PepsiCo

PEP-Q

NASDAQ:PEP

142.06
0.38 (0.27%)
PepsiCo, Inc. is an American multinational food, snack, and beverage corporation headquartered in Purchase, New York. PepsiCo has interests in the manufacturing, marketing, and distribution of grain-based snack foods, beverages, and other products.
More at Wikipedia

Analysis and Opinions about PEP-Q

Signal
Opinion
Expert
BUY
BUY
November 19, 2019
No reason to sell this. It fails to sell off, actually.
Show full opinionHide full opinion
PepsiCo (PEP-Q)
November 19, 2019
No reason to sell this. It fails to sell off, actually.
DON'T BUY
DON'T BUY
October 2, 2018

Not enough growth here and he barely invests in consumer staples. A well-run company though. If you want dividend growth, look at the banks or utilities instead.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
October 2, 2018

Not enough growth here and he barely invests in consumer staples. A well-run company though. If you want dividend growth, look at the banks or utilities instead.

DON'T BUY
DON'T BUY
February 6, 2018

Has been struggling. Their core product was carbonated soft drinks, for which demand has been shrinking. They have diversified away from that. Over 50% of their revenues now come from other types of products. However, he prefers Coke to Pepsi. Coke and Pepsi have similar yield.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
February 6, 2018

Has been struggling. Their core product was carbonated soft drinks, for which demand has been shrinking. They have diversified away from that. Over 50% of their revenues now come from other types of products. However, he prefers Coke to Pepsi. Coke and Pepsi have similar yield.

DON'T BUY
DON'T BUY
December 6, 2017

There is a lot of pressure on carbonated beverages. It’s shrinking year-over-year. This has transitioned away better than Coca-Cola (KO-N) has. More than 50% of revenues comes from non-carbonated beverages. They have over 20 brands that generate over $1 billion a year. He would consider this if it were cheaper. Trading at over 20X Price to Earnings.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
December 6, 2017

There is a lot of pressure on carbonated beverages. It’s shrinking year-over-year. This has transitioned away better than Coca-Cola (KO-N) has. More than 50% of revenues comes from non-carbonated beverages. They have over 20 brands that generate over $1 billion a year. He would consider this if it were cheaper. Trading at over 20X Price to Earnings.

COMMENT
COMMENT
November 10, 2017

(Market Call Minute.) A well-managed company. About half their business comes from Frito-Lay salty snacks. This is one you might want to look at after the yield curve inverts.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
November 10, 2017

(Market Call Minute.) A well-managed company. About half their business comes from Frito-Lay salty snacks. This is one you might want to look at after the yield curve inverts.

DON'T BUY
DON'T BUY
November 1, 2017

The PepsiCo (PEP-N) Coca-Cola (KO-N) Rivalry never seems to end. Of the 2, he would prefer PepsiCo, but doesn't own either. It has done a better job of diversifying away from the reliance on carbonated soft drinks. Today, more than 50% of their revenues come from noncarbonated drinks. There is still a lot of uncertainty as to what this kind of business looks like 5 years from now. He would not be a buyer at this time.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
November 1, 2017

The PepsiCo (PEP-N) Coca-Cola (KO-N) Rivalry never seems to end. Of the 2, he would prefer PepsiCo, but doesn't own either. It has done a better job of diversifying away from the reliance on carbonated soft drinks. Today, more than 50% of their revenues come from noncarbonated drinks. There is still a lot of uncertainty as to what this kind of business looks like 5 years from now. He would not be a buyer at this time.

COMMENT
COMMENT
August 15, 2017

Within this overall space, there is no rush to buy the name. The carbonated soft drink industry is not growing. Trading at 23X, which is not cheap. About 50% of revenue is coming from noncarbonated soft drinks.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
August 15, 2017

Within this overall space, there is no rush to buy the name. The carbonated soft drink industry is not growing. Trading at 23X, which is not cheap. About 50% of revenue is coming from noncarbonated soft drinks.

