2 months ago
PepsiCo's 54 consecutive dividend increases and Colgate-Palmolive's 61.5% gross margin show how essential, habitual products keep compounding through every market cycle.
3M's specified industrial materials lock customers in through full qualification requirements, delivering 5.4% organic growth and 24.9% operating margins in Q2 2026.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Boring works. Over a market cycle, essential-service businesses tend to keep selling toothpaste, chips, and industrial adhesives regardless of what the S&P 500 is doing on any given afternoon. Consider PepsiCo's own dividend record: management has committed to a 4% increase in the annualized dividend per share beginning with the June 2026 payment, which will represent the 54th consecutive annual increase. A streak that long spans every officially declared bear market since the mid-1970s. The three names below are held together by that same idea: durable demand, unglamorous products, and customers who do not easily leave.
PepsiCo (NASDAQ:PEP) sells convenient foods and beverages: Lay's, Doritos, Cheetos, Quaker, Tostitos, Pepsi, Gatorade, Mountain Dew, Aquafina, and Tropicana. These are low-ticket, habitual purchases. When households tightened budgets in 2008-2009 and again in 2020, they did not stop buying salty snacks or sports drinks; they traded down within the aisle, and PepsiCo's multi-tier portfolio caught them on the way. On the most recent call, CEO Ramon Laguarta described the international business plainly: "The truth is that all those markets have remained very resilient."
#consecutive
3M's specified industrial materials lock customers in through full qualification requirements, delivering 5.4% organic growth and 24.9% operating margins in Q2 2026.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Boring works. Over a market cycle, essential-service businesses tend to keep selling toothpaste, chips, and industrial adhesives regardless of what the S&P 500 is doing on any given afternoon. Consider PepsiCo's own dividend record: management has committed to a 4% increase in the annualized dividend per share beginning with the June 2026 payment, which will represent the 54th consecutive annual increase. A streak that long spans every officially declared bear market since the mid-1970s. The three names below are held together by that same idea: durable demand, unglamorous products, and customers who do not easily leave.
PepsiCo (NASDAQ:PEP) sells convenient foods and beverages: Lay's, Doritos, Cheetos, Quaker, Tostitos, Pepsi, Gatorade, Mountain Dew, Aquafina, and Tropicana. These are low-ticket, habitual purchases. When households tightened budgets in 2008-2009 and again in 2020, they did not stop buying salty snacks or sports drinks; they traded down within the aisle, and PepsiCo's multi-tier portfolio caught them on the way. On the most recent call, CEO Ramon Laguarta described the international business plainly: "The truth is that all those markets have remained very resilient."
#consecutive
3 months ago
Dorit Kemsley has scored a temporary win in her latest court fight with estranged husband PK Kemsley. Their divorce has become increasingly tense as the former couple battles over money and their family home.
The Real Housewives of Beverly Hills star opposed PK's emergency effort to put the property on the market. For now, the court is not ordering an immediate sale.
A judge declined PK's emergency request to list the six-bedroom, 10-bathroom Los Angeles home, TMZ reported. Dorit's attorney, Samantha Spector, argued that the situation did not require emergency action. The court agreed that the sale did not need to move forward immediately. The issue is not over. The court will revisit the dispute at another hearing on Aug. 26.
PK has argued that the home faces foreclosure and needs to be sold before the former couple loses more equity. He has also said that he covered the bills for months after moving out. According to PK, he later stopped paying after getting his own home.
Dorit has challenged that account. She says PK has enough money to bring the overdue payments current. She also argues that he should continue covering household costs because he has not been paying formal child or spousal support.
#home #money #argued
The Real Housewives of Beverly Hills star opposed PK's emergency effort to put the property on the market. For now, the court is not ordering an immediate sale.
A judge declined PK's emergency request to list the six-bedroom, 10-bathroom Los Angeles home, TMZ reported. Dorit's attorney, Samantha Spector, argued that the situation did not require emergency action. The court agreed that the sale did not need to move forward immediately. The issue is not over. The court will revisit the dispute at another hearing on Aug. 26.
PK has argued that the home faces foreclosure and needs to be sold before the former couple loses more equity. He has also said that he covered the bills for months after moving out. According to PK, he later stopped paying after getting his own home.
Dorit has challenged that account. She says PK has enough money to bring the overdue payments current. She also argues that he should continue covering household costs because he has not been paying formal child or spousal support.
#home #money #argued
3 months ago
Amanda Frances will not be back in Beverly Hills for Season 16. Producers reportedly never extended the invite after her rookie year.
