PepsiCo

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

PepsiCo has informed employees that, starting in October, prescription medications for weight loss will no longer be reimbursed through the company health plan. The company cites sharply rising costs of these therapies and the need to maintain a sustainable, affordable health program for all employees. Affected workers can still pay for the drugs privately; PepsiCo is following a trend among other employers limiting benefits due to long-term costs. » More on de.investing.com