Key Takeaways PEP's shares climbed 18% in a month, driven by strong execution across beverages and convenient foods.PEP's strong brand power and disciplined operations continue to drive consistent revenue growth.PEP's growth is being fueled by robust performance in North America beverages and international markets.PepsiCo Inc. (PEP) has staged a notable comeback, with its stock climbing 18.2% in the past month, reflecting renewed investor optimism. The rally was largely sparked by the company’s strong fourt ...

PepsiCo, Inc. (NASDAQ:PEP) is included among the 13 Best Roth IRA Stocks to Buy Now. PepsiCo, Inc. (PEP) Price Target Increased to $160 at Barclays Post-Earnings Update On February 5, Barclays lifted its price target on PepsiCo, Inc. (NASDAQ:PEP) to $160 from $148 and kept an Equal Weight rating. The change came after the company’s latest earnings report, with the firm adjusting its model to reflect the updated numbers. On the Q4 2025 call, CEO Ramon Laguarta laid out what he framed as a clear plan to r ...

In this article, we will take a look at the 13 Best Roth IRA Stocks to Buy Now.A Roth IRA, or individual retirement account, is a tax-advantaged way to save for retirement and is not tied to an employer plan like a 401(k). The account is opened directly with a financial provider. The individual sets up contributions and decides how the money is invested, whether by choosing assets personally or working with an investment manager. The control sits with the account holder.Roth IRAs are not only for people clo ...

Core Insights - GENYOUth, a national nonprofit organization, celebrated the completion of its Super Schools community initiative, which provided nutrition equipment grants and NFL FLAG-In-School kits to 60 schools in the Bay Area, enhancing access to school meals and physical activity opportunities for students [1][2][3] Group 1: Initiative Impact - The Super Schools initiative has increased access to approximately 9 million school meals annually and expanded physical activity opportunities for over 33,000 students in the Bay Area [3][8] - The initiative included the distribution of essential equipment such as Grab-and-Go mobile meal carts, insulated milk coolers, and point-of-sale systems to improve access to healthy meals [6][7] Group 2: Community Engagement - The celebration event featured interactive activities for students and parents, including taste tests, food packing initiatives, and an NFL FLAG-In-School flag football clinic, emphasizing the connection between nutrition and physical activity [4][8] - The event was supported by various corporate sponsors, including Amazon Access, Domino's, the NFL Foundation, Pacific Gas and Electric Company, and the PepsiCo Foundation, highlighting a collaborative effort to improve student well-being [3][8] Group 3: Organizational Commitment - GENYOUth has supported over 77,000 U.S. schools, focusing on equitable access to nutrition and physical activity, and aims to end student hunger [11] - The organization is the official charitable partner of Taste of the NFL, which raises funds to combat hunger and food insecurity, with the previous event generating $2.2 million to benefit approximately 1,000 schools and 540,000 students [9][11]

PepsiCo, Inc. (NASDAQ:PEP) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. UBS Lifts PepsiCo (PEP) Target After Solid Q4 Execution ja-san-miguel-xYSp0kkIUio-unsplash On February 4, UBS analyst Peter Grom raised his price recommendation on PepsiCo, Inc. (NASDAQ:PEP) to $190 from $170. The analyst also reiterated a Buy rating on the stock. The call followed a solid fourth quarter, helped by better organic sales growth and steady profit delivery. Management also reiterated its 2026 ou ...

Core Insights - PepsiCo, Inc. reported strong fourth-quarter 2025 results with revenues and earnings per share (EPS) exceeding expectations and showing year-over-year improvement [1][3] - The company experienced accelerated net revenue growth, demonstrating its ability to adapt in a challenging environment [1] Financial Performance - PepsiCo's fourth-quarter core EPS was $2.26, surpassing the Zacks Consensus Estimate of $2.24 and reflecting a 15.3% year-over-year increase [3] - Reported EPS was $1.85, marking a 68% year-over-year surge in the fourth quarter [3] - Net revenues reached $29.34 billion, a 5.6% increase year over year, slightly above the Zacks Consensus Estimate of $29 billion [7] - Organic revenue growth was 2.1% year over year, driven by a 4.5% increase in effective net pricing, despite a 2% decline in organic volume [7] Segment Performance - Revenue growth was observed across all segments, with notable increases in EMEA (12%), LatAm Foods (11%), and PBNA (4%) [12] - Organic revenues improved in most segments, except for PFNA, which saw a 1% decline [13] Operational Efficiency - Reported operating income rose 58% year over year to $3.6 billion, while core operating income increased 17.7% to $4.1 billion [10] - The operating margin expanded significantly to 12.1% from 8.1% in the previous year [10] Future Outlook - For 2026, PepsiCo anticipates organic revenue growth of 2-4%, with a focus on innovation and productivity to enhance competitiveness [20] - The company expects core constant-currency EPS to increase by 4-6%, with core EPS growth projected at 5-7% [21] - Capital spending is expected to remain below 5% of net revenues, with a target free cash flow conversion ratio of at least 80% [22] Shareholder Returns - PepsiCo announced a 4% increase in its annualized dividend to $5.92 per share, marking the 54th consecutive year of dividend growth [15] - The company plans to return a total of $8.9 billion to shareholders in 2026, including $7.9 billion in dividends and $1 billion in share repurchases [23]