Her first year on the show brought feuds, an accusation about her business, and a whole lot of noise. She thought there was a decent shot at another round. Producers apparently disagreed.
Amanda Frances will not carry a diamond into another year of The Real Housewives of Beverly Hills. Sources close to the show told TMZ that producers never asked the Season 15 newcomer back for Season 16.
Her exit follows a **** py first year on the Bravo series. She **** ed heads with Dorit Kemsley, and castmate Bozoma Saint John accused her of building a "cult" through her business.
The one and done outcome may catch her off guard. She said recently that she saw a "good chance" of Bravo extending another invitation, though she admitted she had not decided whether she would take it.
#beverly
Her first year on the show brought feuds, an accusation about her business, and a whole lot of noise. She thought there was a decent shot at another round. Producers apparently disagreed.
Amanda Frances will not carry a diamond into another year of The Real Housewives of Beverly Hills. Sources close to the show told TMZ that producers never asked the Season 15 newcomer back for Season 16.
Her exit follows a **** py first year on the Bravo series. She **** ed heads with Dorit Kemsley, and castmate Bozoma Saint John accused her of building a "cult" through her business.
The one and done outcome may catch her off guard. She said recently that she saw a "good chance" of Bravo extending another invitation, though she admitted she had not decided whether she would take it.
#beverly
3 months ago
Dorit Kemsley allegedly received an email from ex-husband Paul Kemsley about their financial situation. Dorit later denied the claims made by PK in the email. The estranged couple continues to blame each other amid their ongoing divorce proceedings.
According to TMZ, PK sent the email two months after they split. The message read, "Last week, I sent you a respectful and straightforward text email noting that our current expenses are not sustainable and will be devastating to our family if not promptly addressed and rectified."
The RHOBH star PK claimed that he has been trying to spend time with their kids, while she repeatedly said that the kids are with the nanny or her parents.
The message read, "It is simply unacceptable that I am being deprived of spending meaningful time with our children. Especially given that you are not available to be their caretaker while filming.
"All I have asked of late is for you to have an open and productive dialogue regarding our family's precarious financial situation. Because changes must be made to protect our family's future," PK wrote.
#kemsley #financial #sent
According to TMZ, PK sent the email two months after they split. The message read, "Last week, I sent you a respectful and straightforward text email noting that our current expenses are not sustainable and will be devastating to our family if not promptly addressed and rectified."
The RHOBH star PK claimed that he has been trying to spend time with their kids, while she repeatedly said that the kids are with the nanny or her parents.
The message read, "It is simply unacceptable that I am being deprived of spending meaningful time with our children. Especially given that you are not available to be their caretaker while filming.
"All I have asked of late is for you to have an open and productive dialogue regarding our family's precarious financial situation. Because changes must be made to protect our family's future," PK wrote.
#kemsley #financial #sent
3 months ago
Dorit Kemsley's divorce drama has taken another bitter turn.
The latest dispute comes as the estranged couple continues clashing over finances, with fresh court filings exposing sharply different views of their lifestyle and raising new questions about what ultimately drove the breakdown of their relationship.
Dorit Kemsley married Paul "PK" Kemsley in 2015, and the couple went on to welcome two children while sharing much of their family life on the "Real Housewives of Beverly Hills."
ZUMAPRESS.com / MEGA
PK Kemsley has pushed back against Dorit Kemsley's defense of her spending habits, arguing that the reality star's role on "The Real Housewives of Beverly Hills" does not justify the amount allegedly spent on clothing, accessories, hair, and makeup. The latest claims were made in new divorce filings as the former couple's financial battle continues to escalate.
#dorit #real #continues
The latest dispute comes as the estranged couple continues clashing over finances, with fresh court filings exposing sharply different views of their lifestyle and raising new questions about what ultimately drove the breakdown of their relationship.
Dorit Kemsley married Paul "PK" Kemsley in 2015, and the couple went on to welcome two children while sharing much of their family life on the "Real Housewives of Beverly Hills."
ZUMAPRESS.com / MEGA
PK Kemsley has pushed back against Dorit Kemsley's defense of her spending habits, arguing that the reality star's role on "The Real Housewives of Beverly Hills" does not justify the amount allegedly spent on clothing, accessories, hair, and makeup. The latest claims were made in new divorce filings as the former couple's financial battle continues to escalate.
