PepsiCo (NASDAQ: PEP ) has been left behind, if not actually punished by the market, as investors work on understanding AI supply chains, identifying the key players the hidden bottlenecks, or simply betting big on the hyperscalers. If we consider the last three months, Pepsi hasI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in s ...

PepsiCo's Lay's has become the latest in a series of household names that are redesigning their brand with a more modern edge.  PepsiCo announced the "largest brand redesign in Lay’s nearly 100-year history" on Thursday on the heels of Domino's revealing plans for its own rebranding attempt. But Lay's isn't just updating the look of its products – it's also ensuring they are made with cleaner ingredients, aligning with the administration's health goals under its "Make America Healthy Again" initiative, as w ...

Core Insights - PepsiCo, Inc. reported strong third-quarter 2025 results with revenues and earnings per share (EPS) exceeding estimates, although EPS showed a year-over-year decline [1][10] - The company demonstrated accelerated net revenue growth compared to the previous quarter, indicating resilience in a challenging environment [1][2] Financial Performance - Core EPS for the third quarter was $2.29, surpassing the Zacks Consensus Estimate of $2.27, but declined 0.9% year over year [3] - Reported net revenues reached $23.94 billion, a 2.6% increase year over year, beating the Zacks Consensus Estimate of $23.87 billion [4] - The reported gross profit decreased by 0.8% year over year to $12.8 billion, with a core gross profit decline of 0.4% to $12.9 million [5][7] - Operating income was reported at $3.6 billion, down 7.8% year over year, while core operating income fell 0.9% to $4.2 billion [7] Segment Performance - Revenue growth was observed across most operating segments, with notable increases in North America and international markets, except for the IB Franchise segment [9][11] - Organic revenues improved in several segments, including a 2% increase for PBNA and 5.5% for EMEA, while PFNA and IB Franchise saw declines [11] Financial Stability - As of the end of Q3 2025, PepsiCo had cash and cash equivalents of $8.1 billion and long-term debt of $44.1 billion [12] - Net cash provided by operating activities was $5.5 million, down from $6.2 billion in the previous year [12] Future Outlook - For 2025, PepsiCo aims for low-single-digit organic revenue growth and steady core EPS performance, with a focus on innovation and cost optimization [13][14] - The company anticipates currency headwinds to impact revenues and core EPS by 0.5 percentage points in 2025 [15] - PepsiCo plans to return $8.6 billion to shareholders in 2025, including $7.6 billion in dividends and $1 billion in share repurchases [16]

So we don't have the official data Ramon. So how does the how does the US consumer look to you and how does inflation look. >> Well, we don't need a lot of data.We have data every day. We see we see that uh still uh middle class and low-ass families in the United States are stretched and very stretched and we see them making decisions to uh down trade or to eliminate from their portfolio uh of choices um you know things that they don't really need. So we're one of the studies obviously we're all following t ...

PepsiCo, Inc. (NASDAQ: PEP ) closed the third quarter with results slightly above consensus, but volumes are down and the beat came from price increases, not revenue growth. The guidance remains the same as in the previous quarter, i.e., low single-digit organic growth and flatHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Seni ...

PepsiCo, Inc. (NASDAQ: PEP ) closed the third quarter with results slightly above consensus, but volumes are down and the beat came from price increases, not revenue growth. The guidance remains the same as in the previous quarter, i.e., low single-digit organic growth and flatHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Seni ...

Core Insights - PepsiCo reported an EPS of $1.90, missing the estimated $2.27, while its revenue of $23.94 billion slightly exceeded the forecasted $23.85 billion [1][6] - The company has experienced robust sales growth in international markets, which has helped offset the decline in North American beverage volumes [2][6] Financial Metrics - PepsiCo has a price-to-earnings (P/E) ratio of 26.31, indicating investor willingness to pay per dollar of earnings [3][6] - The price-to-sales ratio is 2.06, and the enterprise value to sales ratio is 2.52, reflecting its valuation relative to revenue [3] - The enterprise value to operating cash flow ratio stands at 19.80, showing the relationship between enterprise value and cash flow from operations [4] - The earnings yield is 3.80%, indicating the percentage of each dollar invested that was earned by the company [4] Debt and Liquidity - PepsiCo's debt-to-equity ratio is 2.62, suggesting a higher reliance on debt financing [5][6] - The current ratio is 0.91, indicating the company's ability to cover short-term liabilities with short-term assets [5]

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: PepsiCo on Thursday said it appointed Walmart finance executive Steve Schmitt to become its CFO, effective Nov. 10. Schmitt currently serves as CFO for Walmart U.S. He will replace PepsiCo CFO Jamie Caulfield, who has decided to retire next year after a more than 30-year career with the beverage and food giant, the company said. “Steve's experience working wi ...

When it comes to protein, packaged food and beverage brands have gotten increasingly creative about ways to pack more of the nutrient into their products. Now, a shift is underway."Fiber will be the next protein," PepsiCo CEO Ramon Laguarta said during an earnings call Thursday. "Consumers are starting to understand that fiber is a benefit that they need," he added. "It's actually a deficiency in US consumers' diet."Laguarta said the company is rolling out more offerings that contain fiber, including a re ...

Market Overview - U.S. stocks are experiencing modest movements near record highs, with the S&P 500 rising 0.1% and marking its eighth gain in the last nine days [1] - Futures for major indices like S&P 500, Nasdaq, and Dow Jones are virtually unchanged before the market opens, following record highs on Wednesday [2] Company Earnings - Delta Air Lines reported a stronger-than-expected profit for the third quarter, forecasting a full-year profit of $6 per share, which is in the upper half of its previous guidance range. Delta shares rose 5.8% in premarket trading [4] - PepsiCo's shares increased by less than 1% after reporting better-than-expected revenue in Q3, despite an 11% decline in net income to $2.6 billion. Adjusted earnings per share were $2.29, beating analysts' forecasts by 3 cents [3] Mergers and Acquisitions - Novo Nordisk announced the acquisition of Akero Therapeutics for $4.7 billion in cash, leading to an 18% increase in Akero's shares before market opening [5] Commodity Prices - Oil prices fell slightly, with U.S. benchmark crude dipping 21 cents to $62.34 per barrel and Brent crude down 18 cents to $66.07 per barrel [8] - Gold prices remain high at $4,054.50 per ounce, despite shedding some gains [8]