Shares of PepsiCo Inc. (PEP) hit a new 52-week low of $130.16 yesterday, before rising 0.4% to close trading at $130.74. The current price reflects a 28.7% discount from its 52-week high of $183.41, highlighting a challenging year for the beverage company. Overall, the PEP stock has trended downward in the past year, driven by challenges in its North America operations since the start of 2024, including reduced consumer demand and product recalls in the QFNA segment. Additionally, the recent tariff-related ...

Financial Data and Key Metrics Changes - PepsiCo delivered 2% organic revenue growth for the full year 2024, with a 9% growth in core constant currency earnings per share, exceeding guidance of at least 8% [4] - Over the past five years, net revenue increased by 37% to nearly $92 billion, while core EPS rose by 48% [4][5] Business Line Data and Key Metrics Changes - The international business generated net revenue of $37 billion, accounting for 40% of total net revenue and 39% of core division operating profit mix [5] - Core operating profit for the international business has compounded annually at 10% over the last five years [5] Market Data and Key Metrics Changes - Approximately 60% of PepsiCo's business comes from geographies with only 5% of the global population, indicating significant growth potential in other regions [6] Company Strategy and Development Direction - PepsiCo is focusing on four key pillars: evolving the product portfolio, expanding availability, modernizing the company, and enhancing sustainability through Pep Positive [7] - The company aims to innovate its product offerings, including no sugar beverages and healthier ingredients, while also expanding its presence in high-growth channels and markets [8][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's resilience despite challenges such as the global pandemic and high inflation, believing the runway for growth remains vast [5][6] - The company is committed to transforming its supply chain and evolving its portfolio to support sustainable growth and value [14] Other Important Information - PepsiCo has made significant strides in sustainability, including incorporating recycled materials into packaging and achieving water use efficiency goals ahead of schedule [15][56] - The company has engaged in various initiatives to enhance its positive impact on communities and the environment [15][56] Q&A Session Summary Question: Thoughts on paying down debt instead of buying back stock - The company plans to repay $4 billion of long-term debt and return approximately $8.6 billion to shareholders in 2025, including $1 billion through share repurchases [79] Question: Dividend increase for Pepsi stock - A 5% increase in the annualized dividend per share was announced earlier this year, marking the 53rd consecutive annual increase [80] Question: Impact of GLP-1 drugs on Pepsi products - The company is monitoring GLP-1 trends and has observed that consumers are adjusting their consumption patterns, which the diverse portfolio can address [82] Question: Current debt levels - Total debt stands at $48.5 billion, with $8.3 billion in cash and equivalents, and 81% of the debt is long-term [84]

"A cloud-first approach has been essential to PepsiCo's ongoing digital transformation," said Athina Kanioura, Executive Vice President, Chief Strategy and Transformation Officer at PepsiCo. "This strategic collaboration will strengthen our mature cloud strategy and unlock new levels of agility, intelligence, and scalability across the company." [email protected] SOURCE PepsiCo, Inc. Cloud migration and IT modernization: PepsiCo is migrating applications and workloads to AWS. As PepsiCo continues its cloud- ...

Core Viewpoint - PepsiCo is recognized as a Dividend King, having raised its dividend for 53 consecutive years, making it one of the best dividend stocks historically [2][4] Group 1: Dividend History and Current Yield - PepsiCo announced a 5% increase in its quarterly dividend payment, continuing its long-standing commitment to dividend payments since 1965 [2] - The current dividend yield for PepsiCo is over 4%, the highest in approximately 40 years, indicating low investor demand [8][10] Group 2: Economic Considerations - PepsiCo generates 60% of its revenue in North America, with significant operations outside the U.S., leading to uncertainty in financial forecasts due to global economic conditions [6] - The company sources raw materials from multiple countries, adding complexity to its cost structure amid economic uncertainty [7] Group 3: Future Prospects and Stability - Despite current challenges, PepsiCo has a diverse portfolio beyond beverages, providing greater stability compared to other beverage companies [11] - The company plans to allocate $7.6 billion for dividends in 2025, supported by $12.5 billion in net cash from operations in 2024, indicating a strong cash flow position [13] - PepsiCo's ability to acquire emerging brands, as demonstrated by its acquisition of Poppi, positions it for growth even in a challenging economy [12][14]

PepsiCo (PEP) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this food and beverage company have returned -9.1%, compared to the Zacks S&P 500 composite's -0.7% change. During this period, the Zacks Beverages - Soft drinks industry, which PepsiCo falls in, has lost 1.4%. The key question now is: What could be the stock's future direc ...

Core Viewpoint - PepsiCo is responding to the call from Health and Human Services Secretary Robert F. Kennedy Jr. to ban artificial ingredients, with plans to reduce such ingredients in its products [1][6]. Company Actions - PepsiCo's CEO, Ramon Laguarta, announced that over 60% of the company's product portfolio currently does not contain artificial colors, and the company is actively transitioning away from these ingredients [2][3]. - Specific products like Lay's and Tostitos are set to be free of artificial colors by the end of this year [2][10]. Industry Changes - The U.S. Food and Drug Administration (FDA) is initiating a ban on petroleum-based synthetic dyes, with plans to revoke authorization for certain synthetic food colorings and eliminate six remaining synthetic dyes from the food supply by the end of next year [3]. - The FDA's actions are part of a broader effort to establish national standards for transitioning to natural alternatives in the food industry [3]. Public Health Perspective - Certified nutritionist Liana Werner-Gray views the ban as a significant win for public health, emphasizing the importance of consuming natural foods [4][8]. - Werner-Gray advocates for a return to natural nutrition, highlighting personal health improvements after eliminating artificial dyes from her diet [5][7].

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

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Company Overview - PepsiCo, Inc. is a global market leader in salty snacks and ranks second in non-alcoholic beverages [1] - The company is recognized as a popular dividend growth stock with a dividend yield exceeding 4%, marking the highest level in over a decade [1] Investment Focus - The focus on dividend growth investing is emphasized, highlighting the importance of sustainable dividend growth and capital appreciation potential [1] - The company is categorized as a large-cap stock, which is generally sought after for its undervaluation and growth prospects [1] Analyst Performance - The analyst has achieved a ranking in the top 2.0% out of over 28,000 financial bloggers as of December 2023, indicating a strong performance in stock analysis [1]

PepsiCo TodayPEPPepsiCo$133.38 -1.93 (-1.43%) 52-Week Range$131.80▼$183.41Dividend Yield4.06%P/E Ratio19.19Price Target$162.00Add to WatchlistPepsiCo’s NASDAQ: PEP stock price is under pressure in H1 2025 and may move below the lows set in late April. The technical action is weak. The market looks set to extend the decline to $130 or lower and could reach the $120 level before the correction is over.  However, this market is seriously disconnected from reality, and offers an entry point for dividend growth ...