#dorit #real #continues
3 months ago
Dorit Kemsley claims her estranged husband PK Kemsley is trying to force their kids into homelessness
According to legal documents obtained by PEOPLE, the Real Housewives of Beverly Hills star, 50, alleges that the 58-year-old businessman informally agreed to pay the mortgage for their Los Angeles home, but hasn't fulfilled his agreement
The Bravo star also alleges that she found out that PK wasn't fulfilling his side of the arrangement when she started to receive foreclosure notices
Dorit Kemsley is claiming that her estranged husband PK Kemsley is trying to force their kids into homelessness.
According to legal documents obtained by PEOPLE, the Real Housewives of Beverly Hills star, 50, alleges that the 58-year-old businessman informally agreed to pay the mortgage for their Los Angeles home, but hasn't fulfilled his agreement. Dorit also claims that she and her estranged husband decided on this agreement in place of PK having to pay temporary court-ordered child and spousal support. The former couple shares daughter Phoenix, 10, and son Jagger, 12.
#kemsley #star #alleges #people
According to legal documents obtained by PEOPLE, the Real Housewives of Beverly Hills star, 50, alleges that the 58-year-old businessman informally agreed to pay the mortgage for their Los Angeles home, but hasn't fulfilled his agreement
The Bravo star also alleges that she found out that PK wasn't fulfilling his side of the arrangement when she started to receive foreclosure notices
Dorit Kemsley is claiming that her estranged husband PK Kemsley is trying to force their kids into homelessness.
According to legal documents obtained by PEOPLE, the Real Housewives of Beverly Hills star, 50, alleges that the 58-year-old businessman informally agreed to pay the mortgage for their Los Angeles home, but hasn't fulfilled his agreement. Dorit also claims that she and her estranged husband decided on this agreement in place of PK having to pay temporary court-ordered child and spousal support. The former couple shares daughter Phoenix, 10, and son Jagger, 12.
#kemsley #star #alleges #people
4 months ago
PepsiCo (PEP) quarterly results showed that North American consumers remain under pressure as they focus on essentials and budget for higher gas prices.
The soda and snack giant beat Wall Street's expectations on both the top and bottom lines, but its North American results weighed on the quarter. Additionally, Americans didn't stock up on snacks following price cuts of roughly 15% in February on Lay's, Doritos, Cheetos, and Tostitos.
"Results were tempered in the quarter as U.S. food and beverage category performance moderated with consumer budgets tightening due to rising inflationary pressures," chair and CEO Ramon Laguarta said in prepared remarks.
PepsiCo's stock fell 3% on Thursday.
Adjusted earnings per share came in at $2.20 in the fiscal second quarter, more than the $2.19 Wall Street **** ysts expected. Pepsi also posted a revenue beat, driven by international results, with sales of $24.2 billion above the $23.9 billion expected.
The soda and snack giant beat Wall Street's expectations on both the top and bottom lines, but its North American results weighed on the quarter. Additionally, Americans didn't stock up on snacks following price cuts of roughly 15% in February on Lay's, Doritos, Cheetos, and Tostitos.
"Results were tempered in the quarter as U.S. food and beverage category performance moderated with consumer budgets tightening due to rising inflationary pressures," chair and CEO Ramon Laguarta said in prepared remarks.
PepsiCo's stock fell 3% on Thursday.
Adjusted earnings per share came in at $2.20 in the fiscal second quarter, more than the $2.19 Wall Street **** ysts expected. Pepsi also posted a revenue beat, driven by international results, with sales of $24.2 billion above the $23.9 billion expected.
4 months ago
Palm Valley Capital Management, an investment management firm, has issued the second-quarter 2026 investor letter for the "Palm Valley Capital Fund." A copy of the letter can be downloaded here. In the second quarter, the fund's investor class gained 1.80%, while the S&P SmallCap 600 rose 19.7% and the Morningstar Small Cap Total Return Index returned 14.0%. The Strategy primarily focused on small-cap categories, allocating 75% to cash equivalents. This led to underperformance relative to benchmarks. The Fund is currently seeking more small-cap opportunities that meet its return criteria and will act swiftly if market conditions improve. The Index benefited from strong contributions from data center construction and biotech sectors, while the energy industry lagged. Additionally, reviewing the fund's top five holdings can reveal its best investments in 2026.
In its second-quarter 2026 investor letter, Palm Valley Capital Management highlighted Heartland Express, Inc. (NASDAQ:HTLD). Heartland Express, Inc. (NASDAQ:HTLD) is a trucking company that provides short-to-medium and long-haul truckload carrier and transportation services. On July 7, 2026, Heartland Express, Inc. (NASDAQ:HTLD) closed at $14.89 per share, reflecting a market capitalization of $1.15 billion. Heartland Express, Inc. (NASDAQ:HTLD) posted a one-month return of -5.64%, while its shares gained 59.42% over the past 52 weeks.
