Group 1 - Altria is recognized as a top stock for investors seeking high yield while protecting capital, particularly due to its focus on the U.S. market since its 2008 spinoff from Philip Morris International [1] - The company is transitioning from traditional cigarettes to smoke-free products, including vapes and nicotine pouches, indicating a strategic pivot in its product offerings [1] - Altria's stock has shown improved price performance, earning upgrades in its Relative Strength Rating, reflecting positive market sentiment [3] Group 2 - Altria's stock offers a dividend yield of 7.1%, positioning it as a competitive option among high-yield stocks [3] - The company has successfully mitigated tariff risks associated with its products, enhancing its market stability [3] - Altria has joined an elite group of stocks with Relative Strength Ratings over 90, showcasing its strong market performance [3]

Core Viewpoint - Constellation Brands and Altria are both considered stable blue chip stocks, but Altria has outperformed Constellation significantly over the past three years, raising questions about future investment potential [1][2]. Constellation Brands - Constellation Brands generates most of its revenue from its beer business, with popular brands like Modelo and Corona, and a smaller portion from wine and spirits [4]. - The company faces three major challenges: declining beer consumption among younger consumers, decreasing sales of lower-end wines, and increased costs due to tariffs on imported Mexican beers [5][6]. - Analysts expect Constellation's revenue to decline from $10.2 billion in 2024 to $9.9 billion in 2027, while its earnings per share (EPS) is projected to grow at a compound annual growth rate (CAGR) of 7% [8]. - Despite a low valuation at 14 times forward earnings and a forward yield of 2.5%, the lack of near-term catalysts makes it an unappealing investment [9]. Altria - Altria primarily generates revenue from its Marlboro cigarettes and has a strong domestic focus, which protects it from tariffs and foreign-exchange issues [10][11]. - The company has been countering declining smoking rates by raising cigarette prices, cutting costs, and expanding its smokeless product portfolio through investments and acquisitions [12]. - Following a setback with its investment in Juul, Altria acquired Njoy for $2.8 billion in 2023, which is expected to boost EPS starting in 2026 [13]. - Analysts predict Altria's revenue will dip slightly from $20.4 billion in 2024 to $20.2 billion in 2027, but its EPS is expected to grow at a steady CAGR of 5% from 2025 to 2027 [14][15]. - Altria's stock is considered cheap at 12 times forward earnings, with a substantial forward yield of nearly 7%, making it a more stable investment compared to Constellation [15]. Investment Recommendation - Altria is viewed as the better investment option due to its more stable business model, larger dividend, and lower valuation multiple compared to Constellation Brands [16].

Zyn-fluence: Cannadips cofounder Case Mandel says nicotine pouches have paved the way for THC-infused pouches to become the next big trend in cannabis. https://t.co/5wHDHTIxBT https://t.co/5wHDHTIxBT ...

Market Trends - Nicotine pouches have paved the way for THC-infused pouches to become the next big trend in cannabis [1] Company Strategy - Cannadips cofounder Case Mandel believes in the potential of THC-infused pouches [1]

Core Insights - ALP has partnered with Gopuff to introduce an instant delivery feature for its nicotine pouches, enhancing customer accessibility and experience [1][3] - The new service allows customers to order ALP products through Alppouch.com and receive them almost instantly, utilizing Gopuff's extensive network of over 200 micro distribution centers across the U.S. [2][3] - This partnership marks a significant innovation in the nicotine pouch market, focusing on a customer-centric approach and leveraging Gopuff's advanced technology [3] Company Overview - ALP Supply Co. LLC specializes in the sale, marketing, and distribution of nicotine pouches in the United States, co-owned by Turning Point Brands and Tucker Carlson Network [6] - Gopuff, founded in 2013, is a leader in instant commerce, providing a wide range of products delivered to customers' doors in as fast as 15 minutes, supported by a robust logistics network [5]

Core Viewpoint - The article emphasizes the resilience of Philip Morris International, S&P Global, and Walmart as investment options amidst market volatility and tariff concerns, suggesting that investors should focus on dividend growth stocks that are insulated from economic downturns [1][2]. Philip Morris International - Philip Morris International (PMI) was spun off from Altria in 2008, allowing it to focus on its overseas business while Altria dealt with domestic challenges [3]. - From 2008 to 2024, PMI's adjusted earnings per share (EPS) grew at a compound annual rate of 4.4%, driven by price increases and cost-cutting measures, alongside a shift towards smoke-free products [4]. - PMI has consistently raised its dividend since the split, currently offering a forward yield of 3.6% with a trailing payout ratio of 88%, indicating potential for future increases [5]. - Analysts project adjusted EPS growth of 9% in 2025 and 10% in 2026, with a reasonable valuation at 21 times forward earnings [5]. S&P Global - S&P Global provides essential financial data and analytics services to approximately 80% of Fortune 500 companies, utilizing AI-driven tools to enhance its offerings [6]. - The company is insulated from tariffs as it offers services rather than physical goods, making its services more valuable in turbulent markets [7]. - Despite a temporary slowdown in its credit ratings business due to high interest rates, S&P Global is expected to recover as rates decline [7]. - The company has a forward yield of 0.9% and has raised its dividend for 52 consecutive years, with a low trailing payout ratio of 29% [8]. - Analysts anticipate EPS growth of 9% in 2025 and 12% in 2026, with a forward price-to-earnings ratio of 26, indicating it is not overly expensive [8]. Walmart - Walmart serves 270 million customers weekly across 10,750 stores and online marketplaces in 19 countries, providing it with significant scale to mitigate tariff impacts [9]. - Many of Walmart's suppliers pre-shipped products to the U.S. before tariffs were implemented, and the company can negotiate lower prices or adjust retail prices to manage costs [10]. - Walmart has a forward yield of 1.1% and has raised its dividend for 52 consecutive years, maintaining a low payout ratio of 34% [11]. - Analysts expect adjusted EPS growth of 5% in fiscal 2026 and 12% in fiscal 2027, with a forward price-to-earnings ratio of 31, suggesting that its core strengths may justify the higher valuation [11].