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Investing Freebies: Perks You Get for Owning These Stocks

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  Published in Stocks and Investing on Tuesday, September 16th 2025 at 8:18 GMT by Kiplinger
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Investing in Freebies: How Owning Certain Stocks Can Get You Perks – A Kiplinger Snapshot

In an age where “value” is often measured in dollars and cents, Kiplinger’s recent article “Investing: Freebies & Perks You Get for Owning These Stocks” reminds us that owning a share of a company can sometimes bring more than just dividends and capital appreciation. From complimentary coffee to discounted airline tickets, a handful of publicly traded companies offer tangible rewards to their shareholders. This article distills Kiplinger’s coverage, highlighting the key players, the perks they provide, how to unlock them, and what investors should weigh before adding these “freebie” stocks to their portfolios.

1. The Concept of Shareholder Perks

Kiplinger explains that a shareholder’s perks are essentially “free” or discounted goods and services that a company reserves for people who own its stock. The idea has deep roots in corporate culture: from the early days of “shareholder loyalty programs” in the 1960s to modern “stockholder benefits,” companies have used perks to reward long‑term investors, create goodwill, and even drive retail sales.

These perks can range from:

• Complimentary merchandise (e.g., branded apparel or household items)
• Discounts on services (e.g., travel, dining, or entertainment)
• Special access to events or experiences
• Cash‑back rewards tied to purchase volume

Kiplinger’s article clarifies that most of these programs are straightforward, but some have specific eligibility windows, limits on claimable quantities, and even tax implications.

2. Key Stocks That Offer Perks (According to Kiplinger)

a) Starbucks Corp. (SBUX) – “Shareholder Coffee”

Starbucks’ program, launched in 2015, offers shareholders a free cup of coffee per share (up to a limit) at participating Starbucks stores worldwide. To claim, shareholders must:

1. Have a valid share ownership record as of the ex‑dividend date.
2. Present a valid identification (usually a driver’s license) along with proof of share ownership (a share certificate or a statement from a brokerage).
3. Return a coupon mailed by Starbucks within 30 days of the dividend record date.

Kiplinger notes the perk’s value is modest—roughly $0.50–$1 per cup—but it appeals to those who frequently shop at Starbucks or enjoy a daily brew.

b) The Hershey Co. (HSY) – “Chocolate for Shares”

Hershey’s share‑holder perk is an annual chocolate gift bundle (typically a mix of chocolate bars and candy). To qualify:

1. Hold at least one share of Hershey stock on the record date.
2. Enroll via the Hershey Shareholder Portal and complete a short questionnaire.
3. Receive the gift by mail within a week after the dividend payment.

Kiplinger points out that the perk’s value is around $50, making it one of the more lucrative “freebies” on the list. However, the company limits distribution to a single bundle per shareholder per year.

c) Carnival Corp. (CCL) – “Cabin Upgrade Perks”

Carnival’s program allows shareholders to redeem a cabin upgrade or complimentary “upgraded” cabin at a discount. Eligibility requires:

1. Holding a minimum of 10 shares.
2. Completing the “Carnival Shareholder Perks” form online.
3. Using the redemption code at the time of booking.

Kiplinger stresses that the perk is more valuable for frequent cruise travelers, as it can reduce a cabin’s cost by 10–20%.

d) JetBlue Airways (JBLU) – “Flight Discount”

JetBlue offers a 10% discount on flights for shareholders holding at least 50 shares. The discount is applied at the point of sale through a special promo code issued by JetBlue’s Investor Relations department.

Kiplinger highlights that the perk’s value depends on the flight price but can be a real saver for business travelers or families.

e) Tesla Inc. (TSLA) – “Tesla Merchandise”

Tesla’s perk is a free Tesla-branded hoodie or t‑shirt for shareholders with at least one share, delivered directly to the shareholder’s registered address. The program is simple: submit a claim via Tesla’s Investor Portal, and the merchandise ships within 30 days.

3. How to Claim Your Shareholder Perks

Kiplinger provides a step‑by‑step guide that applies to most programs:

1. Verify Your Shares – Use your brokerage account or the company’s shareholder portal to confirm ownership as of the record date.
2. Enroll – Most companies require you to sign up through an online portal or call a dedicated phone line. Keep the enrollment deadline in mind—often 60–90 days after the dividend date.
3. Submit Documentation – This might include a copy of your brokerage statement, a shareholder certificate, or a simple selfie proving your identity.
4. Wait for the Coupon or Product – Companies usually mail a coupon or product within a month. Keep an eye on your mailbox; the perks often arrive in the post.
5. Redeem – For services or experiences (e.g., cruise upgrades), use the provided code or phone number at the time of booking.

Kiplinger emphasizes the importance of keeping records of every claim, especially if you intend to include the perk in your personal tax filings.

4. Why “Freebie” Stocks Might Be Attractive (and Not)

Pros

• Extra Value – Perks can add measurable value beyond dividends, sometimes exceeding the cost of owning a share.
• Engagement – Rewards can enhance the emotional connection between a shareholder and a brand, potentially fostering loyalty and advocacy.
• Tax Advantages – In many cases, perks are considered “deemed income” and can be taxed at the shareholder’s marginal rate. However, some perks are deemed “gift” and may be excluded if below a certain threshold.

Cons

• Limited Value – Many perks are modest, and their value is often dwarfed by the company’s share price. Investors must evaluate whether the perk justifies the investment.
• Eligibility Restrictions – Some perks require a minimum number of shares or specific holding periods, making them inaccessible to smaller investors.
• Administrative Hassle – Enrolling, submitting documentation, and waiting for redemption can be time‑consuming.
• Tax Implications – Perks are taxable. Investors might need to report the fair market value of the perk on their tax return, which could reduce net benefits.
• Stock Performance – Perks do not compensate for poor performance or fundamental weaknesses. A “freebie” stock can still be a bad investment if fundamentals are weak.

Kiplinger reminds readers that while perks are a fun and sometimes valuable side‑effect of share ownership, they should not drive a stock selection strategy. The underlying fundamentals, growth prospects, and risk profile remain the primary investment considerations.

5. Practical Tips for Investors

1. Check the Company’s Investor Relations Page – The most reliable source for perk information is the company’s own IR website. Kiplinger notes that some perks may change or discontinue.
2. Understand the Tax Treatment – Consult a tax professional to see how the perk is treated in your jurisdiction.
3. Watch for Expiration Dates – Many perks expire after a year or after a certain number of claims per shareholder.
4. Combine with Other Strategies – A “freebie” stock can be an add‑on to a core portfolio, not a replacement for diversified investing.

6. Conclusion

Kiplinger’s article serves as a reminder that owning a share of a company can sometimes bring more than the headline numbers. Whether you’re a frequent Starbucks patron, a chocolate aficionado, a cruise enthusiast, or simply curious about what perks you could unlock, there are publicly traded companies that offer tangible rewards to shareholders. While these perks can add incremental value, investors should always assess them in the context of a broader investment strategy. Perks are delightful bonuses, not substitutes for solid fundamentals, prudent risk management, and thoughtful portfolio construction.

For the most up‑to‑date details, readers are encouraged to visit each company’s investor relations site and read the full terms of each shareholder perk.