This Dividend King consumer staples company is working with an activist investor to improve its profitability.Only a small number of companies ever manage to increase their dividends for 50 consecutive years. Reaching Dividend King status is a remarkable achievement, demonstrating both consistency and resilience in the face of adversity.Currently, there's one Dividend King facing some business headwinds, but an activist investor could steer the company in the right direction and help its shareholders with a ...

12 December 2025 | 5:30PM HKT Equity Research Yankershop Food (002847.SZ): Conference takeaways: Long-term ambition as a global snack brand on three growth curves; Buy Yankershop hosted a strategy & distributor conference in Changsha for its flagship brand "Da Mo Wang" on Dec 11 and the key takeaways include: 1) long-term ambition to grow into a world-class snack brand within the next 5-10 years, riding on the trend of Chinese-style flavor snacks (ie konjac and tofu), to achieve the same global brand recogn ...

This year's been a rebuilding one. The fruits of this effort should become evident in the year ahead.It's going to be another forgettable year for beverage giant PepsiCo (PEP +1.07%) shareholders. The stock's trading down (albeit slightly) since the end of 2024, marking the third year in a row it's lost ground. Almost needless to say, investors have become more than a little frustrated.The good news is that this frustration is finally affecting real change. The even better news is that it will be pretty eas ...

And we have a lot of story stocks. We bring in Diane King Hall, host of Morning Moves here to take a look at a few names to watch. First up, Pepsi with a business update.Good morning. >> Yeah, and they've got some bullish conviction happening around this off the back of their uh update that they had. You know, Pepsco has been going through some shifts and planning to make some shifts after uh some activist investor activity around it.And because of that, JP Morgan Chase has turned bullish on this or is turn ...

Core Insights - Mondelez International, Inc. (MDLZ) is currently trading at its lowest levels in over five years due to significant disruptions in cocoa supply caused by tariffs and other factors [1] Company Summary - The company has faced challenges related to cocoa supply disruptions, which have impacted its stock performance [1] Industry Context - The broader context includes the impact of tariffs on commodity supplies, particularly cocoa, which is crucial for companies like Mondelez that rely heavily on chocolate production [1]

Core Insights - The Nasdaq-100 Index (NDX) experienced a significant rally of 5.79% during Thanksgiving Week, providing positive momentum for investors [1] - Investors are now shifting focus to market performance in December 2025 and evaluating opportunities for the upcoming year [2] - Invesco QQQ Trust (QQQ) and Invesco NASDAQ 100 ETF (QQQM) are highlighted as potential investment options for both the final month of this year and for 2026 [2] Investment Opportunities - QQQ and QQQM are seen as suitable for investors looking for stocks with long-term durability, including those with a "wide moat" label [3] - Notable stocks within these ETFs include PepsiCo (PEP), which is considered undervalued with rebound potential despite recent sluggish performance [5][6] - Alphabet (GOOGL), a major holding in QQQ and QQQM, is recognized for its strong business model across various sectors, including advertising and cloud computing, and is expected to drive upside for these ETFs [7][8]

Activist investor Elliott Management is close to reaching a settlement agreement with PepsiCo, the Wall Street Journal reported on Thursday, citing people familiar with the matter. The deal's contours remain unclear, but a resolution would mark the latest in a series of engagements between one of the world's most influential activist investors and the US beverages and snacks major. Elliott disclosed a roughly $4 billion stake in PepsiCo in September and has since pushed the company to accelerate efforts to ...

Core Insights - TRUBAR, a plant-based protein bar brand under Simply Better Brands, is being acquired by ETİ Gıda for $201 million (CAD), representing a 64% premium over its previous closing share price [3][4] - The acquisition is expected to enhance TRUBAR's growth in North America and expand its global presence [3][7] Company Overview - TRUBAR was founded in 2018 by former NFL player Brad Pyatt and his wife, focusing on clean-ingredient bars without artificial fillers [6][8] - The brand has gained national visibility and a loyal consumer following due to its commitment to "real ingredients, real flavor" [6][8] Strategic Implications - The acquisition will enhance TRUBAR's global distribution capabilities and support its growth in the better-for-you snack market [7] - ETİ Gıda's experience in scaling international consumer brands is expected to significantly benefit TRUBAR's expansion efforts [4][9]

Unilever said on Monday it would sell its British snack brand Graze to Katjes International, owner of gummy sweets Candy Kittens, for an undisclosed sum, as the consumer goods firm looks to exit some ... ...

Core Insights - German confectionery group Katjes is in advanced talks to acquire snack brand Graze from Unilever for approximately £35 million ($46.2 million) [1] - Unilever had previously acquired Graze in 2019 for around £150 million from The Carlyle Group [1][2] - Unilever is currently evaluating the potential sale of several UK brands, including Marmite, Colman's, and Bovril, as part of a strategy to streamline its portfolio for long-term growth [2] Group 1 - Katjes has a history of acquiring UK businesses, including the gluten-free baked goods firm Genius Foods in 2022 and a majority stake in vegan-confectionery business Candy Kittens in 2019 [4] - The acquisition of Graze aligns with Katjes' strategy to expand its presence in the UK snack market [1][4] - Unilever's recent divestitures, including the sale of its pasta sauce range in Germany and the meat-free brand The Vegetarian Butcher, indicate a broader trend of portfolio optimization [3][2] Group 2 - The deal for Graze is part of Unilever's ongoing efforts to focus on fewer, larger brands to enhance scalability and growth potential [2] - Katjes' recent acquisition of a 25% stake in German cookie-dough business SD Sugar Daddies further demonstrates its commitment to expanding its product offerings [3] - The potential sale of Graze reflects Unilever's strategic shift towards refining its brand portfolio amidst changing market dynamics [2][3]