Thanks for joining us on this Friday in August. What do we see here in terms of Pepsi's interest in Celsius. Pepsi already has around eight and a half percent in Celsius.Now it's upping it to 11%. You can obviously think that, you know, energy drink is one of the most lucrative non-alcoholic beverage categories. And it's interesting that Pepsi does not have a great track record in here.So Rockstar, like you said, as part of a transaction, will become part of Celsius and Celsius will now manage Rockstar alon ...

PepsiCo announcing it will boost its stake in energy drink maker Celsius, increasing its ownership to about 11%. Celsius will acquire the Rockstar energy brand in the US and Canada, while PepsiCo will nominate an additional director to serve on the board at Celsius. Let's bring in Celsius CEO John Fieldley this morning talking more about how this came about.John, congratulations. Good to have you. >> Glad to be here.>> What um talk explain what Pepsi sees in you guys. >> Yeah. Yeah.No, it's u well within Ce ...

Celsius Holdings Inc (NASDAQ:CELH) stock is trading at 52-week highs today, after PepsiCo (PEP) increased its stake in the energy drink name through a $585 million deal. At last glance, CELH was up 5.1% to trade at $62.72, earlier hitting a peak of $63.49. Celsius stock rallied this month after an Aug. 7 post-earnings bull gap of 17.3%, and is currently up 140% since the start of the year. At the close today, the shares are on track to capture their fourth-straight weekly win. Options bulls are chiming in a ...

以上的这些重大举措意味着，在美国市场，Celsius 将成为百事可乐公司的战略性的能量饮料负责人与 领导者，同时管理Celsius、Alani Nu以及Rockstar Energy 三大饮料品牌;同时，百事可乐公司将主导该市 场中Celsius 品牌组合的分销渠道，知情人士称。 百事可乐公司此前曾经在2022年通过一项优先股交易，以5.5亿美元获得了Celsius 8.5% 的股权。知情人 士表示，根据最新协议，百事可乐公司已将该初始持股的可转换期延长，以与此次百事可乐新投资相匹 配，并将获得提名一名新董事成员进入 Celsius 董事会的权利。 知情人士表示，百事可乐公司将继续在国际市场拥有Rockstar Energy 品牌。 （原标题：百事可乐(PEP.US)能量饮料版图再扩张!豪掷5.85亿美元加码投资Celsius(CELH.US)） 智通财经APP获悉，有媒体援引知情人士透露的消息报道称，全球食品饮料领军者百事可乐公司 (PEP.US)正通过一项高达5.85亿美元的交易增加其在能量饮料领军者Celsius Holdings Inc.(CELH.US) 的 持股规模，该项重大交易将推动这家能量饮料 ...

有媒体援引知情人士透露的消息报道称，全球食品饮料领军者百事可乐公司(PEP.US)正通过一项高达 5.85亿美元的交易增加其在能量饮料领军者Celsius Holdings Inc.(CELH.US) 的持股规模，该项重大交易 将推动这家能量饮料制造商部分全球畅销饮品的分销。 知情人士称，百事公司最早将于周五宣布，计划购买 Celsius的可转换优先股，使其持股比例提高至大 约11%。作为此项交易的重要组成部分，据这些因信息保密而要求匿名的人士表示，Celsius 将在美国和 加拿大市场获得百事可乐公司旗下的 Rockstar Energy 品牌。 知情人士表示，Celsius最近收购且主要面向女性消费者的能量饮料品牌Alani Nu 也将转移到百事可乐公 司在上述两国的分销体系，以通过提升零售渠道可得性来加速其业绩增长。 以上的这些重大举措意味着，在美国市场，Celsius 将成为百事可乐公司的战略性的能量饮料负责人与 领导者，同时管理Celsius、Alani Nu以及Rockstar Energy 三大饮料品牌;同时，百事可乐公司将主导该市 场中Celsius 品牌组合的分销渠道，知情人士称。 百事可乐 ...

PepsiCo is increasing its stake in Celsius in a $585 million deal that will boost distribution of some of the energy-drink maker’s popular beverages https://t.co/vN169gmfRh ...

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/PzDOHmXAOu https://t.co/ovvYFp0Eog ...

The company made progress against its refined climate, agriculture, water and packaging goals, and achieved two nutrition goals ahead of schedule, while continuing to embed sustainability into its business. During the reporting period, PepsiCo: PURCHASE, N.Y., Aug. 28, 2025 /PRNewswire/ -- Today, PepsiCo (NASDAQ:PEP) released its 2024 ESG Summary, reporting progress against the company's pep+ (PepsiCo Positive) sustainability and nutrition goals. The Summary is part of the company's 2024 ESG Reporting Suite ...

Core Insights - PepsiCo, Inc. (PEP) is experiencing strong momentum in its PepsiCo Beverages North America (PBNA) division, which has achieved high-single-digit growth in away-from-home channels and gained market share in no-sugar colas and Gatorade sports drinks [2][9] - The Frito-Lay North America (FLNA) division is facing challenges in stabilizing volumes across its core snack portfolio, particularly with the Lay's brand, while making progress in subcategories like Cheetos and Doritos [3][4][9] - The overall performance of PepsiCo in Q3 2025 will depend on whether the strong growth in PBNA can offset the ongoing headwinds faced by FLNA [4] PepsiCo Beverages North America (PBNA) - PBNA has delivered high-single-digit growth in away-from-home channels and gained market share in no-sugar colas and Gatorade [2][9] - The division's focus on innovation, affordability, and functional hydration products is driving consumer demand [2][9] - Management believes that PBNA will remain a key growth driver in the latter half of 2025 [2] Frito-Lay North America (FLNA) - FLNA is struggling with volume stabilization, particularly in the potato chip segment and Lay's brand, while making progress in other snack categories [3][4][9] - The division is addressing challenges through relaunches that emphasize natural ingredients and "real food" positioning [3] - Management is rightsizing its manufacturing footprint and pursuing productivity savings, but excess capacity and workforce adjustments may impact near-term performance [3] Competitive Landscape - Compared to Coca-Cola (KO), which is heavily beverage-focused and has a more straightforward growth trajectory, PepsiCo faces challenges in its snacking business [5][6] - Mondelez International (MDLZ) benefits from strong pricing power in its snacking category, unlike PepsiCo's FLNA, which is currently under pressure [7] Stock Performance and Valuation - PepsiCo shares have gained 12.8% in the past three months, contrasting with a 0.5% decline in the industry [8] - The company trades at a forward price-to-earnings ratio of 17.89X, slightly below the industry average of 18.24X [10] - The Zacks Consensus Estimate for PepsiCo's 2025 earnings implies a year-over-year decline of 1.8%, while the 2026 estimate suggests a growth of 5.2% [11]

PepsiCo (NASDAQ: PEP ) is facing several headwinds ranging from commodity price volatility, uncertain tariff impacts and health and safety awareness. Those pressures have resulted in near multiyear valuation lows, which makes the case for an eventual BuyI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former V ...