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PepsiCo (PEP) Stock Surges Over 4% After Strong Earnings — What Could Be Next?
FinanceFeeds· 2025-10-10 08:44
PepsiCo Inc. (PEP) shares jumped more than 4% after the company delivered quarterly results that comfortably beat market expectations:→ Earnings per share reached $2.29, topping forecasts of $2.26.→ Revenue came in at $23.94 billion, slightly above estimates.As reported by The Wall Street Journal, PepsiCo is set to appoint Steve Schmitt, a senior Walmart executive, as its new Chief Financial Officer next month. Analysts believe the management reshuffle could inject renewed momentum into the company, which h ...
PepsiCo: Flat Q3 Results, But Rising Opportunity (Upgrade) (NASDAQ:PEP)
Seeking Alpha· 2025-10-09 18:29
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 Q3: EPS Beat Due To Price Increases, Not Increasing Volumes (Rating Downgrade)
Seeking Alpha· 2025-10-09 17:06
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 (PEP) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2025-10-09 14:30
Core Insights - PepsiCo reported revenue of $23.94 billion for the quarter ended September 2025, reflecting a year-over-year increase of 2.7% and a surprise of +0.25% over the Zacks Consensus Estimate of $23.88 billion [1] - The earnings per share (EPS) for the quarter was $2.29, slightly down from $2.31 in the same quarter last year, with an EPS surprise of +0.88% compared to the consensus estimate of $2.27 [1] Revenue Performance by Segment - International Beverages Franchise (IB Franchise) net revenue was $1.29 billion, below the average estimate of $1.33 billion from four analysts [4] - EMEA (Europe, Middle East and Africa) net revenue matched the average estimate at $5.02 billion [4] - PepsiCo Beverages North America (PBNA) reported net revenue of $7.33 billion, exceeding the estimate of $7.24 billion, representing a +2.1% change year-over-year [4] - PepsiCo Foods North America (PFNA) net revenue was $6.53 billion, aligning with the average estimate, showing a significant year-over-year increase of +907.1% [4] - Latin America Foods net revenue was $2.66 billion, slightly above the average estimate of $2.62 billion, but reflecting a year-over-year decline of -8.9% [4] - Asia Pacific Foods net revenue reached $1.12 billion, surpassing the average estimate of $1.09 billion [4] Core Operating Profit Analysis - Core Operating Profit for PFNA was $1.57 billion, matching the average estimate [4] - Core Operating Profit for PBNA was $975 million, exceeding the average estimate of $955.24 million [4] - Core Operating Profit for IB Franchise was $511 million, above the average estimate of $496.64 million [4] - Corporate unallocated Core Operating Profit was reported at -$406 million, worse than the average estimate of -$312.67 million [4] - Core Operating Profit for Latin America Foods was $523 million, slightly above the average estimate of $513.84 million [4] - Core Operating Profit for Asia Pacific Foods was $156 million, exceeding the average estimate of $125 million [4] Stock Performance - Over the past month, PepsiCo shares have returned -2.7%, contrasting with a +4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]
PepsiCo Q3 financial results beat estimates on international sales growth
Proactiveinvestors NA· 2025-10-09 13:42
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
PepsiCo's Earnings Top Projections; Walmart's Schmitt to Take Over as CFO
Yahoo Finance· 2025-10-09 12:52
Kevin Carter / Getty Images PepsiCo shares have fallen almost 9% in 2025. KEY TAKEAWAYS PepsiCo posted quarterly earnings ahead of estimates and announced a new chief financial officer Thursday. The beverage maker said Steve Schmitt, chief financial officer for Walmart's U.S. unit, will take over as CFO from Jamie Caulfield effective Nov. 10. PepsiCo (PEP) posted quarterly earnings slightly ahead of analysts' expectations and announced a new chief financial officer Thursday. The maker of Pepsi soda ...
PepsiCo earnings top estimates as international markets fuel sales growth
CNBC· 2025-10-09 10:07
FILE PHOTO: Cans of Pepsi are seen at the PepsiCo Walkers factory in Leicester, Britain, August 14, 2024.PepsiCo on Thursday reported quarterly earnings and revenue that beat analysts' expectations, as international growth offset another quarter of declining volume in North America.Here's what the company reported for its fiscal third quarter compared with what Wall Street was expecting, based on a survey of analysts by LSEG:Earnings per share: $2.29 adjusted vs. $2.26 expectedRevenue: $23.94 billion vs. $2 ...
Jim Cramer Says “It’s Been a Very Tough Time for Shareholders of PepsiCo”
Yahoo Finance· 2025-10-08 09:34
Core Insights - PepsiCo, Inc. is facing challenges in its snack business due to the impact of GLP-1 drugs and changing preferences among younger consumers towards healthier options [1] - Elliott Management has taken a significant stake in PepsiCo, indicating a push for changes within the company, which may be revealed in the upcoming earnings report [1] - Despite recent difficulties for shareholders, PepsiCo's stock currently offers a 4% yield and maintains a strong snack franchise, particularly with its Frito-Lay brand [1] Company Overview - PepsiCo, Inc. is involved in the manufacturing, marketing, and selling of beverages and convenient foods, with well-known brands including Pepsi, Mountain Dew, Lay's, Gatorade, Doritos, Quaker, and Cheetos [2]
3 Top Dividend Stocks I Wouldn't Hesitate to Buy With $1,000 Right Now
The Motley Fool· 2025-09-23 01:05
These companies should continue increasing their dividends in the coming years.Buying dividend stocks is almost always a smart move, especially when focusing on companies that consistently raise their dividends. Historically, dividend stocks have outperformed those that do not pay dividends by more than two-to-one over the long term.Brookfield Infrastructure (BIPC -2.00%) (BIP 1.00%), PepsiCo (PEP -0.49%), and VICI Properties (VICI -1.29%) have excellent records of increasing their dividend payments. With m ...
PepsiCo Grapples With Soaring Debt, Negative Cash Flow: 'Nice Activist' Isn't Enough, Says GimmeCredit - PepsiCo (NASDAQ:PEP)
Benzinga· 2025-09-19 06:56
Financial Health - PepsiCo Inc. is experiencing deteriorating financial health, characterized by rising debt and weak cash flow [1] - The company has taken on over $6 billion in new debt in the first half of this year to fund acquisitions, following a $5.5 billion debt increase over the previous two years [2] - Free cash flow was negative in 2022 and 2024, with projections of less than $300 million this year against expected dividend payments of $7.6 billion [3] Debt and Leverage - GimmeCredit projects PepsiCo's leverage to reach 3.0 times its EBITDA by year-end, up from 2.6 times [3] - The combination of higher debt and weaker earnings is a significant concern for the company's financial stability [3] Activist Investor Involvement - Elliott Investment Management has taken a $4 billion stake in PepsiCo and is advocating for strategic changes, including refranchising bottling operations and divesting underperforming assets [4] - PepsiCo's management has indicated resistance to a bottling overhaul, viewing Elliott's push to sell weaker assets as a more constructive approach [5] Operational Performance - PepsiCo's sales volumes have consistently dropped over the past two and a half years, leading to a reliance on price hikes that may become challenging [5] - Operating margins have declined in the last two quarters due to increased marketing expenses, prompting forecasts of a modest decline in EBITDA for 2025 [6] Stock Performance - PepsiCo's stock fell 0.35% on Thursday and is down 6.31% year-to-date and 19.43% over the year [7] - The stock maintains a weaker price trend in the short and long terms, with a relatively moderate growth ranking [7]