PEP's recent decline to $130 is seen as a buying opportunity due to historical seasonality, stable economic profitability, and strong dividend growth. Despite a YoY revenue decline and macroeconomic challenges, PEP's core business remains stable, with future revenue expected around $22.3 billion. PEP's forward P/E ratio is historically low, making it cheaper than competitors and the SP500, signaling a great buying opportunity.
PEP makes a multi-year agreement with Amazon Web Services to boost its digital transformation. This is set to drive consumer connection.
Coca-Cola's stock has recovered from tariff impacts due to its domestic syrup production and flexible franchise model, making it a better buy. PepsiCo faces higher tariff exposure and operational complexity due to its reliance on imported concentrate and broader product mix, including snacks. Both companies are innovating with health-oriented products and smaller packaging to address shifting consumer preferences and economic pressures.
Pepsi is a business whose operations go well-beyond its namesake brand, with a portfolio of brands spanning a range of beverage products and convenience foods. A number of narratives are out there purporting to explain Pepsi's stock price performance over the past year or so. If a correct, out-of-consensus counter-narrative could be found, it would promise profits for investors, given the stock's current price.
The PEP stock faces pressure amid a weak North America outlook, with inflation and tariffs likely to weigh on margins and earnings, per its updated guidance.
Asia's richest man, Mukesh Ambani, is challenging Coca-Cola and PepsiCo's dominance in India with Reliance Industries' Campa Cola brand. Bloomberg's Satviki Sanjay speaks on Insight with Haslinda Amin about the growing success of the brand.
In 1972, former U.S. President Richard Nixon was reelected to the nation's highest office. There have been 13 presidential elections since then as well as nine presidents, a testament to just how much time has passed.
Beverage giants Coca-Cola (KO 0.53%) and PepsiCo (PEP 0.08%) have a lot in common. Some investors might consider them interchangeable investments, but they aren't.
PEP has now raised its dividend for the 53rd time since 1965. Most recently, PEP paid out a quarterly dividend of $1.355 per share.
Coke is primarily a beverage company with a big international footprint. Pepsi is a soda and snack giant, mostly in the U.S. In a year of tariff fears and weight-loss drugs, that's a problem.
PepsiCo (PEP) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Heeding the call to ban artificial ingredients by Health and Human Services Secretary Robert F. Kennedy Jr., PepsiCo isn't wasting any time getting started.