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Posted by
Two Blokes Jul 1 -
Filed in
Stock
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3 views
PepsiCo's recent underperformance and North American weakness mask the fundamental strength and global diversification of this consumer staples giant. Despite North American weakness and peaking margins, the market's fears are overblown. The company's global diversification provides a strong fundamental base. Management's revitalization strategy, international growth, and portfolio transformation position PepsiCo for long-term secular tailwinds, especially in emerging markets.
