Sasha Jovanovic
5 min read
Fed officials are again putting inflation and higher-for-longer rates at center stage, which forces every investor to rethink where reliable cash flows really matter. When borrowing costs stay elevated, companies with solid dividends and healthier balance sheets can look more attractive while weaker peers feel the squeeze. This article walks through three stocks from our U.S. Dividend and Value Stocks screener that appear closely tied to this rate story.
The three stocks covered below are just a sample from this higher-for-longer theme, and the full screen surfaced 9 more U.S. companies with equally compelling income and value stories that are not unpacked here. To identify and analyze those additional ideas side by side with your current watchlist, head straight into the US Dividend and Value Stocks (Higher-Rate Beneficiaries) screener.
Mondelez International (MDLZ)
Overview: Mondelez International is a global snack giant that sells biscuits, chocolate, gum, candy and related food brands across major retail channels worldwide.
Operations: Mondelez generates about US$15.2b of revenue in Europe, US$10.8b in North America, US$8.5b in AMEA and US$5.4b in Latin America.
Market Cap: US$84.3b
Mondelez International fits this higher-rate dividend and value screen as a large consumer staples player with worldwide snack brands. The analyst consensus Narrative on Simply Wall St highlights how its cash-generative profile ties directly into the current rate backdrop.
“Pricing actions taken in response to prior cocoa cost spikes remain in place, and management now describes the cocoa market as structurally oversupplied in 2026.”
What happens to Mondelez margins if one key cost pressure that has haunted snack makers for years genuinely starts to ease?
If that cocoa relief is the real story, read the full narrative for Mondelez International to see how Mondelez International’s pricing power, capital allocation and risks all tie together.
Coca-Cola FEMSA. de (KOF)
Overview: Coca-Cola FEMSA is a Mexico City based bottler that produces and distributes Coca-Cola beverages and related drinks across Latin America.
Operations: The business generated about MX$305b from non alcoholic beverages, primarily across Mexico, Brazil, Central America, Colombia, Argentina and Uruguay.
Market Cap: US$24.9b
Coca-Cola FEMSA fits a higher-rate dividend and value screen as a defensive beverage producer with recurring demand, steady cash generation and income appeal. This is the profile the bullish analyst narrative on Simply Wall St focuses on when it discusses how management is using digital tools to nudge returns higher.
