Reddit Posts
Rotation into consumer staples/defensives - best plays?
Purchasing and holding US stocks/ ETFs/ mutual funds through US brokerage account vs Singapore brokerage account
Looking to expand my stock picks...are AMZN, PEP and MCD good picks?
If software, AI models, and infrastructure all lack durable moats… what’s the next real tech play?
Who said Value Investing is dead?- PG & PEP gains
PEP pep pepdi PEP! (LEAPS + Calls + Put Credit Spreads all my accounts!)
PEPSI AGREES TO CUT PRICES BY UP TO 20% IN THE USA
How I Make PepsiCo Pay Me Every Month Without Selling a Single Share
McDonald's (MCD) had a better return than Amazon(AMZN) over the past 5 years
Defensive stocks ideas as we enter AI bubble?
Which defense ETF should I keep? I'd appreciate any insight
Marjorie Taylor Greene's Buying Spree: Smart Money or Inside Information?
$86k in PEP weeklies. I'd rather lose it in consumer staples than memes.
Coca-Cola confirmed it will launch a Coke made with U.S. cane sugar this fall, following recent comments by President Trump. The move is part of its product innovation strategy to offer more options.
🚀 PEP🚀 , Pepsi is safe buy ,off the lows,if the market sell off soon
2 stocks reporting earnings that I'm particularly interested to see how they move:
Why Pepsi May be the Best Bargain Buy Out Right Now!
Other stocks like PEP and CVS doesn’t get affected by tariff.
What stocks like PEP, CVS stocks performed neutral during Tariff War
Pepsi could get involved in distributing Alani for Celsius. Conference call tomorrow.
What is going on with PEP (Pepsi)? How is it 36% down from AT high. Surely they will recover, right?
What am I missing with PEP (Pepsi). Seems likes a slam dunk buy (shares and calls)....
PepsiCo just hit one of the highest dividend yields in its history and high IV Rank
Fish and Apple Juice: Vulnerable market targets that are still unhedged?
PepsiCo (PEP) - Good Opportunity or Value Trap?
Why are KO and PEP not affected as badly as others?
What are some of your stocks that are doing well today?
What are some stocks that aren't widely known but they own something that is somewhat widely known?
PepsiCo(PEP) Down 16.44% From Its All-Time High
How can I use correlation coefficients to build a portfolio
$CBIA Canopus BioPharma Inc., dba Blue Heaven Coffee Inc., Announces Amendment to PepsiCo (Nasdaq: PEP) Distributor Partnership Beverage Agreement
$ACGX Thinly traded, Low Float Runner!
Does interest actually help provide market direction?
DD Kellogg KLG - Mega potential (~x4) for those with less severe ADD
Natixis Has $22.42 Million Position in PepsiCo, Inc. (NASDAQ:PEP)
Why the new wave of weight-loss drugs means it is time to short food stocks
List of publicly traded companies supporting illegal Israeli occupation?
PepsiCo beats Wall Street estimates, raises earnings outlook $PEP
Most Important Stock Market News from Today - (10/10/2023)
Forbes - Walmart Says Ozempic Could Be Impacting Food Sales: ‘Slight Pullback In Overall Basket’
Should one invest in soft drink businesses like Coca-Cola co (CCC3) and Pepsi Inc (PEP)?
Coca Cola ($KO) vs Pepsi ($PEP): Are Either Worth Buying Right Now?
Coca Cola ($KO) vs Pepsi ($PEP): Are Either Worth Buying Right Now?
Coca Cola ($KO) vs Pepsi ($PEP): Are Either Worth Buying Right Now?
Regard Insight: The Moving Average of 200 weeks it's "Magic" 💡
Why are many (especially young people) investing in dividends?
Pepsi $PEP has released a new product. Pepsi Cola Ketchup:
At what point will index fund investing stop working?