SELL
SELL
June 21, 2017

This has been a very positive stock story over the years, but it is far too expensive in a failing space. Carbonated sodas and salty snacks are certainly not growth areas anymore. Management has done a good job in managing the space, but at 23X earnings he wouldn’t dip his toe in the water.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
June 21, 2017

This has been a very positive stock story over the years, but it is far too expensive in a failing space. Carbonated sodas and salty snacks are certainly not growth areas anymore. Management has done a good job in managing the space, but at 23X earnings he wouldn’t dip his toe in the water.

COMMENT
COMMENT
May 9, 2017

Coca-Cola (KO-N) or PepsiCo (PEP-N)? These are both struggling with the carbonated soft drinks side of things. There really hasn’t been much in terms of revenue growth for either.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
May 9, 2017

Coca-Cola (KO-N) or PepsiCo (PEP-N)? These are both struggling with the carbonated soft drinks side of things. There really hasn’t been much in terms of revenue growth for either.

BUY WEAKNESS
BUY WEAKNESS
April 24, 2017

It has been a fabulous stock. It seems to be doing everything right. It diversified away from sugary soda. The risk is thinking of it as a reliable beverage company. There is always the risk of a trip-up. She would prefer it to Coke (KO-N).

Show full opinionHide full opinion
PepsiCo (PEP-Q)
April 24, 2017

It has been a fabulous stock. It seems to be doing everything right. It diversified away from sugary soda. The risk is thinking of it as a reliable beverage company. There is always the risk of a trip-up. She would prefer it to Coke (KO-N).

Liz Miller

Unlock Ratings

Price
$114.320
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
February 28, 2017

There is potential for this to make large acquisitions. They’ve been rumoured to be a potential suitor for Mondelez (MDLZ-Q), expanding out of the soft drink space and further into the sweet, snack food space. However, it has an elevated valuation trading at close to 21X earnings. Coca-Cola (KO-N) would be a more attractive valuation and gives you a higher dividend yield.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
February 28, 2017

There is potential for this to make large acquisitions. They’ve been rumoured to be a potential suitor for Mondelez (MDLZ-Q), expanding out of the soft drink space and further into the sweet, snack food space. However, it has an elevated valuation trading at close to 21X earnings. Coca-Cola (KO-N) would be a more attractive valuation and gives you a higher dividend yield.

HOLD
HOLD
August 15, 2016

This is sort of unique in that they have a bit of a market niche. They did an expansion into the food group better than anybody else in their industry. This has a high multiple, but it has been higher before. They have the International growth continuing.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
August 15, 2016

This is sort of unique in that they have a bit of a market niche. They did an expansion into the food group better than anybody else in their industry. This has a high multiple, but it has been higher before. They have the International growth continuing.

HOLD
HOLD
July 12, 2016

(Market Call Minute.) Like a lot of US multinationals, it is not cheap. Will probably grind its way a little higher. You can collect the dividend and you’ll be fine.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
July 12, 2016

(Market Call Minute.) Like a lot of US multinationals, it is not cheap. Will probably grind its way a little higher. You can collect the dividend and you’ll be fine.

BUY
BUY
July 7, 2016

It becomes a favourite industry when we are uncertain about the future. Pepsi understands the pulse of changing taste. It even looks inexpensive.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
July 7, 2016

It becomes a favourite industry when we are uncertain about the future. Pepsi understands the pulse of changing taste. It even looks inexpensive.

Liz Miller

Unlock Ratings

Price
$107.490
Owned
Unknown
COMMENT
COMMENT
January 29, 2016

Coca-Cola (KO-N) or PepsiCo (PEP-N)? The key difference is that this company has a more established non-beverage business. Over 50% of revenue comes from non-beverage items. They have been busy doing acquisitions on that front. Would prefer Dr. Pepper Snapple Group (DPS-N) which has about a 10th of the market share of these 2, so there is an opportunity to steal market share.

Show full opinionHide full opinion
PepsiCo (PEP-Q)
January 29, 2016

Coca-Cola (KO-N) or PepsiCo (PEP-N)? The key difference is that this company has a more established non-beverage business. Over 50% of revenue comes from non-beverage items. They have been busy doing acquisitions on that front. Would prefer Dr. Pepper Snapple Group (DPS-N) which has about a 10th of the market share of these 2, so there is an opportunity to steal market share.

Showing 1 to 15 of 128 entries