$PEP Pepsi Tape Reports
Per Ticker.id: $PEP Pepsi Tape Reports — 20 podcast mentions across 8 podcasts (30 days), latest 2026-08-26 23:16 UTC.
Too much. See? They are already up and I don't have a lot of downside protection if I go after them. And, you know, you need that. They require a hefty chunk of disposable income. Not ideal in anemic economy. You see what I'm going down? I'm doing a checklist just like a quarterback trying to figure out, look at the receivers. So I go back to the drawing board, to the other receivers. Maybe it's worth seeing which stocks just hit a 4% dividend yield. Nice protection. Also benefit from cheaper oil. Who does that? Aha. I recall that PepsiCo said its sales have been held back by high gasoline prices. I think they said it 4 or 5 times in the call. Oh, and look at this. It now has an accidentally high 4% yield. Eureka!
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26I look at the stock, I say to myself, boy, is that low. See, unlike Salesforce, which is high, unlike NVIDIA, which is high, I like them low. Some people like them hot. I like them cool. Low versus the historic valuation too. I know that CEO Ramon Maguira needs to get that stock higher. I know they have a good balance sheet. Maybe he's motivated to do something extreme. Most important, he emphasized 4 times that, you know what, in this environment, well, there's too much inflation again because of gasoline. Don't forget, they have a lot of convenience store sales. Now, that's the genesis of an idea, not a position, just an idea. I've walked you through the starting point of the process of trying to buy a stock that hasn't moved with a good yield. After you come up with the idea, you have to do the homework. Study the company over many years, check ingredients, how it's done over many years. You don't have to do it yourself over many years. See what management has to do and figure out if they'll do it. The bottom line, we have the start not necessarily of a buy of NVIDIA. That's kind of up. Not necessarily Salesforce. That's kind of up. But for PepsiCo, for me, the question is, do I put this in the bullpen for the charitable trust? And you know what? If you want to know that answer, you got to join the investing club, which while I mull as I watch the trust stocks tonight that are doing well. CrowdStrike, Salesforce, and Nvidia explode into the stratosphere. Let's go to questions. Let's go to Alan in North Carolina.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26Companies that work for the moment. PepsiCo is one. That's kind of what I'm thinking. It's real down. It's got 4% yield. Unexciting. I don't care. Stay tuned to see what we do with it for that trust. Mad Money tonight, Salesforce is on the move after earnings. I'm going one-on-one with the CEO to find out the latest on the quarter. Then, as I mentioned, the most important company in the market just reported earnings. I've got an exclusive with CEO Jensen Huang. I don't think you want to miss that, do you? And Williams-Sonoma has been one of the best-performing retailers this year. How's that happening? I'm going to find out when we talk to the company's top brass. So stick with Kramer.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26I would say so. Penetration for GLP-1 products have been increasing significantly. I would say in the past year, people seem to be a little bit more inclined to try them. PepsiCo actually said that they were going to, you know, not pay for GLP-1 products or like through their, through their insurance.
Tabitha Brown — Bloomberg Intelligence · Meta Says It Will Pay Up to $18 Billion Over Social Media Claims · 2026-08-26That was, that was a thing that we saw yesterday. But wow. Yeah. Especially from PepsiCo. So that was, that's a little on the nose, but definitely they have been some headwinds, you know, and obviously with everything, everything that these companies have gone through, it seems that they try to position themselves in terms of like permissible indulgence. So you see more calorie-dense products having a smaller packet or some formulation or some marketing straight up.
Tabitha Brown — Bloomberg Intelligence · Meta Says It Will Pay Up to $18 Billion Over Social Media Claims · 2026-08-26The perfect lunch combo. That first bite of your favorite sub followed by ice-cold Pepsi. Add a couple of friends and now that's next level. Suddenly the laughs get louder, the stories keep flowing, and the food tastes better because Pepsi brings out more flavor, more fun, and more of the moment. Food deserves Pepsi. Grab a Pepsi Zero Sugar today.
