The Q3 earnings cycle is heating up, with several notable consumer-facing companies set to unveil quarterly results this week, including PEP, LEVI, and STZ.

PepsiCo is set to report earnings Thursday morning, with traders expecting a move that could take the stock to a six-year low.

Coca-Cola is a reliable long-term investment, but it isn't a perfect one.

Rockland Trust Co. increased its holdings in PepsiCo, Inc. (NASDAQ: PEP) by 2.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 367,153 shares of the company's stock after buying an additional 9,403 shares during the quarter. PepsiCo accounts for

PepsiCo (PEP) is downgraded to 'sell' as valuation remains stretched and macro headwinds persist. PEP faces consumer pressure, trade-down risk, and fierce yield competition from rising Treasury rates. Q3 and Q4 earnings are expected to be challenging, with guidance and dividend coverage under scrutiny.

PEP heads into the Q3 earnings release with expected revenue growth, strong international momentum, and persistent North America and margin pressures.

We begin a new week of trading by taking something of a breather between big economic reports last week — jobs and PCE inflation reports — and next week's unofficial start of Q3 earnings season. Pre-market futures are turning lower after closing up last week, spot oil prices are relatively muted at sustained higher levels, and bond yields are flattish but also higher than they've been in a long time.

Coca-Cola and PepsiCo have moved in opposite directions this year, but a five-year model puts them almost neck and neck by 2031, and which stock wins depends entirely on how wrong things go.

Pivot away from big tech with these three blue chip dividend stocks.

In addition to Fed minutes, this week will also bring data on consumer sentiment and service-industry activity. Constellation Brands and Applied Digital will report earnings.