PEP · News · 20260918N
North America Demand Trends
PEPSICO INC · 2026-09-18 · Importance 11 · Surprise 24 · No source text
Third-party analysts cited softer North American demand as a current challenge for PepsiCo. The reports also flagged the potential for GLP-1 weight-loss drugs to reduce demand for snack products. These factors were described as weighing on PepsiCo’s consumer-staples performance despite continued demand for its beverage and snack portfolio.
Key facts
- Analysts are projecting PepsiCo 0.44% year-over-year earnings growth and a 4.1% increase in revenue for the upcoming release. source
- PepsiCo is set to release earnings on October 8, 2026. source
- PepsiCo faces softer North American demand, rising costs, and potential impact from GLP-1 weight-loss drugs on snack demand. source
- PepsiCo shares dropped 3% on Friday and have a 7% year-to-date decline. source
- PepsiCo (PEP) stock dropped 3.06% while the S&P 500 was up 0.17% and the Nasdaq was up 0.4%. source
- PepsiCo Inc. (NASDAQ:PEP) shares are trading lower after falling below their 52-week low of $132.93. source
- Analysts have issued a consensus "Hold" rating for PepsiCo, Inc. (NASDAQ:PEP), with an average 12-month price target of $157.90. source
- PepsiCo's dividend yield is 4.4%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | +0.6% | Analysts are projecting PepsiCo 0.44% year-over-year earnings growth and a 4.1% increase in revenue for the upcoming release. |
| net_income | positive | contingent | +0.1% | Analysts are projecting PepsiCo 0.44% year-over-year earnings growth and a 4.1% increase in revenue for the upcoming release. |