今日，百事集团宣布与梅赛德斯-AMG马石油F1车队达成里程碑式全球合作，这一为期多年的合作将于2026年正式启动。百事集团旗下三大品牌——佳得 乐、Sting唤能和多力多滋将与这支标志性的车队展开深度联动，进一步拓展百事集团在一级方程式赛车F1领域的合作，更是三大品牌首次联合与F1车队 建立合作。 随着F1赛事在全球范围内的爆发式增长及其粉丝群体的迅速扩大，此次合作将助力百事集团成为这股全球热潮中的核心力量，将创新补水方案、沉浸式 的粉丝体验等多元资源，全面引入梅赛德斯-AMG马石油F1车队的运营体系。 赋能团队表现 此次合作还将充分联动梅赛德斯-AMG马石油F1车队的两位车手——乔治·拉塞尔与基米·安东内利，他们分别代表着赛车运动的两代精英。作为一名F1顶 尖车手，拉塞尔凭借卓越的赛场表现与全球粉丝建立了深厚的情感联结；安东内利则以其惊人的F1晋升速度备受关注，成为赛车运动未来发展与新生代 力量的代表。 通过此次合作，车迷们将有机会看到两位车手参与一系列粉丝互动活动，从幕后花絮到粉丝专属体验，全方位感受佳得乐、Sting唤能、与多力多滋三大 品牌的联合实力。 燃动全球粉丝热潮 作为印度、巴基斯坦、越南、埃及 ...

商洛发电二期项目现场（11月24日摄）。 中欧班列西安集结中心、西安咸阳国际机场T5航站楼等一批重大枢纽项目建成投用；引汉济渭一期工程投 用、二期工程接续建设；东庄水利枢纽工程下闸蓄水，黄河古贤等重大水利工程稳步推进；西延高铁年内通车， 西十、西康高铁和延榆、康渝高铁分别将于2026年、2028年建成投运…… 陕西坚持牵住重点项目建设这个"牛鼻子"推动经济社会发展，在增量政策争取、存量资产盘活、项目储备建 设、招商方式转变等方面持续用力，推动高质量项目建设和扩大有效投资取得显著成效，一批标志性重大工程项 目落地、建设，有力夯实了全省高质量发展基础。 投资质效稳步提升 12月1日，陕煤集团榆林化学有限责任公司1500万吨/年煤炭分质清洁高效转化示范项目二期一阶段项目迎来 重要进展，气化框架三层混凝土浇筑顺利完成。 该项目充分利用榆林地区丰富的煤炭资源，以煤炭分质利用技术为核心，通过煤制烯烃、煤制芳烃两条路 径，将现代煤化工与石油化工多种平台化合物深度耦合，延伸产业链，最终生产高附加值材料、可降解材料、电 池电解液溶剂及特种油品四大类45种产品。 项目全部建成后，预计年销售收入1340亿元，年利润超300亿元。 ...

Key Takeaways PBNA posted 2% y/y organic revenue growth despite a volume drag from shifting its case-pack water business.PepsiCo is boosting growth via zero-sugar expansion, functional launches and stronger away-from-home reach.Cost actions, including logistics gains and a 35% SKU reduction, support PepsiCo's margin ambitions.PepsiCo Inc.’s (PEP) flagship U.S.-Canada beverage arm — PepsiCo Beverages North America (“PBNA”) — spans carbonated soft drinks, functional hydration, sports nutrition, modern soda, c ...

Core Insights - PepsiCo, Inc. is facing challenges due to shifting consumer trends, leading to a revised price target from Piper Sandler [2] - The company's organic sales increased by 1.3% in Q3, but adjusted EPS decreased by 2% as consumers resist higher prices [3] - Management is focusing on innovation and cost-streamlining to achieve steady product growth despite declining soda consumption [4] Financial Performance - Organic sales growth for PepsiCo in Q3 was 1.3% [3] - Adjusted EPS for the same period fell by 2% [3] Strategic Initiatives - The company is reshaping its product mix and cutting costs, particularly in the supply chain, to adapt to rising demand for healthier snacks and wellness products [5] - Recent acquisitions aim to expand the product portfolio without overlapping core soda and salty snack categories [5]

Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment sector, progressing from an analyst to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1]. Group 2 - The author has disclosed a beneficial long position in several companies, including ABBV, ADP, CTAS, FDS, HRL, JNJ, LOW, NEE, O, PEP, TROW, and WST, through various financial instruments [2]. - The article expresses the author's personal opinions and does not involve compensation from any mentioned companies [2].

