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Posted by
Two Blokes 6 hours ago -
Filed in
Stock
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PepsiCo's Q2 earnings and a 7% post-earnings surge signal the potential beginning of a turnaround, validating my contrarian bullish stance on consumer staples. Strong pricing power, moderating volume declines, and easing FX headwinds support growth, though inorganic growth risks became visible through recent impairments. The lower end of PepsiCo's long-term growth algorithm is in sight and expected to be reached within the next few quarters.
