Company Overview - Primo Brands has appointed Eric Foss as the new CEO and Executive Chairman, indicating a leadership transition aimed at driving the company's strategic direction [3]. - David Hass serves as the Chief Financial Officer, contributing to the financial oversight of the company [3]. - Traci Mangini has been appointed as the Vice President of Investor Relations, bringing over 20 years of experience in financial roles within public companies and equity capital markets [4][5]. Leadership Insights - Eric Foss expressed enthusiasm about the new year and the company's direction, highlighting the importance of leadership in navigating the company's future [3]. - Traci Mangini's previous experience at Molson Coors Beverage Company as Vice President of Investor Relations is expected to enhance the investor relations strategy at Primo Brands [4].

Group 1: Company Overview - PepsiCo, Inc. (NASDAQ:PEP) is a leading global packaged food and beverages company with a diverse portfolio of well-known brands including Pepsi, Mountain Dew, Gatorade, Lay's, Doritos, Quaker Oats, and Cheetos [2] Group 2: Current Challenges - Recently, PepsiCo has faced challenges in North America, with volume declines in both snacks and beverages due to inflation and changing consumer trends towards healthier eating habits [3] - The stock has decreased by almost 7% since the beginning of 2025 [3] Group 3: Strategic Adjustments - The company is adjusting its value initiative approach in response to consumer pressure, focusing on product and channel-specific offerings rather than broad promotions [4] - Strong performance in international operations has helped to offset domestic weaknesses and has enhanced the company's pricing power [4] Group 4: Dividend Policy - PepsiCo's dividend policy is appealing to income investors, with a quarterly dividend of $1.4225 per share and a dividend yield of 4.06% as of September 26 [5] - The company has consistently raised its dividends for 53 years, establishing itself as a reliable dividend aristocrat stock [5]