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Will This Bold Pivot Create a Healthier Future for This Retail Stock?

One of America's largest retailers is removing synthetic dyes and additives from its private-label foods, a significant shift that combines consumer health trends with steady dividend appeal.

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One of America’s biggest household names is cutting synthetic dyes, artificial sweeteners, and preservatives from its private-label products, a move that touches nearly 90% of U.S. homes. 

It's a sweeping shift aimed at winning over health-conscious shoppers, underscoring how even the most established players must continually evolve to stay relevant. For you, it serves as a reminder that innovation and income can go hand in hand.

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Global Expansion

Sneakers, Culture, and a Power Move

Nike (NYSE: NKE) just shocked the sneaker world by launching its latest drop, the Air Afrique RK61, in Côte d’Ivoire before Paris, New York, or Tokyo. That’s not a typo — Abidjan was first in line, and the shoes sold out instantly.

If you thought sneaker culture only runs through LA or London, this move proves you might be sleeping on Africa. Nike is not just following trends; it is creating them in areas that global brands often overlook.

Africa as the New Sneaker Frontier

Here’s why you should care: Africa’s middle class is growing fast, youth culture is already shaping global music and style, and Nike is planting its flag early. You don’t get many chances to watch a market go from ignored to essential, but you’re seeing one now.

The RK61 is priced at $210, so Nike isn’t testing this market with budget shoes. It’s pushing premium, showing confidence that African consumers want in on the hype at the same level as everyone else.

Why This Move Hits Different

For you, the message is clear: Nike is playing the long game. Winning in Africa today could echo the way it dominated Asia decades ago.

When a sold-out sneaker in Abidjan sends shockwaves back into U.S. hype culture, that’s not just a shoe story. That’s Nike proving again that it sells more than sneakers; it sells the future of cool.

NKE currently trades at $73 and pays a dividend of $1.60 per share, a yield of 2.18%.

Advance Packaging

Can Tape Kings Become Chip Kings?

3M (NYSE: MMM), best known for Post-its and adhesives, just muscled its way into one of the hottest corners of tech: semiconductor packaging. The company has joined JOINT3, a global chip consortium led by Japan’s Resonac, to tackle how next-gen processors actually get built.

For you, the fun part is this: AI models, self-driving cars, and high-performance computing need faster chips, and the packaging that connects them has become the bottleneck. Whoever cracks it gets a huge slice of tomorrow’s tech economy.

The Plumbing That Makes AI Possible

Forget flashy GPUs for a second. The real magic is in “interposers,” the thin layers that let chips talk to each other without melting down. The industry is ditching old-school silicon wafers for advanced organic panels that boost yield and efficiency.

That’s where 3M’s materials science comes in. If you’ve ever wondered how companies quietly make tech work, this is it. And if you’re holding out for real growth, you want to see companies insert themselves into problems the world cannot afford to ignore.

Why It’s a Big Deal

3M isn’t playing middleman anymore; it’s embedding itself right into the semiconductor supply chain. With AI demand exploding, that makes you pay attention. Because sometimes the company known for Scotch tape ends up holding together the entire future 

of computing.

MMM currently trades at $159 and pays a dividend of $2.92 per share, a yield of 1.84%.

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Enterprise

Hackers Smell Blood in the Cloud

Oracle (NYSE: ORCL) admitted its E-Business Suite customers got slammed with extortion emails tied to a Russia-linked ransomware crew cl0p. Google flagged the spike first, and Oracle quickly urged clients to patch before things spiraled.

Hackers are swinging for big payouts, with ransom demands stretching as high as $50 million. For a company chasing AI and cloud dominance, that’s the kind of headline you don’t want.

Why This Hits Different

If you’re running a global business, Oracle’s tools are the plumbing you count on every day. That means any crack in the armor can shake confidence, renewals, and upgrades. But it also gives Oracle a chance to show you how fast it can respond under fire.

And don’t miss the flip side. When companies panic, they often double down on security and newer platforms. That could funnel more customers into Oracle’s cloud and security stack, making the fallout less about losses and more about loyalty.

The Bigger Play

You know ransomware is here to stay, but the companies that turn these crises into sticky revenue are the ones worth watching.

Oracle’s job now is proving that this scare ends with stronger defenses and happier clients. Because sometimes the real ransom isn’t the money, it’s your trust and Oracle can’t afford to pay that price.

ORCL currently trades at $289 and pays a dividend of $2.00 per share, a yield of 0.69%.

Dividend Stocks Worth Watching

Walmart (NYSE: WMT) is making a massive change to its formulations. The largest retailer in the country has announced that it will eliminate synthetic dyes and other potentially harmful ingredients, including some preservatives, artificial sweeteners, and fat substitutes, from all its private-label brand food products. Walmart's private-label products can be found in roughly 90% of U.S. homes nationwide, making this pivot momentous in its scale. 

It joins companies like PepsiCo and Kraft Heinz in eliminating synthetic dyes from its product lines to meet the needs of more health-conscious consumers better. Walmart says this has been a work in progress for some time, with its food scientists tasked with figuring out how to maintain the vibrancy of products and achieve shelf stability with natural alternatives. 

Walmart currently pays a 24-cent dividend with a yield of 0.92%.

RPM International (NYSE: RPM) will increase its dividend for the 52nd consecutive year, the management team has confirmed, after the specialty coolant and sealant business posted record Q2 results. Less than half of 1 percent of all publicly traded U.S. companies have maintained dividend increases for this period, making RPM a true Dividend Aristocrat. 

Its latest quarterly results, released on October 1, revealed record first-quarter sales of $2.11 billion, an increase of 7.4% compared to the prior year. 

RPM’s $0.54 per share payment represents a 5.9% increase over the prior year.

The Home Depot, Inc. (NYSE: HD) is continuing its push to improve its professional services performance with the launch of a dedicated new planning tool. A comprehensive new platform, the tool will enable professional renovators, remodelers, and tradespeople to plan, oversee, and complete numerous complex projects, all with direct access to the Home Depot support team. 

HD is targeting increased orders from professionals, with the new tool making it easier for contractors to create materials lists, order products, track orders, and give delivery instructions. 

Home Depot currently pays a quarterly dividend of $2.30, yielding 2.32%. 

Dividend Increases

OZK has increased its dividend payment to 45 cents per share, a rise of 2.27%. Its new yield is 3.55%. 

RPM has boosted its dividend payment to 54 cents per share, an increase of 5.88%. Its new yield is 1.85%. 

SBUX has raised its dividend payment to 62 cents per share, an increase of 1.6%. Its new yield is 2.86%.

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Upcoming Dividend Payers

OLP’s ex-dividend date for the forthcoming 45-cent payment is 10/06/25.

HRB’s ex-dividend date for the forthcoming 42-cent payment is 10/06/25.

MRK’s ex-dividend date for the forthcoming 81-cent payment is 10/07/25.

Everything Else

That’s all for today’s edition of the Dividend Brief.

Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!

—Noah Zelvis
DividendBrief.com