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Kroger: Paying Higher Dividends Each Year Since 2006

Founded in 1883, Kroger (KR) is America's second largest grocer behind only Walmart with over $120 billion in annual sales. The company operates over 2,700 supermarkets, many with pharmacies and fuel centers on premise. Kroger's stores are in 35 states and serve more than 11 million shoppers each day. In addition to traditional grocery shopping, Kroger also offers convenient pickup and delivery options to almost all households within the company's reach.

September 10th, 2019|

Costco: A Resilient Retailer Paying Higher Dividends Since 2004

Costco (COST) was founded in 1976 and pioneered the membership warehouse business model. The company is one of the world’s largest sellers of groceries, alcohol, diamonds, electronics, prescription drugs, tires, gasoline, and even travel services. Costco operates over 775 store locations, mostly in North America.

September 9th, 2019|

Meredith’s Dividend Safety Score Downgraded to Borderline Safe due to Time Acquisition Challenges

On September 5, Meredith (MDP) issued weak guidance for the year ahead. The company's leverage profile and payout ratio will now remain elevated for longer than we expected, and execution risk has also increased. As a result, we downgraded Meredith's Dividend Safety Score from Safe to Borderline Safe. Meredith's dividend still seems unlikely to be cut for now and the stock's sharp sell-off feels like a bit of an overreaction, but the company's margin for error has shrunk.  Let's take a closer look at Meredith's outlook and dividend profile.

September 6th, 2019|

Meredith: 70-plus Years of Uninterrupted Dividends But Facing Dynamic Media Industry

Meredith (MDP) is one of the nation's oldest media and publishing companies, having been founded in 1902 as an agricultural publisher. At its core, Meredith provides consumers with content by leveraging print, digital, mobile, video, and broadcast TV media platforms. Nationally, the firm reaches over 180 million American consumers. Advertising accounts for a little over half of Meredith's revenue and is driven by selling print ads (22% of firm-wide sales), spot ads on broadcast TV stations (13%), and digital ads across the company's websites (12%).

September 6th, 2019|
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