Two Blokes

Pepsi: Forget GLP-1 And Dividend Cuts, These Are The Real Reasons Why It's Crashing

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    Posted by Two Blokes May 17 - Filed in Stock - 2 views
    Pepsi's slump is mainly due to aggressive price hikes and high T-bond yields, not diworsification or health trends. Core profitability and capital efficiency remain strong; dividend sustainability concerns are overblown as growth CapEx normalizes. Pepsi's valuation is now 15-20% below fair value, offering an attractive entry point for long-term investors.