Purchase, New York-based PepsiCo, Inc. (PEP) manufactures, markets, distributes, and sells a broad range of beverages and convenient foods. It is valued at a market cap of $222.7 billion. This food and beverage giant has outpaced the broader market over the past 52 weeks. Shares of PEP have rallied 16.5% over this time frame, while the broader S&P 500 Index ($SPX) has gained 15.4%. Moreover, on a YTD basis, the stock is up 16.5%, compared to SPX’s 1.1% return. More News from Barchart Zooming in further ...

Core Insights - PepsiCo is facing challenges in increasing sales volumes despite successful price hikes to counteract cost inflation, with a notable decline in profits for its Foods North America division [1][7] - The company reported a 13% increase in core, constant-currency operating profit for Q4, contrasting with a 2% increase for the full year [2] - There was a sequential acceleration in revenue growth in Q4, with improvements in both North America and international markets, leading to strong operating margin expansion and double-digit EPS growth [3] Financial Performance - PepsiCo's organic revenue growth in 2025 was the slowest since CEO Ramon Laguarta took over in late 2018, with Q4 showing stronger numbers compared to the full year [4] - The North America beverage business continued to experience declining volumes, with a reported revenue increase of 4% in Q4, but a 4% drop in volumes [16][17] - The company expects overall organic revenue growth of 2-4% and core constant currency EPS growth of 4-6% for 2026, with a focus on improving performance in North America [18] Strategic Initiatives - PepsiCo is implementing a multi-faceted strategy to enhance North American performance, including product range cuts, cost reductions, and a focus on affordable price tiers [6][12] - The company plans to lower prices on certain snack products by up to 15% to improve purchase frequency, particularly targeting low and middle-income consumers [10][11] - Productivity improvements are expected to fund investments in pricing strategies, with a record year of productivity savings anticipated in 2026 [13][15] Market Dynamics - Outside North America, PepsiCo's EMEA markets reported flat drink volumes and a 5% decline in convenient foods, while Latin America and APAC saw volume increases, although Latin America experienced a drop in Q4 [8][9] - The company is focusing on innovation in its snacks business, with efforts to remove artificial ingredients and introduce products with higher fiber and protein content [9][10] - Recent acquisitions, including Poppi and Siete Foods, are expected to contribute to organic growth, particularly in high-growth segments [21]

Disney Succession Plan - Disney has officially named Josh Dearo as its next CEO, succeeding Bob Iger later this year [1][10] - Josh Dearo's experience in overseeing the parks and cruises business, which accounts for nearly 60% of Disney's profits, is seen as a critical factor for his selection [4][10] - The transition is expected to be smoother than previous succession attempts due to a more deliberate process and the retention of key executives like Dana Walden [14][15] Business Performance and Strategy - Disney's reliance on its experiences segment is crucial for growth, especially as the entertainment sector faces challenges [4][8] - The company has established a strong base of intellectual property (IP) that supports its content strategy, although there are concerns about the need for more content [6][9] - The stock performance has been rangebound over the past decade, with a need for continued growth in experiences and streaming to improve profitability [15][20] Market Outlook - Despite short-term headwinds, such as a dip in tourism to domestic parks, the long-term outlook for Disney is considered optimistic due to the growth potential in its core businesses [21][22] - The company is viewed as undervalued, with expectations for a recovery as it navigates the transition in leadership and focuses on its growth-oriented segments [20][22]

Core Insights - PepsiCo will reduce prices on its core brands by nearly 15% to address consumer backlash over recent price hikes [1] - The price cuts will apply to popular snack brands including Lay's, Doritos, Cheetos, and Tostitos [1] - The decision follows significant consumer feedback regarding rising food prices, which have remained high despite a general cooling of inflation [1][6] Pricing Strategy - The new retail prices are expected to roll out this week, although retailers will ultimately set the final prices, potentially leading to greater savings for shoppers [9] - PepsiCo aims to keep its most loved brands accessible while maintaining product quality as part of its broader strategy [9] Market Context - Grocery prices rose 2.4% annually in December 2025, reflecting ongoing inflationary pressures since the COVID-19 pandemic [2] - The company acknowledges that consumers are feeling financial strain due to rising everyday costs [4][6] Company Performance - PepsiCo shares have increased by over 13% year to date, indicating positive market performance despite the pricing adjustments [10]