PepsiCo Inc (PEP)

Nov 11, 2026

A hypothetical 72-year-old retiree with $500,000 invested equally in PepsiCo, Nike, and Bristol Myers Squibb would receive $1,709.93 in monthly dividends, or $20,519.20 annually. While PepsiCo and Bristol Myers Squibb's dividends appear safe, Nike's dividend payout ratio is stretched at 115% of free cash flow, raising concerns about its sustainability, especially with expected revenue declines. If Nike were to cut its dividend, the retiree's monthly income would decrease significantly.

Nov 11, 2026

Indian customs authorities are holding shipments of bulk Scotch from Pernod Ricard and Diageo, demanding a 150% tariff despite assurances of lower duties under the India-UK trade pact. Investigators argue that the reduced 75% duty applies only to finished products, not bulk concentrates used for blending, leading to a significant dispute. This standoff, which involves dozens of containers, threatens to undermine a key market-access benefit of the trade deal and has caused friction for foreign investors.

Nov 10, 2026

The Coca-Cola Company is expanding its functional beverage portfolio, including fairlife, Powerade, smartwater, and BODYARMOR FIT, to meet increasing consumer demand for drinks offering nutrition, hydration, and wellness benefits. Despite potential headwinds like cost pressures and cautious consumer spending, Coca-Cola's established distribution, improved manufacturing capacity, and continuous innovation are expected to drive growth. Competitors like PepsiCo and Monster Beverage are also actively expanding their functional drink offerings to capitalize on this growing market trend.

Nov 10, 2026

Bill Ackman recounted a conversation with Warren Buffett where the Oracle of Omaha stated he hadn't consumed water in 48 years, preferring Cherry Coke. This anecdote highlights Buffett's well-known affinity for Coca-Cola, a habit that began in 1985 and has translated into a significant and profitable investment for Berkshire Hathaway, yielding $848 million annually in dividend income. Buffett famously stated that a quarter of his daily caloric intake comes from Coca-Cola products.

Nov 10, 2026

Shares of PepsiCo Inc. (PEP) increased by 1.22% to $143.61 on Tuesday, outperforming the broader market which saw the S&P 500 Index (SPX) fall by 0.38% and the Dow Jones Industrial Average (DJIA) fall by 0.30%. This marks the second consecutive day of gains for the company's stock, despite an overall poor trading session.

Nov 10, 2026

PepsiCo Inc. is set to cut approximately 1,000 jobs across its North American food and beverage divisions as part of a broader effort to streamline its business operations. The restructuring aims to enhance efficiency, coordination, and execution, with the goal of fostering faster growth. These job cuts follow a period of weak North American sales, where lower sales volumes offset gains from price increases, leading to margin pressure for the company.

Nov 10, 2026

Over the past five years, PepsiCo's stock price has significantly underperformed the S&P 500, falling 12.0% while the broader market rose 63.6%. Although PepsiCo's dividends added 15.5 percentage points to its return, turning a price loss into a small 3.5% gain, they only partially closed the gap with the S&P 500's total return of 74.5% (with dividends reinvested). For income investors, while PepsiCo offers a higher dividend yield, its overall five-year return still trails the market considerably.

Nov 10, 2026

PepsiCo announced plans to lay off approximately 1,000 employees in North America to create a "future-fit" business aimed at delivering industry-leading growth. The job cuts are part of a broader strategy to streamline operations and invest in innovation, brand building, and marketplace execution. This follows PepsiCo's third-quarter results, which indicated a need for urgent improvements in North American performance, despite overall net revenue growth.

Nov 10, 2026

AEGON ASSET MANAGEMENT UK Plc significantly reduced its stake in PepsiCo, Inc. by 8.8% in the third quarter of 2026, selling 43,510 shares. This comes as PepsiCo faces cautious analyst sentiment and plans to cut 1,000 North American jobs despite beating quarterly earnings and revenue estimates. The article also details other institutional investor activity, analyst ratings, insider trades, and the company's stock performance.

Nov 10, 2026

Allspring Global Investments Holdings LLC significantly increased its stake in Coca-Cola, acquiring an additional 151,722 shares in the third quarter, bringing its total holdings to over 1 million shares valued at approximately $88 million. The company reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend of $0.53 per share, contributing to a "Moderate Buy" consensus rating from analysts. However, some valuation concerns persist following the stock's substantial rise in 2026.

Nov 9, 2026

PepsiCo is reportedly cutting approximately 1,000 jobs across its North American food and beverage divisions. This move is part of the company's strategy to streamline its business operations and stimulate growth. The job reductions were reported by the Wall Street Journal.

