PepsiCo vs Altria
PepsiCo and Altria are compared on how they run their businesses, how they perform financially, and how they sit within their market contexts. This page examines business models, revenue streams, and competitive positioning in a neutral, accessible way to help readers understand contrasts between the two companies. Educational content, not financial advice.
PepsiCo and Altria are compared on how they run their businesses, how they perform financially, and how they sit within their market contexts. This page examines business models, revenue streams, and ...
Why It's Moving
PepsiCo Launches Groundbreaking AI Digital Twin Partnership at CES 2026 to Supercharge Operations
- Multi-year deal deploys physics-based digital twins to optimize production processes, potentially driving margin gains and countering recent commodity pressures.
- Beverages segment shows strength with expected 150 basis point margin expansion from pricing, offsetting food unit challenges.
- FY26 outlook reiterated with confidence despite Q4 margin squeeze from aluminum tariffs, signaling strategic focus on growth amid Elliott Management priorities.
Altria's Stock Powers Through Seven Straight Gains on FDA Green Light Momentum.
- FDA Marketing Granted Orders for six on! oral nicotine pouches unlock new growth avenues, easing pressures from declining cigarette volumes.
- UBS upgrades to Buy with $63 target, betting the worst of volume erosion is over as industry trends stabilize in 2026.
- Stock surged over 10% across the prior six sessions, with Friday's 0.42% pop to $61.84 reflecting broad market optimism.
PepsiCo Launches Groundbreaking AI Digital Twin Partnership at CES 2026 to Supercharge Operations
- Multi-year deal deploys physics-based digital twins to optimize production processes, potentially driving margin gains and countering recent commodity pressures.
- Beverages segment shows strength with expected 150 basis point margin expansion from pricing, offsetting food unit challenges.
- FY26 outlook reiterated with confidence despite Q4 margin squeeze from aluminum tariffs, signaling strategic focus on growth amid Elliott Management priorities.
Altria's Stock Powers Through Seven Straight Gains on FDA Green Light Momentum.
- FDA Marketing Granted Orders for six on! oral nicotine pouches unlock new growth avenues, easing pressures from declining cigarette volumes.
- UBS upgrades to Buy with $63 target, betting the worst of volume erosion is over as industry trends stabilize in 2026.
- Stock surged over 10% across the prior six sessions, with Friday's 0.42% pop to $61.84 reflecting broad market optimism.
Investment Analysis
PepsiCo
PEP
Pros
- PepsiCo reported Q2 2025 results that exceeded market expectations with 2% organic revenue growth year-on-year.
- International beverage segment grew strongly by 9%, supported by robust demand in multiple global markets including Mexico, Brazil, and Germany.
- The company has a diversified brand portfolio across snacks and beverages, aiding resilience in a challenging consumer environment.
Considerations
- Declining volumes in North America notably impacted the Foods segment, which showed a 2% organic revenue decline.
- GAAP EPS for Q2 2025 declined partly due to a one-off impairment charge of $1.86 billion related to Rockstar and Be & Cheery brands.
- PepsiCo's stock has experienced a downtrend since May 2023 with a roughly 7% price drop in 2025 amid weak volume growth and modest organic sales.
Altria
MO
Pros
- Altria offers a high dividend yield of around 7.2%, providing significant income for investors.
- The company has a relatively low price-to-earnings ratio near 10.9, which might suggest valuation appeal in a defensive sector.
- Despite pressures, adjusted earnings per share have shown some resilience following recent quarterly results.
Considerations
- Altria faces declining cigarette shipment volumes and revenue, reflecting ongoing consumption headwinds in its core tobacco business.
- The company’s stock price remains volatile, trading between $50 and $68.60 over the past year with recent pullbacks after earnings releases.
- Regulatory and societal challenges around tobacco products may pose persistent risks to Altria’s long-term revenue growth.
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PepsiCo (PEP) Next Earnings Date
PepsiCo (PEP) is expected to report its next earnings on February 3, 2026, covering the Q4 2025 period, consistent with the company's historical quarterly reporting pattern following the Q3 2025 release on October 9, 2025. Most sources project this date before market open, though one indicates February 6 for the earnings call. Investors should monitor for official confirmation as the date approaches.
Altria (MO) Next Earnings Date
Altria Group (MO) is scheduled to report its next earnings on January 29, 2026 before market open, covering the Q4 2025 and full-year 2025 results. This earnings announcement will include the company's financial performance for the fourth quarter and complete fiscal year 2025. The earnings conference call is set for 9:00 AM ET on that date, where management will discuss results and provide forward guidance. Analysts are currently projecting an EPS of approximately $1.31 for the quarter.
PepsiCo (PEP) Next Earnings Date
PepsiCo (PEP) is expected to report its next earnings on February 3, 2026, covering the Q4 2025 period, consistent with the company's historical quarterly reporting pattern following the Q3 2025 release on October 9, 2025. Most sources project this date before market open, though one indicates February 6 for the earnings call. Investors should monitor for official confirmation as the date approaches.
Altria (MO) Next Earnings Date
Altria Group (MO) is scheduled to report its next earnings on January 29, 2026 before market open, covering the Q4 2025 and full-year 2025 results. This earnings announcement will include the company's financial performance for the fourth quarter and complete fiscal year 2025. The earnings conference call is set for 9:00 AM ET on that date, where management will discuss results and provide forward guidance. Analysts are currently projecting an EPS of approximately $1.31 for the quarter.
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