NASDAQ:PEP

PepsiCo (PEP)

142.51
-2.47 (1.70%)
as of Jul 8, 2026, 8:00:00 pm Market Open.
235 watching
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Investor Insights
star iconJul 8, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

PepsiCo (PEP-Q) has faced a challenging market environment recently, with experts offering mixed reviews as the company reports its upcoming earnings. While some analysts see the current dip in stock price as a buying opportunity due to the stable 4% dividend yield and the strength of its Frito-Lay snack division, others express concern over the company's struggle with changing consumer preferences towards healthier options and the impact of GLP-1 weight-loss drugs. Despite these challenges, there is recognition of PepsiCo's efforts to adapt, with the CEO responsive to customer needs. However, the company's performance has lagged behind competitors like Coca-Cola, raising questions about future growth potential in an evolving consumer landscape.

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Consensus
Hold
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Valuation
Undervalued
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Similar
Coca-Cola,KO
BUY
Held in better than a lot of stocks. Great international sales.
PAST TOP PICK
(A Top Pick Aug 18/10. Up 0.94%.) Still likes. 30% of their business comes from food. Expanding internationally. Well-managed.
TOP PICK
With the Cdn$ so strong, now is the time to take advantage of our dollar to buy big multinational companies at a discount. Diversified across a number of product lines. Recently increased the dividend 7%. Trading at a discount.
BUY
Model price is $62.45 and he would be tempted to buy this one. Would also be tempted to buy Coca-Cola (KO-N). They both look like good buys.
BUY
Great play on emerging markets as it has brands that people want to buy. They have chips as well with Frito Lay and the food group. Very strong cash generator with a big overseas operation.
BUY
Found it difficult to find reasonable value in consumer staples areas. March to now is recognition that it was trading at a low multiple compared to Coke. There is more growth in this one.
TOP PICK
Leading multinational company and derives almost a third of revenues from emerging markets. Packaged food division and moving to organic. Good growth rate at 8%-10% over the next 3 to 5 years. Not expensive at 15.5X earnings and a 3.1% dividend yield. With Cdn$ being so strong, it might be time to think about diversifying your currency exposure.
BUY
Pepsi (PEP-N) or Coke (KO-N)? Pepsi has better growth metrics going forward in the range of 10%-12% in earnings and cash flow versus 9%-10% with Coke. Less dependent on carbonated drinks. Has a food business in Frito Lay. Also trades at a lower multiple.
BUY
Pepsi (PEP-N) versus Coca Cola (KO-N)? Both have similar growth rates. Coke trades at about 17.5X earnings while Pepsi trades at about 14.5X earnings. At a 3 point multiple Pepsi would be his choice. Pepsi is a smaller player but more diversified with their Frito Lay division.
TOP PICK
Sells at a discount to Coke (KO-N) and to the market but has bigger emerging market exposure. Re-formulating a number of their Frito Lay products to become more natural and take out the artificial ingredients. 3% yield.
DON'T BUY
Technically it has a problem with overhead resistance of around $67. Historically consumer staple stocks like this one have done very well in the summer.
BUY
Very good company. Competing well. Earnings are growing and it is not that expensive.
TOP PICK
Stable. Good dividend. Growing well. Good international operations. Recently bought a Russian dairy and juice producer.
PAST TOP PICK
(A Top Pick Dec 9/09. Up 7.61%.) Just announced a deal with the largest dairy and juice producer in Russia.
PAST TOP PICK
(A Top Pick Dec 9/09. Up 6.91%.)
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