PepsiCo, Inc. (NASDAQ:PEP) shares rose on Friday as investors focused on its product refreshes, wellness-focused innovations, and plans for steady, sequential growth across snacks and beverages.On Thursday, the food and beverage giant reported third-quarter adjusted earnings per share of $2.29, beating the analyst consensus estimate of $2.26.Quarterly sales of $23.937 billion (+2.6% year over year) outpaced the Street's expectation of $23.827 billion.Also Read: PepsiCo Posts Tepid Q3, Analyst Expects ‘Infle ...

PepsiCo, Inc. (NASDAQ:PEP) shares rose on Friday as investors focused on its product refreshes, wellness-focused innovations, and plans for steady, sequential growth across snacks and beverages.On Thursday, the food and beverage giant reported third-quarter adjusted earnings per share of $2.29, beating the analyst consensus estimate of $2.26.Quarterly sales of $23.937 billion (+2.6% year over year) outpaced the Street's expectation of $23.827 billion.Also Read: PepsiCo Posts Tepid Q3, Analyst Expects ‘Infle ...

PepsiCo, Inc. (NASDAQ:PEP) is included among the 14 Best Food Dividend Stocks to Buy According to Analysts. Brand Power Keeps PepsiCo (PEP) Ahead in Food Dividend Stocks PepsiCo, Inc. (NASDAQ:PEP) is an American beverage and snack company. Its beverage portfolio includes Pepsi, Mountain Dew, and Gatorade, and its food division has well-known brands such as Lay’s, Doritos, Quaker Oats, and Cheetos. The company has multiple revenue streams. Soda, water, sports drinks, energy drinks, snacks — all of that ad ...

PepsiCo expressed confidence Thursday that new products — including protein-infused Starbucks coffee, low-sugar Gatorade and Doritos with all-natural ingredients — will boost flagging consumer demand in the coming year. Rapidly changing consumer preferences have dogged the maker of Frito-Lay snacks and Pepsi beverages. PepsiCo said Thursday that its food business revenue fell 3% in North America in the third quarter. But PepsiCo Chairman and CEO Ramon Laguarta said Thursday that the company is moving qui ...

Steve Schmitt Appointed Executive Vice President and Chief Financial Officer Jamie Caulfield to Retire Steve Schmitt Schmitt joins PepsiCo from Walmart, where he currently serves as Executive Vice President and Chief Financial Officer for Walmart U.S., overseeing the finance function for Walmart's multi-billion-dollar omni- channel U.S. organization and leading the core financial activities of Walmart's largest business unit. Schmitt joined Walmart in 2016 and served in multiple leadership positions in the ...

This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. NEW YORK — While the volume of work going through marketers’ in-house agencies has ebbed and flowed over the years, modern production demands — particularly the high volume mandated by social media apps like TikTok — are leading some organizations to think beyond an all-or-nothing approach to third-party marketing services partnerships. PepsiCo in June expanded ...

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]

The third quarter of 2025 is crucial for PepsiCo, as investors closely watch how management responds to Elliott's proposals. There is also strong interest in the company's progress with healthier product offerings, such as Poppi and prebiotic sodas. PepsiCo's financial metrics include a price-to-earnings (P/E) ratio of approximately 26.01, a price-to-sales ratio of about 2.13, and an enterprise value to sales ratio of around 2.61. PepsiCo's enterprise value to operating cash flow ratio is approximately 19.6 ...

Group 1: Company Overview - PepsiCo, Inc. (NASDAQ:PEP) is a leading global packaged food and beverages company with a diverse portfolio of well-known brands including Pepsi, Mountain Dew, Gatorade, Lay's, Doritos, Quaker Oats, and Cheetos [2] Group 2: Current Challenges - Recently, PepsiCo has faced challenges in North America, with volume declines in both snacks and beverages due to inflation and changing consumer trends towards healthier eating habits [3] - The stock has decreased by almost 7% since the beginning of 2025 [3] Group 3: Strategic Adjustments - The company is adjusting its value initiative approach in response to consumer pressure, focusing on product and channel-specific offerings rather than broad promotions [4] - Strong performance in international operations has helped to offset domestic weaknesses and has enhanced the company's pricing power [4] Group 4: Dividend Policy - PepsiCo's dividend policy is appealing to income investors, with a quarterly dividend of $1.4225 per share and a dividend yield of 4.06% as of September 26 [5] - The company has consistently raised its dividends for 53 years, establishing itself as a reliable dividend aristocrat stock [5]

Core Viewpoint - Some investors in PepsiCo support Elliott Investment Management's suggestions to cut costs and eliminate underperforming brands, but are cautious about the proposal to separate the bottling network [1][5]. Group 1: Elliott's Proposal - Elliott Investment Management has proposed that PepsiCo should consider spinning off its bottling business to increase margins and simplify operations, similar to a move made by Coca-Cola nearly a decade ago [2][4]. - Elliott has taken a $4 billion stake in PepsiCo and released a report outlining strategies to boost profits, as the company's share price has fallen nearly 20% over the past year, underperforming the S&P consumer staples index [3]. Group 2: Financial Performance - PepsiCo's operating margins were reported at 14% last year, an increase from 13.1% in 2023, while Coca-Cola's margins were significantly higher at 21.2% and 24.7% for the same periods [6][7]. - The North American beverage business of PepsiCo has operating margins trailing Coca-Cola's by as much as 10 percentage points, which could potentially be recovered through refranchising [6]. Group 3: Investor Sentiment - Some long-term investors express concerns that separating the bottling business could be costly and time-consuming, potentially impacting PepsiCo's margins and earnings negatively during the transition [5]. - Ongoing discussions between Elliott and PepsiCo indicate that the company is reviewing the proposals while maintaining an active dialogue with shareholders [6].