| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Beginning The Month Of October 2026 |
Barclays cut PepsiCo's price target to $133 from $142 (Evercore ISI said the same), with GLP-1 drugs and healthier eating pressuring the snack business; the host has no interest in soda or chips stocks. [audio] | — | — | — |
| 2026-09-28 | HOLD | MEDIUM | Rob Black Show Markets Drop Weighed Down By Rising Oil Prices |
Black reports Pepsi downgraded to hold from buy at Deutsche Bank on waning confidence in its North America turnaround, with shares down 10% year to date and a below-market multiple, and lists it among beat-down names that could rotate if yields and diesel fall. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | MEDIUM | Rob Black Show Stocks Slide Again As Treasury Yields Push Higher |
Reportedly raising prices on chips, dips and soda after earlier cuts, the lesson being pricing power only works while customers keep buying. [audio] | — | — | — |
| 2026-08-28 | MENTIONED | LOW | Rob Black Show A Very Big Week On Wall Street |
Named in the list of 12 iconic US companies whose combined quarterly profit is smaller than NVIDIA's. [audio] | -1.4% | -7.8% | — |
| 2026-08-26 | MENTIONED | LOW | Rob Black Show Inflation Remains Elevated |
PepsiCo is flat for the year, showing it is Coke specifically beating AI rather than beverage companies generally. [audio] | -1.2% | -8.6% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Barron's flagged PepsiCo among food names suffering GLP-1 indigestion whose shares look inexpensive with dividends that should hold up. [audio] | -0.3% | -8.0% | — |
| 2026-07-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-29-26 |
Pepsi is used as an example in tax loss harvesting strategies. [audio] | -3.3% | -1.7% | — |
| 2026-07-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-14-26 |
Pepsi is mentioned in context of snack food shipments being down 2% and price cuts. [audio] | -0.3% | +3.8% | — |
| 2026-07-14 | SELL | MEDIUM | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Pepsi is mentioned as a snack company struggling due to GLP-1 inhibitors affecting consumer behavior. [audio] | -0.3% | +3.8% | — |
| 2026-07-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-9-26 |
PepsiCo was down 3.2% as part of consumer staples sector weakness. [audio] | +1.1% | +0.8% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
PepsiCo is trading lower after a mixed quarter, with North America weakness and reaffirmed outlook. [audio] | +1.1% | +0.8% | — |
| 2026-06-29 | BUY | MEDIUM | Rob Black Show Afternoon podcast 6-29-26 |
Host wants to get more money into Pepsi for its dividend stability. [audio] | +3.3% | +3.5% | -6.3% |
| 2026-06-25 | MENTIONED | LOW | Rob Black Show DJIA Notches Record As Market Divides |
Flaming Hot Cheetos, a PepsiCo brand, is referenced in a discussion about consumer preferences. [audio] | +3.4% | -2.1% | -5.7% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists PepsiCo as one of the top 10 stocks today. [audio] | -3.1% | -4.6% | -7.1% |
| 2026-05-18 | WATCH | LOW | Rob Black Show Afternoon podcast 5-18-26 |
PepsiCo is listed as one of the top 10 companies by profit share in the S&P 500 historically. [audio] | +1.0% | -4.0% | -4.6% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-7-26 |
Host mentions Pepsi was down 4%. [audio] | -4.9% | -8.2% | -10.3% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Host notes PepsiCo was up 12% to an all-time high. [audio] | -2.1% | -8.3% | -9.0% |
| 2026-04-22 | MENTIONED | MEDIUM | Rob Black Show Nasdaq Hits New High |
Pepsi deepening AI capabilities with Google Cloud for supply chain optimization. [audio] | +1.0% | -2.1% | -11.3% |