PepsiCo(US:PEP) Benzingaยท2025-09-26 17:58Core Viewpoint - PepsiCo, Inc. is viewed as a "defensive" investment amid a U.S. economic slowdown, although its defensive nature is less pronounced than in previous recessions due to high pricing pressures in its Frito-Lay segment [1] Financial Performance - The company is expected to report third-quarter 2025 financial results on October 9, 2025, with an estimated EPS of $2.26 [3] - The analyst has adjusted the organic sales outlook for the IB franchise from a growth of 3% year-over-year to flat, resulting in a total company organic sales forecast reduction from 2% to 1.8% for the third quarter [4] Sales and Market Trends - PepsiCo Foods North America is experiencing sluggish sales as it compares against last summer's promotions, with NielsenIQ data showing little change in sales from previous quarters [5] - Frito-Lay is facing challenging comparisons due to prior July 4 promotions, while premium brands are performing well, contrasting with significant declines in midprice staples like Lay's, Tostitos, and Doritos [6] Stock Performance - As of the latest update, PepsiCo shares are trading at $140.20, reflecting a slight increase of 0.20% [7]