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Get what investors say about PEP next
1 investor call on PEP in the last 90 days (0 bullish, 1 bearish). Follow PEP free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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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.
Who’s talking about PEP
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-08 | Lauren LiebermanConsumer staples equity analyst, Barclays | Bearish | Bloomberg The Close | PepsiCo's US food business faces structural demand headwinds from changing consumer snacking habits while its… |
| 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… |
| 2018-06-20 | Nelson PeltzActivist investor — Trian Partners | Bullish | Insider Investor | Post-activist engagement, PepsiCo has best-in-class organic growth and is now positioned to meet or beat… |
Next report: 1 Feb 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 8 Oct 2026 | before the open | 2.34 vs 2.32 | +3.6% |
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× — 14 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
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| 2026-05-27 |
PEP on the Wheel
PEP did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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