Fill in the blank: I didn't know ___ owns ___ until I entered the market
PepsiCo stock rises as pricing actions drive earnings beat (NASDAQ:PEP)
Technical Trade Radar: April 10 - 14 (FDX, GIS, ICE, ORCL, CAH, LLY, PEP)
PepsiCo posts stronger than expected revenue, raises dividend (NASDAQ:PEP)
The Inflation Hedge from PepsiCo, Inc. is Overbought
ETFs to Watch: Earnings from DIS, CVS, PEP, and K will send ripples through these ETFs
PEP on the prime for a bounce. Est %23 gains
ChatGPT is Indeed the "Iphone Moment for AI" - Some Thoughts on Microsoft, Alphabet and AI.
A Case for the 2022 Bottom, but continual 2023 Bear Market
Suggestions for "Recession-proof"/defensive stocks
Mentions
Among my holdings, VRTX, PEP, V, and COST are green.
BWXT and GEV are not utilities and they're not defensives. You didn't say anything about the energy space in your OP. The pros of vanilla electrical utilities is: --they are basically guaranteed ROI by regulators -- the utilities sector over the long term has one of the most rock solid upward channels you will ever see The cons are: -- They are interest-rate sensitive. They are bond proxies, so when interest rates are high, their yields become somewhat less attractive compared to bonds. That's the time to buy them. It's pretty easy to time buys based on their charts. Bottom of the channel, buy. -- I bought SO and DUK specifically because of where they operate and their cozy relationships with regulators. That is somewhat coming under increased political risk for utilities in general. Their guaranteed ROIs may start to some under more pressure. Consumer staples don't have quite as dependable a channel but they are similarly affected by interest rates. The time to buy is when interest rates have been high for a while and everybody's thrown in the towel on staples. HRL personally I wouldn't touch, look at a long term chart, people just don't want to buy their shit anymore. Same with KHC. I dumped my PEP the other day because I was sick of it doing nothing forever. If you are looking at EL, I would look at ULTA. ULTA is more volatile. It tends to run before earnings and then sell off. If you watch it for a few quarters, you may get a feel for when to buy it. I would say it's more of a trader than a buy-and-hold. ULTA doesn't pay a div. I just put ULTA and EL on a 5 year chart and EL is horrible. Minus 73%. ULTA is only plus 34%. I think that's COVID after-effects of more people working at home. But I'd just avoid that space entirely.
On the bright side I’m eligible for my PEP dividend. 😂
I told you to buy PEP for the dividend instead of TECH calls for earnings. 😂
If he bought PEP with his NVDA shares he’d make 1.6B a year for ever.
I told you Jenson was buying PEP for the Dividend 😂😂😂
If Jenson sold his NVDA and bought PEP he could get 1.48 dividend instead of .25 Shares are 140 vs 221. I mean he could actually 7x is annual dividend income of 220 million that he’s currently getting. 🤷♂️ just a thought. 😂
Imagine buying Microsoft yesterday and not buying PEP for the dividend coming up 6/5. 😂
I bought PEP because they are increasing the price of their chip but it’s not going up like MU. I don’t understand
Well I bought META and PEP and they both went down. I bought WMT and it went down. Let’s see I bought PFE and it went down. I sold a Put on RTX and it went down. I think I’m think good for now.
PEP raising prices on Chips isn’t working out like it is for MU.
Bro if youre hands are truly tied by morality then just literally google that shit for ideas for ethical companies to invest in there are plenty: * **Renewable Energy:** **NextEra Energy (NEE)** is a major investor in wind and solar infrastructure. * **Environmental Sustainability:** **Waste Management (WM)** focuses on recycling, waste reduction, and renewable landfill gas. * **Healthcare:** **Thermo Fisher Scientific (TMO)** and **Medtronic (MDT)** lead in life sciences and ethical medical technology innovation. * **Consumer Goods:** **PepsiCo (PEP)** and **Costco (COST)** are recognized for supply chain sustainability and strong employee satisfaction metrics.
I have an order for 100,000 shares of PEP at $1 how long before it gets filled?
