PepsiCo raised its dividend for the 54th year but showed weak organic revenue growth of 2.6% and a sharp 98% drop in operating cash flow in Q1 FY26, with full-year 2025 income down due to impairments and volume declines. CEO Ramon Laguarta is restructuring the business amid challenges. Meanwhile, Coca-Cola outperformed with 10% organic revenue growth, expanding margins, and a 132% surge in free cash flow, supported by its asset-light model and global diversification. Coca-Cola also raised its EPS guidance and increased dividends for the 63rd consecutive year, making it a more attractive choice for dividend investors compared to PepsiCo's restructuring struggles.
The global protein snacks market is projected to grow from $5.86 billion in 2026 to $8.87 billion by 2030, with a CAGR of 10.9%. This growth is fueled by rising health consciousness, demand for high-protein diets like keto, and innovations in clean-l...
Whey protein inventories in the U.S. have dropped about 50% since 2023 due to surging demand driven by diet trends and increased use of GLP-1 weight-loss drugs, which require higher protein intake to prevent muscle loss. The dairy industry's processi...
Bank of America lowered PepsiCo's 2026 earnings per share forecast to $8.61 from $8.65, citing weaker performance in its North American snacks division. The second-quarter organic sales growth estimate was cut to 2.9% from 3.1%, reflecting ongoing ma...
