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Stock impact report

PepsiCo (PEP) Enters a New Strategic Chapter as BNP Paribas Highlights Earnings Upside [Yahoo! Finance]

PepsiCo, Inc. (PEP) 
Last pepsico, inc. earnings: 4/28 06:03 am Check Earnings Report
US:NYSE Investor Relations: pepsico.com/investors
Company Research Source: Yahoo! Finance
On January 16, BNP Paribas raised its rating on PepsiCo, Inc. (NASDAQ:PEP) to Outperform from Neutral. It set a $179 price target on the stock. The firm also lifted its FY27 EPS forecast by roughly 5%, arguing that recent activist involvement creates a “win-win” situation for the company, according to the analyst. PepsiCo's shares are down nearly 1.5% over the past 12 months, reflecting a tough operating backdrop. Demand has softened as consumers lean more toward health and wellness, while higher living costs, rising production expenses, and tariffs have added pressure. Management is guiding for low single-digit organic revenue growth in full-year 2025 and flat core EPS on a constant currency basis. While recent results have been weak, much of that disappointment already appears baked into the stock. The snack segment, in particular, has been hit as health trends intensify and the use of weight-loss drugs such as Ozempic becomes more widespread. Because of its exposure to restaur Show less Read more
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