PepsiCo Stock Analysis: Turnaround in the Making?
- Pepsi stock is looking cheap, but under the hood, things are a bit shaky
- The company has gotten into trouble, but I argue why its headwinds are temporary
- I break down Pepsi’s fundamentals and explain why it might deserve a place in your portfolio…
“Elevator Pitch” Overview
PepsiCo is a global snacks-and-beverages powerhouse with nearly $92 billion in FY2024 revenue. Its valuation is showing the biggest discounts in decades. Why? Management stumbled by hiking prices aggressively to offset inflation. That helped profits, but hurt volumes—especially in North America. Now they’re cutting costs and trying to reignite growth. With world-class brands and a vertically integrated supply chain, can Pepsi get back on course?
