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Upturn AI SWOT - About
PEP 
PepsiCo Inc (PEP)
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Upturn Advisory Summary
07/03/2025: PEP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $149.15
1 Year Target Price $149.15
| 4 | Strong Buy |
| 2 | Buy |
| 16 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -11.12% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 185.62B USD | Price to earnings Ratio 19.91 | 1Y Target Price 149.15 |
Price to earnings Ratio 19.91 | 1Y Target Price 149.15 | ||
Volume (30-day avg) 23 | Beta 0.47 | 52 Weeks Range 126.36 - 174.55 | Updated Date 07/4/2025 |
52 Weeks Range 126.36 - 174.55 | Updated Date 07/4/2025 | ||
Dividends yield (FY) 4.31% | Basic EPS (TTM) 6.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.24% | Operating Margin (TTM) 15.82% |
Management Effectiveness
Return on Assets (TTM) 8.86% | Return on Equity (TTM) 49.93% |
Valuation
Trailing PE 19.91 | Forward PE 17.24 | Enterprise Value 227060935619 | Price to Sales(TTM) 2.03 |
Enterprise Value 227060935619 | Price to Sales(TTM) 2.03 | ||
Enterprise Value to Revenue 2.48 | Enterprise Value to EBITDA 13.7 | Shares Outstanding 1371079936 | Shares Floating 1367487312 |
Shares Outstanding 1371079936 | Shares Floating 1367487312 | ||
Percent Insiders 0.17 | Percent Institutions 79.05 |
Upturn AI SWOT
PepsiCo Inc
Company Overview
History and Background
PepsiCo, Inc. was formed in 1965 through the merger of Pepsi-Cola and Frito-Lay. Pepsi-Cola was created by Caleb Bradham in the 1890s and Frito-Lay was formed by the merger of the Frito Company and the H.W. Lay Company in 1961. Over time, PepsiCo has expanded its portfolio through acquisitions like Tropicana (1998) and Quaker Oats (2001).
Core Business Areas
- Frito-Lay North America (FLNA): Manufactures, markets, and sells salty and savory snack foods, including Lay's, Doritos, Cheetos, and Ruffles.
- PepsiCo Beverages North America (PBNA): Manufactures, markets, and sells beverage concentrates, fountain syrups, and finished goods, including Pepsi, Mountain Dew, Gatorade, and Aquafina.
- Quaker Foods North America (QFNA): Manufactures, markets, and sells cereals, rice, pasta, and other grain-based products, including Quaker Oats, Rice-A-Roni, and Aunt Jemima (now Pearl Milling Company).
- International: Encompasses all PepsiCo's businesses outside of North America, tailored to regional tastes and preferences.
Leadership and Structure
PepsiCo is led by Chairman and CEO Ramon Laguarta. The company is structured into business units based on product categories and geographic regions, with a corporate headquarters overseeing strategy and operations.
Top Products and Market Share
Key Offerings
- Lay's: The world's leading potato chip brand with a significant global market share. Competitors include Pringles (Kellogg's/WK), Ruffles (PepsiCo), and regional brands. According to Statista, Lay's controls 29.6% of the US potato chip market share.
- Pepsi: A leading carbonated soft drink, competing directly with Coca-Cola (KO). Market share varies by region, but Pepsi consistently holds a substantial portion of the global soda market. Pepsi's global revenue is approximately $27 billion annually.
- Mountain Dew: A citrus-flavored carbonated soft drink with a strong following, especially among younger demographics. Competitors include Sprite (KO) and other citrus-flavored beverages.
- Gatorade: The leading sports drink brand, dominating the market. Competitors include Powerade (KO) and BodyArmor (KO).
Market Dynamics
Industry Overview
The food and beverage industry is characterized by intense competition, evolving consumer preferences, and increasing health consciousness. Trends include healthier options, sustainable practices, and e-commerce growth.
Positioning
PepsiCo is a global leader in the food and beverage industry, with a diverse portfolio of iconic brands. Its competitive advantages include strong brand recognition, a vast distribution network, and a focus on innovation. Competitors include Coca Cola, Nestle, and General Mills.
Total Addressable Market (TAM)
The global food and beverage market is estimated to be over $8 trillion. PepsiCo is positioned to capture a significant portion through its diverse product portfolio and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Diversified product range
- Significant marketing budget
- Established relationships with retailers
Weaknesses
- Dependence on carbonated soft drinks
- Exposure to commodity price fluctuations
- Negative perception of some products' healthiness
- High debt levels
- Complexity of global operations
Opportunities
- Expanding into healthier snack and beverage options
- Growing presence in emerging markets
- Leveraging e-commerce channels
- Innovating with new flavors and product formats
- Acquiring complementary brands
Threats
- Changing consumer preferences
- Increased competition from private label brands
- Government regulations on sugar and unhealthy foods
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- KO
- MNST
- KDP
Competitive Landscape
PepsiCo competes with Coca-Cola in the beverage market and with numerous companies in the snack food market. PepsiCo has a broader portfolio across beverage and food segments. Competitors need to catch up with consumer trends.
Major Acquisitions
SodaStream International
- Year: 2018
- Acquisition Price (USD millions): 3200
- Strategic Rationale: Expanded PepsiCo's presence in the at-home beverage market and offered a platform for healthier beverage options.
Growth Trajectory and Initiatives
Historical Growth: PepsiCo has experienced consistent growth driven by its strong brands and global expansion. Past growth rates are available in its financial reports.
Future Projections: Analyst projections for PepsiCo's future growth vary depending on the source. Generally, analysts expect moderate revenue and earnings growth.
Recent Initiatives: Recent initiatives include expanding into plant-based foods, investing in sustainable packaging, and strengthening its e-commerce capabilities.
Summary
PepsiCo is a strong company with a well-diversified portfolio of food and beverage brands, and a leading presence in the snack food and beverage industry. The company's global distribution network and marketing capabilities provides a competitve advantage, and consistent innovation enables PepsiCo to capture emerging market opportunities. PepsiCo will need to adapt to changing consumer tastes and maintain cost efficiencies to deliver sustained growth and shareholder value. Economic instability and changing consumer preferences will be a threat to sustained growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PepsiCo Investor Relations
- SEC Filings
- Statista
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PepsiCo Inc
Exchange NASDAQ | Headquaters Purchase, NY, United States | ||
IPO Launch date 1978-01-13 | Chairman & CEO Mr. Ramon Luis Laguarta | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 319000 | Website https://www.pepsico.com |
Full time employees 319000 | Website https://www.pepsico.com | ||
PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products, as well as distributes alcoholic beverages under Hard MTN Dew brand. The company offers its products primarily under the Lay's, Doritos, Fritos, Tostitos, BaiCaoWei, Cheetos, Cap'n Crunch, Life, Pearl Milling Company, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, Rice-A-Roni, Aquafina, Bubly, Emperador, Diet Mountain Dew, Diet Pepsi, Gatorade Zero, Crush, Propel, Dr Pepper, Schweppes, Marias Gamesa, Ruffles, Sabritas, Saladitas, Tostitos, 7UP, Diet 7UP, H2oh!, Manzanita Sol, Mirinda, Pepsi Black, Pepsi Max, San Carlos, Toddy, Walkers, Chipsy, Kurkure, Sasko, Spekko, White Star, Smith's, Sting, SodaStream, Lubimyj Sad, Agusha, Chudo, Domik v Derevne, Lipton, and other brands. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is based in Purchase, New York.
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