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This Dividend King's Yield Has Never Been This High. Time to Buy, or Run Away?
The Motley Fool· 2025-05-27 00:14
Heavy is the head that wears the Dividend King crown. Investors aren't used to seeing PepsiCo struggle. Possible tariffs could also raise costs further. This has begun weighing on consumers, which prompted PepsiCo to cut its 2025 earnings forecast. Additionally, weight loss drugs, which work primarily by depressing patients' appetites, have become increasingly popular in America. Looking for a safe investment? It's often a good idea to start with companies that pay and raise dividends. These companies gener ...
This Market Sell-Off Might Trigger a Value Rotation Into Pepsi
MarketBeat· 2025-05-25 11:43
Group 1: Market Overview - Investors need to understand their position in the stock market cycle, which can be obscured by market noise [1] - Capital typically flows into two main areas: value stocks, known for stability, and growth stocks, which are more speculative [2][3] - Current market indicators suggest a potential rotation back into value stocks, particularly in light of recent volatility in the S&P 500 [3][8] Group 2: PepsiCo Stock Analysis - PepsiCo's stock is currently trading at $129.34, with a 52-week range of $127.75 to $180.91 and a dividend yield of 4.40% [2] - The stock's forward P/E ratio is approximately 16.0x, lower than during the peak months of the COVID-19 pandemic, indicating a potential undervaluation [10][11] - Institutional buyers, such as UBS Asset Management, have increased their stakes in PepsiCo by 1.8%, amounting to a total stake worth $1.7 billion [12] Group 3: Price Forecast and Investment Strategy - Analysts have set a 12-month price target for PepsiCo at $160.69, suggesting a potential upside of 24.24% from the current price [13] - The consensus price target indicates a possible rally of up to 23.2% compared to current prices, which may attract investors amid market uncertainty [14] - Investors are encouraged to consider dollar-cost averaging strategies to capitalize on current price discounts while monitoring the value versus growth ratio for potential breakout signals [15]
美国FTC撤销对百事公司的定价相关反垄断诉讼
快讯· 2025-05-23 04:15
美国联邦贸易委员会(FTC)5月22日宣布,一致投票驳回拜登政府末期针对百事公司提起的反垄断诉讼。 该诉讼于1月17日提起,指控百事向小型零售商收取的价格高于其向大型跨国连锁店出售饮料的价格, 违反《罗宾逊-帕特曼法案》。(智通财经) ...
PepsiCo Vs Monster: Who is Really Fueling the Energy Drink Empire?
ZACKS· 2025-05-22 13:51
In the fiercely competitive world of energy drinks, two industry giants are locked in a high-stakes battle for dominance. On one side stands PepsiCo Inc. (PEP) , a global powerhouse leveraging its vast distribution network and brand muscle. On the other is Monster Beverage Corporation (MNST) , the edgy disruptor that built an empire on adrenaline, attitude and loyal fans.What was once a niche market has exploded into a multi-billion-dollar arena, and both players are racing to lead the charge. But as consum ...
PepsiCo Refines Sustainability Goals to Position Business for the Long-Term
Prnewswire· 2025-05-22 12:00
Since launching pep+ in September 2021, PepsiCo has made significant progress on regenerative agriculture and water stewardship and positive strides on sustainable packaging and climate change, while accounting for external realities and business growth. "As circumstances evolve, PepsiCo continually adapts how we source ingredients; make, move, and sell our products; and inspire people through our brands," said PepsiCo Chairman and Chief Executive Officer Ramon Laguarta. "This journey is underpinned by pep+ ...
