文章核心观点 - 在当前牛市环境下,标普500指数的股息收益率仅为1.21%,个股股息收益率可以显著高于市场平均水平 [1] - 本文推荐两只具有吸引力股息收益率的优质个股,分别是可口可乐和联合包裹服务公司 [1] 可口可乐 - 可口可乐的前瞻性股息收益率为2.9%,这对于一个拥有高销量的知名品牌公司来说是非常有吸引力的 [2] - 可口可乐目前每季度派发0.485美元的股息,派息率为68%,这是一个可持续的水平,因为公司专注于提升利润率 [3] - 可口可乐最近的收益报告显示,收入同比增长9%,主要来自于价格上涨,但销量呈现负增长趋势 [4] - 尽管销量有所下滑,但可口可乐的利润率和每股收益增长仍保持良好,这对于支付股息至关重要 [6] 联合包裹服务公司(UPS) - UPS的前瞻性股息收益率为4.76%,接近历史高位 [7] - UPS连续15年增加派息,但派息率较高达87% [7] - UPS最近一季度收入和利润均有所改善,管理层也提升了全年利润率指引,显示公司正在走出困境 [8][9] - 分析师预计UPS在2025年收入和利润将分别增长4%和18%,目前股价较高点下跌41%,是一个不错的买入时机 [10]

公司业绩相关 - 随着通胀下降可口可乐明年提价理由可能减少 [1] - 可口可乐上周公布的截至9月27日的净营收同比下降1% 价格组合部分营收增长10% 但全球单位箱量下降1% 之前增长率为3% 当时价格增长的同时箱量增长2% [4][5] - 通胀对可口可乐这种大品牌来说不是大问题 但价格持续上涨消费者可能达到临界点 需求可能不再有弹性 [3] - 进入明年 随着通胀得到控制 可口可乐可能无法依靠价格组合部分提升营收 销售可能下降 [6] 公司估值相关 - 可口可乐股票交易市盈率约为28倍 高于标普500平均股票市盈率(略高于25倍) [7] - 如果公司增长率继续放缓 支付溢价的理由减少 可能导致明年抛售 经济低迷时高估值股票压力更大 2025年可口可乐股票可能脆弱 [8] 投资建议相关 - 明年对可口可乐来说可能不佳 但长期投资者可能更看重其长期稳定性和股息收入 [9] - 可口可乐是股息王 连续62年提高股息 对想要稳定股息收入的投资者来说是构建投资组合的安全支柱 [10]

Now that the U.S. economy is going through a potential scenario of inflation sparking up once again, investors might be wary of where to invest their capital accordingly so that inflation doesn’t erode their buying power but also wisely enough so that losses don’t come their way to add onto the potential inflation risks coming ahead. Large-cap stocks are probably the best place to be today and for the coming quarters because if inflation does make its way back into the economy, which seems to be the case co ...

Barrilitos Made Con Mucho Flavor, connects consumers to the generations that came before them.LOS ANGELES, Oct. 31, 2024 /PRNewswire/ -- The Coca-Cola Company is pleased to announce the highly anticipated regional relaunch of Barrilitos, a cherished Mexican soft drink brand with a rich legacy dating back to 1938. A new addition to Coca-Cola's imports portfolio, Barrilitos hails from Monterrey, México, and is poised to make waves in California. With its nostalgic appeal, vibrant flavors, and premium quality, ...

