Nongshim (004370) stock outlook for 2026, analyzing the Shin Ramyun global expansion, the second US factory ramp, wheat and palm oil cost pressure, the K-food export wave, and dividend appeal. Includes a peer comparison with Ottogi and Samyang Foods and a practical framework for US investors seeking Korean consumer-staples exposure.
Celsius Holdings (NASDAQ: CELH) 2026 stock outlook. A deep dive into the functional energy-drink growth story, the PepsiCo distribution partnership, the Alani Nu acquisition, market-share gains versus slowing growth, destocking, competition from Monster and Red Bull, and valuation risk.
Dollar Tree (DLTR) stock outlook for 2026: the strategic Family Dollar divestiture, the 'multi-price point' shift beyond the $1.25 ceiling, low-income and SNAP-sensitive consumer dynamics, freight and shrink cost pressure, competition from Dollar General, Walmart and Five Below, and the capital-gains tax framework for Korean investors in a non-dividend stock.
Orion Corporation (271560) 2026 analysis for foreign investors. 60%+ overseas revenue split across China, Russia, and Vietnam. ChocoPie brand moat, RMB and ruble FX exposure, Korea consumer staple premium valuation, KRX-only trading mechanics, withholding tax 15.4%, and bio/food new growth ventures.
Kraft Heinz (KHC) stock analysis for 2026. We assess the Berkshire Hathaway stake reduction, the $5.76 billion net loss from goodwill impairments, CEO Cahillane's $600M brand reinvestment plan, organic sales decline, GLP-1 headwinds on processed food, and whether the 6.8% dividend is safe.
Hershey (HSY) stock analysis for 2026. We examine the West Africa cocoa supply collapse, SkinnyPop and Dot's Pretzels salty snack diversification, Q1 2026 adjusted EPS of $2.35 beating $2.04 consensus, GLP-1 drug effects on candy sales, and the Mondelez rejected acquisition backstory.