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Vita Coco stock has rallied to record highs this year as the coconut water market explodes amid rising health and wellness trends.

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Beverages, Alcohol, and Tobacco Stocks Q1 In Review: PepsiCo (NASDAQ:PEP) Vs Peers

Looking back on beverages, alcohol, and tobacco stocks' Q1 earnings, we examine this quarter's best and worst performers, including PepsiCo (NASDAQ:PEP) and its peers.

These companies' performance is influenced by brand strength, marketing strategies, and shifts in consumer preferences. Changing consumption patterns are particularly relevant and can be seen in the rise of cannabis, craft beer, and vaping or the steady decline of soda and cigarettes. Companies that spend on innovation to meet consumers where they are with regards to trends can reap huge demand benefits while those who ignore trends can see stagnant volumes. Finally, with the advent of the social media, the cost of starting a brand from scratch is much lower, meaning that new entrants can chip away at the market shares of established players.

The 13 beverages, alcohol, and tobacco stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 4.9% while next quarter's revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 4.8% on average since the latest earnings results.

PepsiCo (NASDAQ:PEP)

With a history that goes back more than a century, PepsiCo (NASDAQ:PEP) is a household name in food and beverages today and best known for its flagship soda.

PepsiCo reported revenues of $19.44 billion, up 8.5% year on year. This print exceeded analysts' expectations by 2.9%. Overall, it was a strong quarter for the company with a solid beat of analysts' revenue and EBITDA estimates.PepsiCo Total Revenue

Investor expectations, however, were likely higher than Wall Street's published projections, leaving some wishing for even better results (analysts' consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 7.3% since reporting and currently trades at $143.54.

Is now the time to buy PepsiCo? Access our full analysis of the earnings results here, it's free.

Best Q1: Vita Coco (NASDAQ:COCO)

Founded in 2004 followed by a 2021 IPO, The Vita Coco Company (NASDAQ:COCO) offers coconut water products that are a natural way to quench thirst.

Vita Coco reported revenues of $179.8 million, up 37.3% year on year, outperforming analysts' expectations by 20.5%. The business had a stunning quarter with a beat of analysts' EPS and EBITDA estimates.Vita Coco Total Revenue

Vita Coco achieved the biggest analyst estimate beat among its peers. The market seems happy with the results as the stock is up 51.5% since reporting. It currently trades at $78.24.

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Is now the time to buy Vita Coco? Access our full analysis of the earnings results here, it's free.

Weakest Q1: Boston Beer (NYSE:SAM)

Known for its flavorful beverages challenging the status quo, Boston Beer (NYSE:SAM) is a pioneer in craft brewing and a symbol of American innovation in the alcoholic beverage industry.

Boston Beer reported revenues of $433.9 million, down 4.4% year on year, in line with analysts' expectations. It was a softer quarter as it posted a significant miss of analysts' adjusted operating income and EPS estimates.

Boston Beer delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 24.2% since the results and currently trades at $179.72.

Read our full analysis of Boston Beer's results here.

MGP Ingredients (NASDAQ:MGPI)

Headquartered in Atchison, Kansas, MGP Ingredients (NASDAQ:MGPI) is a leading supplier of high-quality ingredients to the food and beverage industry

MGP Ingredients reported revenues of $106.4 million, down 12.5% year on year. This number surpassed analysts' expectations by 1.4%. It was a very strong quarter as it also put up a beat of analysts' EPS estimates and a solid beat of analysts' EBITDA estimates.

MGP Ingredients pulled off the highest full-year guidance raise but had the slowest revenue growth among its peers. The stock is down 19.7% since reporting and currently trades at $16.24.

Read our full, actionable report on MGP Ingredients here, it's free.

Altria (NYSE:MO)

Best known for its Marlboro brand of cigarettes, Altria (NYSE:MO) offers tobacco and nicotine products.

Altria reported revenues of $4.76 billion, up 5.3% year on year. This result topped analysts' expectations by 4%. Overall, it was a strong quarter as it also recorded a solid beat of analysts' EBITDA and revenue estimates.

The stock is up 5.1% since reporting and currently trades at $71.68.

