Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (17053)	5/17/2025 3:32:29 PM
From: BasketballJ	1 Recommendation Recommended By chowder Respond to of 21857

KO was one of my very first purchases in college. Still brining PEP up to size and want both. Not mad at adding while it's not at ATH's.

To: chowder who wrote (17053)	5/17/2025 4:20:06 PM
From: Waitress	Respond to of 21857

PEP.... It's my worst performing stock. The only thing I can find is the supply chain issues, decreased consumer spending and now tariff talk. If that were true KO would be suffering too? I sold PEP in my taxable account earlier this week, kept it in my IRA for the dividend. I've added a few shares in the past few months, but not going to add more until it's more clear. I keep expecting it to pop but it just lags down further.

To: chowder who wrote (17053)	5/17/2025 9:06:25 PM
From: Pete DGI	6 Recommendations Recommended By Balancedinvestor chowder jritz0 Markbn Riojas54 and 1 more member Respond to of 21857

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.