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$131.19+1.23%as of Sep 22, 2026
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PEP’s 2026-09-17 close was a modest -0.5% move, but it came after a slide to the lower end of its 52-week range and alongside headlines about slowing demand, margin pressure, and analyst price target cuts. That makes the picture look more stock-specific and worth attention.

PEP

PEPSICO INC

As of Sep 18, 2026

42/100

Deserves your attentionHealth Score

Why it moved

PEP fell -0.5% on 2026-09-17, while the S&P 500 rose 0.5% and the Nasdaq 100 rose 0.5%, so the move was not explained by the broad market. Its peers were mixed — KO +0.2%, MNST -0.1%, KDP -1.2%, and COKE +0.2% — which points away from a simple sector washout and toward stock-specific pressure. The clearest driver in the facts is the recent news flow around slowing demand, margin pressure, and analyst price target cuts.

Is this normal volatility

This looks more like a stock-specific warning than ordinary noise. The shares are down 1w -2.2%, 1m -4.6%, and 3m -5.6%, and they sit -22.1% from the 52w high while only +0.5% above the 52w low of $133.73. Fundamentals are still positive — revenue is +5.6% YoY (TTM), latest quarter +6.4% YoY, EPS +38.9% YoY (TTM), gross margin +54.2%, operating margin +14.5%, and net margin +10.8% — but the valuation is not cheap, with PE 17.7, forward PE 16.0, and PEG 3.26. A PEG of 3.26 — P/E divided by growth, so investors are paying 3.26× the growth rate — says strong growth is already priced in, which makes the shares more sensitive to any disappointment. Beta 0.34 says the name is normally low-volatility, so a drift toward the lows alongside cut-target headlines is more than routine trading.

Earnings preview

The next earnings date is 2026-10-08. The facts do not provide analyst revenue or EPS consensus for that print, so I cannot state the market’s exact expectations for that release from this dataset. What is knowable is the current operating base: revenue +5.6% YoY (TTM), latest quarter +6.4% YoY, EPS +38.9% YoY (TTM), gross margin +54.2%, operating margin +14.5%, and net margin +10.8%. The market will be focused on whether beverage and snack demand is stabilizing, whether margin pressure is easing, and whether management commentary confirms or contradicts the recent analyst cuts tied to slowing demand and margin pressure. The facts do not include a prior earnings reaction pattern, so I won’t infer one.

This report is for informational and educational purposes only. It does not constitute financial, investment, tax, or legal advice. The platform does not recommend buying or selling any security.

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