Jim Cramer on PepsiCo’s Recent Rally: “Maybe Something’s Going On”

Now, Tuesday’s filled with high-profile companies similar PepsiCo, Merck, and Pfizer successful the morning. I interest astir PepsiCo due to the fact that of its snack division, Frito-Lay. It’s struggling, a casualty of the GLP-1 value nonaccomplishment drugs. At the aforesaid time, CEO Ramon Laguarta could beryllium acceptable to instrumentality immoderate superior actions to lessen the company’s dependence connected snacks. Now, the banal did adjacent astir 5 points higher today. That’s a immense determination for the stock. Maybe something’s going on, oregon that full radical conscionable went nuts contiguous aft a large 4th from Colgate.

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PepsiCo, Inc. (NASDAQ:PEP) produces, markets, and distributes beverages and convenient foods, including snacks, cereals, dairy, and ready-to-drink products. Cramer mentioned the institution during the occurrence aired connected October 8, 2025, arsenic helium stated:

The marketplace didn’t usage to run this way, but times person changed. If you scrutinize the caller debased list, what bash you see? It’s each the aged information stocks. What’s down a lot? How astir Kimberly-Clark, down 2% today, astir 9% for the year. How astir Clorox, down 26% for the year. Campbell’s, that aged story, down 27%… McCormick, it didn’t look similar a unspeakable 4th erstwhile the spice institution reported the different day, but the banal was slaughtered anyway. PepsiCo reports tomorrow. It’s got a 4% output and a almighty activistic steadfast trying to get that banal backmost successful the positive column, but it’s inactive down much than 8% for the year. Then again, that’s a batch amended than Conagra, down astir 33%. Ouch. So there’s nary information successful these stocks.

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