3 days ago
6
Reuben Gregg Brewer, The Motley Fool
Sun, May 3, 2026 astatine 11:35 AM CDT 5 min read
Food makers are dealing with respective negatives close now. There's the interaction of GLP-1 weight-loss drugs connected eating habits. The loop tightening arsenic consumers woody with precocious costs and recession fears. And the overhang of precocious lipid and fertilizer prices suggests that nutrient shaper margins could beryllium squeezed successful the coming quarters. It's small wonderment that investors are downbeat connected truthful galore nutrient companies.
If you deliberation successful decades alternatively than days, the negativity connected Wall Street toward nutrient stocks could beryllium a semipermanent buying opportunity. Conservative dividend investors mightiness privation to look astatine Coca-Cola (NYSE: KO), portion much assertive investors should see General Mills (NYSE: GIS) and Hormel (NYSE: HRL). Here's why.
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected a little-known company, called an "Indispensable Monopoly," providing the captious exertion Nvidia and Intel some need.
Coca-Cola continues to bash good
Coca-Cola is 1 of the world's largest user staples companies. It is simply a Dividend King, having rewarded investors with implicit 50 yearly dividend increases. The dividend output is presently 2.6%, good supra the market's 1.1% output and the 2.1% mean for the user staples sector. The existent draw, however, is the company's beardown concern show contempt the hard marketplace environment.
In 2025, Coca-Cola grew its lawsuit measurement by 1% and accrued its integrated income by 5%. In the archetypal 4th of 2026, lawsuit measurement accrued by 3% and integrated income roseate 10%. Wall Street is alert of however good Coca-Cola is doing, truthful the banal isn't precisely cheap. But the banal doesn't look peculiarly expensive, either, with some the price-to-earnings and price-to-book ratios somewhat beneath their five-year averages. A just terms for a well-run institution with a comparatively charismatic output is apt a bully semipermanent accidental for much blimpish dividend investors.
General Mills knew it would beryllium a pugnacious twelvemonth
General Mills is three-quarters of the mode done fiscal 2026. Before the fiscal twelvemonth adjacent began, it told investors it would beryllium an concern twelvemonth arsenic the institution faced industrywide and company-specific headwinds. That's precisely what has happened, with integrated income disconnected by 3%, gross borderline little by 2 percent points, and adjusted net disconnected by 25% done the archetypal 9 months of the fiscal year.
But General Mills reaffirmed its full-year guidance, truthful the program it has successful spot is inactive connected track. Even so, investors are worried, and the dividend output is simply a historically precocious 7%. That's a semipermanent accidental for much assertive investors.
English (CA) · 
English (US) · 
Spanish (MX) ·