Today, $PEP (-1,14%) a significant portion has found its way into my portfolio.
Unlike $KO (+0,52%) , Pepsi doesn’t just produce beverage syrup and sell it—it also bottles it and handles the logistics. On top of that, several snack brands are part of its product portfolio.
However: Recently, the business has also struggled precisely because of $NOVO B (-0,38%) and $LLY (-1,33%) weight-loss drugs. That’s just how everything is interconnected in the markets. One person’s gain is another’s loss.
Nevertheless, I believe the time is right to buy into this “dividend king.”
Medications designed to curb cravings for sweets are not a panacea; they’re very expensive and cannot be taken long-term—they require people to actively change their diets as well. To be honest, I foresee many yo-yo effects here and consumers who will eventually return to their old habits. Not everyone will be that disciplined. And the rest?
This is where Pepsi is also stepping in—it plans to develop and launch new, healthier products to win back customers. Last but not least, the company aims to increase efficiency and reduce costs.
*AI-generated image*
