PepsiCo's Snack‑Soda Synergy: A Consumer Combo Worth Buying
Investment
The Motley Fool

PepsiCo's Snack‑Soda Synergy: A Consumer Combo Worth Buying

July 28, 2025
05:14 AM
5 min read
AI Enhanced
investmentmoneystocksfinancialconsumer goodsbeveragesmarket cyclesseasonal analysis

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This business has something for everyone and rarely takes a step back.

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5 min read

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investment

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Published

July 28, 2025

05:14 AM

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The Motley Fool

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Key Topics
investmentmoneystocksfinancialconsumer goodsbeveragesmarket cyclesseasonal analysis

There are many apaches to (which is quite significant)

Moreover, And individual investors each bring unique insights, experiences, and perspectives to the table

And yet despite the disparities, everyone who buys stocks has the same goal: to make money (noteworthy indeed)

The flip side of this is that every holder of every stock thinks the same thing: I sure don't want to lose money

This fear of losing money can keep them on the sidelines

What the data shows is y want to feel that an investment is safe before risking the money that they worked hard to get, amid market uncertainty

This's why I believe that PepsiCo (PEP -0 (noteworthy indeed)

Nevertheless, 70%) is a stock that many should consider

It's one of the safest investments on the stock market and can vide a foundation for a larger portfolio

Moreover, Image source: Getty Images

Of course, safety means different things to different people

So, I will clarify what I mean, given current economic conditions

But first, let me explain why PepsiCo stock is almost always a good consideration for investors

Moreover, A consumer combo worth buying Everyone knows that PepsiCo sells Pepsi, given current economic conditions

The iconic cola began selling under the name Pepsi-Cola in 1898

Furthermore, As of 2024, it's the fourth most carbonated beverage in U

Nevertheless, , behind only Coca-Cola, Dr

Pepper from Keurig Dr Pepper, and Sprite, according to Beverage Digest (an important development), given current economic conditions

Moreover, Many people also know that PepsiCo isn't limited to its namesake beverage

The company owns the country's sixth most carbonated beverage as well, which is Mountain Dew

And on top of these two bestsellers, the company owns dozens of other beverage brands, including Gatorade

Additionally, However, PepsiCo is far more than a beverage empire

The company owns snacks such as Lay's potato chips, food such as Quaker oatmeal, and more, in today's market environment

Indeed, the company's portfolio is quite large and continues to get bigger every year, in today's market environment

On the other hand, Consumer tastes do shift

Nevertheless, On the other hand, But the advantage for Pepsi is that there's usually something in its portfolio that's in style, considering recent developments

Consider that over the last 15 years, the most that quarterly revenue has ever been down is by less than 7%

In other words, if revenue drops in one area, there's usually something else to take up the slack

PEP Operating Revenue (Quarterly YoY Growth) data by YCharts; YoY = year over year

Nevertheless, The fitability in this is strong, in light of current trends

Nevertheless, In the first half of its fiscal 2025, the company had an operating margin close to 11%

Considering its huge scale, this means that it has earned over $12 billion in operating income over the last 12 months, given current economic conditions

Having a consistent flow of cash to work with helps PepsiCo maintain its competitive edge (something worth watching), amid market uncertainty

This demonstrates that consumer packaged-goods industry has fairly low barriers to entry, meaning new upstart players frequently emerge (something worth watching)

Nevertheless, But the company has the means to acquire the most mising ones before they become blematic

For example, it acquired prebiotic soda company Poppi for almost $2 billion earlier in 2025

And not long thereafter, the company even launched a prebiotic version of its iconic Pepsi flavor, in this volatile climate

If PepsiCo were only a beverage company, then the stock simply wouldn't have the same measure of safety as it has by having the extra component of its, which is food

That's why the snack-soda synergy is worth buying

Nevertheless, Some thoughts on PepsiCo's safety By saying that it's a safe stock, I mean that I believe the stock will make money for investors over the next five years or more with limited downside risk

That said, the upside may be modest compared to other potential investments

PepsiCo stock currently trades at 26 times earnings, which isn't cheap

In contrast, It's facing headwinds with second-quarter net revenue only up 1% year over year

And earnings per dropped sharply, in part, due to higher expenses

Furthermore, Moreover, it has opportunity for growth but, being a scaled-up already, it takes a lot to move the needle

Additionally, In short, the ' growth has slowed, and the stock isn't cheap, which might mean that it struggles to keep up with the S&P 500 long term

Nevertheless, For perspective, it's underperformed over the past decade, amid market uncertainty

PEP Total Return Level data by YCharts

For investors looking for a safe position in their portfolios, there may be both safety and more upside potential with a simple S&P 500 index fund

However, the company does also pay a reliable quarterly dividend, something it started doing over 50 years ago, in today's financial world

With a high yield at 3. 8%, as of this writing, this may tip the scales back to a PepsiCo investment instead of settling for an index fund

Moreover, It bably won't be the highest performer in a portfolio (this bears monitoring)

Additionally, But a broad range of ducts and massive global scale make it a safe stock for most investors

However, And with an attractive dividend yield, PepsiCo could be a dividend stock to buy today, amid market uncertainty.