Read our full, actionable report on Altria here, it's free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today's crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US' conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory's analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

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Is KDP a good stock to buy? We came across a bullish thesis on Keurig Dr Pepper Inc. on Quality At A Fair Price's Substack. In this article, we will summarize the bulls' thesis on KDP. Keurig Dr Pepper Inc.'s share was trading at $30.75 as of June 8th. KDP's trailing and forward P/E were 22.79 and 13.37 respectively according to Yahoo Finance.BofA Maintains Buy Rating on Monster Beverage (MNST)

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Keurig Dr Pepper Inc. (KDP) is positioned as a diversified beverage company with exposure across both hot and cold drink categories, as well as the growing single-serve coffee ecosystem through its Keurig brewing systems. Formed in 2018 following Keurig Green Mountain's nearly $19 billion acquisition of Dr Pepper Snapple Group, the company has built a portfolio comparable in scale and market relevance to beverage giants like Coca-Cola and PepsiCo.

Read More: 15 AI Stocks That Are Quietly Making Investors Rich

Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential

The investment thesis centers on KDP's attractive valuation, resilient consumer staples positioning, and compelling income profile. The company currently offers a dividend yield of approximately 3.5%, materially above its five-year average yield of around 2.5%, implying that the stock may be undervalued by close to 30% based on dividend yield theory analysis. This disconnect creates an attractive entry point for long-term investors seeking both income and capital appreciation potential.

Keurig Dr Pepper's dividend profile further strengthens the bullish case, as the company has demonstrated consistent dividend growth following the post-merger integration period. The business benefits from stable consumer demand, strong brand recognition, and broad distribution channels, which provide defensive characteristics even during uncertain macroeconomic conditions. In addition, the company's diversified beverage portfolio reduces reliance on any single category while allowing it to participate in multiple consumption trends across coffee, carbonated drinks, water, and energy beverages.

Looking ahead, the estimated forward return potential of 17.2% stands out as one of the more attractive opportunities within the consumer staples sector, supported by valuation normalization, continued earnings growth, and steady shareholder returns through dividends.

Previously, we covered a bullish thesis on The Coca-Cola Company (KO) by Rijnberk InvestInsights in February 2025, which highlighted the company's strong pricing power, resilient demand, margin expansion, and dependable dividend profile despite broader industry headwinds. KO's stock price has appreciated by approximately 15.49% since our coverage. Quality At A Fair Price shares a similar view but emphasizes on Keurig Dr Pepper's undervaluation and stronger forward return potential.

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Keurig Dr Pepper Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held KDP at the end of the first quarter which was 41 in the previous quarter. While we acknowledge the risk and potential of KDP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than KDP and that has 10,000% upside potential, check out our report about this cheapest AI stock.

Disclosure: None.

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Against a backdrop of soaring growth stocks in an environment still dominated by chatter of SpaceX's initial public offering (IPO), it seems a little out of place to be discussing potential dividend stocks to buy. That's even more so the case given that the persistent bull market has pared dividend yields back by quite a bit lately; the S&P 500's average trailing dividend yield currently stands at a multidecade low of just above 1%.

If income is your primary investment goal, there's still every reason to look for such names. And fortunately, there are plenty of compelling ones with strong yields to consider. The S&P 500's overall average dividend yield is unusually low simply because the index's very biggest constituents like Nvidia and Apple pay very little in dividends, if they pay them at all.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »

To this end, here's a closer look at three dividend stocks you can comfortably buy right now with plans of holding onto them forever.

PepsiCo

There's no denying beverage behemoth Coca-Cola (NYSE: KO) outmatches smaller rival PepsiCo (NASDAQ: PEP) in several ways, including sales, name recognition, and yes, even popularity among income investors; the market appreciates Coca-Cola's 64-year streak of per-share payment growth. (That makes KO a Dividend King, a company that has increased its annual dividend for at least 50 consecutive years.)

There's an important detail that investors picking one of these companies over the other should consider. That is, while KO's forward-looking dividend yield is a solid 2.6%, PepsiCo's is considerably better at 4.1%.

But are Coca-Cola's pedigree and stature worth the trade-off? For that matter, isn't PepsiCo's yield so high right now precisely because the stock has underperformed since 2023 amid inflationary headwinds?

These are legitimate points to be sure. PepsiCo isn't exactly a slouch on the pedigree front. It's now upped its per-share payout for a similarly impressive 54 consecutive years often times at a pace faster than Coca-Cola. As for the stock's recent subpar performance, the underpinnings of that headwind are largely in the rearview mirror. Last quarter's organic revenue was up 2.6% year over year, reflecting a combination of product innovation and smarter pricing strategies. For instance, the company is more prominently featuring its Lay's potato chips made using healthier oils and now offers lower-sugar versions of its Gatorade sports drink.

