NASDAQ:PEP

PepsiCo (PEP)

140.68
-1.24 (0.87%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

PepsiCo is facing challenges as it prepares for its upcoming earnings report, with several factors weighing on its performance. The rise of GLP-1 drugs, which suppress appetite, poses a significant threat to its snack division, leading to concerns about its market position, especially among younger consumers who are increasingly health-conscious. Despite these challenges, PepsiCo benefits from a strong Frito-Lay snack franchise and a solid dividend yield of approximately 4%. There is some optimism due to Elliott Management's recent stake in the company, indicating a belief in its long-term value. However, overall performance has been lackluster, with PepsiCo down 7% this year while competitors like Coca-Cola have seen gains, raising questions about its future trajectory.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
KO
BUY
(Market Call Minute.) Have been struggling with food price inflation. Good dividend. Casitas into the $70 range.
BUY ON WEAKNESS
Good quality food company. These are the types of names that should be an anchor in your portfolio with reasonable valuations, good growth and products that people can't live without. Great exposure to emerging markets. Would buy below $60.
BUY
You should keep it. They expanded their international reach by buying a diary in Russia and will expand in China. Likes that they are not just beverage. 30% is snacks. Beverage side is holding them back. They have to execute but he things they will.
PAST TOP PICK
(Top Pick Dec 15/10, Up 2.36%) Continues to like it although here was a fungicide story today that is not approved in the US. This one has the snack food business. 2 or 3 multiple points less than coke.
PAST TOP PICK
(A Top Pick Dec 15/10. Up 1.59%.) Great international exposure. Committed to a $2.5 billion investment in China. Recently bought a dairy concern in Russia. Likes that it is not a pure beverage company. About 30% of their business comes out of Frito-Lay. Fairly stable company.
PAST TOP PICK
Dec 15,2010 Recommended at $65.24 now $62.33 Down 2.25% Is more diversified then Coke, which gives it a nice combination of growth and stability.
TOP PICK
A leader in snacks and #2 in beverages. Took a beating because of market share loss in carbonated soft drinks and beverages in general. Over 3% dividend yield. Consistent grower cash flows. Acquiring a lot of snacks companies.
BUY
A fabulous company that has returned value to shareholders over a long period. Reasonable valuation here at 13-14 times earnings.
COMMENT
Has a level of support that it doesn't seem to be breaking. Chart doesn't excite him. He has no real conviction on this one.
BUY
Stock has not preformed well. Historically cheap on a PE valuation and versus Coca Cola (KO-N). 2 divisions, drinks and food. 2nd or 3rd biggest food company globally.
BUY
Prefers over coke. Snack business too.
BUY
He has a model price of $50.61. A negative 18%. If you are a “Buy and Hold” investor, this is a good opportunity. Currently it is at a critical support level and he doesn't think it will get much cheaper. 3.3% dividend yield.
TOP PICK
Word’s biggest food and worlds biggest beverage company. Likes it here because the valuation vs. coke is lower than for many years. If they split into two it would be worth a lot more. Big, safe dividends.
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.
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