PepsiCo recently raised prices on chips and sodas after cutting them earlier this year to attract shoppers, sparking debate about the stock's suitability for total-return portfolios. While the company boasts a 4.6% dividend yield and steady international growth, its North American food segment saw a 2% revenue decline and margin compression, partly due to consumer affordability issues. Management expects North American volume to rebound without hurting margins, but upcoming earnings reports will be critical to confirm this. Investors are advised to be patient and watch for stable margins and volume growth before betting on PepsiCo's growth potential.
Following PepsiCo's recent price adjustments and ongoing margin concerns, the stock shows a modest 0.12% gain on Pluang as of Sep 30, 2026 21:31 WIB, trading at USD 128.84. Despite the debate over its total-return appeal, PepsiCo maintains a solid dividend yield of 4.6%. However, Pluang order activity leans heavily toward selling, with 95% of orders being sell orders, reflecting cautious investor sentiment.
Coca-Cola has reported five consecutive quarters of earnings beats and raised its full-year EPS growth guidance to 9-10%, driven by strong volume growth in key brands like Coca-Cola Zero Sugar and Powerade. The stock has rallied nearly 27% this year ...
PepsiCo increased its dividend by 4% even though its net income fell from $9.626 billion in 2024 to $8.295 billion in 2025. The dividend is currently covered by operating cash flow, but the margin is tight as free cash flow nearly matches dividend pa...
Coca-Cola shares have surged 26.76% this year, outperforming PepsiCo, which is down 8.20%. Over five years, Coke's gains reach 90.01%, while PepsiCo slightly declined. Coke's growth is driven by volume increases and strong demand for Coca-Cola Zero S...
Jim Cramer reversed his view on PepsiCo, stating he can no longer call it a growth company due to slower organic revenue growth and margin contraction. Despite a 6.4% revenue increase in Q2 2026, organic growth was only 2.4%, with North American food...
The Dividend Harvesting Portfolio was streamlined from over 110 to 84 positions, focusing on higher-conviction stocks and income growth. This cleanup and reinvestment increased the forward annualized dividend income by $95.91 (2.95%) to $3,347.22, ac...
