
PepsiCo (PEP) Stock Forecast & Price Target
PepsiCo (PEP) Analyst Ratings
Bulls say
PepsiCo has demonstrated strong revenue growth within its Frito-Lay North America (FLNA) segment, achieving approximately 16% growth in 2022 and around 10% in 2023, despite nearly flat volumes, showcasing resilience in a competitive food market. The company's strategic focus on affordable price points and innovation is expected to drive organic sales growth, with a conservative estimate projecting a growth rate of 2.1% in 2026, along with potential upside. Additionally, PepsiCo anticipates a one-time non-operational benefit of $50-75 million from the One North America initiative in Q4 2025, which is expected to increase the North American Beverages margin by approximately 50 basis points, enhancing overall profitability.
Bears say
The analysis reveals significant concerns regarding PepsiCo's stock due to historical trends and current market pressures. During the 2008-09 recession, PepsiCo's next twelve months price-to-earnings (NTM P/E) ratio experienced a 40% contraction, demonstrating the stock's vulnerability during economic downturns. Furthermore, ongoing macroeconomic pressures, specific challenges in the carbonated soft drink category, particularly with diet offerings, and a slowing Frito-Lay business are likely to hinder the company's top-line growth and market share in its beverage segment.
This aggregate rating is based on analysts' research of PepsiCo and is not a guaranteed prediction by Public.com or investment advice.
PepsiCo (PEP) Analyst Forecast & Price Prediction
Start investing in PepsiCo (PEP)
Order type
Buy in
Order amount
Est. shares
0 shares