Palm Valley Capital Management stated the following regarding Heartland Express, Inc. (NASDAQ:HTLD) in its Q2 2026 investor letter:
"We sold our position in Heartland Express, Inc. (NASDAQ:HTLD) during the quarter. The stock rallied to our valuation in anticipation of a trucking industry recovery. The freight cycle has experienced a prolonged bottoming, yet Heartland's shares have priced in significantly improved fundamentals already. We sold Heartland in April but observed with interest a June Wall Street Journal article discussing PepsiCo's use of driverless box trucks in Arizona to transport Frito-Lay and Doritos relatively short distances from distribution centers to retail stores like Walmart. Trucking is another sector where investors are **** sing how quickly automation will impact incumbents, and their judgments and misjudgments could create future opportunities."
Heartland Express, Inc. (NASDAQ:HTLD) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 14 hedge fund portfolios held Heartland Express, Inc. (NASDAQ:HTLD) at the end of the first quarter, up from 12 in the previous quarter. While we acknowledge the potential of Heartland Express, Inc. (NASDAQ:HTLD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In its second-quarter 2026 investor letter, Palm Valley Capital Management highlighted Heartland Express, Inc. (NASDAQ:HTLD). Heartland Express, Inc. (NASDAQ:HTLD) is a trucking company that provides short-to-medium and long-haul truckload carrier and transportation services. On July 7, 2026, Heartland Express, Inc. (NASDAQ:HTLD) closed at $14.89 per share, reflecting a market capitalization of $1.15 billion. Heartland Express, Inc. (NASDAQ:HTLD) posted a one-month return of -5.64%, while its shares gained 59.42% over the past 52 weeks.
Palm Valley Capital Management stated the following regarding Heartland Express, Inc. (NASDAQ:HTLD) in its Q2 2026 investor letter:
"We sold our position in Heartland Express, Inc. (NASDAQ:HTLD) during the quarter. The stock rallied to our valuation in anticipation of a trucking industry recovery. The freight cycle has experienced a prolonged bottoming, yet Heartland's shares have priced in significantly improved fundamentals already. We sold Heartland in April but observed with interest a June Wall Street Journal article discussing PepsiCo's use of driverless box trucks in Arizona to transport Frito-Lay and Doritos relatively short distances from distribution centers to retail stores like Walmart. Trucking is another sector where investors are **** sing how quickly automation will impact incumbents, and their judgments and misjudgments could create future opportunities."
Heartland Express, Inc. (NASDAQ:HTLD) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 14 hedge fund portfolios held Heartland Express, Inc. (NASDAQ:HTLD) at the end of the first quarter, up from 12 in the previous quarter. While we acknowledge the potential of Heartland Express, Inc. (NASDAQ:HTLD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
4 months ago
PepsiCo (PEP) quarterly results showed that North American consumers remain under pressure as they focus on essentials and budget for higher gas prices.
The soda and snack giant beat Wall Street's expectations on both the top and bottom lines, but its North American results weighed on the quarter. Additionally, Americans didn't stock up on snacks following price cuts of roughly 15% in February on Lay's, Doritos, Cheetos, and Tostitos.
"Results were tempered in the quarter as U.S. food and beverage category performance moderated with consumer budgets tightening due to rising inflationary pressures," Chairman and CEO Ramon Laguarta said in prepared remarks.
PepsiCo's stock fell over 1% in premarket trading.
Adjusted earnings per share came in at $2.20 in the fiscal second quarter, more than the $2.19 Wall Street **** ysts expected. Pepsi also posted a revenue beat, driven by international results, with sales of $24.2 billion above the $23.9 billion expected.
The soda and snack giant beat Wall Street's expectations on both the top and bottom lines, but its North American results weighed on the quarter. Additionally, Americans didn't stock up on snacks following price cuts of roughly 15% in February on Lay's, Doritos, Cheetos, and Tostitos.
"Results were tempered in the quarter as U.S. food and beverage category performance moderated with consumer budgets tightening due to rising inflationary pressures," Chairman and CEO Ramon Laguarta said in prepared remarks.
PepsiCo's stock fell over 1% in premarket trading.
Adjusted earnings per share came in at $2.20 in the fiscal second quarter, more than the $2.19 Wall Street **** ysts expected. Pepsi also posted a revenue beat, driven by international results, with sales of $24.2 billion above the $23.9 billion expected.
5 months ago
Boy George is weighing in on the latest drama involving Dorit Kemsley and Paul "PK" Kemsley.
