PepsiCo Inc (NASDAQ:PEP, XETRA:PEP) is expected to report first quarter 2026 results next Thursday before the market opens, with analysts at UBS expecting a largely in-line print but ongoing scrutiny around North American performance and the sustainability of recent improvements in trends. UBS analysts wrote in a note that they expect the print itself to be broadly in-line with expectations, pointing to continued, modest progress in organic revenue growth.
PepsiCo (PEP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
PepsiCo (PEP) remains undervalued, with a 21% upside potential and a forward dividend yield near 4%, supporting a continued 'Buy' rating. PEP's business model transformation—SKU rationalization, price cuts, and supply chain optimization—positions it for volume recovery and long-term margin expansion. GLP-1 weight-loss drug adoption is a perceived risk, but PEP's single-serve focus and portion control strategy mitigate long-term volume threats.
PepsiCo Inc (NASDAQ:PEP, XETRA:PEP) is expected to report largely in-line first-quarter results later this month, with investor attention focused on geopolitical risks and early signs of a turnaround in its North American foods business, according to analysts at Bank of America. The brokerage said it expects results to come in broadly in line with consensus estimates, though it flagged three key areas for investors to watch: the operational impact of heightened geopolitical tensions in the Middle East, progress on the affordability-driven turnaround within PepsiCo Foods North America (PFNA), and updates on growth initiatives at PepsiCo Beverages North America (PBNA).
PepsiCo (PEP) drops sponsorship of a major London music festival after controversy over Kanye West as headliner. Anthropic is being courted by the UK for a London expansion and potential dual listing, amid ongoing legal issues with the US government.
Consumer staples stocks have delivered steady but unspectacular results while the broader market chased AI-fueled gains.
Pepsi has withdrawn its sponsorship of Wireless Festival after Kanye West was booked as the event's headliner.
In the most recent trading session, PepsiCo (PEP) closed at $157.01, indicating a +1.53% shift from the previous trading day.
Companies with a long history of consistent dividend payouts often offer a nice shield against volatility while generating an income stream, with these three outperforming nicely so far in 2026.
PepsiCo (PEP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Beverage giant PepsiCo (NASDAQ: PEP | PEP Price Prediction) and Coca-Cola (NYSE: KO) both reported fourth quarter earnings in early February, and the results crystallize a divide that matters to dividend investors: one company leans on snacks and international momentum to stabilize a pressured North American business, while the other generates stronger margins and free cash flow from a focused, asset-light beverage model.
PepsiCo (NASDAQ:PEP | PEP Price Prediction) has had a turbulent March.