Nov 9, 2026

Over the past decade, Coca-Cola significantly outperformed PepsiCo in total returns with dividends reinvested, turning $1,000 into $3,206 compared to PepsiCo's $1,910. This difference is attributed to Coca-Cola's higher operating margin from its drinks-only model and its positive outlook, while PepsiCo faces challenges with its snack business and cut earnings guidance. Although PepsiCo boasts a higher dividend yield, its payout ratio is substantially higher than Coca-Cola's, and both companies face different risks related to input costs and valuation.

Nov 9, 2026

PepsiCo is set to cut jobs in its North America food and beverage business as part of a restructuring plan aimed at streamlining operations and driving growth. These cuts, expected over the next week, follow a lowered full-year earnings forecast due to sluggish soda sales, weaker demand for pricier snacks, and elevated input costs. The company, which employed about 306,000 people worldwide as of December 27, 2025, has been pursuing productivity savings after activist investor Elliott Investment Management took a significant stake a year ago.

Nov 9, 2026

PepsiCo is reportedly cutting around 1,000 jobs across its North American food and beverage divisions to simplify its company structure. These layoffs are expected to take place within the next week. The move follows PepsiCo's recent lowering of its full-year earnings forecast due to a slowdown in North America, particularly in its beverage sector, as consumers reduce discretionary spending.

Nov 8, 2026

Automatic Data Processing (ADP) turned a $1,000 investment into approximately $4,147 over a decade, outperforming the S&P 500's return of $3,434 with dividends reinvested. The company's unique business model, which involves collecting payroll fees and investing client cash, contributed to this growth, with interest on client funds increasing by 15% to $329 million. Despite a strong performance, ADP's current valuation at 25 times forward earnings suggests limited upside, especially if interest rates decline or client retention falters.

Nov 8, 2026

Alps Advisors Inc. increased its stake in PepsiCo (NASDAQ:PEP) by 16.8% in the third quarter of 2026, purchasing an additional 10,182 shares to hold a total of 70,726 shares valued at $8.96 million. This comes amidst mixed insider trading activity, with CEO Ramon Laguarta selling shares and director Robert C. Pohlad acquiring a significant number. Institutional investors now own 73.07% of the company's stock, even as PepsiCo faces margin pressures in North America, leading to a lowered 2026 EPS growth outlook despite beating recent earnings estimates.

Nov 8, 2026

The J. M. Smucker Company (NYSE:SJM) has a "Moderate Buy" consensus rating from eighteen research firms, with an average one-year price target of $136.00. The company recently surpassed quarterly earnings and revenue expectations, reporting $3.24 EPS against a $2.22 consensus and $2.22 billion in revenue versus $2.13 billion. Additionally, J. M. Smucker declared a quarterly dividend of $1.12 per share, resulting in an annualized dividend of $4.48 and a 3.4% yield.

Nov 7, 2026

PepsiCo (PEP) is presented as a strong choice for income-focused investors due to its 4.1% forward dividend yield and status as a Dividend King, having increased payouts for 54 consecutive years. The article calculates that an investment of just over $12,000 (around 85 shares) would be needed to generate $500 in annual dividend income from PepsiCo. Despite recent challenges like weak domestic growth and customer losses, the ongoing turnaround and strong international sales suggest potential for future growth and a rebound in share price.

Nov 6, 2026

Over the past decade, a $1,000 investment in PepsiCo with reinvested dividends would have grown to $1,776, largely due to dividend growth rather than stock price appreciation. This return significantly lagged the S&P 500, which would have turned the same investment into $3,443 on price alone. Despite the lagging share price and challenges in its North American market, PepsiCo remains an attractive option for income-focused investors due to its consistent dividend increases, now in its 54th consecutive year.

Nov 6, 2026

KFC is expanding its beverage partnership with PepsiCo across eight international regions, including Australia, India, and the UK. This agreement will see KFC continue to offer PepsiCo beverages and introduce new menu items like Doritos Loaded, featuring KFC chicken tenders with Doritos and Mexican garnishes. The collaboration aims to cater to regional tastes and growing consumer demand for various drink categories, while also leveraging existing distribution networks for both companies.

