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PepsiCo is seeing early signs of a turnaround as price cuts, smaller packaging and healthier product changes help stabilize snack demand.
PepsiCo's North American food sales and volumes have finally increased after years of decline.
KEY POINTS
- Taiwan Semiconductor raised earnings guidance after a 58% profit jump, reinforcing strong AI chip demand.
- Freight market indicators, like tighter trucking capacity, suggest a recovery in goods demand after a freight recession.
- Canadian retail REITs with grocery-anchored assets are quietly gaining investor momentum and outperforming housing.
COMPANIES
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