PepsiCo(PEP)

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Elliott Sends Presentation to Board of Directors of PepsiCo Inc.
Prnewswire· 2025-09-02 12:05
Highlights Rare Opportunity to Revitalize a Beloved American Company and Unlock Substantial Shareholder Value Seeks to Collaborate with Board and Management on Actionable Opportunities to Improve Performance Full Presentation and Letter Available at ElliottLetters.com/PepsiCo WEST PALM BEACH, Fla., Sept. 2, 2025 /PRNewswire/ -- Elliott Investment Management L.P. ("Elliott"), which manages funds that together hold an investment of $4 billion in PepsiCo (NASDAQ: PEP) (the "Company" or "PepsiCo"), today sent a ...
X @Bloomberg
Bloomberg· 2025-09-02 11:44
Activist investor Elliott Investment Management has built a stake of about $4 billion in PepsiCo with plans to call for changes at the struggling beverage maker, the Wall Street Journal reported https://t.co/awJPi9VjlV ...
美股异动丨百事盘前涨超3% 消息称Elliott拟对其展开行动以提升股价
Ge Long Hui A P P· 2025-09-02 11:42
格隆汇9月2日|百事(PEP.US)盘前直线拉升涨超3%。消息面上,华尔街日报援引知情人士称,投资管 理公司埃利奥特(Elliott)计划对百事展开重大激进行动以提升股价。埃利奥特持有大约40亿美元的百事 公司股份。 ...
消息称埃利奥特拟对百事(PEP.US)展开重大激进行动以提升股价
Ge Long Hui A P P· 2025-09-02 11:42
格隆汇9月2日|据华尔街日报援引知情人士称,投资管理公司埃利奥特(Elliott)计划对百事(PEP.US)展开 重大激进行动以提升股价。埃利奥特持有大约40亿美元的百事公司股份。 ...
雀巢、好时、百事、通用磨坊将逐步取消人工色素,中国食企如何接招?
3 6 Ke· 2025-09-02 09:47
看到人工色素四个字,你会想到什么? 一定是科技与狠活吧,但人工色素却伴随我们食品饮料行业发展,成为不可缺少的关键部分。 比如糖果中经常使用的日落黄;汽水、果冻中使用的柠檬黄;蜜饯、饮料中使用的胭脂红;薯片、糕点里使用 的诱惑红;冰淇淋里使用的亮蓝,它们都属于水溶性色素,在严格的监管和标准制度下,人工色素还是非常安 全的。 那么它的作用是干啥的? 01 人工色素的作用 从字面意思上来看,人工色素最关键的作用就是改善食品外观,让颜色更加鲜艳、均匀和美观,增加食品的吸 引力。同时会掩盖一些视频的缺陷,因为在食品加工过程中会导致食品色泽不均或者变色等问题,这时候就需 要人工色素来调节。 人工色素还有一个作用就是增加食品的辨识度,让消费者远远就能通过颜色来区分口味,比如橙汁是黄色的、 猕猴桃汁是绿色的、白色的是荔枝口味、红色的是草莓口味。 而另一方面,食品饮料企业大规模使用人工色素的原因就是成本,就像可口可乐用玉米果糖代替蔗糖一样,目 的就是降低生产成本。 然而就是这样一个看起来低成本,高使用率,并且拥有成熟安全的监管体系的人工色素,却在2025年迎来了具 有颠覆性的变革。 02 近年来健康食品需求已然成为全球消费者的 ...
百事增持Celsius股份 加大对能量饮料业务的押注
Ge Long Hui A P P· 2025-09-01 02:00
格隆汇9月1日|百事公司已通过一项价值5.85亿美元的交易,增持了能量饮料制造商Celsius的股份。根 据该交易,百事收购Celsius公司5%的优先股;股份转换后,百事在Celsius的持股比例将升至约11%。 2022年,百事公司曾以5.5亿美元收购了Celsius公司8.5%的股份。作为协议的一部分,Celsius旗下健康 饮品品牌Alani Nu将纳入百事公司在美国和加拿大的分销体系。 ...