Nov 6, 2026

Monster Beverage Corp shares dropped significantly after the company reported a weaker-than-expected third-quarter gross profit margin of 54.7%, down from 55.7% a year ago. This decline is attributed to soaring costs in the beverage industry, particularly due to higher aluminium prices from US tariffs and the Middle East conflict. Despite this, Monster's third-quarter sales rose more than expected, driven by strong international demand, especially in Brazil, though international pricing is lower than in the US, impacting profitability.

Nov 6, 2026

Monster Beverage Corp shares experienced their biggest decline in over two years after reporting weaker-than-expected third-quarter gross profit margins, highlighting the impact of soaring costs in the beverage industry. Despite a 17% rise in total net sales to US$2.56 billion, driven by booming international demand, lower pricing in these markets and higher aluminium costs continue to pressure profitability. The company expects a US price increase in November to help offset some of these cost pressures.

Nov 6, 2026

General Mills is considering selling its Häagen-Dazs business outside North America, following a trend of major food companies divesting their ice cream operations. This move aligns with Nestlé and Unilever, who have already separated their ice cream segments, as these businesses require specialized cold-chain logistics that don't integrate well with other food portfolios. The international Häagen-Dazs segment has lower operating margins compared to General Mills' overall business, making it a potential target for sale to specialists like Froneri, which could reunite the global brand under a single owner.

Nov 6, 2026

PepsiCo has renewed its beverage partnership with KFC across eight international markets, including the UK, India, Australia, Germany, and France, despite KFC's decision to switch to Coca-Cola for its US operations starting in January 2027. The renewed agreement focuses on strengthening KFC's beverage offerings with new flavors, functional drinks, and energy products to attract younger consumers. PepsiCo will support KFC's innovation efforts, localizing product selections and continuing collaborations on food and beverage items like Doritos Loaded.

Nov 6, 2026

A $300,000 investment split evenly across Coca-Cola, PepsiCo, and Keurig Dr Pepper would generate approximately $8,860 annually in dividends, with PepsiCo offering the highest yield. While these companies provide steady income, Keurig Dr Pepper's dividend has been frozen since September 2024, and its future payout is uncertain due to a planned 2027 breakup. Investors should be aware of the concentration risk, as all three stocks belong to the same industry, making them vulnerable to a single market downturn or cost shock.

Nov 6, 2026

The National Oceanic and Atmospheric Administration (NOAA) reports that El Niño continues to strengthen, with a strong-to-very strong event highly probable through January-March 2027. Sea surface temperature anomalies in the eastern equatorial Pacific have significantly increased, and models predict a historic event exceeding previous El Niño strengths since 1950. This strengthening is already impacting coffee plantations in regions like Antioquia, Colombia, causing disruptions in development, increased pest infestations, and lower bean quality.

Nov 5, 2026

Celsius Holdings Inc. announced a restructuring into three brand-led business units: Celsius, Alani Nu, and Rockstar Energy & Emerging Growth, each with its own president reporting to the CEO. This realignment comes alongside its latest quarterly earnings report, which saw Alani Nu's revenue jump 24% and the company beat overall expectations despite a decline in Celsius brand revenue. New leadership appointments include Alex Zigliara for Celsius and Rishi Daing for Rockstar Energy & Emerging Growth, with a search underway for Alani Nu's president.

Nov 5, 2026

The Hershey Company has unveiled its 2026 holiday lineup, featuring new treats inspired by Christmas classics like "How the Grinch Stole Christmas" and "Elf." This year's offerings include Hershey's Kisses Cindy-Lou Who Strawberry Sugar Cookie candies, Reese's Reindeer Mix popcorn, and SkinnyPop Elf Maple Syrup Kettle Corn. The company aims to blend familiar favorites with playful new flavors and formats to fit evolving holiday traditions.

Nov 5, 2026

Celsius Holdings reported third-quarter 2026 revenue of approximately $847 million, a 17% year-over-year increase, driven significantly by the Alani Nu brand's record performance. The company is reorganizing into three brand-led business units—Celsius, Alani Nu, and Rockstar and Emerging Growth—to enhance focus and accelerate brand strategy. Celsius Holdings plans extensive innovation for 2027, including new flavors and lines for Celsius and Alani Nu, while international markets showed strong growth with a 56% revenue increase year-over-year.

Nov 5, 2026

The Oregon Public Employees Retirement Fund significantly increased its stake in Monster Beverage Corporation (NASDAQ:MNST) by 100.3% in the third quarter, acquiring 88,012 additional shares to hold a total of 175,804 shares valued at $7.3 million. This comes as Monster Beverage reported strong quarterly earnings of $0.60 per share, surpassing estimates, and a 20.2% year-over-year revenue increase to $2.50 billion. Analysts maintain a "Moderate Buy" consensus rating for the stock, with an average price target of $71.86.

