PepsiCo (PEP) is in the Crosshairs of Weight Loss Drugs

5 days ago 3

Soumya Eswaran

Tue, January 13, 2026 astatine 6:18 AM CST 2 min read

Fundsmith, an concern absorption steadfast based successful London, has released its yearly 2025 capitalist missive for its “Fundsmith Equity Fund.” A transcript of the missive tin beryllium downloaded here. The money focuses connected investing successful equities globally. The T Class Accumulation shares wherever the steadfast invested returned 0.8% successful 2025, compared to 12.8% for the MSCI World Index (‘Index’) successful sterling with dividends reinvested. Since its inception, the money has returned 1.7% p.a. much than the index. The money attributed its underperformance during 2025 to scale concentration, the maturation of assets successful Index Funds, and weakness successful the dollar. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Fundsmith Equity Fund highlighted stocks specified arsenic PepsiCo, Inc. (NASDAQ:PEP). PepsiCo, Inc. (NASDAQ:PEP) is an American multinational institution that manufactures and distributes assorted beverages and convenient foods. The one-month instrumentality of PepsiCo, Inc. (NASDAQ:PEP) was -5.99%, and its shares mislaid 2.48% of their worth implicit the past 52 weeks. On January 12, 2026, PepsiCo, Inc. (NASDAQ:PEP) banal closed astatine $141.36 per share, with a marketplace capitalization of $193.533 billion.

Fundsmith Equity Fund stated the pursuing regarding PepsiCo, Inc. (NASDAQ:PEP) successful its 4th fourth 2025 capitalist letter:

"Brown-Forman and PepsiCo, Inc.'s (NASDAQ:PEP) snack concern look to america to beryllium straight successful the crosshairs of the interaction of reduced appetites from value nonaccomplishment drugs. Whether oregon not our Novo Nordisk concern yet comes good, we judge that value nonaccomplishment drugs and their interaction are present to stay. In addition, the alcoholic drinks concern faces headwinds from the interaction of Generation Z’s drinking habits (lack of) and the legalisation of cannabis."

PepsiCo (PEP) Gets Price Target Lift astatine Barclays arsenic 2026 Outlook Comes Into Focus

PepsiCo, Inc. (NASDAQ:PEP) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 68 hedge money portfolios held PepsiCo, Inc. (NASDAQ:PEP) astatine the extremity of the 3rd quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of PepsiCo, Inc. (NASDAQ:PEP) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered PepsiCo, Inc. (NASDAQ:PEP) and shared the database of champion user staples dividend stocks to put in. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.