PepsiCo Renews Partnership With Taco Bell for 11 More Years. Here’s What Investors Need to Know.

PepsiCo has renewed its exclusive beverage partnership with Taco Bell for 11 years through 2036, covering U.S. locations and international markets. The deal comes as a win following PepsiCo's recent loss of KFC to Coca-Cola. While the Taco Bell renewal is positive, the analyst notes PepsiCo faces challenges with flat organic sales in North America and suggests the deal may not be a major game-changer for the company's fundamentals.

10/22/2026, 10:57 PM • The Motley Fool

PepsiCo Was Just Dealt Another Blow by Coca-Cola

KFC announced it will switch from Pepsi to Coca-Cola products across its 4,000 U.S. locations, marking the third major loss for PepsiCo this year after similar switches by Marriott and Costco. The deal is expected to cost PepsiCo approximately $50 million in revenue. PepsiCo faces additional headwinds from changing consumer habits and GLP-1 drug adoption, which disproportionately impact its snack and full-sugar beverage portfolio compared to Coca-Cola's more diversified low/no-calorie offerings.

10/19/2026, 11:15 AM • The Motley Fool

All It Takes Is 472 Shares of Coca-Cola Stock to Earn $1,000 a Year in Dividends. Is It Worth It?

Generating $1,000 annually in dividends from Coca-Cola requires an investment of approximately $43,424 for 472 shares at a 2.31% yield. While the capital commitment is substantial, Coca-Cola's 65-year dividend increase streak as a Dividend King, combined with recent competitive wins (KFC switching from Pepsi, Marriott and Costco switching from Pepsi), makes it a worthwhile long-term investment despite lower yields compared to Treasury bonds.

10/19/2026, 7:11 AM • The Motley Fool

Domino’s Pizza U.S. Same-Store Sales Grew Just 0.3%. Here’s Why New CEO Joe Jordan Says the Company’s ‘Next Chapter Will Be Our Strongest Yet.’

Domino's Pizza reported disappointing Q3 results with U.S. same-store sales growth of just 0.3% and international comparable sales up 0.2%, reflecting ongoing challenges from inflation, competition from delivery platforms, and weakening consumer spending. New CEO Joe Jordan, who took over in October, aims to improve customer relationships and franchisee profitability, but analysts note that returning to the strong growth of the 2010s will be difficult.

10/13/2026, 1:33 PM • The Motley Fool

Chipotle Shares Are Soaring on News That Starbucks May Acquire It

Starbucks is reportedly considering acquiring Chipotle Mexican Grill in what would be the largest-ever restaurant sector merger, valued at over $41 billion. The news sent Chipotle shares up nearly 7% while Starbucks shares dropped over 3%. Starbucks CEO Brian Niccol, a former Chipotle CEO who engineered a successful turnaround there, is now attempting a similar transformation at Starbucks amid declining sales.

10/12/2026, 9:30 AM • The Motley Fool

Quick Service Restaurants (QSR) Market Surges to USD 2,462.71 Billion by 2035, at 8.75% CAGR – Report by SNS Insider

The global Quick Service Restaurants market is projected to grow from USD 1,064.44 billion in 2025 to USD 2,462.71 billion by 2035 at an 8.75% CAGR. Digital ordering and delivery services now account for 48% of QSR sales, with online orders exceeding 120 billion globally. North America leads with 34.65% market share, while Asia Pacific emerges as the fastest-growing region at 9.96% CAGR. Major players are investing in digital innovation, mobile apps, and contactless services to capture growing consumer demand for convenience.

09/07/2026, 6:47 AM • GlobeNewswire

Here's Why Middleby Stock Is an Opportunity After This Week's Drop

Middleby stock dropped 12.3% following its first earnings report after spinning off its food processing unit on July 6. The company is now a pure-play commercial foodservice business with simplified operations and newly raised guidance projecting 6-8% sales growth. With an implied P/E ratio under 17.5, analysts view the post-spin-off decline as a buying opportunity.

08/15/2026, 9:09 AM • The Motley Fool

3 Reasons Chewy Stock Fits Peter Lynch's Blueprint for a 10-Bagger Stock

Chewy is positioned as a potential 10-bagger stock following Peter Lynch's investment criteria. The company has built a differentiated pet-care ecosystem with superior customer service, telehealth offerings, and physical vet clinics. With profit growth exceeding 20%, a small market cap relative to potential, attractive valuation metrics (forward P/E of 15, PEG ratio of 0.1), and international expansion opportunities, Chewy meets Lynch's key investment requirements.

