On 6/6/25, Molson Coors Beverage, PepsiCo, and Genuine Parts will all trade ex-dividend for their respective upcoming dividends. Molson Coors Beverage will pay its quarterly dividend of $0.47 on 6/20/25, PepsiCo will pay its quarterly dividend of $1.4225 on 6/30/25, and Genuine Parts will pay its quarterly dividend of $1.03 on 7/2/25.10 Stocks Where Yields Got More Juicy »As a percentage of TAP’s recent stock price of $52.77, this dividend works out to approximately 0.89%, so look for shares of Molson Coors ...

Core Insights - PepsiCo Inc. has experienced a downtrend in recent months due to slowed sales performance and challenges in North America operations, including reduced consumer demand and product recalls [1][16] - The company's current forward 12-month price-to-earnings (P/E) multiple of 16.26X is below the industry average of 18.65X, indicating a potentially attractive valuation [1][8] - Recent tariff-related headwinds are expected to impact performance in upcoming quarters [1] Financial Performance - PepsiCo's price-to-sales (P/S) ratio stands at 1.92X, significantly lower than the industry's 4.44X, which may enhance investor expectations [2] - Over the past three months, PepsiCo's shares have declined by 15.1%, underperforming the broader industry decline of 0.3% and the Zacks Consumer Staples sector's growth of 2.8% [5][6] - The stock is currently trading 27.6% below its 52-week high of $180.91 and 2.5% above its 52-week low of $127.75, indicating bearish sentiment [11] Segment Performance - The company reported only 1.2% organic revenue growth in Q1 2025, with a notable decline in the PepsiCo Foods North America segment [16][19] - The PFNA segment experienced a 2% organic revenue decline and a 7% drop in core operating profit, while Beverages North America showed improved sales and margin performance [17][18] - Mixed segment results raise concerns about the company's ability to achieve consistent growth, particularly in North America [17] Margin and Cost Pressures - Core operating margins declined in Q1 despite modest gains in gross margins, as rising input costs and tariff exposure continue to challenge profitability [18] - Global supply-chain disruptions and tight consumer spending in developed markets further complicate cost control and pricing flexibility [18] Earnings Outlook - PepsiCo has revised its 2025 earnings outlook downward, now expecting flat core EPS growth instead of mid-single-digit gains [19] - The Zacks Consensus Estimate for 2025 sales suggests a year-over-year growth of only 0.4%, with EPS expected to decline by 3.6% [20][21] - Analysts have shown decreasing confidence in the company's growth potential, as reflected in downward revisions of EPS estimates for 2025 and 2026 [20] Valuation and Investment Sentiment - Despite a lower valuation compared to peers, the discount may reflect underlying issues rather than a straightforward investment opportunity [4][23] - Long-term initiatives around productivity and global diversification are seen as strategically beneficial, but their delayed impacts contribute to investor hesitation [24] - The current cautious outlook and lack of near-term catalysts suggest a defensive stance may be prudent for investors [25]

Key Takeaways PEP's international segment reported 5% organic growth in Q1, led by strong beverage demand globally. International beverages grew 11% organically in Q1, with market share gains in Europe. PepsiCo aims to scale globally through localization, automation and tailored product offerings.PepsiCo, Inc.’s (PEP) international business is a cornerstone of its global strategy and long-term growth strategy. In first-quarter 2025, its international business delivered 5% organic revenue growth, marking t ...

Core Viewpoint - PepsiCo presents a buying opportunity for long-term dividend-seeking investors despite a nearly 23% decline in share price over the past year [2] Group 1: Company Overview - PepsiCo is known for its popular beverage brands such as Gatorade, Mountain Dew, and Ocean Spray, as well as food products like cereal, granola bars, and snacks under brands like Life, Quaker, and Doritos [4] Group 2: Financial Performance - In the first quarter, PepsiCo's adjusted revenue grew only 1%, primarily due to higher prices contributing 3 percentage points, while volume decreased by 2 percentage points [5] - Management expects adjusted earnings per share for this year to be roughly flat compared to 2024, a revision from a previous mid-single-digit percentage increase forecast [6] Group 3: Dividend Information - PepsiCo's board raised the June quarter's dividend payout by 5%, marking 53 consecutive years of increases, establishing the company as a Dividend King [8] - The new annual dividend rate is $5.69 per share, providing a 4.3% yield, significantly higher than the S&P 500 index's 1.3% yield [8] Group 4: Valuation and Market Position - The stock's price-to-earnings (P/E) ratio has decreased to 19 from 26 a year ago, making it cheaper than the S&P 500's average P/E of 28 [11] - The current valuation presents an attractive opportunity for investors to collect dividends while awaiting a rebound in demand for PepsiCo's products [11]

