Group 1 - The primary goal of the "High Income DIY Portfolios" service is to provide high income with low risk and capital preservation for DIY investors [1] - The service offers seven portfolios designed for income investors, including retirees, featuring three buy-and-hold portfolios, three rotational portfolios, and a conservative NPP strategy portfolio [1] - The portfolios include two high-income portfolios, two dividend growth investing (DGI) portfolios, and a conservative NPP strategy portfolio aimed at low drawdowns and high growth [1] Group 2 - The "High Income DIY Portfolios" service includes a total of 10 model portfolios with varying income targets and risk levels, along with buy and sell alerts and live chat support [2] - The investment approach focuses on dividend-growing stocks with a long-term horizon, aiming for 30% lower drawdowns and 6% current income [2] - The service is managed by a financial writer with 25 years of investment experience, emphasizing strategies for stable, long-term passive income [2]

Weight Loss Drugs Challenge Big Food As Diets Change - Moby THE GIST Americans are making healthier choices, and Big Food is staring down a $12 billion bill over the next decade. GLP-1 weight-loss drugs like Ozempic, Mounjaro and Wegovy have reached 20% of U.S. households. Big Food’s counterattack involves removing additives, shrinking packages, sprinkling in protein and fiber, and hoping Sun Chips can outrun semaglutide. WHAT HAPPENED About one in five U.S. households now has someone taking a GLP-1 drug ...

Industry Overview - The Zacks Beverages – Soft Drinks industry is experiencing growth driven by health-focused innovation and digital transformation, with rising demand for natural, low-sugar, and functional beverages [1] - Companies are expanding into adjacent categories like ready-to-drink (RTD) alcoholic drinks, leveraging AI-driven insights, e-commerce, and smart supply chains to enhance consumer engagement and operational efficiency [1] Challenges - The industry faces pressures from elevated input costs and tariff uncertainties, which are squeezing margins and complicating production planning [2] - Volatility in sugar, packaging, and freight expenses is prompting companies to adjust pricing strategies and reconfigure supply chains [2][7] - Ongoing tariff volatility adds unpredictability around key ingredients and equipment, particularly affecting price-sensitive markets [2][7] Key Players - Industry leaders such as The Coca-Cola Company, PepsiCo Inc., Monster Beverage Corporation, Keurig Dr Pepper Inc., and Vita Coco are well-positioned to advance through innovation and digital capabilities despite cost pressures [3] Consumer Trends - There is a significant shift in consumer preferences towards health and wellness, with increasing demand for beverages made from natural ingredients and reduced sugar [5] - Functional beverages that support hydration, energy, and mood are gaining market share, while plant-based and botanical-infused drinks are also becoming popular [5] Digital Transformation - Digital growth and innovation are reshaping the industry, with brands utilizing technology for consumer engagement and operational streamlining [6] - Advanced data analytics and AI-driven insights are helping companies personalize marketing and optimize product development, while e-commerce continues to expand [6] Financial Performance - The Zacks Beverages – Soft Drinks industry has outperformed the Consumer Staples sector and the S&P 500 Index over the past year, with a collective gain of 15.3% compared to the sector's 8.3% and the S&P 500's 14.3% [12] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 20.1X, which is lower than the S&P 500's 22.48X and the sector's 18.06X [15] Stock Performance - Keurig Dr Pepper is expected to benefit from growth in the Refreshment Beverages segment, with a Zacks Consensus Estimate suggesting 5.3% sales growth and 6.7% earnings growth for 2026 [20] - Coca-Cola is positioned for long-term growth through strategic transformation and digital investments, with a projected 5% sales growth and 7.7% earnings growth for 2026 [24] - PepsiCo anticipates strong growth in its beverage business, with a Zacks Consensus Estimate indicating 4.5% sales growth and 5.4% earnings growth for 2026 [27] - Monster Beverage is experiencing strength in its energy drinks category, with a projected 9.5% sales growth and 15.2% earnings growth for 2026 [31] - Vita Coco is benefiting from its focus on expanding the coconut water category, with a projected 13.7% sales growth and 28.7% earnings growth for 2025 [33]

Core Insights - Licensing Expo 2026 is set to be a significant event in the global licensing industry, taking place from May 19-21, 2026, at the Mandalay Bay Convention Center in Las Vegas, featuring major brands and industry leaders [1][2] Industry Overview - The event will gather influential brands such as Netflix, Warner Bros. Discovery, LEGO, and The Coca-Cola Company, showcasing the latest trends and innovations in licensing [2][3] - Licensing Expo serves as a critical platform for brands across various sectors, including entertainment, sports, fashion, and gaming, making it essential for professionals in retail, branding, and consumer products [2][11] New Participants and Trends - New entrants like PepsiCo and Sony Pictures Television are expected to bring fresh opportunities for collaboration in licensing, particularly in food and beverages [3] - The rise of sports licensing is highlighted, with brands like Real Madrid FC and NASCAR participating, reflecting the growing importance of sports as a branding strategy [4] Fashion and Youth Engagement - The expo will feature brands that resonate with Gen Z, which constitutes 25% of the global population, showcasing merchandise from artists like Adele and Olivia Rodrigo [6] - Companies like Ceremony of Roses and tokidoki will present products that align with Gen Z's values of creativity and self-expression [6] Digital Innovation and Gaming - The gaming industry is a focal point, with companies like Riot Games and The Pokémon Company demonstrating how digital content is transforming consumer engagement [9] - Licensing Expo will highlight the intersection of gaming and merchandise, showcasing how brands create immersive experiences [9] Creativity and Cultural Impact - The event will celebrate creativity, featuring art and design innovators that redefine consumer experiences, emphasizing the role of creativity in licensing [10] - Major entertainment brands will showcase their cultural impact, reinforcing the connection between play and consumer engagement [8] Market Growth and Future Outlook - The global licensing market is projected to be worth $369.9 billion in 2025, indicating robust growth and opportunities for participants at Licensing Expo [13][17] - Licensing Expo is positioned as a platform for shaping the future of consumer products, connecting brands with emerging trends and consumer interests [13]

