The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

← Back to dashboard

PEP

PepsiCo, Inc.Strongly aligned bearish
Close 128.41 (2026-10-15)28 days -3.9%1Y -15%28 d mentions 5

Stance mix of tracked accounts 4 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
0
No stance
1
Bearish
3
Accounts BullNeuBearNone
@TheStalwartViews ›0110
@ripster47Views ›0001
@carlquintanillaViews ›0010
@leadlagreportViews ›0010

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • 3Fundamentals
  • @leadlagreport: Two consumer beats this week were partly paid for by Washington. $PEP: core operating profit +3%, with 4 points from tariff refunds. Ex-refund, it shrank. $LEVI: adj. EPS +41% reported, +9% ex the refund. DTC comps flat. Refunds are one-time. The shopper is the trend.
  • @carlquintanilla: （@carlquintanilla 轉發）他表示 Pepsi 北美銷量連跌 16 季，但價格每年調漲 7%。標 $PEP 看淡。
  • @TheStalwart: （@TheStalwart 轉發）他表示沒有人想談 Pepsi，因為它不像 Nike 可以把顧客疲弱推給執行失誤。標 $PEP 看淡。

Strongly aligned bearish. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Michael A. Gayed, CFA @leadlagreportViews ›
Bearish First call
Fundamentals · Short term · Two consumer beats this week were partly paid for by Washington. $PEP: core operating profit +3%, with 4 points from tariff refunds. Ex-refund, it shrank. $LEVI: adj. EPS +41% reported, +9% ex the refund. DTC comps flat. Refunds are one-time. The shopper is the trend.
2026-10-09 02:30 HKT Original post ↗
Carl Quintanilla @carlquintanillaViews ›
Bearish First call
Fundamentals · Medium term · （@carlquintanilla 轉發）他表示 Pepsi 北美銷量連跌 16 季，但價格每年調漲 7%。標 $PEP 看淡。
2026-10-08 22:40 HKT Original post ↗
Joe Weisenthal @TheStalwartViews ›
Bearish weakened (was Neutral)
Fundamentals · Medium term · （@TheStalwart 轉發）他表示沒有人想談 Pepsi，因為它不像 Nike 可以把顧客疲弱推給執行失誤。標 $PEP 看淡。
2026-10-08 22:02 HKT Original post ↗
No stance
Basis not tagged · （@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。
2026-10-08 20:40 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 10/3–10/9 · 5 posts · Bull 0 / Bear 3
    @TheStalwart: （@TheStalwart 轉發）他表示沒有人想談 Pepsi，因為它不像 Nike 可以把顧客疲弱推給執行失誤。標 $PEP 看淡。 (Bearish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

PEP Bearish2026-10-09 02:30 HKTOriginal post ↗

Two consumer beats this week were partly paid for by Washington. $PEP: core operating profit +3%, with 4 points from tariff refunds. Ex-refund, it shrank. $LEVI: adj. EPS +41% reported, +9% ex the refund. DTC comps flat. Refunds are one-time. The shopper is the trend.

Image 1 ↗

Reasoning: Fundamentals · Short term Specific

PEP Bearish↻ Repost of @Fiscal_ai2026-10-08 22:40 HKTOriginal post ↗

（@carlquintanilla 轉發）他表示 Pepsi 北美銷量連跌 16 季，但價格每年調漲 7%。標 $PEP 看淡。

Image 1 ↗

Reasoning: Fundamentals · Medium term Specific

PEP Bearish weakened↻ Repost of @tabongkima2026-10-08 22:02 HKTOriginal post ↗

（@TheStalwart 轉發）他表示沒有人想談 Pepsi，因為它不像 Nike 可以把顧客疲弱推給執行失誤。標 $PEP 看淡。

Reasoning: Fundamentals · Medium term

PEP Neutral2026-10-08 20:31 HKTOriginal post ↗

*PEPSICO CEO: 'WE DON'T FEEL GOOD ABOUT THE BEVERAGE BUSINESS' *PEPSICO CEO: WE'RE PUTTING 'ALL THE URGENCY' TO IMPROVE SODAS

Reasoning: Fundamentals

No-stance mentions (1)
PEP No stance↻ Repost of @TENETTRADEGROUP2026-10-08 20:40 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

Open the interactive page (with chart)