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None of these initiatives will produce earth-shattering results. All of them will -- and are -- yielding incremental improvements in its business and should continue doing so.

There's been little to no apparent impact on the stock yet, although it's arguable that much of PEP's weakness since early March just reflects greater interest in more aggressive growth stocks. As that interest cools, look for PEP to start performing again.

Enbridge

You undoubtedly know the military conflict in the Middle East has disrupted oil and gas supply chains, inflating prices of both. Although it's a superficial and instant profit boon for integrated explorers, drillers, and refiners like Chevron and Exxon-Mobil, in the long run it's also arguably damaging just because it incentivizes the use of less-volatile alternatives. It also sets the stage for a big profit dip once crude prices normalize again.

There's one aspect of the energy business that's largely unimpacted by soaring and tumbling prices of oil and gas -- the companies that simply deliver them from point A to point B, charging for their services like a tollbooth regardless of the price of the gas or oil transported through its distribution network.

Enbridge (NYSE: ENB) is one of these companies. It owns and operates over 18,000 miles of crude oil pipeline across North America and over 19,000 miles of natural gas pipelines. If you use gasoline or natural gas, there's a good chance you rely on Enbridge without even realizing it.Image source: Getty Images.

Sure, there will come a time when the world finally weans itself from fossil fuels like crude oil, winding down Enbridge's pipeline business. That time is many, many years down the road though. The International Energy Administration doesn't expect the "peak oil" pivot to happen until 2050, with demand and consumption likely to keep rising until then.

To the extent the headwinds of alternative and renewable energy start blowing before then, Enbridge is developing wind farms, solar power facilities, geothermal assets, and battery-storage solutions. In the meantime, its gas and oil tollbooth business remains ideally suited to support dividend payments. You can plug into them while the stock's forward-looking dividend yield stands at just under 5%.

Brookfield Asset Management

Finally, add Brookfield Asset Management (NYSE: BAM) to your list of dividend stocks to buy and hold forever while you can step in at a solid yield of 4.4%.

As you might guess, Brookfield is an investment manager. You may even own some of the funds it manages, like Brookfield Infrastructure Partners, Brookfield Renewable Partners, or Brookfield Business Corporation. These instruments trade like stocks or exchange-traded funds (ETFs), but they actually have privately held stakes in several high-demand businesses, such as mobile phone towers, utility companies, solar power farms, and data centers. Brookfield Asset Management manages the managers of these focused investment pools, collecting a recurring quarterly fee for doing so.

At first blush, it looks a lot like any other asset manager (mutual funds and ETFs), and in many regards, it is. But it's also a standout in a couple of important ways.

One of those ways is selecting the areas where it decides to focus its time and resources. As noted, Brookfield is focusing on reliable growth opportunities rather than businesses with little to no meaningful upside.

The other way this prospect differs is that it bypasses the stock market and its occasionally steep valuations, which often lead to poor performance. Brookfield's divisions are built from the ground up on privately held stakes in cash cows that don't have such valuations to create volatility. This allows its managers to focus on developing quality businesses for the long haul without misguided, short-term interference even as they produce reliable cash flow.

The model works too and will likely continue working. The company doesn't mind setting high expectations from shareholders either; it's targeting average annual growth of between 15% and 20%, most of which will come in the form of dividends. To this end, BAM's quarterly dividend has grown 57% just since it started paying dividends in 2023.

Should you buy stock in Enbridge right now?

Before you buy stock in Enbridge, consider this:

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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $438,283! Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,257,427!

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James Brumley has positions in Coca-Cola. The Motley Fool has positions in and recommends Apple, Brookfield Asset Management, Chevron, Enbridge, and Nvidia. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.

3 Dividend Stocks You Can Buy and Hold Forever was originally published by The Motley Fool

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Is MICC a good stock to buy? We came across a bullish thesis on The Magnum Ice Cream Company N.V. on Valueinvestorsclub.com by ShowMeThe$$. In this article, we will summarize the bulls’ thesis on MICC. The Magnum Ice Cream Company N.V.'s share was trading at $18.03 as of June 11th. MICC’s trailing and forward P/E were 32.60 and 16.75 respectively according to Yahoo Finance.20 Highest Quality Ice Cream Brands in the US

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The Magnum Ice Cream Company N.V. engages in the ice cream business in the Netherlands. MICC is presented as a compelling long idea following its spin from Unilever, with the company positioned as the world’s largest ice cream manufacturer and trading at a significant discount to peers despite improving fundamentals and multiple catalysts. MICC operates across premium ice cream brands including Magnum, Ben & Jerry’s and Wall’s, alongside global restaurant and retail channels, with its mix skewed toward higher-margin novelty and impulse formats.

