The Dividend Kings posted a very nice gain of 3.26% in August, outpacing the SPDR S&P 500 ETF Trust ( SPY ) by a cool 1.21%. September, however, is not faring as well; SPY is up 2.9% throughI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with the Seeki ...

九月初，美国的投资机构 Elliott Management 要求百事公司效仿可口可乐，出售可乐的装瓶业务。装瓶是可乐 生意中，相当重要的一环。以可口可乐为例，他们主要负责营销活动，然后把浓缩液卖给装瓶商，装瓶商需要 生产可乐、搭建销售和物流体系，把可乐送到超市的货架上。 从历史来看，可乐公司与装瓶商的关系几经分合。上世纪七十年代，百事将部分装瓶业务收归体系；到 2000 年 左右又重新分拆。在 08 年 金融危机之后，可口可乐与百事几乎同时收购各自的装瓶商，但此后可口可乐选 择「再次放手」，将北美装瓶业务拆分出去，而百事则继续自营。 金融时报曾形容两者关系如同摇滚乐队成员，时而合体、时而解散：当企业希望强控生产与配送，便收回装 瓶；当觉得利润率不高、资本占用过重，则交还给第三方。以激进投资著称的 Elliott Management 通过持股介 入公司治理，推动业绩改善以抬升股价；这一次，他们希望百事也走上可口可乐的道路。 那么，在可乐的发展过程中，装瓶商这个角色是怎么出现的呢？ 本文整理自播客「声动早咖啡」 可口可乐诞生于 1886 年 的美国亚特兰大。根据《可口可乐帝国》的记载，早期经营者缺乏资金、车辆 ...

PepsiCo, Inc. (NASDAQ:PEP) is one of the stocks Jim Cramer offered insights on. A caller expressed concern over the stock purchased at $149, noting its continued decline despite a $4 billion investment from Elliott Management, and asked whether to hold, buy more, or exit the position. Cramer said: “Right here at 141, it is bottoming… You know it’s that 4% yield… That 4% yield brings people in because it’s a safe yield, and I think that management is getting energized to do some good things. You own that s ...

今年9月初，埃利奥特曾披露持有百事40亿美元股份，并发布一份75页的报告，详细提出提升百事盈利 能力的建议。对此，百事回应称，公司与股东保持积极沟通，将对埃利奥特的演示文件内容进行评估。 对冲基金埃利奥特投资管理公司(Elliott Investment Management)正推动百事公司(PEP.US)削减成本、剥 离低增长品牌，这一主张已获得其他部分投资者的支持。不过有消息显示，埃利奥特另一个核心诉求， 即要求百事效仿可口可乐(KO.US)拆分瓶装业务，目前获得的支持度较低。 此前，可口可乐已完成全球瓶装业务拆分，拆分后成立了可口可乐企业公司(Coca-Cola Enterprises)、可 口可乐欧洲太平洋合作伙伴公司(Coca-Cola Europacific Partners，CCEP)及可口可乐墨西哥瓶装公司 (Coca-Cola FEMSA，KOF)等独立瓶装实体。 在面向百事股东的演示文件中，埃利奥特表示，"回购瓶装业务"在过去某一阶段具有合理性，但如今已 到评估"更高效特许经营模式"的时机。该对冲基金警示称："百事北美(PBNA)的一体化运营模式，在区 域层面已被可口可乐'特许经营化'的瓶 ...

The deadline to submit a claim in Poppi soda’s $8.9 million class-action lawsuit is quickly approaching. Most Read from Fast Company Qualifying customers have until this Friday, September 26, to file a claim in the class-action lawsuit against Poppi’s former owner, Vngr Beverage LLC. The suit alleges that the low-sugar, prebiotic soda was “improperly marketed” and labeled as “gut healthy,” a claim that is not scientifically backed, leading customers to purchase products they would not have otherwise. ...

LOGIN SUBSCRIBE | FastCo Works advertisement BY Jennifer Mattson Listen to this ArticleMore info 0:00 / 0:00 The deadline to submit a claim in Poppi soda's $8.9 million class-action lawsuit is quickly approaching. The company argued its labeling is truthful and accurate, and denied any liability or wrongdoing, according to the lawsuit website and court records obtained by USA Today. It's worth noting PepsiCo, Inc. (NASDAQ: PEP) acquired Poppi in a deal valued at $1.95 billion back in May of this year. ...

Some investors in PepsiCo support suggestions by activist shareholder Elliott Investment Management that the global food and beverage company cut costs and ditch sleepy brands like Quaker, but sound more cautious about the hedge fund's boldest idea - to hive off the soda maker's bottling network. ...

By Jessica DiNapoli and Svea Herbst-Bayliss NEW YORK (Reuters) -Some investors in PepsiCo (PEP) support suggestions by activist shareholder Elliott Investment Management that the global food and beverage company cut costs and ditch sleepy brands like Quaker, but sound more cautious about the hedge fund's boldest idea - to hive off the soda maker's bottling network. Elliott has said the move, which mirrors actions taken by Coca-Cola (KO) nearly a decade ago, would increase PepsiCo's margins, allow the $20 ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

These companies should continue increasing their dividends in the coming years.Buying dividend stocks is almost always a smart move, especially when focusing on companies that consistently raise their dividends. Historically, dividend stocks have outperformed those that do not pay dividends by more than two-to-one over the long term.Brookfield Infrastructure (BIPC -2.00%) (BIP 1.00%), PepsiCo (PEP -0.49%), and VICI Properties (VICI -1.29%) have excellent records of increasing their dividend payments. With m ...