PepsiCo: 'Upgrading' From Strong Sell To Sell, But I Still Expect Frozen Returns

PepsiCo is rated 'sell' as the turnaround remains unproven, with core North American segments still struggling and gross margins under pressure. Recent sales growth was driven solely by international markets and currency effects, while North America saw declining volumes and ineffective pricing strategies. PEP's leverage is concerning, with $42B net debt and a high FCF multiple of 25–26x, leaving little room for deleveraging or capital flexibility.

Seeking Alpha • Jul 23, 2026

Should Investors Buy Pepsico Stock Instead of Coca-Cola Stock?

These beverage giants are excellent companies, but only one can be the better investment in this comparison.

The Motley Fool • Jul 24, 2026

Gatorade's First "Body of Science" Study Reveals Disparities in Women's Hydration & Nutrition Patterns

The Science of Her Sweat: Gatorade Sports Science Institute's (GSSI) new research shows women need more tailored hydration and nutrition guidance Key Takeaways: Only about 6% of sports science research focuses exclusively on women1, leaving a critical gap in hydration and nutrition guidance for female athletes. "Body of Science's" first study2 measures hydration and fueling patterns in more than 500 women across basketball, soccer, and ice hockey, among other activities.

PRNewsWire • Jul 21, 2026

Dividend Stock Showdown: Is Coca-Cola or PepsiCo the Better Buy Right Now?

Coca-Cola may be the stronger business today, but PepsiCo offers a more attractive opportunity. Pepsi's higher yield and activist-driven changes give it the edge as a new buy today.

The Motley Fool • Jul 20, 2026

AI Has Entered a Bear Market

SOXX dips into a bear market

InvestorPlace • Jul 20, 2026

My Top 5 Dividend Picks For July

July's top 5 dividend picks—PEP, CUBE, NLY, SCL, CMCSA—offer an average 16.3% expected annual total return and 6.0% yield, all trading at deep discounts. I rate PepsiCo (PEP) a Strong Buy, projecting a 17.2% annual return and a 30.5% discount to fair value, with transitory headwinds expected to subside. CubeSmart (CUBE), Annaly Capital (NLY), Stepan (SCL), and Comcast (CMCSA) are all Buys, each positioned for double-digit returns as macro conditions normalize.

Seeking Alpha • Jul 18, 2026

PepsiCo Declares Quarterly Dividend

PURCHASE, N.Y., July 17, 2026 /PRNewswire/ -- The Board of Directors of PepsiCo, Inc. (NASDAQ: PEP) today declared a quarterly dividend of $1.48 per share of PepsiCo common stock, a 4 percent increase versus the comparable year-earlier period.

PRNewsWire • Jul 17, 2026

PepsiCo, Inc. (PEP) is Attracting Investor Attention: Here is What You Should Know

Recently, Zacks.com users have been paying close attention to PepsiCo (PEP). This makes it worthwhile to examine what the stock has in store.

Zacks Investment Research • Jul 17, 2026

Historic High Yield - Winners 6.7% To 4% Dividend Yield

Focusing on dividend stocks at or near historic high yields enables value-driven capital gains and income, especially when yields exceed the 10-year Treasury. Five standout stocks—VICI, EMN, AES, KMB, and PEP—currently offer 4%+ yields near historic highs, supported by solid credit ratings and dividend growth histories. Relative valuation metrics (P/E or P/AFFO) confirm these winners are trading below their 5-year averages, highlighting attractive entry points.

Seeking Alpha • Jul 17, 2026

PepsiCo: Dividend King With Double-Digit Total Return Potential

PepsiCo is rated a strong buy after recent weakness, offering a compelling blend of yield, growth, and undervaluation. PEP's forward CAGR is projected at 13.7–18.2%, driven by dividend growth, EPS expansion, and potential multiple re-rating toward historical averages. Guidance for organic revenue growth (2–4%) is conservative; I expect acquisitions and cost tailwinds to lift overall growth to 6%.

Seeking Alpha • Jul 16, 2026