Pepsico Inc Stock Price, News & Analysis

PepsiCo (NASDAQ: PEP) announced a multi-year, industry-first collaboration with Siemens and NVIDIA at CES 2026 to apply physics-based digital twins and AI across plant and supply chain operations.

Early U.S. pilots used Siemens Digital Twin Composer on NVIDIA Omniverse to simulate facilities, delivering a 20% increase in throughput, 10–15% CapEx reduction, near-100% design validation, and identifying up to 90% of potential issues before physical changes. PepsiCo said it will scale the digital-first planning approach globally to optimize facility layouts, capacity and flexibility.

PepsiCo (NASDAQ: PEP) announced priorities to accelerate organic revenue growth, deliver record productivity savings and expand core operating margin beginning in fiscal 2026.

Key metrics: organic revenue +2–4% (expecting the high end in H2 2026), acquisitions net of divestitures +1pp to reported net revenue, FX benefit ~+1pp, core EPS +5–7% (or +7–9% ex global minimum tax), and a target of at least 100 bps core operating margin expansion over the next three years.

Operational actions include plant closures, ~20% SKU reduction in the U.S., capital spending 5% of net revenue in 2026, and free cash flow conversion targets of ≥80% in 2026 and ≥90% in 2027.

PepsiCo (NASDAQ: PEP) declared a quarterly dividend of $1.4225 per share, a 5% increase versus the comparable year-earlier period. The action follows PepsiCo's prior raise in annualized dividend to $5.69 per share from $5.42, which began with the June 2025 payment.

The dividend is payable on January 6, 2026 to shareholders of record at the close of business on December 5, 2025. PepsiCo has paid consecutive quarterly cash dividends since 1965 and recorded its 53rd consecutive annual dividend increase in 2025.

7-Eleven (PEP) announced that its Laredo Taco Company restaurant is launching a limited-edition Cheetos Flamin' Hot menu from 10/29/25 thru 1/06/26, featuring a Flamin' Hot burrito, taco and nachos at participating locations.

Menu items combine seasoned ground beef, queso and Monterey-Cheddar with Cheetos Flamin' Hot. Customers can order for delivery via the 7NOW app with real-time tracking and typical delivery times of about 30 minutes. Availability and fees vary; items limited while supplies last.

PepsiCo (NASDAQ: PEP), with Griffith Foods and Milhão, launched a direct farmer incentive pilot on Nov 3, 2025 in Brazil's Cerrado to advance regenerative agriculture.

The hybrid Payment for Practice + Payment for Outcomes model covers 7,000 acres initially and plans to scale to 30,000 acres by year three, with total co‑funding of $1 million over three years. Farmers receive upfront payments for sustainable inputs and performance bonuses for reducing agrochemicals. The pilot supports PepsiCo's broader goal to spread regenerative practices across 10 million acres by 2030 and is guided by PepsiCo's Climate Resilience Platform.

PepsiCo (NASDAQ:PEP) and the Alliance of Bioversity International and CIAT launched CRP 2.0, a major September 2025 update to the open‑access Climate Resilience Platform to help agricultural stakeholders plan for and mitigate climate impacts.

Key changes include quantification of climate risk in business terms, added data/tools for landscape collaboration, inclusion of 2 new crops and 6 new countries in 2025, and onboarding of Olam Agri and Bonsucro. The update was co‑funded by FFAR with a $1 million contribution to expand public agricultural research access.

PepsiCo (NASDAQ: PEP) launched its inaugural Global Farmer Awards on October 16, 2025, hosting nearly 60 farmers and advisors from 19 countries at its Purchase, NY headquarters to recognize sustainability, innovation and leadership in agriculture.

The awards support PepsiCo's pep+ Positive Agriculture agenda, which targets 10 million acres by 2030 and has delivered 3.5 million acres as of 2024. Categories included Sustainability, Next-Gen Farming, Leadership & Advisory, Heritage & Growth, Quality and Farmer of the Year, awarded to The Perry Family Farm (Alberta, Canada).

PepsiCo (NASDAQ: PEP) named Steve Schmitt Executive Vice President and Chief Financial Officer, effective November 10, 2025. Jamie Caulfield will retire next year after a 30+ year career, remain CFO until November 10, 2025, then serve as an adviser through May 15, 2026 to support the transition.

Schmitt joins from Walmart, where he has been EVP and CFO for Walmart U.S. since 2016, leading finance for its omni-channel U.S. business and cost-discipline initiatives. His background includes leadership roles at Yum! Brands and a decade-plus at UPS.

Management says Schmitt's supply-chain, omnichannel, and operational experience will support growth, cost optimization, and shareholder value creation.

PepsiCo (NASDAQ: PEP) and Unilever have launched the STEP up for Agriculture initiative, a groundbreaking collaboration to scale regenerative agriculture through locally-tailored support systems. The program aims to strengthen farmer-facing organizations by providing tools, training, and funding to accelerate sustainable practices adoption.

The initiative supports PepsiCo's goal to transition 10 million acres to regenerative agriculture by 2030. The program is expanding globally, starting with a pilot in Spain, and brings together corporations, nonprofits, and farmer-led groups. Key partners include South East Research Farm (SERF), Practical Farmers of Iowa, and Farm Advisor, with support from The Platform for Agriculture and Climate Transformation (PACT) and the PepsiCo Foundation.