PEP Stock Recent News

PepsiCo and Monster battle for energy drink supremacy. Is scale or specialization the winning formula?

By refining its pep+ (PepsiCo Positive) climate, packaging, agriculture, and water goals, PepsiCo is further aligning resources with core business priorities, building on learnings and progress, and helping its sustainability ambitions remain actionable and achievable Regenerative agriculture goal expanded, aiming for 10 million acres by 2030 Success in delivering 3.5 million acres of regenerative agriculture through the end of 2024 and water stewardship informs new goals New goals account for external realities and business growth and position the company for long-term sustainable growth Newly published PepsiCo Climate Transition Plan details updated Scope 1, 2, and 3 targets to align to 1.5°C, reflecting Science Based Target Initiative (SBTi) sectoral guidance on FLAG and E&I emissions and related shift to net zero emissions goal by 2050 Packaging goals to focus on driving scale in key packaging markets 2030 net water positive goal retained, with refined focus on high-risk areas PUR

I believe stocks are superior to bonds long term, especially during inflationary periods. But recent trends suggest bonds are becoming more competitive. Higher bond yields and rising stock valuations have made the risk/reward balance less favorable for stocks, especially defensive, income-oriented ones. I'm not buying bonds, but I see big opportunities in high-quality dividend stocks that have fallen out of favor, but still offer strong long-term growth.

The market has recovered most of its losses from last month's correction, and many quality stocks appear expensive again, prompting some investors to wait for another correction. DuPont de Nemours, Inc. offers 27% upside potential, a safe 2%+ yield, and strong fundamentals, with growth expected as macro conditions improve and a segment spin-off ahead. PepsiCo, Inc. faces near-term headwinds and slow growth, but its 4% yield, robust balance sheet, and transition to healthier products offer long-term upside.

Many S&P 500 Dividend Aristocrats remain overvalued, but select high-yield 'Dogs' like Realty Income and Amcor offer attractive entry points for income investors. Analyst forecasts suggest the top ten Aristocrat Dogs could deliver 16% to 38% net gains by May 2026, with average risk below the market. Caution: Fourteen Aristocrats have negative free cash flow margins, making their dividends less secure despite high yields—focus on 'safer' picks like Hormel.

It never hurts to hold dividend stocks – especially when markets get uncontrollably volatile.

PEP's acquisition of Poppi strengthens its position in the fast-emerging functional beverage space, signaling a bold strategic pivot toward health innovation.

The trend is your friend is a well-known Wall Street catchphrase that often has proven to be correct.

Dividends are more than immediate returns for investors; they represent excellence in a business. When a company can pay and raise its dividend, it's as if the business makes so much profit that it has nothing better to do with the money than to share it with investors.

Consumer staples companies sell things that people tend to buy regardless of the economic environment and stock market dynamics. They are looked at as safe-haven investments for that reason.