So GOOGL lowers their AI ultra plan yesterday and PEP is going to jack up their chips? I know what I'm buying calls for
Look at the other staples tho. GIS and PEP ect…
probably sugary drinks & snacks since he/she is 8 now. all in on MDLZ and PEP
Everything is drilling except SPY and QQQ. WMT DG TGT PEP GIS GM. What is going on
[Cat dancing to drums](https://www.google.com/search?q=cat+dancing+to+drum+meme+gif&sca_esv=cb0780de51b4caae&rlz=1C1HKFL_enCA1194CA1194&biw=1536&bih=791&sxsrf=ANbL-n6LPCGu5RhMI0udsM3uvP9pcC6G7A%3A1778381816123&ei=-PP_acedB6-j0PEP3qyq8AI&ved=0ahUKEwjH-bLD3K2UAxWvETQIHV6WCi4Q4dUDCBE&uact=5&oq=cat+dancing+to+drum+meme+gif&gs_lp=Egxnd3Mtd2l6LXNlcnAiHGNhdCBkYW5jaW5nIHRvIGRydW0gbWVtZSBnaWYyBRAhGJ8FSIYVULYDWL8QcAF4AZABAJgBugGgAdEEqgEDMC40uAEDyAEA-AEBmAIFoALtBMICChAAGEcY1gQYsAPCAgUQIRigAcICBxAhGAoYoAGYAwCIBgGQBgiSBwMxLjSgB9oLsgcDMC40uAfmBMIHBTAuMy4yyAcOgAgB&sclient=gws-wiz-serp#fpstate=ive&vld=cid:26098bf4,vid:NUYvbT6vTPs,st:0)
VOO, KO, PEP, HYSA, WMT, COST and chill lol
Real sign from god is to inverse OP because he's on frontpage of WSB. I say TSLA calls and PEP puts.
I have PEP and WM. Just recently added ABT.
TSLA puts or PEP calls, though? Be sure to interpret the signs correctly.
Go long PEP and UTZ if you care so much about your damn precious chips.
PEP, UTZ, MDLZ. My chips portfolio makes me hungry.
Blue chip dividend paying stocks that are trading below their FMV. PEP, T, NVDA, MET, CTSH, GIS, MDT, MU, IBIT are just some of the my current positions. No risk, no hype. Solid companies with strikes below FMV.
I just swapped $PEP for $MA, hope it pays off
I tried to mention this in my other post. We are heading into a an environment with higher input cost for the private label brands that have competed with PEP on market share over the past few years. Fertilizer cost, for example, are skyrocketing. Private label brands don't have the agricultural infrastructure nor the procurement advantages that PEP does -especially when it comes to chips. This means private label brands will struggle to compete on margin and distribution over the next year at least. These economic shifts, though temporary, gives cost advantage to PEP over private label.
I posted a much longer argument on r/dividends which would have directly addressed your KHC concern. I'll summarize here for why KHC's performance actually strengthens my bullish take on PEP. Many companies within the Consumer Staples Sector like PEP and KHC posted peak revenue during the supply chain crisis post covid (2022-2023). Practically every consumer staple company has contracted since those peaks. PEP is an exception. It didn't contract like its peers. It consolidated revenue at a structurally higher range and even grew revenue slightly. Pepsico sustained while it's competitors couldn't. As we head into 2026 and 2027, it's my opinion that the consolidation is over. The major acquisitions of Poppi and Siete along with investments in CELH are behind us. Those brands are scheduled to contribute to organic growth this year. Less acquisition cost weighing down EPS means a higher rerating as we head into the future. The current TTM EPS for Pepsico is $6.37. If not for the one time cost items like Acquistions, then EPS would be closer to $8.30. I'm not against these acquisitions. I'm in favor of them and believe they were intelligent uses of capital. However, I feel that these acquisitions cost are not being considered by other investors when they evaluate PEP on a purely on PE ratio.
