PepsiCo(PEP)

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Why PepsiCo (PEP) is a Top Momentum Stock for the Long-Term
ZACKS· 2024-10-22 14:55
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as we ...
PepsiCo: Not Yet Investable For Long Term Total Returns
Seeking Alpha· 2024-10-22 11:41
PepsiCo (NASDAQ: PEP ) needs to expand its margins to deliver adequate total shareholder returns. I fear that adequate growth drivers no longer exist for the company to meet the relatively high valuation it is being warrantedI hold a Master's in Accounting, am a small business owner, and am an assistant investing educator for beginning and intermediate individual investors. My investing analysis focus is on identifying and developing deep knowledge of great businesses. I have helped manage businesses, spend ...
Habit Burger & Grill Announces Free Large PEPSI® with Double Char Purchase
GlobeNewswire News Room· 2024-10-17 11:30
IRVINE, Calif., Oct. 17, 2024 (GLOBE NEWSWIRE) -- Habit Burger & Grill, the California-based restaurant company renowned for its award-winning Charburgers, signature sandwiches, and fresh salads, is excited to announce an exciting promotion in collaboration with PepsiCo. Starting October 18, customers can receive a free large PEPSI® with the purchase of its #1 ranked* Double Charburger. This limited-time offer celebrates the recent introduction of Pepsi-Cola® Beverages to Habit Burger & Grill's beverage lin ...
The Latest on PepsiCo
The Motley Fool· 2024-10-16 17:59
For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table. In this podcast, Motley Fool contributor Jason Hall and host Mary Long discuss: Recent earnings from PepsiCo. Various forms of "flation." WW International's foray into the GLP-1 market. Then, Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry. To catch full epis ...
Think You Have the Next Great Potato Chip Flavor Idea? Lay's® Brings Back Iconic Do Us A Flavor™ Contest with $1 Million Award
Prnewswire· 2024-10-16 13:01
Five previously submitted fan-favorite flavors return for a limited time to inspire new submissions PLANO, Texas, Oct. 16, 2024 /PRNewswire/ -- Southern Biscuits & Gravy, Cheesy Garlic Bread and Wasabi Ginger are some of the most beloved potato chip varieties in Lay's® long history of flavor innovation. But what many might not remember – or even know – is that these flavors wouldn't exist if it weren't for the fans. Lay's is challenging fans to do Lay's a flavor by submitting their best ideas for the chance ...
PepsiCo Is 1 Dividend Stock You Might Regret Ignoring
The Motley Fool· 2024-10-15 13:39
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
PepsiCo (PEP) International Revenue Performance Explored
ZACKS· 2024-10-14 14:19
Have you looked into how PepsiCo (PEP) performed internationally during the quarter ending September 2024? Considering the widespread global presence of this food and beverage company, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth. In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For ...
PepsiCo(PEP) - 2024 Q3 - Earnings Call Transcript
2024-10-08 15:04
Financial Data and Key Metrics - The company delivered at the high end of its EPS long-term target despite a challenging consumer environment [13] - Organic revenue growth is expected to remain in the low single-digit range, with a half-point drag from geopolitical impacts on international markets [38] Business Line Data and Key Metrics - Frito-Lay North America saw a 3-point increase in household penetration for Lays due to summer investments in the potato chips category [20] - The permissible portfolio, including brands like SunChips, Simply, and PopCorners, is growing rapidly and represents a $2 billion business [35] - The beverage business is growing slightly faster than the food business globally, with strong performance in Southeast Asia, India, and Brazil [26] Market Data and Key Metrics - In the US, Frito-Lay is focusing on multicultural offerings, value offerings, and premium brands like Miss Vickie's to drive growth [7][8] - International markets like China and Mexico are experiencing deceleration due to consumer constraints and geopolitical factors [25] - The Middle East is facing challenges due to geopolitical tensions, but local teams are navigating the situation effectively [26] Company Strategy and Industry Competition - The company is investing in automation, digitalization, and global capability centers to drive productivity and cost transformation [11][12] - PepsiCo is focusing on evolving its portfolio to meet consumer trends, such as permissible snacks and unstructured mini-meals, particularly targeting Gen Z [51][52] - The acquisition of Siete is expected to enhance the company's permissible snack offerings and align with long-term consumer trends [53] Management Commentary on Operating Environment and Future Outlook - Management remains confident in the long-term growth potential of both the snacks and beverage categories, citing global relevance and healthy growth in many markets [16] - The company is balancing short-term investments in