PEP's U.S. foods business is regaining volume growth as affordability moves and portfolio changes take hold, but staying power remains the key test.
PEP's targeted price-pack strategy is reviving U.S. salty snack volumes and could support broader gains through late 2026 and into 2027.
When PepsiCo (NASDAQ:PEP | PEP Price Prediction) delivered its $1.48 per share quarterly dividend, the cash hit accounts on June 30.
PepsiCo shares have markedly trailed the performance of rival Coca-Cola's stock for a while. This disparate performance has caused these two beverage names to become two different kinds of stocks.
PepsiCo's lower P/E ratio and higher dividend yield could win over some investors. Coca-Cola is an asset-light business compared to PepsiCo.
PepsiCo (PEP) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Coca-Cola (NYSE: KO | KO Price Prediction) and PepsiCo (NASDAQ: PEP) both closed the books on Q2 2026 with beats, yet the businesses look further apart than ever.
PepsiCo's global volume growth and product innovation offer support as North American demand and margins remain pressured.
PEP's lower valuation and 4%-plus dividend yield offer support, but margin pressure, high debt and weaker estimates temper the stock's appeal.
PEP's global brands, international growth and productivity support its outlook as North American weakness raises execution risks.
PepsiCo, Inc. is trading at a 19% discount to a $167 fair value, offering compelling total return potential. PEP's diversified portfolio, international strength, and productivity initiatives drive resilience amid shifting consumer preferences and macro headwinds. Management reaffirmed 2026 guidance: 2–4% organic revenue growth and 4–6% core constant currency EPS growth, with a 4.4% dividend yield.
July's top 5 dividend picks—PEP, CUBE, NLY, SCL, CMCSA—offer an average 16.3% expected annual total return and 6.0% yield, all trading at deep discounts. I rate PepsiCo (PEP) a Strong Buy, projecting a 17.2% annual return and a 30.5% discount to fair value, with transitory headwinds expected to subside. CubeSmart (CUBE), Annaly Capital (NLY), Stepan (SCL), and Comcast (CMCSA) are all Buys, each positioned for double-digit returns as macro conditions normalize.