Stocks / Beverages
PEPBeverages
PepsiCo, Inc.
$133.681d -0.5%5d -2.3%settled close · 2026-09-17
Mkt cap $206B (3/25)β -0.0352w $134–170Shares 1.37BInd. BeveragesNasdaq since 1919Emp. 306,000HQ Purchase, NYpepsico.com
The tape, with the calls on it
Who said what, and what PEP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about PEP
2 long3 shortlatest 2026-07-15
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-15 | Peter BoockvarCIO, OnePoint BFG Wealth Partners | Bullish | Wealthion | Pepsi's post-earnings selloff overstated US consumer weakness while strong international business growth is… |
| 2026-07-09 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bearish | CNBC Television | Frito-Lay North America turned negative on lower net pricing as gas prices and cumulative inflation caused… |
| 2026-07-06 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Rotation has knocked PepsiCo all the way back to pre-earnings levels despite a strong prior quarter, and the… |
| 2026-03-17 | Terry SmithFounder & CIO, Fundsmith | Bearish | Fundsmith LLP UK | Weight loss drugs directly threaten the snacks segment while persistent free cash flow growth weakness over… |
| 2023-06-16 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bearish | CNBC Fast Money Final Trade | PepsiCo trades at 38x trailing earnings, margins are coming down, and the best of the run is behind it making… |
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Earnings
Next report: 8 Oct 2026 before the open
Confirmed date · consensus EPS 2.32. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where PEP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-03 | ||||||
| 2026-07-29 | ||||||
| 2026-07-02 | ||||||
| 2026-06-30 | ||||||
| 2026-06-29 | ||||||
| 2026-06-15 | ||||||
| 2026-06-02 | ||||||
| 2026-05-27 | ||||||
| 2026-03-05 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
PEP is in this morning’s Brief.
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