise is a lot uh a lot stronger than the Wendy's franchise. Ken Cook, the CFO of Wendy's, moves over to the uh CEO, uh Michelle Buck, is retiring.I've got to tell you, Carl, uh, if we put up a chart of Hershey, of Wendy's, I don't want y ...
2025食品行业的理性回归:健康不再是标签,而是产品基因
3 6 Ke· 2025-07-07 09:24
Group 1 - The food industry is experiencing a significant shift towards health and transparency, with health becoming a core aspect of product innovation and "food as medicine" gaining traction as a consumer necessity [1][4][31] - The market for "food as medicine" has surpassed 370 billion yuan, with over 2,900 registered companies in this sector, indicating a growing trend in health-focused consumption [4][5][6] - The "superfood" market is projected to grow from 16.3 billion USD in 2025 to 32.8 billion USD by 2030, driven by increasing consumer demand for health benefits and nutritional density [9][10] Group 2 - The "Weight Management Year" initiative aims to address the rising obesity rates in China, with over 50% of adults and nearly 20% of children classified as overweight or obese [15][16] - The health management market in China reached 1.81 trillion yuan in 2023, with the weight management market expected to reach 326 billion yuan by 2025, highlighting a robust growth trajectory [15][16] - The demand for weight management products is diversifying, with a focus on functional foods that cater to various health needs, including appetite suppression and metabolism enhancement [17][18] Group 3 - New food safety standards have been introduced to address consumer concerns about "zero additives" and food labeling, emphasizing the need for transparency and quality in food products [20][21] - The rise of "clean label" certifications reflects consumer preferences for products with fewer artificial ingredients, with 85% of consumers considering ingredient lists when purchasing [28][29] - Brands are increasingly seeking authoritative certifications to enhance their market position, but the credibility of these certifications can vary significantly [29][30]
3 Ultra-High-Yield Dividend Stocks -- Sporting an Average Yield of 9% -- Which Make for No-Brainer Buys in July
The Motley Fool· 2025-07-03 07:51
Core Viewpoint - The article highlights three ultra-high-yield dividend stocks that are positioned to provide significant returns for patient investors, emphasizing the historical performance of dividend stocks compared to non-payers and the current favorable market conditions for these investments [1][2][5]. Group 1: Dividend Stocks Performance - Dividend stocks have historically outperformed non-payers, with an average annual return of 9.2% compared to 4.31% from 1973 to 2024, while also exhibiting lower volatility [5]. - The S&P 500's current yield is 1.24%, making ultra-high-yield dividend stocks with yields averaging 9.02% particularly attractive [6]. Group 2: Annaly Capital Management - Annaly Capital Management offers a yield of 14.88%, having recently increased its quarterly payout and maintaining a double-digit yield over the past two decades [7]. - The company is entering a favorable growth environment due to a rate-easing cycle, which is expected to enhance its net interest margin [10]. - Annaly's investment portfolio, valued at $84.9 billion, is heavily weighted towards highly liquid agency assets, allowing for leverage and profit maximization [11]. Group 3: Pfizer - Pfizer has a current yield of 7.1%, which is projected to be sustainable based on management's growth forecasts [14]. - Despite a decline in COVID-19 related sales from over $56 billion to $11 billion between 2022 and 2024, Pfizer's overall net sales grew by more than 50% during the same period [16]. - The acquisition of Seagen for $43 billion is expected to add over $3 billion in annual sales and strengthen Pfizer's oncology pipeline [17]. - Pfizer's shares are trading at around 8 times forecast earnings, which is below the average forward P/E ratio of 10.2 over the past five years, indicating a potentially undervalued stock [18]. Group 4: The Campbell's Company - The Campbell's Company has a dividend yield of nearly 5.1%, which is at an all-time high [19]. - The stock is currently at a 16-year low due to weakened demand in the snack food category and the impact of steel tariffs, but these challenges are considered short-term [20]. - The company benefits from selling essential goods, leading to predictable cash flow regardless of economic conditions, making it a stable investment during volatility [21]. - Campbell's is investing $230 million through fiscal 2026 to improve operational efficiency and support brand value, alongside ongoing innovation [22]. - The stock is trading at around 10 times forecast earnings, representing a 31% discount to its average forward P/E ratio over the past five years [23].