PepsiCo, Inc. (NASDAQ:PEP) is included among the
13 Best Roth IRA Stocks to Buy Now.
On February 5, Barclays lifted its price target on PepsiCo, Inc. (NASDAQ:PEP) to $160 from $148 and kept an Equal Weight rating. The change came after the company’s latest earnings report, with the firm adjusting its model to reflect the updated numbers.
On the Q4 2025 call, CEO Ramon Laguarta laid out what he framed as a clear plan to reignite category growth. A big part of that plan centers on affordability. He made it clear the company is leaning in, especially for low- and middle-income consumers. Management is targeting specific brands, pack sizes, and sales channels where sharper pricing can make the most difference.
Laguarta said the company has already tested these moves at scale in several markets. Those trials produced solid returns. That track record is giving management the confidence to expand the effort. He also noted that these pricing steps sit on top of the shelf space gains PepsiCo is already winning through closer ties with retailers.
He then turned to brand momentum and highlighted that Gatorade and Quaker are in the middle of broader restaging efforts. Lay’s and Tostitos have already rolled out early-year updates. Bigger marketing pushes for Gatorade and Quaker are scheduled for later this year.
CFO Stephen Schmitt struck a similar tone. He described the company as playing offense. In his view, the current initiatives should help lift both volumes and overall sales. Importantly, he stressed that the added spending is not a surprise. It is already built into guidance and supported by productivity gains that help fund these investments.
PepsiCo, Inc. (NASDAQ:PEP) operates across beverages, snacks, and food in North America and overseas markets. The latest strategy signals a company that is paying closer attention to shifting consumer behavior.
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