Read More: 15 AI Stocks That Are Quietly Making Investors Rich

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The investment case centers on deeply depressed earnings due to peak cocoa inflation, legacy underinvestment under Unilever, and spin-related costs, which together mask normalized EBITDA power. MICC trades around ~6–7x forward EBITDA versus CPG peers at ~10x+ and Froneri’s continuation vehicle at ~12.6x, implying a substantial valuation gap despite similar or stronger long-term growth potential.

As cocoa prices normalize from prior peaks and hedges roll off, margins are expected to expand sharply, supported by ~€500M of cost takeout, already-delivered productivity gains, and cabinet-led distribution expansion. Under a base case, MICC is expected to achieve ~20%+ EBITDA margins by FY27 with a re-rating toward ~10x EBITDA, implying approximately ~80–85% upside and ~87% total shareholder return, while a more optimistic scenario incorporating faster margin recovery and a snacking-like multiple suggests over ~130% upside.

Catalysts include the May 7 Investor Day, H1 2026 results, and continued cocoa deflation that should accelerate earnings power realization while narrowing the SOTP discount versus Froneri, which trades at a meaningful premium after executing similar cost transformation initiatives. Setup remains asymmetric with strong rerating potential.

Previously, we covered a bullish thesis on PepsiCo, Inc. (PEP) by Kroker Equity Research in October 2024, which highlighted strong pricing power, diversified global snacks and beverages portfolio, and steady dividend growth. PEP’s stock price has depreciated by approximately 17.77% since our coverage. ShowMeThe$$ shares a similar view but emphasizes post-spin margin normalization, cost takeout, and valuation rerating in the ice cream and CPG space.

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The Magnum Ice Cream Company N.V. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 22 hedge fund portfolios held MICC at the end of the first quarter which was 25 in the previous quarter. While we acknowledge the risk and potential of MICC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MICC and that has 10,000% upside potential, check out our report about this cheapest AI stock.

Disclosure: None.

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Vita Coco stock has rallied to record highs this year as the coconut water market explodes amid rising health and wellness trends.

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Molinos Río de la Plata has agreed to acquire NotCo's plant-based food and beverage businesses in Argentina and Uruguay.

In a filing with the Argentina stock exchange, Molinos Río de la Plata said the addition of the NotCo assets represents "a clear opportunity to continue expanding the consumption occasions" it caters to and adds "innovation credentials based on trends associated with a new generation of consumers".

Founded in 2015, Chile-based NotCo develops plant-based products. Its website says the company uses artificial intelligence to analyse plants and "come up with unique combinations that replicate animal-based products almost to perfection".

The company has previously partnered with PepsiCo and Kraft Heinz to develop plant-based products using its AI technology, known as Giuseppe

The Molinos Río de la Plata agreement only covers the NotCo branded business in Argentina and Uruguay.

Financial terms were not disclosed. Molinos Río de la Plata said the transaction is subject to customary closing conditions and regulatory approvals.

Victoria, Buenos Aires-headquartered Molinos Río de la Plata has a portfolio spanning products such as packaged frozen foods, pasta, coffee and wine.

Its brands include the pasta labels Matarazzo and Lucchetti, Gallo rice and Cocinero cooking oils.

The group, which is part of the holding company Grupo Perez Companc, also sells Nieto Senetiner wines, Lira olive oils and vinegars, and Arlistan coffee.

In a LinkedIn post, NotCo founder Matias Muchnick presented the deal as recognition of the work done to build the brand in Argentina over the past six years.

In a separate LinkedIn post, NotCo said the transaction opens "a new stage" for the brand in both markets.

"Now, with the help of Molinos, NotCo begins a new stage to continue with the legacy and enhance everything built in these years, go further and continue improving people's lives through food," the company said.

The acquisition is the latest move by Molinos to expand via M&A.

In September 2024, Molinos Río de la Plata agreed to acquire a group of frozen-pizza assets in Argentina from US-headquartered McCain Foods.

