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Upturn AI SWOT - About
PEP 
PepsiCo Inc (PEP)
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Upturn Advisory Summary
04/01/2025: PEP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -9.26% | Avg. Invested days 39 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 205.24B USD | Price to earnings Ratio 21.5 | 1Y Target Price 162.96 |
Price to earnings Ratio 21.5 | 1Y Target Price 162.96 | ||
Volume (30-day avg) 7540356 | Beta 0.53 | 52 Weeks Range 140.27 - 177.51 | Updated Date 04/1/2025 |
52 Weeks Range 140.27 - 177.51 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.61% | Basic EPS (TTM) 6.96 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.43% | Operating Margin (TTM) 10.64% |
Management Effectiveness
Return on Assets (TTM) 8.99% | Return on Equity (TTM) 52.3% |
Valuation
Trailing PE 21.5 | Forward PE 18.05 | Enterprise Value 240926202083 | Price to Sales(TTM) 2.23 |
Enterprise Value 240926202083 | Price to Sales(TTM) 2.23 | ||
Enterprise Value to Revenue 2.62 | Enterprise Value to EBITDA 14.44 | Shares Outstanding 1371309952 | Shares Floating 1367714498 |
Shares Outstanding 1371309952 | Shares Floating 1367714498 | ||
Percent Insiders 0.17 | Percent Institutions 78.92 |
Analyst Ratings
Rating 3.57 | Target Price 177.57 | Buy 3 | Strong Buy 6 |
Buy 3 | Strong Buy 6 | ||
Hold 13 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
PepsiCo Inc
Company Overview
History and Background
PepsiCo Inc. was founded in 1965 through the merger of Pepsi-Cola and Frito-Lay. Its origins trace back to the late 19th century with the creation of Pepsi-Cola. Over the years, it has grown through acquisitions and product innovation, becoming a global food and beverage giant.
Core Business Areas
- PepsiCo Beverages North America (PBNA): Manufactures and sells beverage concentrates, fountain syrups, and finished goods under various brands like Pepsi, Mountain Dew, Gatorade, and Aquafina in North America.
- Frito-Lay North America (FLNA): Manufactures and sells snack foods such as Lay's, Doritos, Cheetos, and Ruffles in North America.
- Quaker Foods North America (QFNA): Manufactures and sells cereals, rice, pasta, and other grain-based products under brands like Quaker Oats, Rice-A-Roni, and Aunt Jemima (now Pearl Milling Company) in North America.
- PepsiCo International (PI): Manages all PepsiCo operations outside of North America, encompassing both beverage and snack food businesses across various regions.
Leadership and Structure
Ramon Laguarta serves as the Chairman and CEO. The organizational structure involves regional and functional divisions, with each business unit having its own management team reporting to the CEO.
Top Products and Market Share
Key Offerings
- Pepsi: A carbonated soft drink with significant global market share. Competitors include Coca-Cola (KO) and Keurig Dr Pepper (KDP). Market share is approximately 10% globally.
- Lay's: A leading potato chip brand with a substantial share of the snack food market. Competitors include Pringles (Kellogg's), Ruffles (PepsiCo), and private label brands. Market share is approximately 30% globally.
- Gatorade: A sports drink with a dominant position in the market. Competitors include Powerade (Coca-Cola) and BodyArmor. Market share is approximately 70% in the US.
- Doritos: A flavored tortilla chip with a strong presence in the snack food market. Competitors include Tostitos (PepsiCo) and private label brands. Market share is approximately 15% globally.
Market Dynamics
Industry Overview
The food and beverage industry is highly competitive, with a mix of large multinational corporations and smaller niche players. Key trends include health and wellness, sustainability, and changing consumer preferences.
Positioning
PepsiCo is a global leader in the food and beverage industry, with a diversified portfolio of well-known brands. Its competitive advantages include its extensive distribution network, strong brand recognition, and innovation capabilities.
Total Addressable Market (TAM)
The global food and beverage market is estimated to be worth several trillion dollars. PepsiCo is well-positioned to capture a significant portion of this TAM through its diverse product portfolio and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Extensive distribution network
- Global presence
- Diversified product offerings
- Strong research and development capabilities
Weaknesses
- Exposure to changing consumer preferences
- Health concerns related to sugary drinks and snacks
- Dependence on retail channels
- Currency fluctuations impacting international revenues
- Brand Perception issues
Opportunities
- Expanding into emerging markets
- Developing healthier product options
- Acquiring smaller brands
- Leveraging e-commerce channels
- Sustainable packaging innovations
Threats
- Increased competition
- Rising commodity prices
- Changing consumer preferences
- Government regulations on food and beverage products
- Economic downturns affecting consumer spending
Competitors and Market Share
Key Competitors
- Coca-Cola (KO)
- Keurig Dr Pepper (KDP)
- Mondelez International (MDLZ)
Competitive Landscape
PepsiCo faces intense competition from other major players in the food and beverage industry. PepsiCo's advantage lies in its diverse portfolio and its snack food business.
Major Acquisitions
SodaStream
- Year: 2018
- Acquisition Price (USD millions): 3200
- Strategic Rationale: Expansion into the at-home beverage market and diversification beyond traditional sugary drinks.
Growth Trajectory and Initiatives
Historical Growth: PepsiCo has achieved consistent growth through organic expansion, acquisitions, and product innovation.
Future Projections: Analysts project continued growth for PepsiCo, driven by its strong brand portfolio and expansion into new markets. Estimated average annual revenue growth: 4%-6%.
Recent Initiatives: Recent strategic initiatives include investments in healthier product options, expansion into emerging markets, and digital transformation.
Summary
PepsiCo is a strong, globally diversified food and beverage company with a solid track record of growth and shareholder returns. Its diverse portfolio and strong distribution network are significant strengths. However, it faces challenges related to changing consumer preferences, health concerns, and increased competition, requiring continuous innovation and adaptation.
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CAG
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HSY
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KDP
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KDP
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KO
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MNST
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Sources and Disclaimers
Data Sources:
- PepsiCo's Annual Reports
- Market Research Reports
- Analyst Estimates
- Company Filings (SEC)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and analyst estimates 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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