FeesSafety
Pluang+

PepsiCo remains a buy with strong international growth and 4.3% dividend despite North American challenges.

Analyst Insights
06 Sep 2026
Seeking Alpha
View Source
Neutral
PepsiCo remains a buy with strong international growth and 4.3% dividend despite North American challenges.

PepsiCo's Q2 results show strong international growth offsetting weak North American recovery, with pressure on margins and slower volume growth. The company reaffirmed its 2026 guidance but expects earnings per share at the low end of the range, relying on a strong Q4 and tariff refunds. Valuation upside to $147–$156 is supported by peer comparisons and historical metrics, but future gains depend on execution and improving macroeconomic conditions. Despite a recent 12% share price drop, PepsiCo's international strength and dividend yield make it a buy recommendation.

More News (PEP)

Taco Bell extends PepsiCo drink deal for 11 more years through 2036

Taco Bell extends PepsiCo drink deal for 11 more years through 2036

PepsiCo secured an 11-year extension of its beverage partnership with Yum! Brands' Taco Bell, ensuring Pepsi, Mountain Dew, and other drinks remain at participating U.S. Taco Bell locations until 2036. This deal is a win for PepsiCo amid competition ...

Market News
Bullish
1 day ago
PepsiCo's 4% dividend yield faces pressure after earnings cut and tight cash flow coverage.

PepsiCo's 4% dividend yield faces pressure after earnings cut and tight cash flow coverage.

PepsiCo's stock is down 17% from its peak, pushing its dividend yield to 4%, attractive for income investors. However, the company recently lowered its earnings outlook due to rising costs and margin pressures, raising concerns about dividend safety....

Company Fundamentals
Neutral
1 day ago
PepsiCo stock offers 10.8% upside if U.S. soft drink sales improve, trading 19% below its 52-week high.

PepsiCo stock offers 10.8% upside if U.S. soft drink sales improve, trading 19% below its 52-week high.

PepsiCo shares trade nearly 19% below their 52-week high, with a 24/7 Wall St. price target suggesting a 10.8% upside over the next year. The key to this potential gain lies in the turnaround of its North American business, especially U.S. soft drink...

Market News
Bullish
2 days ago
PepsiCo renews Taco Bell partnership through 2036 despite KFC switching to Coca-Cola in the U.S.

PepsiCo renews Taco Bell partnership through 2036 despite KFC switching to Coca-Cola in the U.S.

PepsiCo has extended its long-standing partnership with Taco Bell through 2036, maintaining its role as the beverage supplier for Taco Bell in the U.S. and several international markets. This renewal comes shortly after KFC, Taco Bell's sister chain,...

Market News
Neutral
2 days ago
Five blue-chip dividend stocks offer growing income to supplement Social Security for retirees.

Five blue-chip dividend stocks offer growing income to supplement Social Security for retirees.

Social Security's 3.3% cost-of-living increase in 2027 is insufficient for most retirees, making additional income sources essential. Five blue-chip dividend stocks—Realty Income, PepsiCo, Xcel Energy, Johnson & Johnson, and Coca-Cola—provide reliabl...

Market News
Bullish
3 days ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App