Skip to contentHome page Seeking Alpha - Power to InvestorsApr 17, 2026, 7:15 AM ETPepsiCo, Inc. (PEP) Stock, PEP:CA StockKO, COLA:CASteven Fiorillo41.5K FollowersCommentsPepsiCo delivered a strong Q1, beating revenue and EPS estimates, with organic growth and margin expansion confirming the turnaround narrative.PEP trades at an attractive 18x 2026 earnings and offers a dividend yield exceeding 3.5%, supported by robust capital returns and a 54th consecutive dividend increase.International segments drove standout growth, while North America showed early signs of volume recovery, validating management’s productivity and cost-optimization strategy.Management reaffirmed 2026 guidance, with organic revenue growth of 2–4% and core EPS growth of 4–6%, setting up PEP for sustained long-term value.JHVEPhoto/iStock Editorial via Getty ImagesAfter sitting out of the bull market for quite some time, PepsiCo, Inc. (PEP) bulls finally got the quarter they've been waiting for, and I don't think the market is processing what it actuallyThis article was written bySteven Fiorillo41.5K FollowersI am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of PEP, KO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.