Nov 4, 2026

PepsiCo (PEP) has renewed and expanded its beverage partnership with Taco Bell for 11 years, aiming to maintain product presence in consumer baskets through value-focused snack packs and functional foods. This deal supports PepsiCo's strategy of combining global beverages, snacks, and functional products to drive demand, with a focus on productivity, pricing, and value packs to manage increasing input costs. While the Taco Bell extension reinforces brand reach, the article emphasizes that the key for investors remains PepsiCo's ability to scale functional and portion-controlled ranges profitably, alongside existing cost-saving and pricing initiatives.

Nov 4, 2026

PepsiCo has significantly reduced its earnout valuation for prebiotic soda brand Poppi, dropping from $278 million to $12 million, despite the overall prebiotic soda category booming with $1.3 billion in sales. This reassessment prompts questions about whether consumer interest is shifting beyond gut health to broader functionalities or unique flavor profiles in modern sodas. Brands are now expanding their offerings to include energy, mood support, and hydration, while some traditional soda companies are also incorporating prebiotic fiber into their existing products.

Nov 4, 2026

KFC's decision to switch from PepsiCo to Coca-Cola in its US restaurants from 2027 reignites the long-standing rivalry between the two beverage giants. While the deal represents a significant financial impact for PepsiCo, experts suggest that future "pouring rights" agreements will increasingly hinge on innovation beyond traditional cola brands. Both companies are adapting to evolving consumer preferences by investing in functional drinks and other emerging categories, though classic soft drinks are expected to remain a staple.

Nov 3, 2026

Shares of PepsiCo Inc. (PEP) fell 2.24% on Tuesday to $137.27, underperforming a mixed market session where the S&P 500 Index rose and the Dow Jones Industrial Average declined. This drop ended a three-day winning streak for the stock.

Nov 3, 2026

Kraft Heinz, formed in 2015 from the merger of Kraft Foods Group and H.J. Heinz Company, owns numerous food and beverage brands globally. This article focuses on six prominent beverage brands in its U.S. portfolio: Capri Sun, Country Time, Crystal Light, Kool-Aid, Maxwell House, and MiO. Despite some brands directly competing, they all fall under the Kraft Heinz umbrella, showcasing the company's diverse reach in the beverage market.

Nov 3, 2026

On Election Day 2026, voters can take advantage of numerous free food and discount deals from popular chains like Krispy Kreme, 7-Eleven, Potbelly, and Subway. The article lists various promotions, including free items, BOGO offers, and significant discounts, available through apps, online orders, or in-store. These deals are a way for people to treat themselves after exercising their democratic right to vote.

Nov 3, 2026

Over the past five years, Coca-Cola (KO) stock significantly outperformed PepsiCo (PEP), gaining 97.7% compared to PepsiCo's 1.5%. This divergence stems primarily from Coca-Cola's faster profit growth and a higher price-to-earnings multiple assigned by investors. While both companies had similar single-digit sales growth, Coca-Cola's earnings per share rose nearly double that of PepsiCo, and its operating margin expanded.

Nov 3, 2026

Morningstar has released an analyst report on Coca-Cola FEMSA, S.A.B. de C.V. (KOF), highlighting strong top-line growth but also mounting expense inflation headwinds. The report provides a summary of Coca-Cola Femsa, noting its position as the largest franchise bottler of Coca-Cola by volume.

Nov 3, 2026

Bank Julius Baer & Co. Ltd Zurich increased its stake in PepsiCo, Inc. (NASDAQ:PEP) by 7.7% in the third quarter, acquiring an additional 13,607 shares. This brings their total holdings to 191,162 shares, valued at $24.24 million. Other institutional investors have also made significant moves in PepsiCo stock, while analysts have issued various ratings, resulting in a consensus "Hold" rating with an average price target of $143.28.

Nov 2, 2026

Shares of PepsiCo Inc. (PEP) increased by 2.24% to $140.42, outperforming the S&P 500 Index which fell, despite a mixed trading session overall. This marked the stock's third consecutive day of gains. The Dow Jones Industrial Average also saw a modest rise.

Nov 2, 2026

Keurig Dr Pepper (NASDAQ:KDP) is scheduled to report earnings on Tuesday, November 3, 2026. Historically, KDP has seen positive one-day post-earnings returns 63% of the time over the last five years, with a median positive return of 3.1%. The article also examines correlations with peer earnings (Coca-Cola and PepsiCo) but notes that early post-earnings moves for KDP have not reliably predicted future stock performance.

