Key Takeaways PepsiCo shares have fallen in recent months, pushing its forward P/E and P/S ratios below industry averages.PEP faces near-term pressure from Soft PFNA volume, cost inflation and tariff-related supply-chain headwinds.PEP sees support from beverage recovery and steady international growth, helping offset domestic challenges.PepsiCo Inc. (PEP) has seen its shares trend lower in recent months, compressing its price-to-earnings (P/E) multiple to below the Zacks Beverages – Soft Drinks industry ave ...

Key Points Illinois Tool Works is a highly diversified, high-margin industrial conglomerate with a rock-solid dividend. PepsiCo yields considerably more than Illinois Tool Works and commands a less expensive valuation. Pepsi has plenty of ways to return to growth without overhauling its proven business model. 10 stocks we like better than PepsiCo › Dividend Kings are an elite group of dividend-paying companies that have boosted their payouts for at least 50 consecutive years. There are fewer tha ...

LAS VEGAS and PURCHASE, N.Y., Jan. 6, 2026 /PRNewswire/ -- At CES 2026, PepsiCo (NASDAQ: PEP) announced a multi-year, industry-first collaboration with Siemens and NVIDIA to transform plant and supply chain operations through advanced digital twin technology and AI. This collaboration marks a first-of-its-kind initiative for a global CPG company applying digital twins to reshape how plant and warehousing facilities are digitally simulated and tested, with early pilots already underway in the U.S. Together, ...

Key Takeaways PEP's PBNA unit posts a 2% organic revenue growth in Q3 2025 on improving volumes and strength across brands.PEP saw gains from Pepsi Zero Sugar and Mountain Dew, with Baja Blast on pace to surpass $1B in retail sales.PBNA is expanding into protein beverages like Muscle Milk, while margins rebound as tariff pressures ease.PepsiCo, Inc.’s (PEP) Beverages North America (“PBNA”) business remains a central pillar of its long-term growth strategy. In the third quarter of 2025, the PBNA segment deli ...

Core Insights - The enduring rivalry between PepsiCo Inc. and The Coca-Cola Company highlights their competition for market share and strategic dominance in the global beverage industry [1][2] PepsiCo (PEP) Summary - PepsiCo's investment case is supported by its dominant market position, holding or gaining carbonated soft drink share in about two-thirds of its top international markets [3][11] - In Q3 2025, PepsiCo's international beverage business achieved 6% organic revenue growth, with non-sugar variants leading in key markets like the U.K. [4] - The company's diversified business model, which includes a significant snacks portfolio, enhances its competitive edge and pricing power [5] - Management is focusing on faster-growing beverage segments, such as zero sugar and functional hydration, with brands like Pepsi Zero Sugar and Mountain Dew gaining market share [6] - PepsiCo reported nearly 3% growth in net revenues in Q3, driven by North America and international growth, despite facing supply chain and tariff-related cost pressures [7] - The company's fundamentals, market leadership, and disciplined cost management position it well for sustained cash flows and long-term shareholder returns [8] Coca-Cola (KO) Summary - Coca-Cola's investment thesis is based on its unmatched scale and durable market leadership, having gained overall value share for 18 consecutive quarters across all geographic segments [9][10] - The company boasts a deep portfolio with 30 billion-dollar brands, reinforcing its dominance and pricing power in the beverage industry [10] - Coca-Cola's strategy includes a "total beverage" approach, allowing it to adapt to shifting consumer preferences across demographics [12] - In Q3 2025, Coca-Cola delivered 6% organic revenue growth and expanded operating margins, achieving EPS growth despite currency headwinds [14] - Strong free cash flow generation and a conservative balance sheet provide Coca-Cola with the flexibility to reinvest in growth while returning capital to shareholders [14] Price Performance & Valuation - Over the past year, PepsiCo shares declined by 5.9%, while Coca-Cola shares increased by 11.2%, indicating Coca-Cola's stronger market performance [15] - From a valuation perspective, PepsiCo trades at a lower forward P/E of 16.84X compared to Coca-Cola's 21.74X, making it more attractively priced [16] - Despite its lower valuation, PepsiCo's diversity and innovation engine make it a compelling long-term investment, while Coca-Cola's premium valuation reflects its strong brand equity and growth potential [19] Consensus Estimates - PepsiCo's EPS estimate for 2025 has increased by 0.2%, with projected revenues of $93.5 billion, reflecting a 1.8% year-over-year increase [20] - Coca-Cola's 2025 revenues are expected to rise by 2.7% to $48.3 billion, with EPS projected to grow by 3.5% to $2.98 per share [20] Competitive Edge - Coca-Cola currently holds a near-term advantage due to its stronger momentum and solid growth prospects, supported by its pure-play beverage focus and consistent market share gains [23] - PepsiCo offers an attractive counterbalance with its low valuation and favorable earnings recovery outlook, appealing to investors seeking value [24]

Singapore’s stock market offers banks, which are among the best in the world, and a large and tightly regulated REIT market. These are perfect for local investors to invest within their circle of competence.Yet, portfolios overconcentrated in finance and property are exposed to sector-specific risks.Here are five global dividend stocks that might beef up diversification in a portfolio.Johnson & Johnson (NYSE: JNJ) – Pursuing High-Margin GrowthAfter spinning off its consumer businesses to Kenvue in 2023, Joh ...

