PepsiCo

Jim Cramer favors PepsiCo over Coca‑Cola, citing PepsiCo's higher dividend yield of about 4% and a lower P/E of 23 versus Coca‑Cola's 29 after five years of underperformance. PepsiCo raised its quarterly payout to $1.48, marking 54 consecutive annual dividend increases, and authorized a $10 billion buyback through 2030. Q2 revenue grew 6.4% to $24.18 billion with core EPS of $2.20, though management warned results could land at the low end of guidance due to softer U.S. impulse channels. » More on finance.yahoo.com

PepsiCo is trading close to its 52-week low with a dividend yield of about 4.3%, supported by a strong brand portfolio, modest organic revenue growth and a payout ratio near 75%, while trading around 18 times trailing earnings. The article also notes TJX shares are down ~14% year-to-date, pushing its yield to roughly 1.5% amid still-strong comparable sales but a previously rich valuation near 25x earnings. Nike has plunged about 40% in 2026, lifting its yield to about 4.3%, but the company faces uncertainty around its turnaround and a possible dividend risk if results don’t improve. » More on finance.yahoo.com

Publicis shares rose 3.7% to EUR 103.05, approaching their 52-week high after PepsiCo awarded its global media account worth USD 1.7 billion to Publicis and ended a 25-year relationship with Omnicom. Bank of America estimates the mandate could boost Publicis’s organic revenue growth by 50–100 basis points. Publicis reported an operating record margin of 17.5% for H1 2026, raised its full-year organic growth forecast and increased its free cash flow target to around EUR 2.2 billion. The majority of analysts rate the stock a buy, with average price targets between EUR 107 and EUR 110. » More on de.investing.com