US Nutrition Guidelines Shift Focus to Protein and Full-Fat Dairy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 07 2026
0mins
Source: CNBC
- Nutritional Policy Reset: Health and Human Services Secretary Robert F. Kennedy Jr. described the new nutrition guidelines as the most significant reset of federal nutrition policy in history, emphasizing the prioritization of protein and full-fat dairy to improve American dietary habits and reduce reliance on highly processed foods.
- Updated Food Pyramid: The new food pyramid replaces the MyPlate diagram from the Obama administration, recommending cooking with olive oil, butter, or beef tallow, which signifies a renewed recognition of healthy fats and could influence the dietary habits of millions of Americans.
- Industry Response: Food and beverage giants like PepsiCo and J.M. Smucker have announced plans to phase out synthetic dyes and other artificial ingredients in response to the new nutrition policies, reflecting industry concerns over potential stricter regulations.
- Wide Impact: The consumer advocacy group estimates that the new dietary guidelines will directly affect one in four Americans, and while many may overlook these recommendations, they will influence the implementation of school lunches and federal nutrition programs.
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Analyst Views on PEP
Wall Street analysts forecast PEP stock price to fall
12 Analyst Rating
6 Buy
6 Hold
0 Sell
Moderate Buy
Current: 167.200
Low
144.00
Averages
161.90
High
172.00
Current: 167.200
Low
144.00
Averages
161.90
High
172.00
About PEP
PepsiCo, Inc. is a global beverage and convenient food company. The Company’s segments include PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. PFNA segment includes all of its convenient food businesses in the United States and Canada. PBNA segment includes all of its beverage businesses in the United States and Canada. IB Franchise segment includes its international franchise beverage businesses, as well as its SodaStream business. EMEA segment includes its convenient food businesses and beverage businesses with Company-owned bottlers in Europe, the Middle East and Africa. LatAm Foods segment includes all of its convenient food businesses in Latin America. Asia Pacific Foods segment consists of its convenient food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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