PepsiCo Aktie News

PepsiCo beat analyst estimates in the most recent quarter, with modest revenue growth but declining EPS and margin compression. Management guides for low single-digit revenue growth in 2025, emphasizing cost optimization and continued shareholder returns via dividends and buybacks. Dividend discount models suggest fair value between $104 and $155, with PEP appearing attractively priced versus i...

A new trade war threat from President Trump just reshuffled the entire stock market. I discuss what the big gift to dividend investors is. I also share how I am taking advantage of President Trump's gift.

PepsiCo remains a top 20 holding in my portfolio. The company's pipeline of product innovation and cost structure optimization are expected to return it to growth in 2026 and beyond. PEP's interest coverage ratio remains healthy.

PepsiCo's NASDAQ: PEP deep discount will soon evaporate because the stock price is disconnected from reality, and the FQ3 earnings report supports this.

Activist investor Elliott Management says PepsiCo's (NASDAQ: PEP) North American beverage unit has underperformed Coca-Cola for years due to its vertically integrated bottling operations. PepsiCo acquired its bottling business after the great financial crisis, a move that made its beverage supply chain more operationally intensive and less margin-efficient.

This week marked the start of earnings season with several major companies reporting results, including Delta Air Lines and PepsiCo, while the big banks like JPMorgan Chase, Citigroup, and Wells Fargo are set to report next week. Investors are closely watching these early reports for cues on the broader economic landscape amid ongoing uncertainties.

If you're looking for dividend stocks that you can own for the next decade, or longer, these two consumer staples makers should be on your short list today.

PepsiCo, Inc. (NASDAQ:PEP ) Q3 2025 Earnings Call October 9, 2025 8:15 AM EDT Company Participants Ravi Pamnani - Senior Vice President of Investor Relations Ramon Laguarta - Chairman & CEO Jamie Caulfield - Executive VP & CFO Conference Call Participants Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Dara Mohsenian - Morgan Stanley, Research Division Lauren Lieberman - Barclays B...