Perhaps, but I think that you are undervaluing the population growth in developing markets. I mentioned advantageous landscape for the markets in India and Africa within my post. I left out the rapid growth and lack of private label competition in the South American markets. Population growth means more customers. I also left out my thesis on currency exchange rates as we head into a future with a weaker dollar and stronger foreign currencies (assuming the Trump Administration get's what it wants on oil and rates). I also left out a huge tailwind in the automation environment. As a guy that works in logistics and knows how valuable line-haul freight is to a company like PEP, the advances in autonomous Semis alone are a tailwind that could add efficiency and cut cost for PEP - improving profits. Tesla, for example, finishes it's Autonomous Semi Gigafactory this year. It will produce 50,000 autonomous semi trucks a year once complete. Compare this to the 5000 trucks a year that came prior. Pepsico has only ordered 100 trucks so far but have only received 36 due to the supply constraint. Pepsico has already expressed a desire for more. I could go on and on about the potential tailwind of automation in a company like PEP, but I feel like this reply is already too long so I'll save you the trouble of reading my thoughts and sum it up as such: Given the potential benefits from automating processes, currency exchange headwinds, and population growth in developing markets, PEP deserves to trade at a higher multiple. One final note, the current PE ratio can be misleading whenever it doesn't consider the value add of acquisitions and investments.
all that's fine. i own some PEP. look what happened to KHC when eating habits changed.
$PEP (pepsi) PUMPING, LETS GO
Why not buy CELH instead of PEP? That’s what I did …
Valuation is not bad. But with limited money supply, are there better investment other than PEP? if yes, you got your answer
whats up with all the PEP posts lately?
My move tomorrow is to pray the war doesnt fuck my PEP shares
Alright time to rotate back into consumer defensive stocks $PEP
Wonder if we will rotate from tech to defensive stocks on monday? I want PEP to run next week
I think PEP is ready to breakout of the ascending triangle pattern next week after re-testing today. Someone who is better at TA tell me if i'm right
I exchanged MSFT for PEP today. I don't know what i'm doing
I just full ported into PEP, i may be regarded
PEP just beat earnings and NVDA is almost at 200 again. Dip and chips strategy is crushing it!! [https://www.cnbc.com/2026/04/16/pepsico-pep-q1-2026-earnings.html](https://www.cnbc.com/2026/04/16/pepsico-pep-q1-2026-earnings.html)
I have started to DCA out from individual tech stocks that I was holding, especially MU and TSM, with the objective of selling them all until July slowly. I am keeping MSFT, AAPL and SPY positions, but I won't be adding more for the moment. I will be half accumulating cash, half buying KO and PEP. Feels like it can be a good time for boring stocks.
Today's Key Events— 04/16/2026 08:30: US Initial Jobless Claims 09:15: US Industrial Production MoM Before Open👇 02:00: Taiwan Semiconductor $TSM 06:00: PepsiCo $PEP
I'm in a trade until the chart tells me not to be. I use technical analysis too improve the odds of success.. Example (this position was opened on March 30th --------- ⭐⭐⭐ $PEP April 17th Iron Condor SELL 165/170 call spread 140/135 put spread $1.38 credit aka $138 credit Buying power required (max risk): $368 34% return on risk Short strike Deltas puts 8 90% chance of expiring OTM calls 29 73% chance of expiring OTM with Iron Condors we have a high probability of success so that makes up for the lower Rfactor. As you can see on this chart, I marked the profit and risk zones. We want price to stay or at the very least, be within that green zone when these options expire. They will expire worthless meaning we get to keep 100% of the credit we received when we sold - to - open the position. The buyer loses all of their value, while we keep all of the value they lost. Any questions? we want to sell options on stocks that have high implied volatility. PEP has an IV percentile of 58 selling options is the complete opposite of buying, of course. when we buy, we want price to go to a certain level, or even go as far as possible. on the contrary, when we sell options (to open the position), we want price to stay within a range (in the case of the iron condor or strangle strategies), or if it's just a one sided credit spread, we want price to NOT go to our short strikes.
this is an actual strategy. long PEP (snacks/dip) and NVDA (chips). it's the very best of consumer staples + AI / technology. can't go tits up.