PepsiCo Strengthens Wellness Brands Portfolio With Poppi Acquisition
ZACKS· 2025-05-20 17:46
Core Viewpoint - PepsiCo has completed the acquisition of Poppi for $1.95 billion, with a net purchase price of $1.65 billion after accounting for tax benefits, marking a significant move in its portfolio transformation towards health-oriented products [1][3]. Group 1: Acquisition Details - The acquisition includes a performance-based earnout, linking Poppi's valuation to its future success [1]. - Poppi is recognized for its prebiotic sodas that appeal to health-conscious consumers, particularly Gen Z and millennials, with a maximum of 5 grams of sugar per serving [2][4]. Group 2: Strategic Implications - This deal is part of PepsiCo's strategy to evolve with consumer demand for functional products that promote overall well-being, aligning with its goal to build a future-ready beverage and snack portfolio [3][4]. - By acquiring Poppi, PepsiCo aims to strengthen its position in the functional wellness segment, which is increasingly important as consumer preferences shift [4][5]. Group 3: Market Position and Trends - Poppi's growth has been driven by a strong digital strategy and partnerships, particularly on platforms like TikTok, which PepsiCo plans to leverage globally [5]. - The prebiotic soda market is still emerging, providing PepsiCo with an opportunity to shape consumer behavior and capture a larger share of the health beverage market [5][6]. Group 4: Current Challenges - Despite the acquisition, PepsiCo's stock has faced pressure due to soft top-line trends and operational challenges, particularly in North America [7][10]. - The company has revised its full-year guidance, expecting core constant-currency EPS to remain flat year-over-year, down from previous growth expectations [10].
PepsiCo Completes Acquisition of poppi, Accelerating Strategic Portfolio Transformation
Prnewswire· 2025-05-19 13:13
Acquisition Advances Positive Choices Growth Strategy and Enhances PepsiCo Functional Food and Beverage Offerings PURCHASE, N.Y. and AUSTIN, Texas, May 19, 2025 /PRNewswire/ -- PepsiCo, Inc. (NASDAQ: PEP) ("PepsiCo") today announced that it has closed the acquisition of poppi for $1.95 billion, including $300 million of anticipated cash tax benefits for a net purchase price of $1.65 billion. The transaction also includes a performance-based earnout contingent on achieving certain performance metrics. PepsiC ...
PepsiCo: The Dividend Might Not Be Safe Despite The Recent Increase
Seeking Alpha· 2025-05-13 18:38
We certainly will not agree on which Cola has the better taste (I am not drinking any of them, for full disclosure). Where we will agree, though, is that the stock of PepsiCo (Always on the hunt for undervalued, promising stocks with a focus on risk and reward. Limited risks and decent to high upside by knowing what one's owning. I strongly believe that the best investment ideas are often the simplest. If contrarian, the better.Analyst’s Disclosure: I/we have no stock, option or similar derivative position ...
Learn From Warren Buffett's Mistake. Buy This High-Yield Stock While It Is Out of Favor on Wall Street.
The Motley Fool· 2025-05-10 18:05
Group 1 - Warren Buffett's investment in Kraft Heinz is viewed as a mistake due to overpaying for the company during a transition period, leading to significant write-downs in brand value [5][6] - The merger of Kraft and Heinz aimed to cut costs, but this short-term strategy did not translate into a sustainable long-term business plan [6] - Despite Kraft Heinz's challenges, PepsiCo is highlighted as a more favorable investment opportunity, currently down about 30% from its 2023 highs [7][8] Group 2 - PepsiCo's 4% dividend yield is among the highest in its history, making it attractive to dividend investors [8] - The company's financial ratios, including price-to-sales, price-to-earnings, and price-to-book, are all below their five-year averages, indicating a potentially undervalued stock [8] - PepsiCo is a diversified food company with strong positions in beverages, salty snacks, and packaged foods, which may aid in its recovery despite recent weak performance [9] Group 3 - PepsiCo's strategy includes acquiring emerging brands, such as Siete and Poppi, which align with current market trends and could drive future growth [10] - The company has a robust business model that has proven effective in both good and bad times, distinguishing it from Kraft Heinz [10] - Long-term investment in PepsiCo is encouraged, as the stock appears undervalued and the high dividend yield offers rewards while waiting for business improvements [11]
PepsiCo: Stable And Incredibly Cheap Despite The Risks
Seeking Alpha· 2025-05-09 20:08
PepsiCo (NASDAQ: PEP ) fell to $130 last week, which is its lowest level since 2021. The EPS announcement in the last quarter was below expectations. Tariffs and the decline in sales volumes in North America contributed significantly to this decline. But I thinkYavuz Akbay is quantitative analyst with over 5 years of experience in interpreting complex financial data, developing complex mathematical models and modeling and forecasting. Utilizes machine learning algorithms to enhance financial analysis and pr ...