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PepsiCo Community
NasdaqGS:PEP Community- 3 Narratives written by author
- 2 Comments on narratives written by author
- 636 Fair Values set on narratives written by author
Community Investing Ideas
What on earth are 'Functional Sodas', and are they the way forward?
The company is at an inflection point. After years of flat revenue at around $91B , it faces mounting pressure from shifting consumer preferences, health trends, and affordability concerns.
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AS
US$116.35
19.3% overvalued intrinsic discount
AshleighG Fair Value
Revenue growth
N/A
Profit Margin
8.23%
Future PE
25.52x
Share price in 2028
US$141.63
Fair - Optimistic
Future Efforts: Digitalization: Automation of the supply chain. Investment in data, enabling large-scale digitalization across the entire value chain (from procurement to factory management, including transportation and market placement).
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36users have followed this narrative
SE
US$160.43
13.5% undervalued intrinsic discount
Serpentaire Fair Value
Revenue growth
2% p.a.
Profit Margin
10.63%
Future PE
26x
Share price in 2027
US$197.74
International Expansion And Health Trends Will Reshape Global Markets
Key Takeaways International expansion and a focus on health-oriented products are broadening PepsiCo's market reach, driving revenue growth, and supporting premium pricing. Technology investments and supply chain optimization are delivering productivity gains, cost efficiencies, and long-term margin improvement.
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308users have followed this narrative
AN
US$152.57
9.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
3.47% p.a.
Profit Margin
11.49%
Future PE
21.63x
Share price in 2028
US$185.68