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PepsiCo (PEP) Raises Quarterly Dividend By 5% To US$1.42 Per Share
PepsiCo recently announced a quarterly dividend affirmation, increasing it by 5%, which came alongside various strategic initiatives, including collaborations with brands like Cargill and Samii Ryan. Despite the company's net income experiencing a significant decline, its share move of 10% over the past month aligns with broader market trends where major indexes hit new highs. The positive sentiment from the dividend increase and share buyback announcements, combined with the broader market strength, provided support to PepsiCo's stock performance even as economic data and earnings drove market optimism overall. PepsiCo has 3 possible red flags (and 1 which is potentially serious) we think you should know about. Uncover the next big thing with financially sound penny stocks that balance risk and reward. PepsiCo's recent announcement of a 5% dividend increase, alongside strategic collaborations with Cargill and Samii Ryan, aligns with its focus on market expansion and health-oriented products. These initiatives may bolster revenue growth and support premium pricing, contributing to a potential long-term positive impact on earnings. Despite a significant decline in net income, PepsiCo's stock increased by 10% in the past month, which correlates with stronger market trends. Over a five-year period, PepsiCo achieved a total shareholder return of 21.81%, reflecting a solid long-term performance despite short-term challenges. Over the past year, however, PepsiCo underperformed both the US Beverage industry, which declined by 4.3%, and the US Market, which grew by 18%. The company's growth strategies, especially its international expansion and health trend adaptation, are expected to influence future earnings positively, yet higher agricultural input costs and sustainability demands pose risks. The current share price of US$144.51 sits below the analyst consensus price target of US$152.65, suggesting potential room for appreciation. The combination of market momentum, business strategies, and recent developments may support PepsiCo's revenue and earnings growth forecasts as outlined by analysts. Gain insights into PepsiCo's historical outcomes by reviewing our past performance report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include PEP. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
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Trade flows boost China, Europe ports while tariffs pain US gateways
Most of the world's maritime centers shook off the effects of a U.S. trade reset in May as Drewry's Global Container Port Throughput Index rose 1.4% from April and 5.4% year-on-year. The London-based shipping consultant said that the rolling 12-month average global port handling growth rate held steady at 6.5% for the third consecutive month. The Greater China Container Port Throughput Index slightly softened, experiencing a 0.4% month-over-month decline to 124.9 points. However, the year-over-year (y/y) perspective was more positive, with a 4.5% increase. The top five ports in Greater China saw average y/y growth of 7.2% in May. Shanghai particularly stood out, with volumes surging by an impressive 10.2%. Conversely, the North American Container Port Throughput Index encountered some headwinds, reflecting both internal and external challenges. In May, the index dropped by 8% month-on-month to 109.3 points, a decline largely attributed to the impact of the Trump administration's April 'Liberation Day' tariffs. Despite these short-term setbacks, the index still grew 2.7% y/y, supported by a rolling 12-month average growth rate that, while slightly diminished, sustained a double-digit figure of 10.1%. Notably, the major West Coast ports experienced significant declines. Throughput at Long Beach plummeted by 26.3% m/m and 8.2% y/y, while Los Angeles saw decreases of 15% from April and 4.8% y/y. Manzanillo in Mexico and Seattle also faced declines, with throughput slipping by 10.4% and 9.6% y/y, respectively. Vancouver, Canada and Mexico's Lazaro Cardenas bucked the downward trend as y/y volume was better by 13.9% and 12.6%, respectively. Europe also demonstrated resilience, where the Container Port Throughput Index saw a 3.7% increase April to May, coupled with a 5.3% rise y/y to reach 113.7 points. The rolling 12-month average growth rate improved to 5.4%, though still trailing behind the global average of 6.5%. A particularly noteworthy record came from Port Said East, which reported record-breaking throughput in May 2025. The East Mediterranean hub's volume surged 20% m/m, and over 50% y/y, and 18% higher year-to-date compared to 2024. Find more articles by Stuart Chirls CGM container vessel becomes largest under U.S. flag NATO warns ports vulnerable to 'unprecedented' cyber threats Historic order for U.S.-built LNG carrier could test new rules Trans-Pacific shippers' turn to pause as box rates end slide The post Trade flows boost China, Europe ports while tariffs pain US gateways appeared first on FreightWaves. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
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Automakers are going big on in-car subscriptions. Are customers buying it?
