Key Takeaways PEP is offsetting lower volumes with strategic pricing, value packs and product innovation. Smaller packs, SAP-driven execution and targeted promos help PEP sustain frequency and efficiency. International markets like India and Brazil show resilience, aiding growth amid U.S. softness.PepsiCo, Inc. (PEP) is navigating volume softness through a carefully orchestrated mix of strategic pricing, targeted value investments and product innovation. Facing a pressured consumer environment, particular ...

Core Viewpoint - Coca-Cola is considered an evergreen investment due to its consistent growth and long-term reliability, despite challenges in the beverage market [1][12] Group 1: Company Strengths - Coca-Cola has diversified its product portfolio beyond soda to include bottled water, tea, fruit juices, sports drinks, energy drinks, coffee, and alcoholic beverages, which helps mitigate declining soda consumption [3] - The company's capital-light business model, focusing on selling concentrates and syrups while bottling partners handle production, allows for consistent profits and insulation from inflation and regional macro challenges [4] - From 1984 to 2024, Coca-Cola achieved a revenue and split-adjusted EPS CAGR of 5% and 6%, respectively, maintaining stable growth through five global recessions and being a Dividend King with 63 consecutive years of dividend increases [5] - Analysts project Coca-Cola's revenue and EPS to grow at a CAGR of 5% and 11% from 2024 to 2027, driven by expansion in emerging markets, wellness-oriented brands, strategic acquisitions, and AI-driven efficiencies [6][7] Group 2: Company Weaknesses - Growth is slowing in developed markets like the U.S. and Europe, where competition from healthier and private label beverages is increasing, necessitating greater investment in emerging markets [8] - Ongoing trade wars and elevated tariffs, particularly on aluminum for cans, could lead to price increases from bottlers, potentially impacting shipments and margins during economic downturns [9] - Compared to PepsiCo, Coca-Cola's valuation at 24 times forward earnings appears less attractive, especially as PepsiCo offers a higher forward dividend yield of 4.3% [10] - Coca-Cola has underperformed the S&P 500 over the past 40 years, which has generated a total return of 3,460%, indicating that Coca-Cola may not be the best performer during bull markets [11]

27 May 2025 | 9:42AM EDT Americas Beverages NielsenIQ data thru 5/17 - Non-alcoholic bev sales growth decelerates sequentially, driven by softer pricing Our View - Recent NielsenIQ sales growth trends (including xAOC + Convenience and now Amazon) across total non-alcoholic beverages modestly decelerated on a sequential basis in the latest 2-wks ending 5/17/25, dragged by slightly softer pricing growth - as volume growth was broadly stable. Overall, $ sales growth was up +3.4% y/y for 2-wks (vs. +3.8%/+5.0%/ ...

Vancouver, British Columbia--(Newsfile Corp. - May 15, 2025) - Captiva Verde Wellness Corp. (CSE: PWR) (OTC Pink: CPIVF) ("Captiva Verde"), a public company listed on the Canadian Securities Exchange under the trading symbol PWR and further listed on the US OTC Market under the trading symbol CPIVF announces that Simon Lester has joined our Advisory Board to provide guidance on our creation of the world's only pure virgin water bottling platform making only absolute pure water created by the Genesis System ...

Captiva Verde and Matnaggewinu Development Corp (MDC) Execute Binding Indigenous Water Supply Agreement with Rodd Hotel and Resorts April 29, 2025 9:00 AM EDT | Source: Captiva Verde Wellness Corp. Vancouver, British Columbia--(Newsfile Corp. - April 29, 2025) - Captiva Verde Wellness Corp. (CSE: PWR) (OTC Pink: CPIVF) ("Captiva Verde") a public company listed on the Canadian Securities Exchange under the trading symbol PWR and further listed on the US OTC Market under the trading symbol CPIVF announces tha ...