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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (17053)5/17/2025 9:06:25 PM
From: Pete DGI6 Recommendations

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Several reasons could be behind the de-rating of PEP:

  • A few weeks ago, a Wall Street Journal article stated that PEP was losing market share to KO and KDP in the soft drink segment due to its lack of advertising spending on the brand.

  • Also, tariffs impact PEP more than KO. PEP produces nearly all of the concentrate for its U.S. sodas in Ireland, unlike KO.

  • In addition, Health and Human Services Secretary RFK Jr.'s campaign against ultra-processed foods, soda, and junk foods could negatively affect margins in the packaged food sector.

  • Lastly, during the last quarterly earnings conference call, Pepsi stated that it now expects its full-year core earnings to be approximately flat compared to the previous year, having previously forecast mid-single-digit percentage growth.

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