This question reached me.
However, I then also $KDP (+0,05%) next to $KO (+0,55%) and $PEP (-0,09%) ... How do you see it?
This is the short form of my answer:
- Coca-Cola: The defensive portfolio fundamental - ideal for dividend fans and stability lovers, but upside limited.
- PepsiCo: Currently attractively valued, with a strong global position and analyst support. If you are looking for a solid dividend + turnaround potential, this is the sweet spot.
- Keurig Dr Pepper: Highly speculative, but with greatest upside and strong earnings growth. If you believe in the new strategy and are not afraid of volatility, you could achieve higher returns here in the long term.
For an additional €1,000 investment, there is a lot to be said for PepsiCo as a "Goldilocks solution" - stable dividend, favorable valuation, good chances of positive surprises. Courageous investors with staying power can consider Keurig Dr Pepper as a turnaround.
A spontaneous video to go with it: https://youtu.be/F5Em1ePdMHE
Happy holidays to all.