PepsiCo has reduced its payout estimate for Poppi to $12 million as U.S. soda sales decline.
PepsiCo announced a significant cut to its payout estimate for Poppi, lowering it to $12 million amid a slump in U.S. soda sales. This adjustment reflects challenges within the beverage sector that could impact the company's growth outlook.
Investor takeaway: Investors should monitor how these changes may affect PepsiCo's overall performance in the beverage market.
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PepsiCo Inc
PEP.US
PEP.US
PepsiCo Inc
WealthAwesomeMarket cap
$171.66B
P/E
15.8x
Div. yield
4.52%
Div. / share
$5.80
52W high
$166.41
52W low
$123.47
1W change
+0.82%
Beta
0.36
Analyst Price Targets
Based on 24 analysts covering PEP · as of Oct 8, 2026
Wall Street analysts forecast PEP stock price to rise 17.3% over the next 12 months.
Consensus
Hold3.25 / 5.00
Avg. Target
C$148.64
+17.3% Upside
Previously C$149.14 on Oct 7, 2026
Current Price
C$126.68
Last close
Analyst Breakdown (24 analysts)
Targets are snapshotted when they change. Unchanged figures keep their original date. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on PEP's historical volatility
30-Day Vol
18.2%
Annualized
90-Day Vol
22.0%
Annualized
Trend (90d)
-28.8%
Annualized drift
90d Mean
C$114.30
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$122.41 | C$114.96 – C$130.34 |
| 60 trading days | C$118.29 | C$108.24 – C$129.26 |
| 90 trading days | C$114.30 | C$102.53 – C$127.42 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
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PepsiCo's reduced payout estimate to $12 million raises concerns.
The latest trading volume was 7,896,342 shares, lower than the 20-day average of 10,527,608 shares.
Bull case
If PepsiCo can navigate these challenges and adapt its product offerings, it may stabilize its market position.
Bear case
Continued declines in soda sales could further impact PepsiCo's revenue and profitability, leading to more significant adjustments in forecasts.
What Happened
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PepsiCo has cut its payout estimate for Poppi to $12 million as U.S. soda sales have been experiencing a notable decline. This reduction indicates the company's response to the challenging market conditions affecting its beverage portfolio. The announcement comes at a time when PepsiCo's stock closed at US$126.68, reflecting a 0.56% increase for the day. However, the stock has seen a 7.07% decline over the past month and an 8.22% drop year-to-date, raising concerns among investors about its future performance.
What the Numbers Show
The trading volume for PepsiCo was recorded at 7,896,342 shares, which is significantly lower than the 20-day average volume of 10,527,608 shares, indicating reduced trading activity. Additionally, PepsiCo's stock price is currently 6.5% below its 50-day moving average of US$135.51 and 13.6% below its 200-day moving average of US$146.68. The stock has remained within a 52-week range of US$123.47 to US$166.41, with its current price at approximately 7% of that range. The company's P/E ratio stands at 15.8453, suggesting a moderate valuation in the current market context.
What to Watch Next
Investors should keep an eye on the ongoing trends in U.S. soda sales, as this will be critical for PepsiCo's future revenue. Any potential strategies the company may implement to counteract the decline in soda consumption could provide insights into its adaptability and long-term viability. Furthermore, watching for updates on analyst ratings, with an average target price of US$148.64 suggesting a potential upside of 17.3%, will be important as stakeholders assess the impact of this payout reduction on overall investor sentiment.
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