PresentationBonnie HerzogGoldman Sachs Group, Inc., Research Division Good morning, everyone. So, it's a pleasure to welcome PepsiCo back to CAGNY this year. Joining us today, we have Chairman and CEO, Ramon Laguarta; and Executive VP and CFO, Steve Schmitt. Also, please join me in thanking them for providing us with all of the amazing snacks and beverages today. So PepsiCo is the world's largest convenience food and beverage companies with more than $90 billion in revenue. PepsiCo is on a transformation jo ...

Core Insights - PepsiCo has maintained a dividend increase for over 50 consecutive years, earning it the title of Dividend King, which is highly regarded among income investors seeking reliable returns in retirement portfolios [1] - The company recently paid a quarterly dividend of $1.4225 per share, with an annualized dividend yield of approximately 3.5%, which is competitive compared to the current 10-year Treasury yield of 4.04% [1] - PepsiCo's free cash flow payout ratio reached 99.6% in fiscal 2025, indicating a tighter cash flow coverage compared to historical norms, but the dividend remains fully covered by free cash flow [1] Dividend Growth - Over the past decade, PepsiCo's quarterly dividend has increased from $0.7025 in 2016 to $1.4225 in 2026, reflecting a compound annual growth rate (CAGR) of approximately 7.3% [1] - The five-year CAGR stands at 6.8%, showcasing consistent mid-to-high single-digit growth through various economic cycles [1] - The most recent dividend increase was 5% year-over-year, indicating a commitment to sustainable growth rather than aggressive hikes [1] Cash Flow and Financial Health - In fiscal 2025, PepsiCo generated $7.67 billion in free cash flow while paying out $7.64 billion in dividends, resulting in a payout ratio of 99.6% [1] - Historical averages from 2015 to 2021 showed a free cash flow payout ratio of 60-85%, providing a cushion for reinvestment and unexpected challenges [1] - Operating cash flow of $12.09 billion offers substantial room for the company to manage its dividend obligations despite tighter free cash flow coverage [1] Management Commitment - CEO Ramon Laguarta emphasized a balanced approach to capital allocation during the February 3, 2026 earnings call, indicating expectations for growth in volume, net revenue, and operating margin [1] - The company announced a $10 billion share repurchase program for 2026-2030, reflecting confidence in its ability to return capital while maintaining dividend growth [1] Insider Confidence - In December 2025, five board members purchased shares at $149.51, indicating strong insider confidence in the company's long-term prospects [1] Investment Proposition - PepsiCo presents a compelling option for income-focused investors, offering a current yield competitive with investment-grade corporate bonds and a long track record of annual increases [1] - The stock has delivered a total return of 17.4% over the past year and 43% over five years, demonstrating that reliable dividends can coexist with capital appreciation [1]

Investment Strategy - The focus is on constructing investment portfolios that generate additional income through dividends by identifying companies with strong competitive advantages and excellent industry positioning [1] - Emphasis is placed on companies that can consistently increase dividend payments, providing attractive Dividend Yield and Dividend Growth [1] - The strategy aims to reduce dependence on broader stock market fluctuations by combining high Dividend Yield and Dividend Growth companies [1] Portfolio Diversification - A well-diversified portfolio across various sectors and industries is recommended to minimize volatility and mitigate risk [1] - Incorporating companies with a low Beta Factor is suggested to further reduce the overall risk level of the investment portfolio [1] - The investment portfolios typically consist of a blend of ETFs and individual companies, emphasizing broad diversification and risk reduction [1] Total Return Focus - The selection process for high dividend yield and dividend growth companies is meticulously curated, prioritizing total return, which includes both capital gains and dividends [1] - This approach ensures that the portfolio is designed to maximize returns while considering the full spectrum of potential income sources [1] - The goal is to create a well-crafted investment portfolio that generates extra income through dividends while reducing risk through diversification and prioritizing total return [1]

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PepsiCo (NasdaqGS:PEP) 2026 Conference February 18, 2026 09:00 AM ET Company ParticipantsBonnie Herzog - Member of the Board of DirectorsKevin Grundy - Managing DirectorRamon Laguarta - Chairman and CEOSteve Schmitt - EVP and CFOConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research AnalystDara Mohsenian - Managing Director and Senior Equity AnalystMichael Lavery - Managing Director and Senior Research AnalystBonnie HerzogGood morning, everyone. It's a pleasure to welcome ...

HUNGRY & THIRSTY FOR GROWTH Ramon Laguarta Chairman & CEO Steve Schmitt CFO 2026 SAFE HARBOR STATEMENT & NON-GAAP INFORMATION Safe Harbor Statement Statements in this communication that are "forward - looking statements," including our guidance and long - term targets, are based on currently available information, operating plans and projections about future events and trends. Terminology such as "aim," "anticipate," "believe," "drive," "estimate, " "expect," "expressed confidence," "forecast," "future," "g ...