International Expansion And Health Trends Will Reshape Global Markets

Analysts modestly lowered PepsiCo’s price target to $152.57, citing ongoing international volume softness and muted U.S. topline growth, though overall sentiment remains supported by strategic partnerships and productivity improvements. Analyst Commentary Bullish analysts note that PepsiCo’s strategic partnership with Celsius Holdings—including transferring Alani Nu to PepsiCo’s distribution network and acquiring the Rockstar brand—will accelerate distribution, revenue, and margin growth opportunities for both parties.

PepsiCo’s consensus price target saw a modest upward revision to $154.24, driven by analyst optimism around its expanded partnership and equity alignment with Celsius, the expected revenue and margin growth from acquiring Rockstar, and the enhanced energy drinks portfolio, execution, and distribution strategy. Analyst Commentary Bullish analysts cite the expanded partnership between PepsiCo and Celsius Holdings—including Celsius' acquisition of the Rockstar brand, Alani Nu's transition into the PepsiCo distribution system, and Celsius being named the U.S. strategic energy captain—as significant drivers of future revenue and EBITDA growth.

AnalystConsensusTarget has increased revenue growth from 2.5% to 2.8%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 3.2% to 2.5%.