PEP PEPSICO INC

NEUTRAL Impact: 2/10 8-K
Horizon days Filed May 22, 2026 Processed 18d 11h ago SEC 0001104659-26-065758
8-K context-dependent: Items 8.01
Latest settled — T+5d
PEP ▼ -1.53% at T+5d
NEUTRAL call ✗ call lost -1.53% · α vs SPY -2.74% · entry $144.16 → $141.96
Next anchor: T+20d in 13d
Last close $140.68 (close Jun 8) · -2.42% from $144.16 entry
Entry anchored
May 22, 2026
via day open
T+1d
+1.41%
call +1.41% · α +1.40%
$146.20
settled 15d ago
T+5d
-1.53%
call -1.53% · α -2.74%
$141.96
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

PepsiCo entered into two new syndicated credit facilities on May 22, 2026: a $5B five-year revolving credit agreement maturing May 22, 2031 (with two one-year extension options) and a $5B 364-day credit agreement maturing May 21, 2027 (with extension and term-loan conversion options). Both facilities replace prior May 2025 agreements and are used for general corporate purposes including working capital, capital investments, and acquisitions.

Actionable Insight

This is a routine rollover of PepsiCo's existing backstop credit facilities with no incremental borrowing or change in financial condition. The filing does not indicate any new borrowing activity or shift in liquidity strategy. Monitor future 8-K filings for any actual drawdowns or changes in commercial paper backup lines.

Key Facts

  • PepsiCo entered into a $5,000,000,000 Five-Year Credit Agreement and a $5,000,000,000 364-Day Credit Agreement, both dated May 22, 2026
  • The five-year facility matures May 22, 2031, with up to two one-year extension options
  • The 364-day facility matures May 21, 2027, with extension option and potential conversion to term loan
  • Both facilities can be increased by up to $750M each (to a max of $5.75B) subject to lender consent and conditions
  • Proceeds are for general corporate purposes including working capital, capital investments, and acquisitions
  • Prior credit agreements dated May 23, 2025 were terminated and replaced
  • Commitment fee on the five-year facility is 0.045%; on the 364-day facility is 0.025%
  • Interest rates: Term SOFR + 0.625% for USD advances, EURIBO + 0.625% for EUR advances, Base Rate or Overnight Rate for swing line/other advances

Financial Impact

Routine refinancing of $10B in combined credit facilities at market-standard pricing; no amounts drawn or borrowed disclosed

liquiditydebt

Risk Factors

  • No material risk identified; this is a standard refinancing of existing credit facilities

Market Snapshot

Exchange
Nasdaq
Sector
Beverages
Analyst Consensus
45% bullish (29 analysts)

Documents Analyzed

This report is based on 2 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-065758
Document: tm2615167d1_ex99-1.htm0001104659-26-065758
5 reports for PEP
Performance horizon

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Reports for PEP — sortable, filterable
Type Now
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$149.68 $150.02▲ +0.23%▲ +2.58%$140.68 (−6.01%)
May 22, 2026
18d ago
8-K
NEUTRAL ★ 2/10
$144.16 $141.96▼ −1.53%▼ −2.74%$140.68 (−2.42%)
May 1, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 2/10
$149.68 $150.02▲ +0.23%▲ +2.58%$140.68 (−6.01%)
Mar 27, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$156.80 $153.21▼ −2.29%▼ −6.59%$140.68 (−10.28%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 4/10
$167.22 $161.46▼ −3.44%▼ −2.24%$140.68 (−15.87%)
Showing 5 of 5

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