Group 1: Company Overview - PepsiCo's stock has been impacted by short-term challenges, creating a long-term buying opportunity for investors [1][3] - The company has a strong dividend history, having raised its annual payouts for 53 consecutive years [19] - PepsiCo's product portfolio includes snacks and beverages, differentiating it from Coca-Cola, which primarily focuses on beverages [4][5] Group 2: Financial Performance - PepsiCo's revenues have been falling short of estimates, with profit margins leveling off below pre-pandemic levels due to rising costs [9][10] - The company is expected to see low-single-digit percentage revenue growth in 2025, with earnings growth anticipated to follow [13] - Despite recent challenges, PepsiCo's dividend remains secure, with a forward-looking yield exceeding 4.3%, compared to Coca-Cola's yield of less than 3% [19][20] Group 3: Market Conditions - Inflation rates have stabilized, with the U.S. annualized inflation rate at 2.4%, which may support consumer spending on snacks and drinks [16] - Economic growth is projected, with the IMF expecting better GDP growth globally compared to the U.S. in 2025 [17] - Management is focusing on key factors influencing consumer purchases, such as package sizing and healthy snacking [18]

Agentforce will enhance field operations and redefine the standard for customer engagement at PepsiCo Guiding PepsiCo is our vision to Be the Global Leader in Beverages and Convenient Foods by Winning with pep+ (PepsiCo Positive). pep+ is our strategic end-to-end transformation that puts sustainability and human capital at the center of how we will create value and growth by operating within planetary boundaries and inspiring positive change for planet and people. PURCHASE, N.Y. and SAN FRANCISCO, June 24, ...

Core Insights - Investors in 2025 are facing a challenging market characterized by persistent inflation and global uncertainty, leading to a shift towards high-quality, stable companies rather than high-risk growth stocks [1][2] Company Summaries Coca-Cola - Coca-Cola is recognized for its predictability and financial strength, boasting a dividend yield of 2.96% and an annual dividend of $2.04, with a 64-year track record of dividend increases [4][5] - The company recently announced a 5.2% increase in its dividend, marking its 63rd consecutive year of growth, supported by strong brand loyalty and pricing power [5][6] - Coca-Cola's strong organic revenue growth of 9% was attributed to successful price adjustments, demonstrating its ability to shield profits from inflation [6][7] PepsiCo - PepsiCo offers a diversified business model across beverages and convenient foods, with a dividend yield of 4.41% and an annual dividend of $5.69, maintaining a 54-year dividend increase track record [9][11] - The Frito-Lay division contributes significantly to PepsiCo's cash flow, with a recent 6% organic revenue growth, enhancing the overall stability of the company [10][11] - PepsiCo announced its 53rd consecutive dividend increase of 5%, reflecting management's confidence in its dual-engine business model [11][12] Realty Income - Realty Income focuses on providing a reliable monthly dividend, with a dividend yield of 5.63% and an annual dividend of $3.22, having made over 660 consecutive monthly payments [13][14] - The company operates as a Real Estate Investment Trust (REIT) with long-term, triple-net leases, insulating it from inflationary pressures [14][15] - Realty Income's focus on investment-grade tenants in defensive industries ensures a high occupancy rate above 98%, contributing to its financial stability [15][16] Investment Strategy - The companies highlighted demonstrate that stability and predictability are key attributes for long-term investment success, especially in uncertain market conditions [17][18]

Can you find generous dividends in today's Nasdaq? See whether these two household names could offer the steady income many investors crave. The Nasdaq 100 market index is home to many market darlings. The entire roster of "Magnificent 7" stocks is found here, setting the tone for Wall Street as a whole. It's also a volatile group, with 1-year returns ranging from a 50% price drop to a 466% gain. The stock is arguably cheap for good reason, anyhow. Inflation fears have limited Kraft Heinz's pricing power in ...