At the time, the company said it would buy the Sibarita frozen-pizza brand and a manufacturing facility in Pilar, located in Buenos Aires province.

Just Food has approached NotCo for details on the structure of its remaining businesses.

"Molinos Río de la Plata to buy NotCo units in Argentina, Uruguay" was originally created and published by Just Food, a GlobalData owned brand.

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PepsiCo and autonomous trucking company Gatik have announced a multi-year partnership that has already deployed fully driverless freight operations across Texas, Arizona and Arkansas, servicing around 250 retail locations without safety drivers. This marks what is being described as the largest commercial autonomous freight deployment to date, highlighting how PepsiCo is integrating advanced automation to reshape its logistics network and operational efficiency. We’ll now explore how PepsiCo’s large-scale use of fully driverless trucks could influence its investment narrative around technology-led productivity gains.

Find 47 companies with promising cash flow potential yet trading below their fair value.

PepsiCo Investment Narrative Recap

To own PepsiCo, you generally need to believe in its ability to squeeze more productivity and earnings from a mature global snacks and beverages portfolio while gradually shifting toward healthier products. The Gatik partnership fits squarely into that story, reinforcing the short term catalyst around technology led efficiency, but it does not fundamentally change the key risk that aggressive cost and productivity programs could constrain future growth or flexibility.

Among recent announcements, the AWS cloud and AI alliance is especially relevant here, as it underpins PepsiCo’s broader push to digitize planning, inventory and fulfillment alongside autonomous trucking. Together, these initiatives form a coherent productivity theme that could support margins, even as the company still faces structural risks from changing health preferences and potential regulatory pressure on sugar and ultra processed foods.

Yet while automation and AI may support margins, investors should also be aware that overly aggressive cost cutting could...

Read the full narrative on PepsiCo (it's free!)

PepsiCo's narrative projects $106.6 billion revenue and $12.3 billion earnings by 2029. This requires 3.8% yearly revenue growth and a $3.6 billion earnings increase from $8.7 billion today.

Uncover how PepsiCo's forecasts yield a $170.57 fair value, a 18% upside to its current price.

Exploring Other PerspectivesPEP 1-Year Stock Price Chart

Twenty three members of the Simply Wall St Community currently see PepsiCo’s fair value anywhere between US$120 and about US$268 per share, with clusters across the mid US$130s to low US$250s. Set against this spread of views, the heavy focus on automation and cost efficiency highlights how differently investors may weigh productivity gains versus the risk that over cutting could limit PepsiCo’s ability to adapt, so it is worth comparing several perspectives before forming your own view.

Story Continues

Explore 23 other fair value estimates on PepsiCo - why the stock might be worth 17% less than the current price!

Reach Your Own Conclusion

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

A great starting point for your PepsiCo research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Our free PepsiCo research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate PepsiCo's overall financial health at a glance.

Want Some Alternatives?

Our top stock finds are flying under the radar-for now. Get in early:

Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 26 best rare earth metal stocks of the very few that mine this essential strategic resource. Outshine the giants: these 14 early-stage AI stocks could fund your retirement. We've uncovered the 9 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include PEP.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.

PepsiCo, ticker NasdaqGS:PEP, has entered a multi year partnership with autonomous trucking company Gatik. The collaboration is already live in multiple US states, using fully driverless trucks for PepsiCo's freight operations. This rollout is described as the largest commercial autonomous freight deployment to date in the food and beverage sector.

PepsiCo shares recently closed at $144.32, with the stock up 1.2% over the past week and 15.5% over the past year. Over a 3 year period the stock is down 12.5%, while the 5 year return stands at 14.9%, giving investors a mixed picture across timeframes.

This new partnership with Gatik moves PepsiCo beyond small scale trials and into broader use of autonomous freight in its distribution network. For investors following NasdaqGS:PEP, the deployment highlights how the company is working on supply chain efficiency and logistics technology, which may become more important as automation spreads across consumer goods distribution.

Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page.NasdaqGS:PEP Earnings & Revenue Growth as at Jun 2026

📰 Beyond the headline: 2 risks and 3 things going right for PepsiCo that every investor should see.

Quick Assessment

✅ Price vs Analyst Target: At US$144.32, PepsiCo trades about 15% below the US$170.57 analyst target. ✅ Simply Wall St Valuation: Simply Wall St estimates the stock is trading about 46% below its fair value. ❌ Recent Momentum: The share price is down 3.4% over the past 30 days.