There was multiple news not just one. Amazon selling [**Trainium**](https://www.google.com/search?q=Trainium&rlz=1C1JJTC_enCA1159CA1159&oq=amazon+selling+20+bilin+trimbine+chips+to+antropics&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIJCAEQIRgKGKABMgkIAhAhGAoYoAEyCQgDECEYChigATIJCAQQIRgKGKABMgcIBRAhGI8C0gEKMTQyNjhqMGoxNagCCLACAfEFJ_JrG01z9pQ&sourceid=chrome&ie=UTF-8&mstk=AUtExfCZyLpLih9pe5Z5rzPqkrFGzW1bjHhvdntCH8PdqX5lQ8c8KAHCXbQuq9nubnfylDxmghO0TSb5bJseMzEUFJh1KdW8YckNVp54rrfQmShk9crMbNuovG7cOTaGPAaKqtup0dxwtAbmhL08xGBr0mQafD1OpiCOgCowzyqr0eTJMPFUQIeAW36rKKVV6HGjHEIL&csui=3&ved=2ahUKEwiYtvij9-GTAxX-DTQIHdvBIBcQgK4QegQIARAB) chips worth 20 billion and Anthropic's AI models are getting trained on trainium chips . Amazon Pharmacy and [Eli Lilly](https://www.google.com/search?q=Eli+Lilly&sca_esv=d1d4a0e44ae05689&rlz=1C1JJTC_enCA1159CA1159&biw=1920&bih=945&sxsrf=ANbL-n4Oa2Fk9wie7iPNU4kH7PaAd3RNFw%3A1775777752320&ei=2DfYaYWZE4eh0PEP9YLgsQQ&oq=amazon+elliy+lily&gs_lp=Egxnd3Mtd2l6LXNlcnAiEWFtYXpvbiBlbGxpeSBsaWx5KgIIATIGEAAYFhgeMgYQABgWGB4yCBAAGIAEGKIEMggQABiABBiiBEi0MlAAWO8icAB4AZABAJgBYaAB-giqAQIxN7gBAcgBAPgBAZgCEaACngnCAgoQABiABBiKBRhDwgIWEC4YgAQYigUYQxixAxiDARjHARjRA8ICEBAAGIAEGIoFGEMYsQMYgwHCAhAQLhiABBiKBRhDGMcBGNEDwgILEAAYgAQYigUYkQLCAggQABiABBixA8ICDhAuGIAEGLEDGIMBGOUEwgILEC4YgAQYsQMY5QTCAgUQABiABMICBxAAGIAEGArCAgUQIRigAcICBRAhGJ8FwgIIEAAYCBgeGA3CAgUQABjvBZgDAOIDBRIBMSBAkgcEMTYuMaAH3m6yBwQxNi4xuAeeCcIHBDIuMTXIBxmACAE&sclient=gws-wiz-serp&mstk=AUtExfA98XSya1ELRWO0CBydhVQ4t-GirQt__vbBCIeTi-1p3tkhVBqEZBgSto2M96w9NTiSYQyMxZNylSElFqXqt5NCWRuKYHr3499Zkmur0RchfWkwC2BY3ryEYxAUPH4PMNWyYKRAyTAXVPqGRwuAnwSHgJQMnPdrRHtUxQRfH4i3RB4LcH5ktwpq9jCWSgRgVZrf&csui=3&ved=2ahUKEwiAzuzd9-GTAxUTBzQIHQRIMQIQgK4QegQIARAC) also had a partnership for the newest pill
PEP has a few headwinds. I’m on the fence with them. I owned them and recently sold when the price spiked but I’m not sure I want to hold them long term anymore. GLP-1, Competitors, pricing, product diversity… if they do a lot of things right, they will be golden.
big fan of AMZN and PEP, less of a fan of MCD. fast food prices have gotten too high to the point there's going to be demand destruction. if you're just looking it because of the dividends, you've got better options. MO is great, XOM fell to a somewhat reasonable entry point today (even if it's still somewhat high) this sub HATES T, but lots of times "inverse reddit" is the way to go.
