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Elliott’s US$4b PepsiCo Stake Puts North American Margins In Focus
Simply Wall St.132d agoneutral
Elliott’s US$4b PepsiCo Stake Puts North American Margins In Focus

Elliott Investment Management has built a reported $4b stake in PepsiCo, NasdaqGS:PEP. The activist investor is pushing for operational changes, with a focus on margins in North American snacks and beverages. The move adds external pressure on PepsiCo’s existing turnaround efforts and management priorities. PepsiCo, NasdaqGS:PEP, last closed at $149.41, with the stock up 5.0% year to date and 18.0% over the past year. Over shorter periods, returns have been weaker, with the share price down...

Is It Time To Reconsider PepsiCo (PEP) After Its Mixed Share Price Performance
Simply Wall St.135d agoneutral
Is It Time To Reconsider PepsiCo (PEP) After Its Mixed Share Price Performance

Wondering whether PepsiCo at US$156.29 is offering fair value right now, or if the stock price is running ahead of the fundamentals. The share price has returned 9.9% year to date and 23.7% over the last year, with a 2.0% gain over the past month but a 1.4% slip in the last week and an 11.5% decline over three years, making the long term picture more mixed. Recent headlines around PepsiCo have focused on topics such as brand strength, product portfolio resilience, and shifting consumer...

PepsiCo Tests Tokenized Low Carbon Ammonia To Tackle Farm Emissions
Simply Wall St.137d agobearish
PepsiCo Tests Tokenized Low Carbon Ammonia To Tackle Farm Emissions

PepsiCo (NasdaqGS:PEP) has entered a collaboration with TalusAg focused on fertilizer decarbonization using tokenized low carbon ammonia environmental attributes. This marks PepsiCo's first completed transactions using environmental attribute certificates tied to low carbon ammonia. The partnership uses localized fertilizer production and a book and claim system to address agricultural emissions and supply chain resilience. For a company as large and globally integrated as PepsiCo,...

Sandisk Spun Off From Western Digital Just Last Year. Now It’s a $200B Company.
Barrons.com138d agoneutral
Sandisk Spun Off From Western Digital Just Last Year. Now It’s a $200B Company.

Sandisk shares rose once more Tuesday, with the memory-chip company looking to join the likes of McDonald’s Verizon and PepsiCo when it comes to market value. Sandisk stock is currently on pace to surpass a $200 billion market capitalization for the first time since the company completed its spinoff from Western Digital on Feb. 24, 2025, according to Dow Jones Market Data. Sandisk advanced 13% to $1,413 on Tuesday, as investors continue to bet that the boom in construction of artificial-intelligence data centers will drive up memory demand.