PepsiCo said Monday that it is buying prebiotic soda brand Poppi for more than $1.6 billion.The food and beverage giant said it plans to acquire the upstart for $1.95 billion. The deal includes $300 million of anticipated cash tax benefits, making the net purchase price $1.65 billion.Pepsi will also have to make additional payments if Poppi achieves certain performance milestones within a set time frame after the acquisition closes.Pepsi did not say when the deal is expected to close, pending regulatory app ...

Company continues to evolve its portfolio through innovation and strategic acquisitions Company expands better-for-you offerings to meet consumer preferences and continue to serve new generations of consumers PURCHASE, N.Y. and AUSTIN, Texas, March 17, 2025 /PRNewswire/ -- PepsiCo, Inc. (NASDAQ: PEP) ("PepsiCo") today announced that it has entered into a definitive agreement to acquire poppi, a fast-growing prebiotic soda brand, for $1.95 billion, including $300 million of anticipated cash tax benefits for ...

Core Insights - PepsiCo, Inc. (NASDAQ: PEP) has experienced a decline of over 15% in its stock price over the past six months [1] - The recent nomination of RFK Jr. as Secretary of Health has negatively impacted the company's fortunes [1] Company Performance - The stock performance of PepsiCo has been challenging, with a significant drop in value noted [1] Analyst Perspective - The analysis emphasizes a strong focus on technical analysis and aims to provide high-quality insights to the investment community [1]

Core Viewpoint - The recent stock market volatility has led investors to favor stable consumer staples, particularly those with predictable dividend growth, with PepsiCo showing resilience while Coca-Cola demonstrates stronger growth metrics [1][2]. Growth and Outlook - Coca-Cola has outperformed PepsiCo in organic sales growth, achieving a 14% increase compared to PepsiCo's 2% [2]. - Coca-Cola projects organic revenue growth of 5% to 6% for the upcoming year, while PepsiCo anticipates low-single-digit revenue gains [2]. - PepsiCo's sales volume declined by 1% last quarter, contrasting with Coca-Cola's 2% increase, indicating Coca-Cola's better pricing power and volume retention [3]. Cash Flow and Returns - PepsiCo plans to allocate $7.6 billion for dividends and $1 billion for stock buybacks in 2025 [4]. - Coca-Cola spent $8 billion on dividends and $1.1 billion on stock buybacks last year, with both companies increasing their dividends by 5% in 2025 [5]. Valuation - PepsiCo shares are trading at 18 times expected earnings, while Coca-Cola's forward P/E is 24, indicating a valuation premium for Coca-Cola [6]. - In terms of revenue valuation, PepsiCo trades at 2.3 times revenue compared to Coca-Cola's 6.5 times [6]. Profitability - Coca-Cola boasts a higher operating profit margin of 30%, significantly surpassing PepsiCo's 14% [7]. - Coca-Cola's strong growth and profitability justify its premium valuation, making it a preferred choice for many investors [8]. Investment Preference - While PepsiCo offers a higher yield at 3.55% compared to Coca-Cola's 2.7%, Coca-Cola's overall business performance and stability make it a more attractive investment [5][8]. - Coca-Cola's consistent dividend increases, marking its 63rd consecutive year, solidify its status among Dividend Kings [8].

Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is documenting my journey towards financial independence using dividend growth investing as the means to transform the dream of financial independence into a reality. It's also th ...

Group 1 - The Consumer Staples Sector ETF (XLP) experienced a significant rally from mid-January to early March, driven by a broader risk-off trade that shifted investments from high-momentum equities to blue-chip stocks [1] - This shift in investment strategy indicates a growing preference for stability and reliability in the consumer staples sector during uncertain market conditions [1] Group 2 - PepsiCo is highlighted as a key player within the consumer staples sector, benefiting from the recent market trends favoring established companies [1]

Sometimes, we analysts write an article on a stock whose thesis requires many hundreds or thousands of words to rigorously piece together into a conclusion. In my last article on Pepsico (PEP) , while I hope readers went "cover to cover" on it, AsI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden YARP Portfolio, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I'v ...

PURCHASE, N.Y., March 13, 2025 /PRNewswire/ -- PepsiCo, Inc. (NASDAQ: PEP) today announced that it will issue its first-quarter 2025 (ending March 22) financial results and other related information on Thursday, April 24, 2025 by posting the following materials and links on the company's website at www.pepsico.com/investors. Press release and 10-Q at approximately 6:00 a.m. EDT Prepared management remarks (in PDF format) at approximately 6:30 a.m. EDT Live question and answer session for analysts with Ramon ...

Core Viewpoint - The ongoing trade dispute between the U.S. and key trading partners is disproportionately affecting certain companies, particularly those facing tariffs, such as PepsiCo [1]. Group 1: Company Impact - PepsiCo has been negatively impacted by the current tariffs, resulting in a nearly 3% decline in its share price on a day when the S&P 500 index gained 0.5% [2]. - A group of major American food and drink manufacturers, including PepsiCo, has formally requested exemptions from tariffs on certain ingredients not available from U.S. sources, such as cocoa and fruit [3][4]. - Jefferies has downgraded PepsiCo's rating from buy to hold, citing general weakness and market share losses as reasons for the delayed turnaround [5]. Group 2: Industry Response - The letter from food and drink manufacturers to President Trump emphasizes the need for a targeted removal of tariffs on specific inputs to protect domestic manufacturers and mitigate consumer inflation [4]. - The potential fallout from the trade dispute raises concerns about the overall health of the food and beverage industry, suggesting that PepsiCo may be a stock to avoid for the time being [6].

I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...