PepsiCo (PEP) is scheduled to report Q2 2026 results before the market opens on Thursday, July 9, kicking off the earnings season for many consumer staples companies.
Markets have become more volatile as investors debate whether big tech companies are getting enough return on their AI spending. The S&P 500 momentum index has outperformed the wider market by more than 70% since 2024, close to levels seen during the 1990s dot-com era.
PepsiCo is scheduled to post its latest quarterly results ahead of the opening bell Thursday. The food and beverage giant's stock could undergo a sizable swing to finish the week.
Wall Street enters the week with investors focused on the start of the second-quarter earnings season, the Federal Reserve's latest meeting minutes and a handful of economic releases that could offer fresh insight into the outlook for interest rates, economic growth and the artificial intelligence-driven rally that has powered US equities. The week's key events include Wednesday's release of the minutes from the Federal Open Market Committee's June meeting, the ISM services purchasing managers index, earnings from companies including PepsiCo Inc (NASDAQ:PEP, XETRA:PEP) and Levi Strauss & Co (NYSE:LEVI), as well as several developments in the semiconductor industry that could influence sentiment toward AI-related stocks.
PepsiCo, Inc. is approaching Q2 earnings with a balanced valuation and notable catalysts, despite recent underperformance versus peers. Q1 2026 showed resilient 8.5% revenue growth, international momentum, and effective hedging, but Q2 is expected to be softer amid consumer weakness. Selective price hikes and World Cup marketing are set to support margins and drive Q3 growth, while the dividend yield now stands at 3.8% with improved payout safety.
In its most recent quarter, Coca-Cola delivered 10% organic revenue growth. PepsiCo yields about 4.1% and trades at roughly 17 times forward earnings, ahead of its July 9 report.
Wall Street enters the week with investors focused on the start of the second quarter earnings season, the Federal Reserve's latest meeting minutes and a...