08/05/2026, 4:15 AM • The Motley Fool

Come Get It: KFC Canada Launches New Beverage Brand to Kwench Nationwide Thirst

KFC Canada has launched Kwench, a new specialty beverage brand featuring made-to-order drinks across four categories: Krunch Shakes, Sparkling Lemonades, Boba Refreshers, and Iced Lattes. Starting at $3.50, the brand will expand from 170 locations by summer 2026 to 600 locations in 2027, backed by a $30 million investment. This marks KFC Canada's first expansion outside its core chicken category and the North American debut of the globally successful Kwench brand.

07/27/2026, 1:43 PM • GlobeNewswire

Faites-vous plaisir: PFK Canada lance Kwench, une nouvelle marque de boissons

PFK Canada launches Kwench, a new beverage brand featuring four categories of specialty drinks (Krunch Shakes, Sparkling Lemonades, Pearl Tea Refreshments, and Iced Lattes). The brand will be available in over 170 locations by end of summer, expanding to 600 by 2027, with a $30 million investment from PFK and franchisees. This marks Kwench's North American debut and represents PFK's expansion beyond its core chicken business.

07/27/2026, 1:43 PM • GlobeNewswire

PepsiCo vs. Molson Coors: Which Stock Will Quench Investor Thirst For Profits in 2026?

PepsiCo and Molson Coors represent two different investment strategies in the consumer staples sector. PepsiCo offers stability with slow but steady growth, diversified snack and beverage brands, and a strong global presence, though it faces headwinds from GLP-1 medications and consumer spending caution. Molson Coors trades at cheaper valuations with a higher dividend yield but struggles with declining beer sales and is in the midst of a risky turnaround into premium beverages. The article recommends PepsiCo as the safer choice despite Molson Coors' attractive valuation metrics.

07/09/2026, 1:27 PM • The Motley Fool

Pizza Hut UK reopens iconic Marble Arch restaurant and launches search for four decades of memories

Pizza Hut UK has reopened its iconic Marble Arch restaurant after a significant refurbishment. The company is launching a social media competition inviting customers to share throwback photos from Pizza Hut locations over the past four decades, with prizes including £19.73 vouchers and a £1,973 grand prize draw. The reopening marks Pizza Hut's continued investment in upgrading its UK estate, with plans for further refurbishment at The Trafford Centre in Manchester.

07/02/2026, 12:51 PM • GlobeNewswire

Domino’s Stock Slides to 52-Week Low as Investors Digest CEO Change

Domino's Pizza announced the retirement of CEO Russell Weiner, effective end of September, with company veteran Joe Jordan taking over on October 1. The announcement sent the already struggling stock to a 52-week low, prompting analyst downgrades. The leadership change comes amid slowing sales growth, disappointing Q1 results, and reduced full-year guidance. While the promotion of an insider suggests a focus on reigniting growth rather than strategic overhaul, investors remain cautious about whether the slowdown is temporary or signals deeper challenges.

06/26/2026, 11:02 AM • Investing

Top Consumer Discretionary Brands Add Buyback Capacity Amid Weakness

Three major consumer discretionary companies—Yum! Brands, AutoZone, and Birkenstock—are significantly expanding their share buyback programs despite recent stock weakness. Yum! announced a $4 billion buyback after selling Pizza Hut for $2.7 billion, AutoZone added $1.5 billion in buyback capacity amid a 10% decline, and Birkenstock launched a $500 million buyback following debt refinancing. These moves signal management confidence in their valuations, though each company faces distinct challenges.

06/25/2026, 12:02 PM • Investing

Yum! Brands Is Selling Pizza Hut. Investors Should Be Cautiously Optimistic.

Yum! Brands is selling Pizza Hut in two transactions—to LongRange Capital for international operations and to Yum China for mainland China—netting approximately $2.3 billion. The company plans to focus on growth in KFC and Taco Bell, which have stronger unit economics. While the sale strengthens the balance sheet and enables a $4 billion share buyback, concerns remain about consumer spending pressures, rising inflation, and U.S. consumer debt at record highs, warranting a cautiously optimistic outlook.

06/24/2026, 7:20 AM • The Motley Fool