Latest analyst takes
ValuetainmentBEARPEP looks like a bear case right now because PepsiCo’s $7 Doritos pricing strategy is being rejected by retail partners and it already shows up in missed 2024 and 2025 forecasts plus major stock drawdown (down from >$180 to about $155, near ~5-year-ago levels) after billions in value were lost.16d ago
GenExDividendInvestorBULLPepsiCo (PEP) is a dividend stalwart in my portfolio for cash yield, producing about $4,500 per year on ~$121k invested.16d agoGenExDividendInvestorBULLI view Pepsi as a long-term hold for income investors—another consumer staples stalwart—but weak sales in several segments make it a mixed case where I’ll continue holding rather than adding aggressively.23d ago"PEP looks like a bear case right now because PepsiCo’s $7 Doritos pricing strategy is being rejected by retail partners and it already shows up in missed 2024 and 2025 forecasts plus major stock drawdown (down from >$180 to about $155, near ~5-year-ago levels) after billions in value were lost."
"PepsiCo (PEP) is a dividend stalwart in my portfolio for cash yield, producing about $4,500 per year on ~$121k invested."
"I view Pepsi as a long-term hold for income investors—another consumer staples stalwart—but weak sales in several segments make it a mixed case where I’ll continue holding rather than adding aggressively."