PepsiCo Stock News

PepsiCo's NASDAQ: PEP deep discount will soon evaporate because the stock price is disconnected from reality, and the FQ3 earnings report supports this.

Activist investor Elliott Management says PepsiCo's (NASDAQ: PEP) North American beverage unit has underperformed Coca-Cola for years due to its vertically integrated bottling operations. PepsiCo acquired its bottling business after the great financial crisis, a move that made its beverage supply chain more operationally intensive and less margin-efficient.

This week marked the start of earnings season with several major companies reporting results, including Delta Air Lines and PepsiCo, while the big banks like JPMorgan Chase, Citigroup, and Wells Fargo are set to report next week. Investors are closely watching these early reports for cues on the broader economic landscape amid ongoing uncertainties.

If you're looking for dividend stocks that you can own for the next decade, or longer, these two consumer staples makers should be on your short list today.

PepsiCo, Inc. (NASDAQ:PEP ) Q3 2025 Earnings Call October 9, 2025 8:15 AM EDT Company Participants Ravi Pamnani - Senior Vice President of Investor Relations Ramon Laguarta - Chairman & CEO Jamie Caulfield - Executive VP & CFO Conference Call Participants Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Dara Mohsenian - Morgan Stanley, Research Division Lauren Lieberman - Barclays B...

PepsiCo's Q3 wasn't pretty – volumes fell and margins shrank – yet the stock is up. Something in these “bad” numbers may be quietly turning the tide. After lagging the market by 10 points in a quarter, PepsiCo trades at its lowest valuation in years. Yield, margins, and timing suddenly look interesting. Investors see a sleepy staple; insiders see value. PepsiCo's latest results might be setting...

PepsiCo reported modest Q3 results, driven by price increases rather than volume growth, with guidance unchanged and limited upside potential. PEP faces structural margin challenges due to its in-house bottling operations, unlike Coca-Cola, and activist pressure from Elliott may prompt strategic changes. Despite a slight earnings beat, weak US demand and reliance on international growth signal ...

Major U.S. equities indexes pulled back Thursday after the S&P 500 and Nasdaq set fresh all-time highs. The Dow Jones Industrial Average, S&P 500, and Nasdaq all were lower at midday.