After Dorit, 49, appeared to take a subtle jab at her estranged husband in a Father's Day post, the Culture Club singer, 65, did not hold back, calling the message "absolutely disgusting."
The Real Housewives of Beverly Hills star drew George's ire after she shared a Father's Day message aimed at fathers who fail to support their children's mothers, all amid her ongoing divorce from Kemsley.
On Sunday, Dorit reposted a video calling men who leave moms overwhelmed and carrying the load alone a "complete failure." The reshared post also accused such fathers of neglect, suggesting children absorb the stress their mothers carry.
George, who is managed by PK and has appeared on RHOBH, wasn't having it.
After Dorit, 49, appeared to take a subtle jab at her estranged husband in a Father's Day post, the Culture Club singer, 65, did not hold back, calling the message "absolutely disgusting."
The Real Housewives of Beverly Hills star drew George's ire after she shared a Father's Day message aimed at fathers who fail to support their children's mothers, all amid her ongoing divorce from Kemsley.
On Sunday, Dorit reposted a video calling men who leave moms overwhelmed and carrying the load alone a "complete failure." The reshared post also accused such fathers of neglect, suggesting children absorb the stress their mothers carry.
George, who is managed by PK and has appeared on RHOBH, wasn't having it.
5 months ago
Real Housewives of Beverly Hills star Dorit Kemsley released her memoir Unburdened on Tuesday, June 2
The book, which covers her childhood and rise to fame on the reality show, also details her painful split from estranged husband Paul "PK" Kemsley
In a new interview, Dorit opens up to PEOPLE about where she and PK stand today, dating again and her future on the Bravo show
Before Dorit Kemsley wrote her memoir Unburdened, she carefully considered how much she was willing to dish.
"Going into this, I thought, 'Oh goodness, what do I share? What do I share? How much do I share?' But I made a commitment to be open and honest," she tells PEOPLE.
The book, which covers her childhood and rise to fame on the reality show, also details her painful split from estranged husband Paul "PK" Kemsley
In a new interview, Dorit opens up to PEOPLE about where she and PK stand today, dating again and her future on the Bravo show
Before Dorit Kemsley wrote her memoir Unburdened, she carefully considered how much she was willing to dish.
"Going into this, I thought, 'Oh goodness, what do I share? What do I share? How much do I share?' But I made a commitment to be open and honest," she tells PEOPLE.
5 months ago
"Real Housewives of Beverly Hills" star Amanda Frances recently discussed costar Dorit Kemsley's home potentially going up for auction. Now, the "Unburdened" writer is responding to the first-season housewife and giving an update on where they stand following season 15 of the show.
Kemsley appeared on an episode of "Page Six Radio" in June 2026 to promote her new memoir. While on, the host mentioned how Frances said she contemplated buying Kemsley's home as it's currently in limbo.
When asked where they stand today, she stated, "No, we don't talk." Regarding what Frances said, Kemsley responded, "I mean, I find that really cringe, but I think a lot of the things that come out of her mouth are kind of cringe."
From there, she discussed her overall take of Frances, saying, "I wasn't getting authentic vibes. That was the issue that I had." Kemsley then stated that Frances portrayed her life as being "perfect," before saying, "That's not real."
The "RHOBH" star continued her ***** sment of Frances following her stint on season 15. However, this time she explained that the "Housewives" newbie never opened up about her personal life. According to her, "She had a lot of opinions, but really every time we wanted to talk about her, it was about her business."
Kemsley appeared on an episode of "Page Six Radio" in June 2026 to promote her new memoir. While on, the host mentioned how Frances said she contemplated buying Kemsley's home as it's currently in limbo.
When asked where they stand today, she stated, "No, we don't talk." Regarding what Frances said, Kemsley responded, "I mean, I find that really cringe, but I think a lot of the things that come out of her mouth are kind of cringe."
From there, she discussed her overall take of Frances, saying, "I wasn't getting authentic vibes. That was the issue that I had." Kemsley then stated that Frances portrayed her life as being "perfect," before saying, "That's not real."
The "RHOBH" star continued her ***** sment of Frances following her stint on season 15. However, this time she explained that the "Housewives" newbie never opened up about her personal life. According to her, "She had a lot of opinions, but really every time we wanted to talk about her, it was about her business."
1 yr. ago
Dorit has yall tapping and gyrating and gum smacking that’s true queen ******* ! Yall wanna be that yt woman so bad it kills u ******* like what business do yall have with RHOBH news now that Garcelle is gone?!
