来源：滚动播报 百事公司将在2030年前回购至多100亿美元的股票。 ...

Core Viewpoint - PepsiCo exceeded fourth-quarter revenue expectations, driven by strong international demand for sodas and low-sugar beverages in the U.S. [1] Group 1: Revenue and Sales Performance - PepsiCo reported revenue of $29.34 billion for the fourth quarter, surpassing estimates of $28.97 billion [4] - International beverages volume increased by 3%, while overall volumes in the beverages segment rose by 1% [4] - The North America food business experienced a 1% decline in volumes during the fourth quarter, following a 4% drop in the previous quarter [4] Group 2: Strategic Initiatives and Market Adaptation - The company is reviewing its North America supply chain after activist investor Elliott Management acquired a stake and advocated for significant changes [2] - PepsiCo is focusing on lower entry price points and smaller pack sizes to cater to U.S. consumers facing inflation and budget constraints [3] - The company is revamping its beverage offerings in North America, including prebiotic sodas and low- and zero-sugar options [3] Group 3: Future Outlook - PepsiCo maintained its annual core earnings per share growth target of 5% to 7%, as announced in December [2]

Core Viewpoint - PepsiCo reported strong quarterly earnings and revenue that exceeded analysts' expectations, driven by improving organic sales across its business [1][2]. Financial Performance - The company reported a fourth-quarter net income of $2.54 billion, or $1.85 per share, an increase from $1.52 billion, or $1.11 per share, a year earlier [1]. - Excluding restructuring and impairment charges, the adjusted earnings per share were $2.26, slightly above the expected $2.24 [2][3]. - Net sales increased by 5.6% to $29.34 billion, surpassing the expected $28.97 billion [2][3]. - Organic revenue, which excludes foreign currency effects, acquisitions, and divestitures, rose by 2.1% in the quarter [2]. Future Outlook - PepsiCo reiterated its outlook for 2026, which was initially provided in December [2].

每经AI快讯，2月3日，百事公司股价在盘前交易中下跌1.2%。 ...

The food-and-beverage giant is aiming to bring 'more value' after years of lifting consumers' costs in snack aisles. ...

Market Overview - U.S. stock futures were higher following a positive close on Monday, with major benchmark indices showing gains [1] - The 10-year Treasury bond yielded 4.29%, while the two-year bond was at 3.58%, indicating market expectations for interest rates [2] - Consumer staples, industrials, and financial stocks led the S&P 500's gains, while utilities and energy stocks closed lower [10] Company Performance - Palantir Technologies Inc. (NASDAQ: PLTR) saw a premarket jump of 10.84% after reporting better-than-expected fourth-quarter results and issuing FY26 sales guidance above estimates, maintaining a stronger long-term price trend [7] - Advanced Micro Devices Inc. (NASDAQ: AMD) shares rose 2.33% ahead of its earnings report, with analysts expecting earnings of $1.32 per share on revenue of $9.67 billion, and it maintains a strong price trend across all time frames [8] - PepsiCo Inc. (NASDAQ: PEP) was down 1.11% ahead of its earnings release, with analysts expecting earnings of $2.24 per share on revenue of $28.97 billion, and it maintains a stronger price trend over the short, medium, and long terms [6][9] Analyst Insights - LPL Financial anticipates a "policy-driven market regime" in 2026, with fiscal and monetary decisions influencing market direction, predicting a modest economic slowdown early in the year but a rebound later [11] - The bull market is expected to continue, with a target fair value range for the S&P 500 between 7,300 and 7,400 by year-end, driven by enthusiasm around artificial intelligence and potential Federal Reserve rate cuts [12]

Market Overview - U.S. stock futures were higher following a positive close on Monday, with major benchmark indices showing gains [1] - The 10-year Treasury bond yielded 4.29%, while the two-year bond was at 3.58%, indicating market expectations for interest rates [2] Index Performance - Dow Jones increased by 0.002%, S&P 500 by 0.20%, Nasdaq 100 by 0.48%, and Russell 2000 by 0.05% [3] Stocks in Focus - Palantir Technologies Inc. (NASDAQ: PLTR) saw a premarket jump of 10.84% after reporting better-than-expected fourth-quarter results and issuing FY26 sales guidance above estimates, maintaining a stronger long-term price trend [7] - Advanced Micro Devices Inc. (NASDAQ: AMD) shares rose 2.33% ahead of earnings, with analysts expecting earnings of $1.32 per share on revenue of $9.67 billion, and it maintains a strong price trend [8] - PepsiCo Inc. (NASDAQ: PEP) was down 1.11% ahead of earnings, with expectations of $2.24 per share on revenue of $28.97 billion, and it maintains a stronger price trend [6][9] Analyst Insights - LPL Financial anticipates a "policy-driven market regime" in 2026, with fiscal and monetary decisions guiding market direction, predicting a modest economic slowdown early in the year but a rebound later [11] - LPL forecasts the S&P 500 to target a fair value range between 7,300 and 7,400 by year-end, driven by enthusiasm around artificial intelligence and continued Federal Reserve rate cuts, though cautioning that high valuations may temper gains [12]

Group 1 - PepsiCo is set to release its fourth-quarter earnings on February 3, with expected earnings of $2.24 per share, an increase from $1.96 per share in the same period last year [1] - The consensus estimate for PepsiCo's quarterly revenue is $28.97 billion, up from $27.78 billion reported in the previous year [1] Group 2 - On January 6, PepsiCo announced a collaboration with Siemens and NVIDIA to enhance plant and supply chain operations using advanced digital twin technology and AI [2] - Following the announcement, PepsiCo's shares increased by 1%, closing at $155.20 [2]

PepsiCo, Inc. (NASDAQ:PEP) will release earnings for its fourth quarter before the opening bell on Tuesday, Feb. 3.Analysts expect the company to report quarterly earnings of $2.24 per share. That's up from $1.96 per share in the year-ago period. The consensus estimate for PepsiCo’s quarterly revenue is $28.97 billion (it reported $27.78 billion last year), according to Benzinga Pro.On Jan. 6, PepsiCo announced a collaboration with Siemens and NVIDIA to transform plant and supply chain operations through ad ...

Exhibit 99.1 PepsiCo Reports Fourth Quarter and Full-Year 2025 Results; Affirms 2026 Financial Outlook; Announces Annual Dividend Increase Reported (GAAP) Fourth Quarter and Full-Year 2025 Results | | Fourth Quarter | Full-Year | | --- | --- | --- | | Net revenue performance | 5.6% | 2.3% | | Foreign exchange impact on net revenue | 2% | —% | | Earnings per share (EPS) | $1.85 | $6.00 | | EPS change | 68% | (14)% | | Foreign exchange impact on EPS | 5% | —% | Organic/Core (non-GAAP) Fourth Quarter and Full- ...