No Revenue Growth, No Dividend Growth скачать в хорошем качестве

No Revenue Growth, No Dividend Growth

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter (http://eepurl.com/hH63YH) for more on dividend growth investing. ________ Consumer staples look reliable with strong brands, steady cash flow, and good yields. But dividends can’t outrun revenue forever, and across this sector the growth engine has stalled. In this episode, Greg begins with a quick recap of how 2025 has unfolded so far, highlighting strong income growth for the model portfolio, a handful of growth names driving market performance, and value strategies continuing to lag. From that backdrop, he digs into the disconnect between the appearance of safety in consumer staples and the underlying fundamentals that truly support dividend growth.  Using Kimberly-Clark ($KMB), General Mills ($GIS), Colgate ($CL), Procter & Gamble ($PG), and Church & Dwight ($CHD) as case studies, Greg shows how companies with high ROIC and defensive business models can still become no-growth traps. These companies were once consistent outperformers with impressive dividend histories, but the economy evolves and so have their growth profiles.   Topics Covered: 03:05 – Comparing dividend growth to the S&P 500 05:43 – Investing styles cycle and chasing rarely works 07:07 – Surface numbers can be misleading 11:00 – Kimberly-Clark: attractive metrics masking zero growth 16:42 – General Mills: high yield but barely growing 18:36 – Colgate: excellent margins, slow dividend progression 19:58 – Procter & Gamble: financial strength, but limited growth 21:03 – Church & Dwight: a past outlier that doesn’t meet our targets 23:57 – Kimberly-Clark’s planned Kenvue acquisition 29:36 – The mosaic of evidence investors should pay attention to   Have questions or want a second opinion on your dividend strategy? Email us anytime at dcm.team@growmydollar.com for a free portfolio review and ongoing dividend insights. Send a text (https://www.buzzsprout.com/twilio/tex...) Disclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -＞ Financial Planning & Portfolio Management (https://calendly.com/denewiler-capita...) Getting into the weeds -＞ DCM Investment Reports & Models (https://www.growmydollar.com/reports-...) Visit our website (https://www.growmydollar.com/) to learn more about our investment strategy and wealth management services. Follow us on: Instagram (  / denewilercapital  ) | Facebook (  / denewilercapital  ) | LinkedIn (  / denewiler-capital-management  ) | X (  / growmydollar  )