jetcityimage Investment Thesis PepsiCo (NASDAQ:PEP) is a diversified blue-chip company providing beverages and snacks. PepsiCo operates in more than 200 territories and countries globally, with over 500 brands. The "flagship brands," those that generate more than $1 billion in revenue, include 23 globally recognized names across both beverages and snacks. PepsiCo trades at 21.0x earnings, below its 5-year average of around 25.0x. PepsiCo is a blue-chip dividend aristocrat, with 52 years of consecutive divid ...

文章核心观点 - 过去3年,PepsiCo的股价表现较市场平均水平有所落后,主要受到通胀、汇率和产品召回等因素的影响 [2][3] - 未来3年,PepsiCo预计将逐步降低价格、推出新营销活动和新产品,有望实现收入和利润的加速增长 [7][8] - 与可口可乐相比,PepsiCo的估值相对较低,但其业务多元化、现金流稳定,仍是一只不错的防守型投资标的 [9][12] 公司概况 - PepsiCo是全球最大的饮料和包装食品公司之一,主要业务包括碳酸饮料、果汁、茶饮、运动饮料等饮料,以及薯片、谷物等食品 [4] - 2023年,公司的收入和利润增速有所放缓,受到通胀、汇率和产品召回等因素的影响 [5][6] 未来展望 - 2024年,公司预计有机收入增长约4%,核心利润增长至少8% [7] - 未来3-4年,公司计划逐步降低价格、推出新营销活动和新产品,有望实现收入和利润的加速增长 [8] - 分析师预计2023-2026年,公司收入和利润将保持4%和12%左右的复合增长 [9] 估值与同行比较 - 目前PepsiCo的股价估值为22倍,相比可口可乐(27倍)更为合理 [9] - 两家公司都是"股息贵族",连续多年稳定增加派息,未来3年有望继续保持这一优势 [10] - 未来3年,若PepsiCo保持22倍估值,利润增长12%,股价有望超过30%的上涨空间 [11] - 但相比标普500指数的长期平均年涨幅10%,PepsiCo的增长可能仍略显乏力 [11]

Which of these blue chip giants is a better safe haven investment? Coca-Cola (KO -0.34%) and PepsiCo (PEP 0.30%) are both considered stable blue chip consumer staples companies. Both stocks are also Dividend Kings, with more than 50-year streaks of annual dividend hikes. Over the past five years, both stocks delivered total returns of about 50% when factoring in dividend reinvestment. They're both still safe stocks to buy, hold, and forget -- but which one would be the better pick to add to your portfolio r ...

NEW YORK, NEW YORK - FEBRUARY 09: Cans of Pepsi soda are seen on display at a Target store on ... [+] February 09, 2024 in the Flatbush neighborhood of Brooklyn borough New York City. PepsiCo reported a drop in their fourth quarter sales due the price hikes on their products that the company passed on to consumers because of higher production costs. (Photo by Michael M. Santiago/Getty Images) Getty Images PepsiCo (NASDAQ:PEP) stock has been treading water of late, trading roughly flat over the last year, wh ...

PepsiCo (PEP) closed the latest trading day at $175.85, indicating a +1.17% change from the previous session's end. This move outpaced the S&P 500's daily loss of 0.2%. At the same time, the Dow lost 0.15%, and the techheavy Nasdaq lost 0.34%. Shares of the food and beverage company have appreciated by 3.67% over the course of the past month, outperforming the Consumer Staples sector's gain of 3.44% and the S&P 500's gain of 1.93%. The upcoming earnings release of PepsiCo will be of great interest to invest ...

Actress Stephanie Beatriz, and the United States Hispanic Chamber of Commerce, Join This Year's Campaign to Uplift Jefa-Owned Small Businesses on National Latina Day; PepsiCo Juntos Crecemos Commits $440,000 to Support Women Founders in Food and Beverage Industry PURCHASE, N.Y., Aug. 20, 2024 /PRNewswire/ -- Latina small business owners are the embodiment of the modern-day American dream, ambitious and entrepreneurial. In celebration of National Latina Day, today PepsiCo Juntos Crecemos (Together We Grow) l ...

I I H F PD I I T 1 I Jonathan Knowles PepsiCo (NASDAQ:PEP) continues to tread water, while the Consumer Staples sector is actually among the top areas of the S&P 500 over the past month. Defensive niches have indeed been preferred by investors as volatility rose and retreated. Despite the 8% S&P 500 incline since the crash low following a weekend of turmoil in the Japanese market two weeks ago, we are still in a bearish calendar stretch. The past two years have featured an uptick in volatility among global ...

jetcityimage Everyone wants to hit a home run. Increasingly, batters in the major leagues are swinging for the fences. Sometimes, they succeed, but strikeouts are more frequent now than at just about any time in baseball history. Many times, those batters who swing for the fences while striking out kill rallies that could provide a positive outcome for their team. There's an analogy here for the stock market. Investors want to hit home runs. However, swinging for the fences with every investment is a risky ...

文章核心观点 - 从业务、财务、估值和股息等多个角度来看, PepsiCo 相比可口可乐更具吸引力 [2] - PepsiCo 的业务更加多元化, 既有饮料业务也有成功的休闲食品业务, 有利于公司在不同细分市场同时发展 [3] - PepsiCo 的财务表现更加稳健, 近5年平均收入增长率高于可口可乐, 且在2020年疫情期间也实现了收入增长 [4] - PepsiCo 的股息增长率高于可口可乐, 对于注重收益的投资者更具吸引力 [6][16] - PepsiCo 的估值相对较低, 与可口可乐相比存在较大的上涨空间 [17] 业务分析 - 两家公司都是饮料行业巨头, 控制着美国70%以上的饮料市场份额 [3] - 可口可乐主要以其旗舰可口可乐品牌为主, 而PepsiCo的业务更加多元化, 包括饮料和休闲食品两大板块 [3] - PepsiCo的业务重心集中在美国市场, 而可口可乐的收入来源更加分散, 包括北美、拉美等多个地区 [3] 财务分析 - PepsiCo近5年平均收入增长率为7.24%, 高于可口可乐的6.40% [4] - 2020年疫情期间, PepsiCo实现4.8%的收入增长, 而可口可乐收入下降11.4% [4] - 可口可乐的自由现金流率更高, 但PepsiCo的权益回报率更高, 表明其更有效利用资金 [4] 股息分析 - PepsiCo过去5年的平均股息增长率为6.44%, 高于可口可乐的3.7% [6][16] - PepsiCo的当前股息收益率为3.3%, 略高于可口可乐的3.1% [16] 估值分析 - PepsiCo的市销率为2.4倍, 远低于可口可乐的6倍 [17] - 分析师给予PepsiCo13%的上涨空间, 而可口可乐仅7% [17]

As flavors inspired by the tastes of Greece, India and Korea hit store shelves across America, Lay's offers fans the chance to win a trip to one of the origins countries PLANO, Texas, Aug. 8, 2024 /PRNewswire/ -- While thousands of miles separate the U.S. from iconic global destinations, America's favorite potato chip brand1 is transporting fans to these locations in a way Only LAY'S® can: through flavor. This summer, Lay's invites foodies to go on a culinary voyage with the release of its new Global Flavor ...