Nov 2, 2026

Vise Technologies Inc. reduced its stake in PepsiCo by 6.7% in the third quarter, selling 7,666 shares, though institutional ownership remains high. Despite beating earnings expectations with quarterly revenue of $25.27 billion and EPS of $2.34, analysts maintain a cautious "Hold" rating with an average price target of $143.28, largely due to concerns about PepsiCo's North American business and reduced profit guidance. Insider activity included a sale by the CEO and a significant purchase by a director.

Nov 2, 2026

Hennessy Advisors Inc. reduced its stake in PepsiCo, Inc. by 22.4% in the third quarter, selling 16,741 shares. Despite this, institutional ownership remains high at 73.07%, with several other funds increasing or initiating positions. PepsiCo exceeded quarterly earnings and revenue expectations, but Wall Street's average rating is "Hold" with a consensus price target of $143.28.

Nov 1, 2026

The "Behind The Bottle" podcast has released an episode featuring the SoCal Cocktail & Spirits Fest 2026, offering an insider's view into the craft spirits and hospitality industry. Hosted by DJ Doc and Andre Hobbs, the episode includes discussions with industry leaders and brand founders about market trends, entrepreneurship, and the future of premium beverage brands. Listeners can gain insights into the passion and business behind creating unique spirits.

Nov 1, 2026

Summit Global Investments reduced its stake in PepsiCo by 22.7% in Q3 2026, selling 8,824 shares and retaining 30,108 shares worth approximately $3.8 million. PepsiCo's Q3 revenue of $25.27 billion and adjusted EPS of $2.34 exceeded expectations, but the company lowered its 2026 core EPS growth forecast to 1%–2% due to margin pressure and weakness in North America. Analyst sentiment for PepsiCo remains cautious with a consensus "Hold" rating and an average price target of $143.28.

Oct 30, 2026

This article compares the revenue growth of Kraft Heinz and PepsiCo, highlighting that while both are consumer staples, their revenue trends diverge significantly. PepsiCo demonstrates consistent year-over-year revenue growth with seasonal peaks, whereas Kraft Heinz shows largely stagnant revenue with minimal upward movement over the past eight quarters. The analysis emphasizes revenue as a key metric for investors, with rising revenue being a positive indicator and stagnation or decline signaling a red flag.

Oct 30, 2026

Shares of PepsiCo Inc. (PEP) rose 2.65% to $137.34 on Friday, despite a challenging day for the broader stock market. The S&P 500 Index and Dow Jones Industrial Average both experienced declines. This marks the second consecutive day of gains for PepsiCo's stock.

Oct 30, 2026

Waste Management (WM) has consistently increased its dividend since 2009, supported by strong free cash flow. While the company's financial health, pricing power, and leverage are favorable for continued dividend raises, a slight decline in collection and disposal volume presents a potential risk to future growth. WM's strategy, under new leadership, is expected to maintain continuity, but volume trends will be crucial for sustained dividend increases.

Oct 30, 2026

Apollon Wealth Management LLC significantly increased its stake in Monster Beverage Corporation (NASDAQ:MNST) during the third quarter, purchasing an additional 23,404 shares to bring its total holdings to 42,615 shares valued at $1.77 million. Institutional investors now collectively own 72.36% of Monster Beverage, which holds a "Moderate Buy" consensus rating from analysts with an average price target of $71.86. The company recently reported strong quarterly earnings, beating estimates with $0.60 EPS and achieving $2.50 billion in revenue, a 20.2% year-over-year increase.

Oct 30, 2026

Asset Management One Co. Ltd. increased its stake in Keurig Dr Pepper (NASDAQ:KDP) by 4.9% in the third quarter, bringing its total holdings to 709,977 shares valued at approximately $21.5 million. The beverage company reported strong third-quarter earnings, beating analyst estimates with an EPS of $0.57 and revenue of $7.31 billion, a 75.6% year-over-year increase. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $36.12.

Oct 30, 2026

The decades-long rivalry between Coca-Cola and PepsiCo has intensified, with the American giants competing for major restaurant contracts in the US. Simultaneously, African beverage manufacturers are investing millions in factories and distribution networks to challenge their dominance on the continent, offering cheaper alternatives and expanding market share. This dual battle sees Coca-Cola gaining ground in the US while both companies face significant new competition from local brands in Africa.

