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Sell-side consensus EPS, revenue estimates, YoY growth, forward P/E, and per-year analyst coverage — for any covered stock.
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A year-by-year projected price path from the sell-side EPS consensus, with an editable target P/E and the implied annual return from today's price.
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See price against where its own fundamentals say it should trade — the shaded gap is the discount or premium, across five valuation lenses.
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See exactly how PEP's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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PepsiCo, Inc. is a global enterprise that creates, promotes, and supplies a diverse array of drinks and easy-to-prepare food items across the globe. Its operations are structured into seven primary divisions: Frito-Lay North America, Quaker Foods North America, PepsiCo Beverages North America, Latin America, Europe, Africa/Middle East/South Asia, and the Asia Pacific, Australia, New Zealand, and China Region. The company's extensive product catalog encompasses popular snack foods like various dips, cheese snacks, spreads, and a range of chips (including corn, potato, and tortilla varieties)…
PepsiCo has underperformed the benchmark by 4%, but I remain confident in its long-term value. Despite recent bottom line estimate misses, PEP maintains steady top and bottom line growth, supporting its premium valuation. I continue to rate PEP as a Buy, seeing no structural issues and viewing it as a defensive, dividend-paying staple.
PepsiCo shares have performed poorly since 2023 on lackluster revenue. Recent adjustments and improvements, however, have quietly rekindled earnings growth.
PepsiCo trades at 16x 2026 earnings with a 4.3% yield after a market overreaction to a penny EPS miss and soft North American volumes. PEP's international segment is on track to cross $40B in revenue, driving robust volume and margin expansion while North America stabilizes. Management reaffirmed full-year guidance, highlighted improved cash flow, and continues to invest in marketing and productivity, underscoring confidence in the turnaround.
Coca-Cola has been a consistent performer. PepsiCo, with an activist investor's encouragement, has made progress.
PepsiCo remains a buy, supported by robust international growth and a 4.3% dividend yield, despite North American weakness. Q2 results highlight international strength offsetting sluggish North American recovery, with core operating margins under pressure and volume growth lagging expectations. Guidance for 2026 is reaffirmed, but EPS is likely to land at the low end of the range, hinging on a strong Q4 and tariff refunds.