PepsiCo, Inc. (PEP)
PepsiCo's Sell-Off Has Gone Too Far
PepsiCo's recent underperformance and North American weakness mask the fundamental strength and global diversification of this consumer staples giant. Despite North American weakness and peaking margins, the market's fears are overblown. The company's global diversification provides a strong fundamental base. Management's revitalization strategy, international growth, and portfolio transformation position PepsiCo for long-term secular tailwinds, especially in emerging markets.
PepsiCo: Compounder At An Attractive Valuation
PepsiCo's stable global business, strong brands, and diversified revenue streams make it a core holding for most portfolios. Attractive 4.3% dividend yield, consistent dividend growth, and solid payout ratios underscore PepsiCo's shareholder alignment and financial strength. Current valuation is historically low, offering an appealing risk-reward profile with potential for 13% IRR as growth and multiples normalize.
Will the Weak Snack Demand Bite Into PepsiCo's Future Momentum?
PEP faces pressure as soft snack demand hits Frito-Lay North America despite strength in global beverage segments.
PepsiCo (PEP) Beats Stock Market Upswing: What Investors Need to Know
PepsiCo (PEP) reached $131.05 at the closing of the latest trading day, reflecting a +1.52% change compared to its last close.
PepsiCo Leverages Salesforce's Agentforce to Advance AI Agenda
Agentforce will enhance field operations and redefine the standard for customer engagement at PepsiCo PURCHASE, N.Y. and SAN FRANCISCO , June 24, 2025 /PRNewswire/ -- PepsiCo (NASDAQ: PEP) today announced plans to deploy Agentforce — the digital labor platform from Salesforce (NYSE:CRM) for bringing trusted, autonomous AI agents into the flow of work.
PepsiCo Bets on Innovation: Will It Boost Global Market Share?
PEP leans into innovation, from zero-sugar drinks to protein snacks, to boost global share and stay ahead of shifting consumer trends.
Taking A Sip Of PepsiCo
I'm reallocating capital from Coca-Cola to PepsiCo, as PEP shares are reasonably priced and offer an attractive, sustainable dividend yield. PepsiCo's financials are strong: consistent revenue and net income growth, manageable debt, and a well-covered, steadily growing dividend. My analysis shows PepsiCo's dividend is sustainable, with free cash flow supporting obligations, though future dividend growth will likely match inflation.
PepsiCo marketing leader Jane Wakely talks sports partnerships as a growth opportunity
PepsiCo marketing leader Jane Wakely talks sports partnerships as a growth opportunity.
3 High-Yield Dividend Stocks Increasing Payouts For Decades
These dividend stocks have high yields and solid upside potential. They also have quality underlying businesses.
Coca-Cola vs. PepsiCo: What's the Better Buy?
When thinking of Consumer Staples titans, Coca-Cola KO and PepsiCo PEP undoubtedly jump to the forefront of many minds. Both have established themselves over decades of successful operations, also rewarding shareholders nicely along the way.
Is PepsiCo's North America Unit Losing Steam Amid Softening Demand?
PEP faces pressure in North America as snack demand softens. Yet, it bets on smaller packs and healthier options to rebound.
Pepsi: Stock Paying Dividends Since 1965, Yet Challenged By Fading Consumer Tastes
What does it say about the market when PepsiCo stock tanks into a five-year low? A 60-year history of perfect dividends every quarter seems an afterthought for today's investors chasing AI gold and watching the Pepsi stock slide. Investors who have abandoned this bluest of blue-chip stocks, thinking public taste has walked away from Pepsi products for good, are wrong.