Oct 29, 2026

Hershey is banking on a late Halloween shopping surge driven by seasonal products like Reese's to counteract declining candy volumes and cautious consumer spending. Despite beating third-quarter earnings estimates, the company faces macroeconomic headwinds and moderated growth in snacking segments, particularly in convenience stores. Hershey executives remain optimistic about meeting long-term growth targets, albeit at the lower end, by leveraging innovation, value price points, and strategic retail partnerships.

Oct 29, 2026

PepsiCo (PEP) generated a free cash flow yield of 5.8% over the last twelve months, exceeding the S&P 500 median of 4.4%. While the company recently lowered its 2026 earnings forecast, its free cash flow, operating margin, and sales all increased over the past year. Investors should monitor free cash flow growth and debt coverage in PepsiCo's upcoming February 2027 report.

Oct 29, 2026

International Flavors & Fragrances Inc. (NYSE:IFF) has declared a quarterly dividend of $0.40 per share, to be paid on January 13th to shareholders of record on December 19th. This represents an annualized dividend of $1.60 and a yield of 1.8%. Despite a slight average annual decrease in dividend payments over the last three years, the dividend appears sustainable with a current payout ratio of 35.3% and an expected future payout ratio of 38.3%.

Oct 29, 2026

Kohl's (NYSE: KSS) announced the appointment of Stacy Taffet, Chief Growth and Marketing Officer for The Hershey Company, to its Board of Directors as an independent director. Taffet brings over 20 years of experience in consumer brands, marketing, and strategic leadership, notably from PepsiCo and American Express. Her appointment is part of Kohl's ongoing board refreshment process and she will initially serve on the Audit Committee, with plans to stand for election at the 2027 annual shareholders' meeting.

Oct 29, 2026

Pepsi Bottling Ventures has secured exclusive beverage rights for Bojangles Coliseum and Ovens Auditorium in Charlotte, replacing Coca-Cola. The agreement means Pepsi will provide soft drinks, bottled water, and sports drinks to the venues, which collectively host 688,000 attendees annually. This move is a significant win for Pepsi in the local market.

Oct 29, 2026

Monster Beverage (MNST) is anticipated to release its Q3 2026 earnings after market close on Thursday, November 5th, with analysts forecasting earnings of $0.2991 per share and $2.49 billion in revenue. The company's previous quarter saw adjusted earnings of $0.60 per share and $2.50 billion in revenue, surpassing estimates with a 20.2% year-over-year increase. Analysts currently hold a "Moderate Buy" consensus rating for MNST, with an average price target of $71.86.

Oct 29, 2026

Shakespeare Wealth Management LLC recently acquired 18,145 shares of PepsiCo, Inc. ($PEP) valued at approximately $2.3 million, making it their 20th largest holding. Institutional investors collectively own 73.07% of PepsiCo's outstanding stock, with several large firms adjusting their positions. Despite exceeding quarterly earnings and revenue expectations, PepsiCo faces challenges with North American demand and cost pressures, leading to a cautious "Hold" consensus rating from analysts.

Oct 29, 2026

Conning Inc. increased its stake in PepsiCo, Inc. by 8.3% in the third quarter, acquiring an additional 21,775 shares, bringing its total holdings to 285,639 shares valued at over $36 million. This move is part of a broader trend of institutional investors adjusting their positions in PepsiCo, amidst the company's efforts to address challenges in its North American business and positive analyst sentiment regarding its valuation and dividend yield. PepsiCo recently reported stronger-than-expected quarterly earnings, though its North American performance remains a concern.

Oct 29, 2026

Asset Management One Co. Ltd. significantly increased its stake in Monster Beverage Corporation (NASDAQ:MNST) during the third quarter, adding over 400,000 shares to hold more than 800,000 shares valued at $33.3 million. This move is consistent with the overall positive sentiment from institutional investors, who own 72.36% of the company. Analysts maintain a "Moderate Buy" consensus rating for Monster Beverage, with an average price target of $71.86, following the company's strong Q3 earnings report which beat estimates with $0.60 EPS and $2.50 billion in revenue.

Oct 28, 2026

FEMSA announced a 9.8% increase in total consolidated revenues for the third quarter of 2026 compared to the previous year, with income from operations growing 9.9%. CEO Jose Antonio Fernández Garza-Lagüera attributed this "strong set of results" primarily to the positive performance of OXXO Mexico and Coca-Cola FEMSA. OXXO Mexico saw accelerated same-store sales and the strongest customer traffic in over two years, driven by improved execution and consumer-centric strategies.