Be mindful that the food sector, outside of meat producers, have had significant competition from private label brands in recent years. Pepsi hasn't been immune to this. I hold PEP and am of the belief that it is undervalued, but I would be remiss if I didn't inform you of the headwinds facing the company at the moment. On the bullish side though, PEP owns a significant amount of warrants on Celsius Holdings which is a company I believe will continue to do well. If your adding Pepsi in order to have something defensive then perhaps consider a utility company (I like Dominion Energy) or an insurance company (big fan of Travelers).
your current portfolio is actually quite strong and well-diversified, just because you buy additional stocks does not mean that you will make money, it may simply dilute your investment power. buying AMZN may be a good idea if you need some growth, yet PEP and MCD seem too similar to KO in the defensive consumer group. it might be better to double down on your most successful investments if their prices go down, in case you do decide to add, think about what kind of exposures your portfolio lacks rather than making it even stronger. you are currently underweight in health care or industrials relative to your current holdings
I like MCD and AMZN, PEP not so much.
I know I'm going to get downvoted and I don't care. Read his book The Art of the Deal he literally talks about his way of making deals, the difference is he is doing it on a more grand scale and in the public eye. 1. [**Think Big**](https://www.google.com/search?q=Think+Big&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgAEAo)**:** Aim high and dream big, because you are thinking anyway. 2. [**Protect the Downside and the Upside Will Take Care of Itself**](https://www.google.com/search?q=Protect+the+Downside+and+the+Upside+Will+Take+Care+of+Itself&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgAEAw)**:** Anticipate the worst-case scenario and ensure you can survive it. 3. [**Maximize the Options**](https://www.google.com/search?q=Maximize+the+Options&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgAEA4)**:** Keep multiple options available, never stick with just one deal . 4. [**Know Your Market**](https://www.google.com/search?q=Know+Your+Market&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgCEAE)**:** Gather your own intelligence directly, rather than relying on consultants. 5. [**Use Your Leverage**](https://www.google.com/search?q=Use+Your+Leverage&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgCEAM)**:** Find a bargaining chip and leverage it for a position of strength. 6. [**Enhance Your Location**](https://www.google.com/search?q=Enhance+Your+Location&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgCEAU)**:** Buy in a great location and make the property even better. 7. [**Get the Word Out**](https://www.google.com/search?q=Get+the+Word+Out&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgCEAc)**:** Use promotion and media attention to your advantage. 8. [**Fight Back**](https://www.google.com/search?q=Fight+Back&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgCEAk)**:** Stand up for yourself and fight, even if it offends others. 9. [**Deliver the Goods**](https://www.google.com/search?q=Deliver+the+Goods&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgCEAs)**:** Produce a high-quality product or service to support your marketing. 10. [**Contain the Costs**](https://www.google.com/search?q=Contain+the+Costs&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgCEA0)**:** Spend efficiently—be frugal, not cheap, but keep costs low. 11. [**Have Fun**](https://www.google.com/search?q=Have+Fun&sca_esv=aa402220b09531da&rlz=1C1GCEB_enUS1206US1206&sxsrf=ANbL-n7p-Wxiimn28MKuBvOLFpxZaEK1nA%3A1775637747886&ei=8xTWaaHlNfPa0PEP6aKkAQ&biw=1920&bih=939&oq=the+art+of+the+deal+&gs_lp=Egxnd3Mtd2l6LXNlcnAiFHRoZSBhcnQgb2YgdGhlIGRlYWwgKgIIBDIFEC4YgAQyChAAGIAEGEMYigUyBRAuGIAEMgoQABiABBhDGIoFMgUQABiABDIFEAAYgAQyChAAGIAEGEMYigUyChAAGIAEGEMYigUyBRAAGIAEMgoQABiABBhDGIoFSIQsUOYRWOYRcAF4AZABAJgBlQSgAZUEqgEDNS0xuAEByAEA-AEBmAICoALFHcICFBAuGIAEGJcFGNwEGN4EGOAE2AEBmAMAiAYBugYGCAEQARgUkgcHNC0xLjktMaAH-wqyBwM0LTG4B54EwgcFMC4xLjHIBwmACAA&sclient=gws-wiz-serp&ved=2ahUKEwj3_sen7t2TAxUGFjQIHedSJqQQgK4QegYIAQgCEA8)**:** Enjoy the process, as it is key to long-term success. He literally does all of these things in almost everything he does whether you like it or not. He is doing steps 2, 3, 5, 7, and 8 at the moment. Just fruit for thought, he's not us dumb as people would hope he is......crazy sure, but not dumb.
