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503 companies monitored
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Last updated May 19, 2026 9:35 AM ET

PepsiCo, Inc. (PEP)

Convenient foods, beverages, snacks, and global distribution.

NASDAQ·Consumer Staples·Soft Drinks & Non-alcoholic Beverages·Market cap $238B·Next earnings Jul 10, 2026
Medium confidence · 70
Price
$172.66
-0.2 %
5D -1.1% · 20D -2.8%
Overall Sentiment
48
-3.7 pts
32th percentile vs SPY · z-score -0.7
Sentiment Momentum
34
-5.2 pts
International growth and productivity program
Risk Language
59
+5.3 pts
Volume softness and promotional pressure
News Volume
53
-4.0 pts
Abnormal volume score 46
Narrative Shift
50
-11.0 pts
Primary topic: Consumer demand weakness
Price-NLP Divergence
36
-2.6 pts
Highlights where language and price action moved in different directions.

What Changed?

Data window 5D · 3 evidence documents

Medium confidence · 70
Current narrative

PEP sentiment weakened over the last five sessions as source language around international growth and productivity program was offset by risk-language acceleration.

Previous narrative

The prior baseline was less differentiated, with lower topic momentum and fewer high-importance documents tied to consumer demand weakness.

Positive drivers

International growth and productivity program

Negative drivers

Volume softness and promotional pressure

Emerging topics

Margin pressure, Consumer demand weakness, Demand weakness and promotional intensity

Contradictory signals

Source agreement is generally aligned with price and topic momentum.

Signal Time Series
Selectable overlays with source-backed confidence context

Topic Drivers

Topic-level sentiment, momentum, intensity percentile, risk level, source count, summary, and top source.

TopicCategorySentimentMomentumIntensityRiskSourcesSummaryTop source
Margin pressureFinancial Performance327786th pctRisk 78112Margin-risk language accelerated in consumer discretionary and autos, with sources citing pricing actions, promotions, and weaker mix.src-TSLA-1
Consumer demand weaknessRisk Theme367484th pctRisk 78105Consumer demand weakness is concentrated in discretionary baskets, apparel, quick-service traffic, and housing-linked categories.src-NKE-1
Demand weakness and promotional intensityFinancial Performance307988th pctRisk 7821Weak demand and promotional language expanded after channel checks, with uncertainty around timing of product-cycle recovery.src-NKE-1

Source Evidence

Select any source to inspect summary, excerpt, metadata, reliability, and NLP contribution.

PublishedSource typePublisherTitleSentimentRiskTopicsImportanceNoveltyReliabilityNLP contribution
May 18, 2:40 AMEarnings TranscriptCompany Earnings CallPepsiCo, Inc.: language monitor flags consumer demand weakness as primary driver44Risk 57Consumer demand weakness, International growth5642High+0.6
May 17, 10:40 PMAlternative DataWeb Traffic PanelPEP evidence update: Volume softness and promotional pressure48Risk 65Consumer demand weakness, International growth5345High-13.4
May 17, 6:40 PMNewsDow Jones NewswiresPEP cross-source read-through for Soft Drinks & Non-alcoholic Beverages52Risk 57Consumer demand weakness, International growth5048Medium+0.6

Event Timeline

Narrative changes around earnings, filings, regulatory events, product updates, and market catalysts.

No event markers in this data window.
Peer Signal Comparison
Company versus sector peers on sentiment, risk, and confidence

Peer Table

Sector average sentiment 64 · SPY average sentiment 60

TickerSentiment5D changeRiskNews volumePrimary topicRegulatory riskConfidence
WMT73+5.2 ptsRisk 4165Consumer resilienceBaselineMedium confidence · 81
COST76+4.5 ptsRisk 3457Consumer resilienceBaselineMedium confidence · 79
PG60+1.4 ptsRisk 4549Margin resilienceBaselineMedium confidence · 74
KO62+1.7 ptsRisk 4247Consumer resilienceBaselineMedium confidence · 73
PEP48-3.7 ptsRisk 5953Consumer demand weaknessBaselineMedium confidence · 70

Active Alerts

Ticker-specific alert feed with source count, driver, suggested workflow, status, and confidence.

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