Core Viewpoint - PepsiCo has experienced significant underperformance in the stock market compared to the S&P 500 and its main competitor, Coca-Cola, over various time frames [2][3][4] Financial Performance - Over the past year, three years, and five years, PepsiCo's total return has lagged behind the S&P 500 index and Coca-Cola [2][3] - For the full year 2024, PepsiCo's revenue is projected to increase by only 0.4% to nearly $91.9 billion, while net income is expected to rise by 6% to approximately $9.6 billion [7] - Analysts forecast a revenue increase of 1.7% for PepsiCo in 2024, with a slight decline in per-share GAAP profitability from $8.16 to $8.11 [11] Market Position and Competition - PepsiCo is perceived as a perennial runner-up to Coca-Cola, which focuses solely on beverages, while PepsiCo has a broader product mix that includes snacks [10] - The company faces challenges due to changing consumer preferences towards healthier options, impacting the sales of its traditional snack brands [9] Valuation Metrics - PepsiCo's current market capitalization stands at $203 billion, with a gross margin of 54.21% and a dividend yield of 3.73% [8] - Coca-Cola is viewed as a better investment based on share price, key valuations, and near-future growth potential [10] Investor Sentiment - Despite being consistently profitable and having a strong dividend history, PepsiCo struggles to attract investor interest compared to Coca-Cola [12][13]

Purchase, New York-based PepsiCo, Inc. (PEP) manufactures, markets, distributes, and sells a variety of beverages and convenient foods. Valued at $198.9 billion by market cap, the company offers a variety of grain-based snacks, carbonated and non-carbonated beverages, and foods under the brands Lay's, Doritos, Fritos, Tostitos, Cheetos, Life, Pearl Milling Company, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and more. Companies worth $10 billion or more are generally described as “large-cap stocks,” and P ...

Key Takeaways PEP's steady momentum meets CELH's rapid energy-drink growth and expanding reach. CELH gains from a deeper Pepsi partnership that boosts distribution and visibility. PEP delivers balance through broad categories, cost discipline and consistent execution. With consumers rapidly shifting toward healthier, performance-oriented drinks, PepsiCo, Inc. (PEP) and Celsius Holdings, Inc. (CELH) have emerged as two highly relevant names to watch. PepsiCo, a global staple with a market cap of about $200 b ...

Core Insights - The Zacks Beverages – Soft Drinks industry is under pressure from rising input costs and tariff uncertainties, which are straining margins and complicating production planning [1][4] - Despite these challenges, there are significant opportunities arising from shifting consumer preferences towards healthier and functional beverages, as well as advancements in digital growth and innovation [2][6] Industry Overview - The industry includes companies that manufacture and sell non-alcoholic beverages, such as soft drinks, juices, and ready-to-drink beverages, often through a network of wholesalers and retailers [3] - Companies are facing challenges from rising costs of key inputs like sugar and packaging materials, alongside tariff volatility, which complicates pricing and supply-chain strategies [4][5] Consumer Trends - There is a notable shift in consumer preferences towards healthier, natural, and functional beverages, leading to increased demand for plant-based and botanical drinks [5] - Companies that innovate and adapt to these trends are better positioned to capture market share and drive growth [2][5] Digital Transformation - The industry is experiencing rapid digital growth, with brands leveraging technology for consumer engagement and operational efficiency [6] - Advanced data analytics and AI are being utilized to understand consumer preferences and optimize marketing strategies [6] Market Performance - The Zacks Beverages – Soft Drinks industry has outperformed the Consumer Staples sector but underperformed the S&P 500 Index over the past year, with a collective gain of 3.1% compared to the sector's decline of 5.7% [10] - The industry's current forward 12-month price-to-earnings (P/E) ratio stands at 18.07X, lower than the S&P 500's 22.8X and the sector's 16.44X [13] Company Highlights - **Monster Beverage Corporation (MNST)**: The company is experiencing growth in its energy drinks category and has seen a 33.3% increase in shares over the past year, with positive sales and earnings estimates for 2025 [17][18] - **Vita Coco (COCO)**: This company has benefited from strong growth in the coconut water category, with shares rising 42.4% in the past year and positive sales and earnings projections for 2025 [21][22] - **Coca-Cola Company (KO)**: The company is focusing on digital transformation and has seen a 12.4% increase in shares over the past year, with modest growth expectations for 2025 [24][25] - **PepsiCo Inc. (PEP)**: Despite a 10.3% decline in shares over the past year, the company is expected to benefit from its diverse product offerings and cost-management initiatives [28][29] - **Keurig Dr Pepper Inc. (KDP)**: The company is focusing on consumer-centric innovation and has seen a 16.2% decline in shares over the past year, with growth expectations for 2025 [32][33]

Core Insights - The article discusses three stocks that are recommended as long-term investments for the holiday season, focusing on companies with wide economic moats [2][3]. Group 1: Stock Recommendations - The first recommended stock is Pepsi, a global leader in snacks and beverages, with a wide economic moat due to its strong brand portfolio [3]. - Pepsi's growth has stalled recently, but a renewed focus on health-oriented product innovation and cost-cutting measures is expected to yield positive results in the coming decade. The stock is valued at $166 per share [4]. - The second stock is Nike, the largest athletic footwear and apparel brand, which has also established a wide economic moat. Despite facing challenges such as lack of product innovation and increased competition, Nike's "win now" plan aims to enhance operating margins through strategic partnerships and product releases. The stock is valued at $14 [5]. - The final stock recommended is Alphabet, known for its brands like Google Search and YouTube. Alphabet is viewed as a conglomerate with diverse successful businesses, and despite antitrust concerns, it is expected to maintain its leadership in various sectors including search, AI, and cloud computing. The stock is valued at $340 [6][7].