Damn, even KO and PEP down 😢😢😢
Someone at PEP should go to jail if it’s true.
BJ, PEP/KO, and various SaaS (down a lot already though).
What would you DCA into with blood on the streets? Recession proof staples like JNJ, KO, PEP and KMB?
All in on PEP https://preview.redd.it/lq3yow6bs1rg1.jpeg?width=144&format=pjpg&auto=webp&s=69966e9b9d7f9fbf54e34c7e89b3544883991d36
I bought Pepsi shares today! I hope to have a PEP rally before the war ends!
I dunno, what uses chips?PEP I guess.
So the one difference from earlier in the week is defensive stocks are now being sold off. KO, PEP, WMT, VZ, etc. all down to various degrees. WMT in particular is approaching 5% down. Could still end up being a massive rotation.
>As of early 2026, Tesla (TSLA) has a high PEG (Price/Earnings-to-Growth) ratio, often exceeding 5.0 to 12.0 depending on the source, signaling an expensive valuation relative to its immediate earnings growth, though sometimes justified by market optimism regarding AI and robotaxi initiatives. A [PEG ratio](https://www.google.com/search?q=PEG+ratio&sca_esv=db2351f46a6aa745&sxsrf=ANbL-n6AYvqodH3tT354i1wZQZo8208teQ%3A1772134315807&ei=q5-gacH4MNyh0PEP18S38Qc&biw=2324&bih=1045&ved=2ahUKEwiCrs7l8veSAxXGFjQIHd3jM6EQgK4QegQIARAB&uact=5&oq=TSLA+PEG&gs_lp=Egxnd3Mtd2l6LXNlcnAiCFRTTEEgUEVHMgsQABiABBiRAhiKBTIGEAAYBxgeMgsQABiABBiRAhiKBTIGEAAYBxgeMgYQABgHGB4yBhAAGAcYHjIGEAAYBxgeMgQQABgeMgsQABiABBiGAxiKBTILEAAYgAQYhgMYigVIgxhQhBJY_BRwAngBkAEAmAFdoAGNAaoBATK4AQPIAQD4AQGYAgSgApoBwgIKEAAYsAMY1gQYR5gDAIgGAZAGCJIHATSgB-EMsgcBMrgHlQHCBwMwLjTIBweACAA&sclient=gws-wiz-serp&mstk=AUtExfD1dUPRfFF-Z7QcA-3fdMRI-aMOlck_cENFskPlcLMnzOa_0jL1nbfc1v4j2R5NdbjKbciyj_nCktrJHD7eZeFNjQLhfYym_Vw2lxYUCS40T7XGGXxU3Z9itGHxZnYagakWWYAqEtJrQaqudii0pPFs1JaHRSQYHEvCxGgfFABTYXcxQr24MBmf63imSLgFMggj3JzDlH_ZfxmG1GnzBM7YfaKiodJGIxWa-h3_jggQL4Ecww49KhZelUpmfbTn0-B7U752lHachiHMig5yr-pT&csui=3) over 1 is considered overvalued by traditional metrics.
It is more expensive than NVDA. This will not hold up once the market falls, is anything but a defensive stock. I could take KO , PEP, CVX even MO is a better pick.
Year hasn’t been bad for me. As long as you’re not all in on tech you should be fine. Some of my companies like WM, PEP, TXRH, and HON have done pretty well ytd so far.
Over the past year I’ve bought asset/capital heavy companies with no chance of being replaced by AI. Claude Work isn’t going to be making Pepsis any time soon. Josh Brown coined it as HALO stocks - High Assets Low Obsolescence this week on The Compound podcast and I feel that this is the theme of the market this year. I have like 60% of assets in long term World ETF that is just there forever and then I have 5 stocks - PEP, GOOG (which appears as the winner of AI at this point), RTX, AIG and TGT.
