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Omnicom Group (OMC) on watch amid Ad Age article

Wed, 02 Sep 2026 15:16:44 -0400

Omnicom Group (NYSE: OMC) on watch amid Ad Age article

"PepsiCo is shifting its $1.7 billion global media account to Publicis Groupe, moving one of the industry’s most coveted accounts and dealing a massive blow to incumbent Omnicom."
OMC shares down 6.39%.
PEP up 0.42% on the day.

Omnicom Group (OMC) on watch amid Ad Age article

Wed, 02 Sep 2026 15:16:44 -0400

Omnicom Group (NYSE: OMC) on watch amid Ad Age article

"PepsiCo is shifting its $1.7 billion global media account to Publicis Groupe, moving one of the industry’s most coveted accounts and dealing a massive blow to incumbent Omnicom."
OMC shares down 6.39%.
PEP up 0.42% on the day.

This beverage giant's international growth can’t hide ongoing U.S. weakness: BofA

Wed, 02 Sep 2026 14:00:00 -0400

Bank of America said strong international performance is likely to mask continued weakness in North America when a beverage and snack giant reports third-quarter results next month.

The bank maintained its Neutral rating and $152 price objective on PepsiCo (NASDAQ: PEP) ahead of the company's October 8 earnings report. BofA kept its third-quarter organic sales forecast at 3% growth, as stronger-than-expected international trends offset softer results at Frito-Lay North America.

Analysts also maintained their third-quarter and full-year earnings-per-share estimates at $2.29 and $8.55, respectively. "We expect another quarter where strong International execution masks continued weakness across North America," the analysts wrote in

This beverage giant's international growth can’t hide ongoing U.S. weakness: BofA

Wed, 02 Sep 2026 14:00:00 -0400

Bank of America said strong international performance is likely to mask continued weakness in North America when a beverage and snack giant reports third-quarter results next month.

TD Cowen on Pepsico (PEP): 'Back-Half-Loaded Profit Growth Might Be A Tough Climb'

Fri, 28 Aug 2026 06:14:12 -0400

TD Cowen analyst Robert Moskow reiterated a Hold rating and $145.00 price target on Pepsico (NASDAQ: PEP).

The analyst comments "We maintain our organic PepsiCo sales forecast for 2026 at 2.4% and EPS of $8.55 but tamp down our operating income growth to 6.0% (consensus 7.0%) to reflect our discomfort with the double-digit growth implied in 4Q. We lower our FY27 EPS to $8.90 to reflect 4% growth (consensus 5% to $8.97) due to rising commodity costs. Maintain Hold."

For an analyst ratings summary and ratings history on Pepsico click here. For more ratings news on Pepsico click here.

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PepsiCo Scraps Coverage of Weight-Loss Drugs for Employees - Bloomberg

Tue, 25 Aug 2026 13:54:46 -0400

(Updated - August 25, 2026 1:54 PM EDT)

PepsiCo Scraps Coverage of Weight-Loss Drugs for Employees - Bloomberg

Tue, 25 Aug 2026 13:54:46 -0400

(Updated - August 25, 2026 1:54 PM EDT)

PepsiCo Scraps Coverage of Weight-Loss Drugs for Employees - Bloomberg

Tue, 25 Aug 2026 13:54:46 -0400

(Updated - August 25, 2026 1:54 PM EDT)

PepsiCo Scraps Coverage of Weight-Loss Drugs for Employees - Bloomberg

Tue, 25 Aug 2026 13:54:46 -0400

(Updated - August 25, 2026 1:54 PM EDT)

PepsiCo Scraps Coverage of Weight-Loss Drugs for Employees - Bloomberg

PepsiCo Announces Timing and Availability of Third-Quarter 2026 Financial Results

Tue, 25 Aug 2026 08:00:00 -0400

PURCHASE, N.Y., Aug. 25, 2026 /PRNewswire/ -- PepsiCo, Inc. (NASDAQ: PEP) today announced that it will issue its third-quarter 2026 (ending September 5) financial results and other related information on Thursday, October 8, 2026 by posting the following materials and links on the company's website at: www.pepsico.com/investors.

PepsiCo Announces Timing and Availability of Third-Quarter 2026 Financial Results

Tue, 25 Aug 2026 08:00:00 -0400

PepsiCo Announces Timing and Availability of Third-Quarter 2026 Financial Results

Tue, 25 Aug 2026 08:00:00 -0400

PepsiCo Announces Timing and Availability of Third-Quarter 2026 Financial Results

Tue, 25 Aug 2026 08:00:00 -0400

This consumer stock is trading at "discounted valuation", Morgan Stanley says

Fri, 21 Aug 2026 06:00:00 -0400

Morgan Stanley resumed coverage of a major beverage and coffee company with an Overweight rating, arguing its "discounted valuation" doesn't fully reflect the strength of its core refreshment beverage business.

Dr Pepper and Snapple owner Keurig Dr Pepper's (NASDAQ: KDP) discounted valuation following its merger with JDE Peet's fails to capture appropriate value for the company's North America refreshment beverage segment, analysts led by Dara Mohsenian argue, adding that a planned early 2027 separation into independent Beverage Co. and Global Coffee Co. entities serves as a catalyst for unlocking that value.