PepsiCo (NasdaqGS:PEP) Expands MSG Partnership And Appoints New Global Media Director

PepsiCo (NasdaqGS:PEP) recently increased visibility by renewing and expanding its partnership with the MSG Family of Companies, while also appointing Om Jha as Director of Global Media Capabilities. Over the last month, PepsiCo's stock has shown resilience with a 2.4% rise, contrasting with a broader market dip of 1.9%, partly driven by uncertainties over U.S. tariffs impacting tech stocks. This move can be attributed to PepsiCo's robust corporate strategy, including a 7% dividend increase and the execution of share repurchases, which enhance shareholder value. Additionally, PepsiCo's strategic placement of its products at prime venues under the new MSG partnership may have bolstered market confidence. The company's solid Q4 earnings, showing increased net income and EPS despite slight sales dips, further strengthen its position in the market. In conjunction with favorable investor sentiment towards PepsiCo’s growth initiatives, these factors have likely buffered its share performance amid broader market uncertainties.

Click here and access our complete analysis report to understand the dynamics of PepsiCo.

Over the past five years, PepsiCo has delivered a total return of 36.01%, highlighting its capacity to generate shareholder value. This performance can be partially attributed to consistent earnings growth, with profits rising 5.6% annually during this period. Additionally, PepsiCo's commitment to expanding consumer relationships is evident in strategic partnerships, such as the 10-year agreement with Subway initiated in March 2024, aligning with significant brand presence expansions.

The collaboration with Madison Square Garden in March 2025 further exemplifies PepsiCo's market penetration efforts. Despite setbacks in labor relations and legal challenges in December 2024, PepsiCo maintained investor interest through continued dividend increases and share buybacks. These corporate actions and partnerships have secured its strong standing against broader market challenges, even as PepsiCo underperformed the US market's 14% return over the past year. This stability underscores its resilient business model and strategic adaptability.

• See whether PepsiCo's current market price aligns with its intrinsic value in our detailed report
• Uncover the uncertainties that could impact PepsiCo's future growth—read our risk evaluation here.
• Already own PepsiCo? Bring clarity to your investment decisions by linking up your portfolio with Simply Wall St, where you can monitor all the vital signs of your stocks effortlessly.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com