The market rally continued into May as companies like Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) reported blowout Q1 earnings. But while stocks reclaimed their pre-Liberation Day highs, sour sentiment and uncertainty continue to bleed into survey data.

If your significant other has a favorite scent, there's a good chance Interparfums (NYSE:IPAR) had a hand in making it. The France-based fragrance firm makes colognes and perfumes for brands like Donna Karan, Kate Spade, Coach, Guess, Montblanc, Ferragamo, and more. Interparfums reported $1.45 billion in sales over the past 12 months and currently has a market capitalization of over $3.5 billion.

IPAR currently yields 2.93% with a dividend payout ratio (DPR) of 63%, meaning that 63% of profits are allocated to dividend payments. Over 60% of profits going to a dividend may sound high, but consumer staples aren't growth-oriented firms and often return substantial chunks of earnings to shareholders. IPAR recently raised its quarterly dividend payout from $0.75 per share to $0.80 and reported 64% gross margins in the most recent earnings report. These figures indicate a strong dividend and the ability to absorb short-term tariff pressures. Additionally, the daily stock chart shows evidence of a trend reversal after a 22% decline in the preceding three months. IPAR has a high Benzinga Edge Quality score of 91.01 and reports its 2025 Q1 earnings on May 5.

If you have young children, you've likely familiarized yourself with Uncrustables, the prepackaged sandwich treats sweeping elementary school cafeterias and Little League baseball diamonds. Uncrustables come from food giant J.M. Smucker Company (NYSE:SJM), famous for its peanut butter and jelly. It also owns popular brands like Hostess, Folgers, Cafe Bustelo, Meow Mix, and Milk-Bone.

SJM's dividend payout rate is beyond 100% this quarter due to a one-time impairment charge that affected earnings, but this charge blurs an otherwise sturdy dividend. SJM currently yields 3.72%, and the forward DPR based on 2026 estimates is just 41%. The company is also a Dividend Aristocrat, meaning it has increased its annual payout for at least 25 consecutive years (SJM has been raising its payout for 27 years now). SJM reported 36% gross margins in its most recent conference call, and the chart shows a potential Golden Cross forming as the 50-day moving average converges with the 200-day moving average.

United Breweries Company (NYSE:CCU) is a Chilean-based wine and spirits manufacturer known as Compañía Cervecerias Unidas in South America (hence the CCU stock ticker). The company operates primarily in South America, producing alcoholic and non-alcoholic beverages under its own name and through popular brands such as Heineken, Guinness, Pepsi, and Keurig. CCU doesn't need to worry about tariffs, as the company doesn't export to the United States. However, U.S. investors can still earn income from its durable dividend.

CCU's stock has a dividend yield of 3% with an amenable 28% DPR, indicating a resilient payout. The company also has strong margins for a food and beverage maker, with 45% gross margins in its most recent earnings report. Benzinga Edge rates the stock 99.42 in Quality and 92.45 in Value, the highest figures for any company on our list today. The daily chart is also a thing of beauty, with the price firmly above the 50-day and 200-day simple moving averages (SMAs) and the Relative Strength Index (RSI) still well below the overbought threshold of 70.

The stock has returned to that 2020 low, but this could finally be a turning point for the beleaguered beverage maker. The chart above shows a distinct long-term double bottom; the stock bounced off that level almost immediately. DEO shares have returned 7% over the last month, and fundamentals indicate that more gains could be ahead. The company posted gross margins of 60% in its most recent earnings release, and the stock yields 3.7% with a DPR of just 46%. Analysts rate the stock as a consensus Buy with an average price target of $180, indicating tremendous upside potential from current levels. Optimism could finally be sinking in at Diageo after a 50% haircut over the last two-plus years.

Strategic Education (NASDAQ:STRA) operates private colleges and universities, such as Strayer, Capella, and Torrens, and offers online post-secondary educational programs. STRA shares saw a massive uptick during the pandemic as online education gained market share, but they dropped to multi-year lows in 2022 amidst declining revenue and shrinking margins.