PepsiCo

PepsiCo said salty snacks remain a growth category but volume in Q2 lagged expectations, partly due to weaker consumer spending and higher gas prices. Casey's CEO reported national brand chips have risen in price, prompting customers to switch to private labels and store brands, boosting Casey's unit sales. Industry data show private labels gaining share and consumers trading down, creating a pricing and share challenge for PepsiCo's Frito-Lay. » Więcej na finance.yahoo.com

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. » Więcej na 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. » Więcej na finance.yahoo.com