文章核心观点 1. 可口可乐公司的销售额呈现下降趋势 [2][3] 2. 可口可乐公司的股息支付压力较大 [4][5][6] 3. 可口可乐公司的股价表现低于标准普尔500指数 [7][8][9] 根据相关目录分别进行总结 销售额下降 - 可口可乐公司前三季度的净收入为360亿美元,同比增长2%,但第三季度收入下降1%,全球箱装量下降1% [2] - 可口可乐公司的有机收入增长9%,主要是由于其在美国和国际市场的价格组合平均上涨10% [2] - 这反映了公司产品的定价能力,但也引发了担忧,因为在通胀较低的环境下,可口可乐公司提价的空间有限,收入增长可能难以持续 [3] - 前三季度净利润为84亿美元,同比下降3%,主要是由于其他营业费用增加21亿美元,主要是由于交易损失 [3] 股息支付压力 - 可口可乐公司预计2024年将产生92亿美元的自由现金流,但过去12个月支付了81亿美元的股息,几乎耗尽了全部自由现金流 [4] - 可口可乐公司已连续62年增加派息,停止这一做法可能会引发投资者对公司的信心危机 [5] - 对新投资者而言,可口可乐的股息收益率为2.9%,远高于标准普尔500指数的1.25%,这可能是长期股东继续持有的主要原因 [6] 股价表现低迷 - 高额的股息支付和对股息的偏好可能抑制了可口可乐的股价表现 [7] - 在支付高额股息后,可口可乐的自由现金流有限,难以进行股票回购或再投资 [7] - 可口可乐公司难以找到显著的增长点,其旗舰产品可口可乐已经遍及全球,而碳酸饮料的反弹也可能限制其有机增长 [7][8] - 尽管可口可乐公司通过拓展其他饮料品牌如美汁源、达能和托波奇科等来推动增长,但这些品牌未能带来快速的收入增长 [8][9] - 由于上述原因,可口可乐的股价表现低于标准普尔500指数的总回报,巴菲特的伯克希尔·哈撒韦公司自1994年以来也未购买任何额外的股份 [9]

These companies have stood the test of time and will provide reliable dividend income for the foreseeable future.One motto I live by is, "It's always better to be overprepared than underprepared," and often this involves being proactive. This could apply to education, work, sports, finances, and many other life areas.Regarding finances, being proactive is especially important when it comes to retirement savings. Sure, some Social Security benefits can help, but many people are pointing out how those are com ...

Coca-Cola is adjusting to consumer behavior trends, but the stock's sell-off is justified. Before reporting third-quarter earnings, Coca-Cola (KO -0.99%) stock was having its best calendar year performance in a decade. But shares of the beverage behemoth slipped 3.6% between Oct. 23 and Oct. 25 as investors digested its quarterly print. With a 2.9% dividend yield and 62 consecutive years of increasing its annual payout, Coca-Cola has long been viewed as one of the most reliable dividend stocks on the market ...

文章核心观点 - 可口可乐是一家拥有多种知名品牌的大型饮料公司,在全球200多个国家和地区有业务 [1] - 可口可乐第三季度财报超预期,收入和利润均有所下降,但通过提价维持了较高的利润率 [2][3] - 可口可乐拥有强大的品牌优势和定价能力,这是其经济护城河的关键所在 [4][5][6] - 可口可乐作为一家成熟行业的公司,未来增长空间有限,投资回报也难以超越大盘 [7][8][9] - 对于追求稳健收益和分红的投资者而言,可口可乐可能是一个不错的选择 [10] 根据目录分类总结 公司概况 - 可口可乐是一家拥有多种知名品牌的大型饮料公司,在全球200多个国家和地区有业务 [1] 财务表现 - 可口可乐第三季度财报超预期,收入和利润均有所下降,但通过提价维持了较高的利润率 [2][3] 竞争优势 - 可口可乐拥有强大的品牌优势和定价能力,这是其经济护城河的关键所在 [4][5][6] 增长前景 - 可口可乐作为一家成熟行业的公司,未来增长空间有限,投资回报也难以超越大盘 [7][8][9] 投资建议 - 对于追求稳健收益和分红的投资者而言,可口可乐可能是一个不错的选择 [10]

One of my top under-the-radar picks in the Consumer Staples sector is Coca-Cola FEMSA, S.A.B. de C.V. (NYSE: KOF ), the world's largest Coca-Cola bottler by volume. In my July 2024 article , I highlighted its Joseph Jones, professor at The University of Southern Mississippi, has over fifteen years of experience studying the market. He focuses on portfolio construction from a dividend growth investor's perspective. The insights expressed in his research are solely his own; they do not represent the views or ...

Should investors worry about the company's Q3 volume declines? There has been a recipe for Coca-Cola's (KO -0.56%) success in the past couple of years, and it's not the ingredients that go into its soda-making syrup. Instead, it is the company's pricing power. While its stock fell modestly following its Q3 earnings, that pricing power could still be seen in its financial results. This key edge for Coca-Cola has helped power its stock to a more than 25% gain over the past year. The question for investors, th ...