Brand Perception - Mountain Dew is engaging with its audience on social media to understand regional preferences for the terms 'soda' or 'pop' [1] - The brand's social media interaction elicits strong and potentially negative reactions, as seen in the 'Piss magnet' response [1]

Core Insights - Dividend aristocrat stocks are essential for investors aiming for stability and long-term wealth creation, as they have consistently increased dividends for at least 25 years, showcasing financial discipline and commitment to shareholders [1][2] Dividend Aristocrats Overview - Dividend aristocrats serve as a hedge against economic uncertainty, providing downside protection and consistent payout increases, making them suitable anchors in diversified portfolios [2] - Five highlighted dividend aristocrats for 2026 include Atmos Energy Corporation, Medtronic plc, PepsiCo, Inc., Caterpillar Inc., and S&P Global Inc., all of which exhibit robust dividend growth and steady returns [3][8] Atmos Energy Corporation (ATO) - ATO has raised its annual dividend for 42 consecutive years, with a current quarterly dividend of $1 per share and an annual dividend yield of 2.38% [3][4] - The new dividend for fiscal 2026 is $4 per share, reflecting a nearly 15% increase from fiscal 2025 [4] Medtronic plc (MDT) - MDT has increased its dividend for 48 consecutive years, with a current quarterly dividend of 71 cents and an annual dividend yield of 2.84% [5][6] - The company is expanding its global presence, particularly in the Cardiovascular business, despite facing near-term supply and tariff-related challenges [6] PepsiCo, Inc. (PEP) - PEP has raised its annualized dividend by 5% in 2025, reaching $5.69 per share, marking its 53rd consecutive annual dividend increase [7][9] - The company plans to return $8.6 billion to shareholders in 2025, including $7.6 billion in dividends and $1 billion in buybacks, with an annual dividend yield of 3.78% [9] Caterpillar Inc. (CAT) - CAT has a long history of dividend payments, having raised dividends for 32 consecutive years, with a recent quarterly dividend hike of 7% to $1.51 per share [10][11] - The company returned approximately $1.1 billion to shareholders in dividends and share repurchases in Q3 2025, with an annual dividend yield of 1.01% [11] S&P Global Inc. (SPGI) - SPGI has increased its dividend annually for over 50 years, with a current quarterly dividend of 96 cents and an annualized dividend of $3.84 per share [12][13] - The company reported a strong adjusted operating profit margin of 52.1% and generated free cash flow of $1.4 billion in the last quarter [14]

Core Viewpoint - PepsiCo is experiencing a challenging period, with stock performance declining for three consecutive years, leading to investor frustration [1][2] Group 1: Company Performance - The company has faced difficulties primarily in its food segment, with Frito-Lay and Quaker Oats reporting revenue and volume declines, particularly a 14% drop in Quaker's revenue and volume [5][10] - Despite these challenges, PepsiCo is implementing changes, such as promoting healthier snack options and launching new products like dye-free Cheetos and Doritos [7][8] - The beverage segment is also undergoing transformation, with the introduction of the world's first prebiotic cola and plans to reduce operating costs by 20% [8][10] Group 2: Future Outlook - Analysts predict a potential revenue growth of 3.4% year-over-year by 2026, which would be a significant achievement for the company [11] - Earnings per share are expected to rise from $8.11 this year to $8.58 next year, indicating a positive trend [11] - Investors will need to monitor sales and volume growth in both food and beverage sectors in the upcoming year to gauge the effectiveness of the company's turnaround efforts [10][12]

Core Insights - PepsiCo is a leading player in the food and beverage industry, with a diverse product portfolio including brands like Pepsi, Mountain Dew, and Lay's, competing against giants like Coca-Cola and Nestlé [1] - Barclays has set a price target of $144 for PepsiCo, while the stock is currently trading at $149.70, which is 3.81% above the target [1][6] Strategic Changes - PepsiCo is implementing significant changes driven by Elliott Investment Management's push for cost-cutting and product streamlining, planning to cut nearly 20% of its SKUs in the U.S. by early 2026 [2][6] - The company is not eliminating entire product lines but is focusing on specific versions, such as different sizes, flavors, or package types, to maintain core offerings while optimizing for efficiency [3][6] Product Development and Pricing Strategy - PepsiCo aims to offer more affordable pricing options to boost growth and increase purchase frequency of its mainstream brands [4] - The company is rapidly launching new products that cater to consumer demands for healthier options, including those without artificial colors and flavors, and those with more protein, fiber, and whole grains [4][6] Market Performance - Currently, PepsiCo's stock is trading at $149.70, reflecting a $5.06 or 3.50% increase, with a daily trading range between $147 and $149.71 and a market cap of approximately $204.7 billion [5]