PepsiCo, Inc. (PEP)
Activist Elliott wants PepsiCo to emulate Coke's playbook. This is why.
Activist Elliott Investment Management has amassed a $4 billion stake in PepsiCo and wants the consumer-goods giant to take a leaf out of Coca-Cola's book.
PepsiCo Eyes Efficiency Gains: Can It Protect Margins Amid Inflation?
PEP posts a Q2 EPS beat and turns to AI, integration and global centers to drive efficiency and protect margins.
PepsiCo's Q3 Test: Can PBNA Gains Outweigh Frito-Lay Struggles?
PEP heads into Q3 with strong PBNA momentum, but Frito-Lay's volume struggles may test its balanced growth outlook.
PepsiCo: Dividend Supported Buy Amid Valuation Lows And Product Transitions
PepsiCo faces headwinds from commodity volatility, tariffs, and health trends, but current multi-year low valuations offer a value Buy for income-focused investors. Growth is challenged by stagnating North American sales and rising competition, but international segments and institutional support provide some offsetting strength. Margins are pressured by input costs and investment in healthier products, with execution and productivity initiatives key to future improvement.
PepsiCo: Continued Share Losses Mandate A Downgrade
Downgrading PepsiCo to 'Hold', as my expectations for a 2025 growth recovery have not materialized with continued volume and earnings declines. Staple sector faces structural headwinds: minimal population growth, rising competition, health trends, and supply chain pressures are weighing on profitability and growth. PepsiCo is underperforming peers like Coca-Cola and Mondelez in both revenue and market share growth, with disappointing recent results and guidance.
PepsiCo (PEP) Suffers a Larger Drop Than the General Market: Key Insights
PepsiCo (PEP) closed at $148.98 in the latest trading session, marking a -1.16% move from the prior day.
PepsiCo vs. Keurig: Which Beverage Giant Is a Refreshing Pick?
PEP and KDP take different paths to growth, which are global scale versus regional focus, shaping their rivalry in the evolving beverage market.
Is PepsiCo's Frito-Lay Snacks Unit Still the Star Performer?
PEP beats Q2 expectations with pricing power. However, soft volumes and long-term growth questions loom.
PepsiCo Stock Shows Renewed Momentum: Buy the Rally or Step Back?
PEP's strong rebound, solid results and innovation-driven growth strategy highlight its resilience and long-term investment appeal.
PepsiCo's Valuation Is Looking 25% Sweeter Compared To Coca-Cola
PepsiCo's valuation of 18.5x adjusted TTM P/E has become more attractive in the past year, and the 3.9% dividend helps it be compelling compared to Coca-Cola's 24.1x P/E. The company had somewhat weak Q2 2025 results, showing flat organic growth revenue with EPS declining 5% when excluding impairments on the Rockstar and Be & Cheery brands. PEP's long-term revenue growth of 6.7% from its diversified global revenue helps make it a compelling long-term investment with a great dividend.
Does PepsiCo Have the Edge in Functional Beverage Boom?
PEP is ramping up health-focused innovations, from protein drinks to hydration platforms, aiming to dominate the functional beverage surge.
PepsiCo (PEP) Crossed Above the 200-Day Moving Average: What That Means for Investors
From a technical perspective, PepsiCo (PEP) is looking like an interesting pick, as it just reached a key level of support. PEP recently overtook the 200-day moving average, and this suggests a long-term bullish trend.