Group 1 - The article discusses the author's background as a qualified economist and investor since 2005, with a focus on US equities since 2018 [1] - The investment strategy emphasizes a conservative approach, utilizing a model that combines quantitative and fundamental analysis to evaluate companies [1] - The author aims to provide private investors with an independent perspective on large and well-known companies through detailed financial statement analysis [1] Group 2 - The analysis specifically excludes banks, insurance companies, and REITs, focusing instead on mega and large-cap companies [1] - The author updates their analysis quarterly to reflect the latest financial data and trends [1] - The primary motivation is to assist private investors in making informed decisions based on factual analysis [1]

Group 1: PepsiCo - PepsiCo's stock currently yields over 4%, significantly higher than the S&P 500's yield of less than 1.5% [4] - The company has consistently increased its dividend for 53 consecutive years, recently raising its payment by 5% [4][5] - PepsiCo is investing over 5% of its net revenue annually to drive 4%-6% organic revenue growth and mid-to-high single-digit earnings-per-share growth [5][6] - Recent acquisitions, including low-calorie drink maker Poppi for nearly $1.7 billion, align its portfolio with consumer preferences for healthier products [6] Group 2: Rexford Industrial Realty - Rexford Industrial Realty's dividend yield is approaching 5% following a more than 30% decline in its stock price [7] - The REIT experienced a 0.7% increase in net operating income (NOI) for its same-property portfolio in the first quarter, but new investments led to a nearly 7% increase in funds from operations (FFO) per share [8] - The long-term outlook for Rexford is positive, with an estimated 34% increase in NOI projected over the next few years due to rental rate increases and redevelopment projects [9] - Rexford has achieved a 16% compound annual growth rate in its dividend over the past five years, significantly outpacing the sector average of 3% [9] Group 3: W.P. Carey - W.P. Carey's dividend yield is nearing 6%, driven by a nearly 5% decline in share price and consistent dividend increases [10] - The REIT invests in various properties across North America and Europe, secured by long-term net leases with built-in rent escalations [11] - W.P. Carey plans to invest between $1 billion and $1.5 billion in new income-producing properties this year, which should support steady dividend increases [12] Group 4: Investment Strategy - PepsiCo, Rexford Industrial Realty, and W.P. Carey are identified as ideal investments due to their high-yielding dividends and strong business fundamentals [13]

PepsiCo (PEP) closed the most recent trading day at $131.92, moving +0.96% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.4%. Meanwhile, the Dow gained 0.28%, and the Nasdaq, a tech-heavy index, added 0.39%.Heading into today, shares of the food and beverage company had lost 3.62% over the past month, lagging the Consumer Staples sector's gain of 1.13% and the S&P 500's gain of 6.69% in that time.The upcoming earnings release of PepsiCo will be of great int ...

PepsiCo won the dismissal of a lawsuit by a former executive who said the food and beverage company defrauded and defamed him by denying that he invented Flamin’ Hot Cheetos.In a decision on Wednesday, US District Judge John Holcomb said Richard Montanez, who retired from PepsiCo in 2019 to become a full-time motivational speaker, did not show that PepsiCo and its Frito-Lay unit intentionally reneged on a promise to tell the “true story” of how he created the popular spicy chips.The Santa Ana, Calif.-based ...

The stocks of The Coca-Cola Company NYSE: KO and PepsiCo. Inc. NASDAQ: PEP are a source of debate between value and growth investors. In 2025, KO stock clearly holds the upper hand. The stock is up 14.5%, which is above the sector average. PEP stock is down 13.5% and trading near 52-week lows. However, while momentum is on the side of Coke, Pepsi may be a more refreshing choice for investors. Get PepsiCo alerts:When evaluating these two category leaders, it’s important not to develop tunnel vision. The comp ...

Core Viewpoint - PepsiCo's stock has decreased by 12% this year, underperforming the S&P 500 index, which has increased by 1%, primarily due to poor consumer sentiment and mixed Q1 results [1][2] Valuation - PepsiCo's stock, currently valued at around $130, appears attractive due to its low valuation compared to its operational performance and historical financial status [2] - The company has a price-to-sales (P/S) ratio of 2.0, a price-to-free cash flow (P/FCF) ratio of 14.2, and a price-to-earnings (P/E) ratio of 19.1, all lower than the S&P 500's respective ratios of 3.0, 20.5, and 26.4 [8] Revenue Growth - PepsiCo's revenues have shown slight growth over recent years, with an average growth rate of 4.3% over the last three years, although revenues decreased by 0.4% from $92 billion to $92 billion over the last 12 months [5][8] Profitability - The company's profit margins are moderate, with an operating margin of 14.0% and a net income margin of 10.2%, both comparable to the S&P 500 [8] Financial Stability - PepsiCo's balance sheet appears healthy, with a debt amount of $49 billion and a market capitalization of $180 billion, resulting in a debt-to-equity ratio of 27.2% [12] Downturn Resilience - PepsiCo's stock has shown resilience during downturns, experiencing less severe impacts compared to the S&P 500 during recent market declines [9][10] - The stock has a strong historical recovery pattern, having fully recovered from previous crises [13]