Analysts are highlighting how shifting consumer preferences are impacting PepsiCo's (PEP) outlook, with Piper Sandler trimming its price target due to factors like GLP-1 updates, rising ABV pressures, and tariff changes. Despite a slight organic sales increase, PepsiCo's adjusted EPS slipped as consumers resisted higher prices and volumes fell, prompting the company to focus on innovation and cost-cutting while adapting to demand for healthier products. PepsiCo has historically navigated such shifts, reshaping its product mix and supply chain to continue growth amidst changing consumption trends.

Argus analyst John Staszak upgraded Kimberly-Clark Corporation (KMB) to a Buy rating with a $120 price target, citing better-than-expected Q3 earnings and plans to acquire Kenvue. The acquisition of Kenvue, which owns major consumer health brands, is expected to strengthen KMB's position in resilient product categories, making it an appealing value pick for long-term investors. Kimberly-Clark generates most of its revenue through direct sales to retailers and has a broad global footprint serving both consumer and professional markets.

Bristol-Myers Squibb (NYSE: BMY) is gaining attention after Bayer reported positive Phase 3 results for its FXIa inhibitor, asundexian, potentially increasing interest in similar treatments. While BMY is not experiencing significant growth, it remains profitable with a sustainable payout ratio of around 84% and strong free cash flow generation. However, concerns about its $32 billion net debt could impact future dividend safety despite a recent reduction.

Realty Income Corporation (NYSE:O) received increased analyst attention after Wells Fargo raised its price target to $60 from $59, maintaining an Equal Weight rating. The REIT demonstrated solid operating conditions in Q3 2025 results and guidance despite broader macroeconomic concerns. Realty Income is noted for its diversified portfolio, consistent dividend increases for over 30 years, and strong management.

Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of Live Nation Entertainment, Inc. (NYSE: LYV) breached their fiduciary duties to shareholders. The firm encourages long-term shareholders to contact them to discuss potential corporate governance reforms, the return of funds to the company, or other relief. Shareholder involvement is emphasized as a way to improve company policies and enhance shareholder value.

Levi & Korsinsky is alerting investors to a class action lawsuit against Molina Healthcare, Inc. (MOH) for alleged securities fraud between February 5, 2025, and July 23, 2025. Shareholders who suffered losses during this period are encouraged to contact the firm by December 2, 2025, to learn about their rights to recover losses. The lawsuit alleges that Molina made false statements and concealed material adverse facts regarding its financial outlook and medical cost trend assumptions.

The Gilroy Police Department is investigating a major retail theft where two suspects allegedly stole over $6,000 worth of merchandise from an Ulta Beauty store on Black Friday, November 28th. Authorities are seeking public assistance to identify the individuals involved in the incident.

Motorola Solutions, Inc. (MSI) has significantly underperformed the S&P 500 Index over recent periods, despite its large market capitalization. The stock has seen declines over the past three months, year-to-date, and the past 52 weeks, in contrast to the S&P 500's positive returns. Despite beating Q3 earnings estimates and raising guidance, the market reaction was negative, and MSI has also lagged behind its peer Ubiquiti Inc. (UI).

Phillips 66 (PSX) has shown underperformance compared to the Nasdaq Composite ($NASX) in both the short and long term, despite strong Q3 results and an uptrend in its moving averages. The company, a large-cap diversified energy firm, also lags behind peer Marathon Petroleum Corporation (MPC). Analysts currently rate PSX as a “Moderate Buy” with an 8.6% upside potential.

Bronstein, Gewirtz & Grossman, LLC has launched an investigation into potential corporate wrongdoing by Equinix, Inc. (NASDAQ:EQIX). The firm encourages stockholders who purchased Equinix securities before May 3, 2019, and still hold them, to contact them regarding the investigation. The inquiry aims to determine if Equinix and its officers/directors engaged in illegal activities.