Celsius (CELH) FY 2025 Conference September 02, 2025 12:00 PM ET Speaker0It's really exciting, not only what's going on with Celsius, but the energy category as a whole. We've seen great fundamentals within the category. When you look back where we were at this conference last year, the category was in a negative growth rate. It's really, it's stabilized in Q4. We started to see the category come back in Q1 and Q2. It's going double-digit growth rates and even today. Really good to see. Celsius portfolio, w ...

Key Takeaways PepsiCo reported Q2 EPS of $2.12, topping estimates, with revenues up 1% y/y to $22.73B.Productivity efforts aim for 70% higher cost savings in 2H 2025 versus the first half.One PepsiCo centers and North America integration target synergies and efficiency gains.PepsiCo, Inc. (PEP) delivered a solid second-quarter 2025, with EPS of $2.12 beating estimates and revenues rising 1% year over year to $22.73 billion. While top-line growth was modest, management placed a sharp focus on productivity an ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

周二，百事可乐(PEP.US)盘中一度涨6%，截至发稿，涨逾2%，报152.08美元。据报道，埃利奥特管理 公司披露其持有百事可乐40亿美元的股份。埃利奥特在给百事可乐的一封信中写道："百事可乐正处于 一个关键的转折点。公司有机会——也有义务——改善财务业绩，重新夺回行业领先地位。" 信中写道，做出必要的调整可能"使股价从目前的低迷水平上涨50%以上"。埃利奥特表示，希望帮助该 公司聚焦重点，推动创新，提高效率，并释放其领先品牌的价值。 ...

信中写道，做出必要的调整可能"使股价从目前的低迷水平上涨50%以上"。埃利奥特表示，希望帮助该 公司聚焦重点，推动创新，提高效率，并释放其领先品牌的价值。 智通财经APP获悉，周二， 百事可乐(PEP.US)盘中一度涨6%，截至发稿，涨逾2%，报152.08美元。据 报道，埃利奥特管理公司披露其持有百事可乐40亿美元的股份。埃利奥特在给百事可乐的一封信中写 道："百事可乐正处于一个关键的转折点。公司有机会——也有义务——改善财务业绩，重新夺回行业 领先地位。" ...

PepsiCo Inc (NASDAQ:PEP) stock was last seen up 3.6% at $153.97, after the Wall Street Journal reported that activist investor Elliott Investment Management has taken a $4 billion stake in the beverage giant, citing a "rare" and "historic" opportunity for a turnaround. The shares have been underperforming on the charts, while the company cuts costs to improve its margins. Should these gains hold, PEP will mark its largest single-day percentage gain since a 3.8% pop in April. The stock has been chopping high ...

来源：滚动播报 百事涨5.8%，激进投资机构Elliott Management已持有其40 亿美元股份。Cytokinetics涨27.2%，aficamten 的临床试验显示，在治疗有症状的梗阻性肥厚型心肌病患者方面，有显著疗效。酒企Constellation Brands跌7.3%，该公司下调了全年业绩指引。贝壳涨2.1%，绩后获多家机构重申"买入"评级。 ...

面对健康饮食趋势和低价自有品牌产品的双重挑战，这家产品线覆盖早餐谷物、果汁、咸味零食和软饮 料的消费品巨头正积极调整策略，包括近期收购的益生元苏打水品牌Poppi。管理层近期还透露，将通 过更丰富的价格梯度吸引精打细算的消费者。 近几年来，相比于可口可乐，百事可乐的表现则显得相对逊色。根据以往业绩来看，可口可乐比百事可 乐在高利率、高通胀环境下更具韧性，这体现在定价与销量上的差异。而且根据以往季度财报，可口可 乐能够在全球范围内应对各种动态的运营环境，并持续实现其既定的经营目标。这种能力得益于其广泛 的地域分布，美国仅占其系统总销量不到五分之一，这意味着在某个特定市场的疲软表现，往往能被其 他市场的强劲表现所抵消。 不过，百事可乐最近营有所改善，第二季度业绩表现强劲，有利的汇率因素推动全年业绩指引上修。相 比第一季度下调全年业绩指引情况，百事可乐第二季度的业绩表现明显好转。第二季度对于百事公司而 言是明显的进步阶段，其业绩表现优于市场预期(收益表各项目均高出市场预期2% - 3%，包括总收入/ 运营利润/毛利/每股收益)，并且由于汇率有利因素，全年每股收益指引也有所上调。 此前，大摩指出，百事可乐第二季度业绩 ...

格隆汇9月2日｜投资管理公司埃利奥特：百事(PEP.US)应开展运营审查，重点是将其北美饮料业务 (PFNA)的成本与当前的销量现实相匹配。看到了振兴百事公司、释放大量股东价值的机会。百事应建 立适当的监督机制和框架来推进相关审查。在百事持有40亿美元的投资。 ...

Shares of PepsiCo climbed 4.5% in premarket trading. The stock is down about 2% this year, significantly lagging the broader market.PepsiCo shares popped Tuesday after the Wall Street Journal reported Elliott Investment Management has taken a significant stake to become the consumer giant's top five active investors excluding index funds.The Paul Singer-founded Elliott's bet in Pepsi is worth about $4 billion, the Journal reported, citing people familiar with the matter. Elliott's plan to push for changes a ...