New Motley Fool Research Reveals the 10 Largest Consumer Staple Companies. Here's Which Dividend King Is Still Flying Under the Radar.
The Motley Fool· 2025-08-30 14:06
Consumer staples makers are generally considered resilient businesses, but even Dividend Kings fall out of favor sometimes.The Motley Fool just updated its report on the 10 largest consumer staple companies. You probably know every name on the list, which includes retail giants like Walmart (NYSE: WMT), product makers like Procter & Gamble (NYSE: PG), and tobacco companies like Philip Morris International (NYSE: PM). Also on that list is a Dividend King food and beverage company that has a historically high ...
7 Best Dividend Champions to Buy Now
The Motley Fool· 2025-08-30 07:03
Core Viewpoint - The article highlights seven companies known as Dividend Champions, which have consistently increased their dividends for at least 25 years, making them attractive options for investors seeking reliable income streams. Group 1: Chevron - Chevron is a leading integrated oil and gas producer with a break-even level of around $30 per barrel, allowing it to remain profitable even during downturns in oil prices [2][3] - The company has increased its dividend for 38 consecutive years, demonstrating resilience during oil market fluctuations [3] - Chevron anticipates adding $12.5 billion to its annual free cash flow starting next year, supported by a recent merger with Hess, which enhances its production and cash flow growth outlook [4] Group 2: Consolidated Edison - Consolidated Edison is an electric and gas utility focused on New York City, benefiting from stable demand and government-regulated rates, which support its dividend growth [5] - The company has delivered its 51st annual dividend increase, making it a Dividend King with over 50 years of dividend increases [6] - Consolidated Edison plans to invest $38 billion to maintain and grow its utility operations through the end of the decade, ensuring reliable earnings growth [7] Group 3: Enterprise Products Partners - Enterprise Products Partners is a master limited partnership (MLP) with energy midstream assets, providing predictable cash flow through long-term contracts [8] - The MLP has increased its distribution for 27 consecutive years and has $6 billion in organic capital projects expected to boost cash flow by 2026 [9] - Enterprise has a strong balance sheet, allowing it to continue growing its business and high-yielding distribution [10] Group 4: Enbridge - Enbridge is a North American energy infrastructure company with 98% of earnings from predictable revenue frameworks, ensuring visibility into its earnings [12] - The company has increased its dividend for 30 consecutive years and has a backlog of approximately $23 billion in capital projects to support future growth [13] Group 5: Genuine Parts - Genuine Parts is a provider of automotive and industrial replacement parts, with a history of growing sales in 91 of its 97 years [14] - The company has raised its dividend for 69 consecutive years, supported by strong cash flows and a disciplined acquisition strategy [15] Group 6: NNN REIT - NNN REIT focuses on single-tenant, net leased retail properties, generating stable rental income due to tenants covering operating costs [16] - The REIT has increased its dividend for 36 consecutive years and maintains a conservative financial profile to support future dividend growth [17] Group 7: PepsiCo - PepsiCo is a global beverage and snacking company with a strong cash flow supporting its nearly 4% dividend yield [18] - The company has raised its dividend for 53 consecutive years and invests heavily in product innovations and capacity expansions to drive growth [19] Conclusion - These companies exemplify resilience and financial strength, making them ideal choices for investors seeking durable and steadily rising passive dividend income [20]
X @Forbes
Forbes· 2025-08-29 21:20
For years, Rohan Oza made millions for celebrities on beverage deals. Then in May the ‘Shark Tank’ veteran brokered the blockbuster sale of the prebiotic soda Poppi to Pepsi. And he’s not done yet. (Photo: Ryan West for Forbes) https://t.co/yXzCMmFw1r https://t.co/HrRJAOjr8F ...
X @Investopedia
Investopedia· 2025-08-29 20:30
PepsiCo is leaning further into energy drinks, increasing its stake in Celsius Holdings to 11% in a $585 million deal. https://t.co/CpvwhM9Nym ...