Consumers don't want to pay for it. Automakers are still pushing hard. In-car subscriptions have become a growing obsession for many automakers which see strong revenue potential from recurring customer payments. But it appears that initial attempts to paywall built-in hardware and software features, such as cameras, sensors or navigation perks, haven't been too successful, with few drivers willing to take on yet another monthly bill. That has brought automakers to their next challenge: convincing customers to subscribe. An S&P Global Mobility survey this month found the number of respondents who were willing to pay for connected services in their vehicle dropped to 68 per cent this year, compared with 86 per cent in 2024. "Subscription-based services (navigation, Wi-Fi, etc.) are increasingly being met with resistance from price-sensitive consumers who may not see the value in paying recurring fees for features they do not frequently use," the report said. Drivers now have a range of options to subscribe to: semi-autonomous driving, roadside assistance, in-vehicle apps, stolen vehicle assistance and access to Wi-Fi — all at different price tiers. However, steep subscription costs on top of sticker prices of new vehicles remain one of the biggest barriers for many consumers. To get past that, some automakers are offering temporary complementary access to connective services in hopes of gaining loyal customers. Ford Motor Co.'s semi-autonomous driving feature costs between $650 and $900 per year after a 90-day free trial, for example. General Motors Co.'s OnStar subscription can be as high as $39.99 a month after a free trial, according to its website. Automakers which are known for their affordable prices have also joined the race for subscription-based connected services. Kia Corp., for example, has a three-tier subscription offering for owners following a three-year free trial period, which offers services such as a charging station locator, digital key access via smartphone and roadside emergency services. The subscription model is in its evolution phase, said Stephanie Brinley, associate director of autointelligence at S&P Global Mobility. "We're trying to figure out what consumers are willing to pay for, how much they're willing to, (and) how they want it bundled," she said. Despite the initial resistance, automakers haven't given up yet. Instead, they're rolling out brand new technology and features in the hopes of enticing drivers to pay for subscriptions. "They're pivoting to that new tech," said Daniel Ross, senior manager of industry insights with Canadian Black Book. "It's more on what's new and what they've never had before." Ross said as newer technology comes out, there will be more opportunities for automakers to release new generations of cars with updated software. And that's one of the pitches for customers to subscribe, he added. "If you want that type of technology that's advanced, that's the newest age, that's something you can tell your friends about, this is the way you pay for it," Ross said. Brinley said automakers are building a road map to help scale this in-car technology and these features to make it more affordable for consumers in the long run — all while keeping personalization at its core. "Once you have the platform and the service developed, the margin is really high," Brinley said. "The fact that it's connected is not really the element that consumers get excited about," she said. "It's what does that connectivity do for you as an owner?" Some customers may find value in GM's OnStar safety and security package that alerts for help during a crash, while others may subscribe to Ford's self-driving feature for a month-long road trip. "The appeal of a feature is that it makes driving easier," she said. Brinley said automakers have started to talk about their revenue expectations from subscription-based services more concretely. That "means they're making progress," she said. On recent earnings calls, GM projected revenue from its hands-free feature, Super Cruise, will be more than $200 million in 2025 and is expected to more than double in 2026. Meanwhile, Ford said the number of its vehicles equipped with the hands-free driving feature, BlueCruise, have more than doubled in the last year to just under 700,000 units. "You can see our relationship with our customers no longer ends the point of sale or financing. We're starting to build lasting relationships and creating new avenues for reoccurring growth at Ford," CEO Jim Farley told analysts during its fourth-quarter earnings call. Ross said automakers are banking on the trickle-down effect of the connected services subscription. Often, features first introduced to high-end customers gradually filter their way down to mainstream customers, who are looking for affordable and budget-conscious options, he explained. Brinley said the subscription model is still in its early stages. As it progresses, so will consumer expectations. "If you have a car that has some of these features and then you go to buy the next car, you think that it just should be there," Brinley said. As consumers get more used to connectivity, their expectation of what comes with a vehicle and what they're going to pay will also evolve, she said. "There's probably going to be a lot of flexibility over time in how people choose to consume that," Brinley said. This report by The Canadian Press was first published July 25, 2025. Ritika Dubey, The Canadian Press Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