Core Insights - PepsiCo's international business is crucial for its global strategy and long-term growth, achieving 5% organic revenue growth in Q1 2025, marking 16 consecutive quarters of mid-single-digit growth despite geopolitical and macroeconomic challenges [1][4] - The international segment contributed nearly 40% of PepsiCo's total net revenues and core operating profit in 2024, with a portfolio valued at approximately $37 billion [1][4] International Business Performance - The international beverages business led growth with 11% organic growth in Q1 2025, driven by strong demand in markets such as China, India, Egypt, Turkey, Mexico, Brazil, the U.K., and Australia [2][8] - The international convenient foods business grew 2% organically, supported by strong performance in Brazil, Egypt, India, and Turkey, along with snack share gains in China, South Africa, Poland, and Thailand [2] Future Strategy - PepsiCo plans to enhance its global presence by deepening localization efforts, adapting product offerings to regional tastes, and expanding channel reach [3][4] - Investments in automation, digitalization, and standardization are aimed at increasing productivity and freeing up capital for reinvestment in commercial initiatives and innovation [3] Competitive Landscape - Key competitors in the international market include The Coca-Cola Company and Monster Beverage, both of which compete with PepsiCo in several key markets [5][6] - Coca-Cola's international strategy focuses on being a "Total Beverage Company," with significant market share in Latin America, Western Europe, and the Asia-Pacific region [6] - Monster Beverage is expanding its international footprint, contributing approximately 39.6% of its total revenues in Q1 2025, with a focus on key markets like China and India [7][9] Financial Performance and Valuation - PepsiCo's shares have declined approximately 13.5% year-to-date, contrasting with the industry's growth of 6.9% [12] - The forward price-to-earnings ratio for PepsiCo is 16.33X, below the industry average of 18.59X [13] - The Zacks Consensus Estimate for PepsiCo's 2025 earnings indicates a year-over-year decline of 3.6%, while the 2026 estimate suggests a 5.4% increase [14]

Core Viewpoint - PepsiCo successfully dismissed a lawsuit from former executive Richard Montanez, who claimed the company defrauded and defamed him regarding the invention of Flamin' Hot Cheetos [1][2]. Group 1: Lawsuit Details - The lawsuit was dismissed by US District Judge John Holcomb, who stated that Montanez did not prove that PepsiCo intentionally failed to tell the "true story" of the creation of Flamin' Hot Cheetos [1]. - The judge ruled that PepsiCo did not defame Montanez by allegedly refusing to assist in a documentary about his life unless it debunked his claims [2]. - The court found that the actual malice standard for defamation was not met, as Montanez described himself as "part of the cultural canon" through his books and a film [4]. Group 2: Background on Richard Montanez - Montanez began his career at Frito-Lay in 1976 as a janitor and eventually became the vice president of multicultural marketing and sales [5]. - He claims to have created Flamin' Hot Cheetos in 1989 by experimenting with seasonings on unflavored Cheetos, drawing inspiration from elote, a Mexican grilled corn dish [6]. - Flamin' Hot Cheetos was introduced by PepsiCo in 1992 and has since become a multibillion-dollar brand [6]. Group 3: Impact on Montanez's Career - Montanez reported a significant loss in speaking engagements, which were previously booked at $10,000 to $50,000 each, following a 2021 article that questioned his role in the creation of Flamin' Hot Cheetos [7]. - Frito-Lay later clarified that its comments were misconstrued and did not doubt Montanez's contributions to new Cheetos products [7]. - Montanez's story has been featured in the 2023 film "Flamin' Hot" directed by Eva Longoria and in two memoirs [8].

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+ ...

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 ...

"A cloud-first approach has been essential to PepsiCo's ongoing digital transformation," said Athina Kanioura, Executive Vice President, Chief Strategy and Transformation Officer at PepsiCo. "This strategic collaboration will strengthen our mature cloud strategy and unlock new levels of agility, intelligence, and scalability across the company." [email protected] SOURCE PepsiCo, Inc. Cloud migration and IT modernization: PepsiCo is migrating applications and workloads to AWS. As PepsiCo continues its cloud- ...