There's only one way to know the right time to buy, sell or hold PepsiCo. Head to Simply Wall St's company report for the latest analysis of PepsiCo's Fair Value.

Key Considerations

📊 The Gatik rollout shows PepsiCo using autonomous freight at scale. This could influence costs, delivery reliability, and long term competitiveness in beverages and snacks. 📊 Track how automation features in management commentary, capex, and operating margins, as well as any expansion beyond the current US routes. ⚠️ With two minor risks flagged around debt levels and one off items, investors may want to see how further logistics investment interacts with balance sheet strength.

Dig Deeper

For the full picture including more risks and rewards, check out the complete PepsiCo analysis. Alternatively, you can check out the community page for PepsiCo to see how other investors believe this latest news will impact the company's narrative.

Story Continues

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include PEP.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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[Fleet of autonomous delivery trucks connected by digital network outside a modern warehouse at dusk] onurdongel/iStock via Getty Images

Autonomous freight trucking company Einride AB (ENRD [https://seekingalpha.com/symbol/ENRD]) began trading on Wednesday on the Nasdaq after completing a merger with special purpose acquisition company Legato Merger Corp. III (LEGT [https://seekingalpha.com/symbol/LEGT]).

Einride is a Swedish technology company focused on developing electric and autonomous freight transport solutions. Since its founding in 2016, Einride has rapidly emerged as a pioneer in the autonomous trucking industry, blending electrification, advanced AI, and data-driven logistics into a proprietary ecosystem for freight operations.

Einride (ENRD [https://seekingalpha.com/symbol/ENRD]) deploys technologies that are integrated using its data-driven operating system, Saga, to enable customers to decarbonize their operations by making an immediate shift towards digitalized, electric road freight. Notably, Einride (ENRD [https://seekingalpha.com/symbol/ENRD]) became the world’s first company to operate an autonomous, electric freight vehicle on a public road in 2019. Today, Einride leverages its suite of AI planning tools to match customer demand with optimized vehicle operations.

"With a current run-rate ARR of approximately $45 million and a total contracted base of $65 million ARR in signed customer contracts, Einride has achieved strong commercial validation with a customer base of blue-chip global transport buyers. Additionally, the Company has a base of more than $800 million of potential long-term ARR within its joint business plans, which are detailed scaling plans with customers for the continued expansion of electric and autonomous deployments. The company's operational excellence is evidenced by its 99.7% on-time performance rate, which showcases both the reliability and scale of its electric freight operations," read part of a statement from the company.

The Stockholm-based company also highlighted that it is a partner to some large companies taking the first steps together towards smart road freight, including PepsiCo (PEP [https://seekingalpha.com/symbol/PEP]), Heineken (HEINY [https://seekingalpha.com/symbol/HEINY]), DP World, GE Appliances (GE [https://seekingalpha.com/symbol/GE]), Philips, Mars, Carlsberg (CABGY [https://seekingalpha.com/symbol/CABGY]), and Lidl.

Notable early investors in the company included EQT Ventures, Maersk’s venture capital arm, IonQ, NordicNinja VC, and Barclays (BCS [https://seekingalpha.com/symbol/BCS]).

The pre-market valuation on Einride (ENRD [https://seekingalpha.com/symbol/ENRD]) was $1.35B. Shares of Einride (ENRD [https://seekingalpha.com/symbol/ENRD]) opened at $16.18 but have since settled back to $15.50.

Other companies active in autonomous truck software include Aurora Innovation (AUR [https://seekingalpha.com/symbol/AUR]), CreateAI Holdings Inc. (TSPH [https://seekingalpha.com/symbol/TSPH]), Embark Trucks, Plus Automation, Gatik, Torc Robotics, Kodiak Robotics, Waabi, Volvo Autonomous Solutions, and Waymo (GOOG [https://seekingalpha.com/symbol/GOOG]). Major OEMs such as Daimler Truck (DTRUY [https://seekingalpha.com/symbol/DTRUY]), Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]), and PACCAR (PCAR [https://seekingalpha.com/symbol/PCAR]) are also heavily involved, while major tech companies like Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) and Continental (CTTAF [https://seekingalpha.com/symbol/CTTAF]) are providing AI hardware and manufacturing expertise to support mass production of autonomous trucks.

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* Financial information for Einride AB [https://seekingalpha.com/symbol/ENRD/income-statement]