affordability and brand-building with long-term strategic initiatives, such as sustainability and portfolio evolution [13][22] - Despite near-term challenges, management believes the energy drink category will recover as consumer traffic in convenience stores improves [60] Other Important Information - The company is investing in bonus packs and brand events for Tostitos and Doritos to capitalize on the fall and winter seasons, particularly around NFL gatherings [20] - PepsiCo is expanding into new channels beyond retail to create additional occasions for its brands, particularly in under-penetrated areas [22] Q&A Summary Question: What are the building blocks for Frito-Lay's return to volume growth? - The company sees long-term growth potential in the US food business, driven by Gen Z's snacking patterns and mini-meal trends [6] - Frito-Lay is focusing on multi-tier opportunities within its potato chips category, including core Lays, premium brands like Miss Vickie's, and permissible options like baked chips [7][8] Question: How is the company balancing investment and cost-cutting to re-accelerate top-line growth? - PepsiCo is deploying productivity platforms, including supply chain automation, digitalization, and global capability centers, to create optionality for future investments [11][12] - The company is managing productivity systematically while continuing to invest in A&M, sustainability, and long-term transformation [13] Question: Can PepsiCo deliver 8% EPS growth if organic revenue growth remains low? - Management believes the category will grow faster than 1% long-term, driven by investments in brand health and innovation [15] - The company is focusing on productivity and long-term category health to deliver profitable growth [16] Question: What is the initial payback from Frito-Lay's recent actions, and what are the next steps? - Summer investments in Lays drove a 3-point increase in household penetration, and similar strategies will be applied to Doritos and Tostitos in the fall [20] - The company is leaning more on value offerings while maintaining long-term investments in portfolio evolution [22] Question: How are international markets performing, particularly in convenience foods versus beverages? - While some markets like China and Mexico are decelerating, others like Southeast Asia, India, and Brazil are growing strongly [25] - The beverage business is outperforming the food business globally, with pockets of strength in Eastern Europe and Brazil [26] Question: What is the outlook for Frito-Lay margins and reinvestment? - The company is prioritizing consumer demand stimulation over margin expansion in the near term, with a focus on total PepsiCo margin [45] - Frito-Lay margins are expected to remain pressured until summer 2025 due to reinvestment efforts [42] Question: Is the slowdown in Frito-Lay cyclical or structural? - Management views the slowdown as cyclical, driven by affordability concerns, and believes long-term trends like permissible snacks and mini-meals will support growth [51][52] - The acquisition of Siete aligns with the company's strategy to capture permissible snack occasions and evolving consumer preferences [53] Question: How is the Gatorade transition progressing, and what is the outlook for PBNA margins? - Gatorade's market share in the sports category has improved, and Propel is growing double-digit, contributing to the DSD system's efficiency [56] - PBNA is on track to achieve mid-teens margins in a few years, driven by productivity initiatives and portfolio optimization [49][50] Question: What is the outlook for the energy drink category and Celsius? - The energy drink category is expected to recover as consumer traffic in convenience stores improves [60] - PepsiCo remains optimistic about its partnership with Celsius, with distribution points and service levels continuing to rise [61]
This Is the Entry Into PepsiCo You've Been Waiting For
MarketBeat· 2024-10-08 13:55
Investors looking to enter PepsiCo NASDAQ: PEP stock or build on existing positions should rejoice. The FQ3 2024 earnings report was weaker than expected, causing the stock price to dip. While weaker-than-expected results and a soft outlook for revenue aren't news to be happy about, the tally isn't as bad as headlines make it seem, and there is the long-term outlook to consider. PepsiCo Today | --- | --- | |-----------------------|-------| | | | | PEP PepsiCo | | | $167.92 | | | +0.71 (+0.42%) | | | 52-Week ...
Is Pepsi Stock a Steal Today? Here's What the Market Says
MarketBeat· 2024-10-08 12:30
PepsiCo Today PEP PepsiCo $167.21 -0.76 (-0.45%) 52-Week Range $157.43 ▼ $183.41 Dividend Yield 3.24% P/E Ratio 24.27 Price Target $185.29 Add to Watchlist It's not very often that investors get to pick up a value deal from the stock market. Still, when these sorts of opportunities come around, everyone should get involved before the chance is erased. Consumer staple companies, particularly, are not known for volatility or discounts as markets know their value and stability throughout the business cycle. Th ...