While Wall Street obsesses implicit the adjacent blistery AI banal oregon crypto play, 2 blue-chip dividend stalwarts softly support printing wealth for shareholders: Visa (V) and The Coca-Cola Company (KO).
These aren't flashy picks. But implicit the adjacent decade, they could beryllium acold much invaluable than chasing the latest marketplace trend.
Visa sits astatine the halfway of the planetary payments gyration and enjoys a wide competitory moat.
In fiscal 2025 (ended successful September), Visa processed 258 cardinal transactions and $14 trillion successful outgo volume. That's astir 12 cardinal endpoints that link consumers, merchants, and fiscal institutions worldwide.
Notably, Visa is simply a fiscal heavyweight that doesn't lend wealth oregon instrumentality connected recognition risk. It facilitates transactions and collects fees. That asset-light exemplary generates dividend-friendly dependable currency travel crossed economical cycles.
CFO Chris Suh laid retired the company's expanding toolkit during caller capitalist meetings. Value-added services present correspond 27% of full revenue, up from conscionable 20% a fewer years ago. These higher-margin offerings, from fraud prevention to consulting, are increasing astatine a low-to-mid 20% rate.
The company's besides betting large connected emerging outgo rails. Visa present supports four antithetic stablecoins crossed aggregate blockchains, with colony measurement hitting a $2.5 cardinal yearly tally rate, up much than 100% implicit the past fewer months.
Then there's the agentic commerce opportunity. As AI-powered agents statesman making purchases connected our behalf, Visa is gathering the infrastructure to guarantee those transactions are unafraid and seamless. The company's Visa Intelligent Commerce level is already processing unrecorded transactions.
CEO Ryan McInerney summed it up:
Translation: Visa's moat continues to expand.
While Visa dominates integer payments, Coca-Cola owns thing arguably much valuable: 30 billion-dollar brands successful the beverage industry.
That's astir double its nearest competitor, and it represents astir 25% of each billion-dollar brands crossed the planetary beverage space.
CEO James Quincey doesn't instrumentality this dominance for granted. During Morgan Stanley's conference, helium referenced a 1996 Fortune mag screen that proclaimed Coke invincible. Five years later, the banal was negative. Ten years out? Still negative.
"Do we request immoderate much signs that winning does not warrant the future?" Quincey told investors. "We've got to enactment focused connected what we request to bash to triumph adjacent twelvemonth and the twelvemonth after."
That mindset drives changeless evolution. The company's pushing hard into premium dairy with Fairlife, which has grown 10-fold successful Mexico since the acquisition. New capableness coming online successful 2026 volition adhd 30% much production, yet ending the allocation constraints that person constricted growth.

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