Speaker A — The Fox News Rundown · Is Foreign Cash Influencing Influencers? · 2026-08-26Thanks for the call. Lastly, let's talk about packaged food companies. We're talking about the big names from ConAgra, General Mills, Smucker's, Pepsi, etc. North American or US volumes were flat to falling at all of these food companies. And even in household products like Colgate-Palmolive. Why? These consumers are trading down. And it's showing in these, in the Consumer Staple Index. Since early 2023, that index is up 14% where the S&P has nearly doubled. And so the old marketing playbook of having commercials does not work anymore. And the middle class and Gen Z especially are trading down. And the boomer generation that have, that grew up on Heinz ketchup, yeah, they're, they have a lot of money, but they're not spending a lot more at the grocery store. And we know you get older, some of them are passing away. At US brick-and-mortar retailers, they sold 9.3 billion fewer units of food and consumer packaged food in the past 12 months than 5 years ago. And there's a health aspect of this as well. People are shopping not in the middle of the store, on the outside of the store, either in the fresh food section or the freezer section, not in the packaged food section. And then the brands that are taking share are the up-and-coming ones. So that's really what's happening. There's a lot of smaller brands that are organic or just more interesting than, you know, your Prego's of the world. And the volume decline continues to accelerate. So people are trading down to store-bought brands. There's a health food aspect to this. And then there's just a marketing aspect that they can't— they don't, they don't— the mac and cheese commercials aren't working anymore. And so when you go look at these companies on the market, understand why their stocks are struggling. It's not a great value. It's a value trap. So be aware. Well, I'm Justin Klein, reminding you about KPP Financial's parallel investing. We make a trade for our clients, make the same trade for ourselves, same day, same price, same percentage, no front running, no special treatment. We invest right alongside our clients. We share the same risk and potential for success. You can learn more at investtalk.com. Please tell your friends and family about our free podcast downloads.
Justin Klein — InvestTalk · Regulation catches up to digital assets · 2026-08-25Well, the, the, the club, the Hells Angels name, the logo is— people claim this, and I, I think there's a lot of merit to it, that that the Hells Angels brand is one of the most powerful and recognized brands of— in existence. Whether that's true or not, you know, I guess that's up for debate. When we established in the late '70s, we thought we got to establish a trademark board, we've got to protect our trademark. Uh, I was on the board. Uh, a gentleman I do not get along with to this day, uh, Flash was on the board, done a lot for the club, did a lot for the trademark. I'm not going to take that away from Irish, was on the trademark board, you know. You know, Irish was murdered, uh, different individuals. I think there might have been 7 or 8 of us on the initially on the board. We used Limbach, Limbach and Sutton, some very powerful trademark attorneys on the West Coast. They were located up in the Bay Area, and they handled— I may have some of these wrong, but I don't, I don't think so— they handled Levi Strauss. I know that one for sure. Coca-Cola, perhaps Pepsi-Cola, MasterCard. The rest of them I couldn't really remember. They were insignificant to me. And the Hells Angels. So you had these trademark lawyers representing these powerful trademarks, recognizable trademarks, Levi trademark, the MasterCard, whatever it may be. I get a phone call from Mr. Sutton. He says, "George, I'd like to talk to you." And I said, "Well, I'm in Southern California. I got it." He goes, "It's very important you come up here. I want to talk to you." No misunderstandings, I want to tell you something. So, you know, I'm going, this is not going to be good. So I, I go up there. This is back, like I say, in early '80s. Uh, you could fly to San Francisco for $30. There's a plane every 45 minutes, you know, there and then one back. So I jump on a plane, I go up there, and Mr. Sutton says that the other trademark brands have discovered they're also representing the Hells Angels. And he said, they don't want their trademark brushing up against yours because it's not a good image. The Hells Angels don't have a good image.
Shawn Ryan — The Shawn Ryan Show · #333 George Christie - Surviving 40 Years in the Hells Angels · 2026-08-24