Confused why KO does so much better than PEP
mom, I don't like this casino, it's not fun anymore :( can we go to Mcdonalds? I'd order a KO and a PEP
Sounds like my PEP and HSY trades
That already happened?! I have been swing trading consumer staples for years and utilities and stocks like AMGN, JNJ, PG, CLX, CL, PEP, KO, all got overpriced/upper end of their ranges so I sold two weeks ago. Where you been!
IMO, if it's positive earnings, looks like it's priced in. If it's a miss it'd translate to a big downside surprise. That said, no trade for me as I think it's positive ER and mostly priced in. PEP moved what, 4 or 5% ? probably flat after IV crush.
The flight to value is overdone with many of the value stocks having higher PEs than the overvalued tech stocks. WMT CL PEP I'm looking at you.
My PEP. YUM, and JNJ are going to the moon,
1W change for VZ is +20%, PEP +12%, AAPL +10%, WMT 9%, etc. SPY 1W change is down only 2%. What is melting is what Redditors are over exposed to: Software, AI, precious metals and cryptos.
I'm not exactly sure what you're trying to argue at this point. Consumer staples outperforming during a downturn is literally the market agreeing with me, not you. Money rotating into WMT, KO, PEP, and MCD is a defensive move, it's investors saying "the consumer is under stress so I'm going to hide in companies that sell things people can't stop buying regardless of economic conditions." That's not a exactly a sign of a booming economy. Your original point was that stores are busy, stocks are up, and there's no reason to sell. If that were true, you'd see money flowing into discretionary and growth (SBUX, LULU, NKE), not into Campbell's soup and Pepsi.
Rotating out of tech while stocks like CAT and PEP are surging.
There's a reason MCD, KO, and PEP are breaking ATHs... take the hint
CAG, KHC, MCD, HRL, GIS, PEP, KHC...sector rotation happening, institutions moving money out of tech and into consumer staples. Conagra Brands call options are still cheap. 2x+ gains were had in some of the above. Going to keep buying deep itm CAG calls with 1.00 deltas. Will Tues keep rotating into staples? I think so. These haven't seen any fomo yet. In fact these have been hated beat up stocks.
Tis the year of the boomer portfolio. PEP, PM and PG. GHEY BUT PROFITABLE
Shit like WMT, PEP, and DG
Because there are 500+ stocks in SPY. Look at stuff like PEP, KO, WMT, CVX, etc. The money is going into traditionally defense stocks.
Exact. This is for PEP or world Check hit individuals to move vast amounts of money across borders. I tried to make sense of the deal a few weeks ago when it was announced but not much to find besides the sketchy ownership structure. Nothing I never saw before during my days as a banker at UBS. The conclusion about this is that I forgot about this dude and when I looked at his recent videos, they had the savor of crusty LinkedIn humor posts. It’s probably for boomers but somehow, it’s also on TikTok. A very niche Venn intersection IMO.
On the bright side, KO and PEP are soaring.
MRK puts, PFE straddle, PEP puts at open thinking about UBER calls, anyone?
for tomorrow my guesses are 🍏 $PLTR $PYPL $NXPI $IT 🍎 $PEP $PFE $MRK $TER $RMBS
damn. This is what I thought when I missed the boat on PEP calls a few weeks ago
Opened today: - Calls: ATI • BALL • NXPI • RMBS - Puts: MRK • PEP • PLTR • PYPL (Also holding a position in RMBS) Re: PLTR, might make it a strangle by eod. Kinda on the fence here, but it's below the 200 day MA for the first time since it was $7 with earnings decelerating. *Disclaimer: don't do what I do, but if you do, I mostly work with strikes around delta 25 ish*...
Finally my buys of buying the PEP dip are starting to pay off
Divided stocks seem to be dodging this shit. $PEP for a W today
Bro, you can just look to see if defensive stocks are running, that’s usually an indicator of a short term pullback at least. Also, stocks in XLE, XLI, and XLU start running. TLDR: If XLI, XLU, and XLE are green premarket. That’s bearish. Defensive Stocks (not a comprehensive list, do your own DD, I’m not your uncle) - PM - PG - PEP - T - DG - VZ -KO -LMT 👍🏾