Key Takeaways PepsiCo shares rose 3.8% in a month on improving momentum across key business segments.Stronger North America beverages, resilient international growth and cost actions boosted the results.Portfolio reshaping and recent acquisitions further supported PepsiCo's improving performance.PepsiCo Inc. (PEP) has registered notable growth in the past month, with shares climbing 3.8%, supported by improving business momentum across key segments. The company delivered healthy net revenue growth in third- ...

Core Insights - PepsiCo is a leading player in the food and beverage industry, with a diverse product portfolio including brands like Pepsi, Mountain Dew, and Lay's, competing against giants like Coca-Cola and Nestlé [1] - Barclays has set a price target of $144 for PepsiCo, while the stock is currently trading at $149.70, which is 3.81% above the target [1][6] Strategic Changes - PepsiCo is implementing significant changes driven by Elliott Investment Management's push for cost-cutting and product streamlining, planning to cut nearly 20% of its SKUs in the U.S. by early 2026 [2][6] - The company is not eliminating entire product lines but is focusing on specific versions, such as different sizes, flavors, or package types, to maintain core offerings while optimizing for efficiency [3][6] Product Development and Pricing Strategy - PepsiCo aims to offer more affordable pricing options to boost growth and increase purchase frequency of its mainstream brands [4] - The company is rapidly launching new products that cater to consumer demands for healthier options, including those without artificial colors and flavors, and those with more protein, fiber, and whole grains [4][6] Market Performance - Currently, PepsiCo's stock is trading at $149.70, reflecting a $5.06 or 3.50% increase, with a daily trading range between $147 and $149.71 and a market cap of approximately $204.7 billion [5]

There's a clear winner between these two "Dividend Kings."Out of almost 54,000 publicly traded stocks in the world, just 55 have achieved "Dividend King" status by raising their dividend for at least 50 years running. That means barely one in 1,000 companies have made the cut, and there are several reasons why it's so rare. To achieve this milestone, a company must be highly resilient, innovative, and able to succeed amid all kinds of market conditions.Both PepsiCo (PEP +3.50%) and Coca-Cola (KO +0.17%) are ...

2017年6月7日（星期三），埃利奥特管理公司（Elliott Management）创始人保罗·辛格（Paul Singer）出席在美国纽约 举办的彭博投资峰会。图片来源：Misha Friedman/Bloomberg via Getty Images 百事公司（PepsiCo）本周一宣布，已与一家激进投资机构达成协议，计划降低价格并淘汰部分产品。 这家总部位于纽约帕切斯的公司生产奇多（Cheetos）、多力多滋（Tostitos）等菲多利（Frito-Lay）零 食以及多种饮料。公司表示，将在明年年初前削减近20%的产品线，并将节省的资金用于市场营销并为 消费者提升产品价值。公司未具体披露将淘汰哪些产品以及降价幅度。 埃利奥特表示计划继续与百事公司保持密切合作。 百事公司股价在周一盘后交易中持平。 百事公司预计，2026年有机营收将增长2%至4%。今年前九个月，该公司的有机营收增长了1.5%。 百事公司还表示，计划审查其供应链，并继续调整董事会，重点引入能帮助公司实现增长和盈利目标的 全球性领导者。 百事公司董事长兼首席执行官龙嘉德（Ramon Laguarta）在一份声明中表示："我们正紧迫地实施一系 ...

The Coca-Cola Company (NYSE:KO) said Wednesday that Chief Operating Officer Henrique Braun will take over as CEO in March next year, succeeding James Quincey, who will transition to Executive Chairman after nine years of leading the global beverage giant.Quincey Era Comes To An EndQuincey, 60, has been at the helm of Coca-Cola since 2017. During his tenure, the company broadened its product portfolio beyond sodas into waters, coffees, energy, and dairy products, refranchised Coke's bottling system, and navi ...

Core Insights - PepsiCo is facing challenges with low consumer demand due to economic pressures affecting shoppers globally [1][2] - The company reported a 3% year-over-year decline in U.S. revenue from food brands and a 4% decrease in volume during Q3 [2] - CEO Ramon Laguarta highlighted that consumers are increasingly health-conscious and cautious about spending [3][4] Financial Performance - U.S. revenue from beverages increased by 2%, but volume for these products declined by 3% [2] - The company anticipates full-year 2026 organic revenue growth to range between 2% and 4%, expecting to achieve the higher end in the second half of 2026 [13] Strategic Initiatives - PepsiCo is implementing a turnaround plan focusing on affordability, innovation, and cost reduction [5][10] - The company has agreed with Elliott Investment Management to scale back its product lineup in the U.S. and lower prices [6] - Plans include removing artificial colors and flavors, simplifying ingredients, and reducing the product lineup by 20% by early next year [8][9] Consumer Behavior - A significant portion of Americans (61%) are stressed about grocery costs, with 88% adjusting their shopping habits [7] - Consumers are increasingly opting for generic brands and paying closer attention to prices [8] Workforce Changes - PepsiCo plans to reduce its workforce as part of cost-cutting measures, with recent layoffs affecting over 450 workers due to facility closures [11][12] - The company is moving towards a leaner workforce, emphasizing the need for reskilling in technology and AI [13] Analyst Perspectives - Analysts have mixed views on PepsiCo's turnaround plan, with some expressing skepticism about the effectiveness of the proposed initiatives [14]

每经编辑｜张喜威 王晓波 V中国商务部召开12月第2次例行新闻发 2 2025算力产业生态高质量发展大会将 11日举办 3 中国有1808亿元7天期逆回购到期 4 美国12月6日当周首次申请失业救济/ 1 隔夜市场 国际油价集体走高，截至发稿时，美油主力合约涨1.25%，报58.98美元/桶；布伦特原油主力合约涨1.18%，报62.67美元/桶。 现货黄金涨0.47%，报4228美元/盎司；COMEX黄金期货涨0.51%，报4257.8美元/盎司。 欧洲三大股指收盘涨跌不一，德国DAX指数跌0.37%报24073.23点，法国CAC40指数跌0.37%报8022.69点，英国富时100指数涨0.14%报9655.53点。 2 外交部：日方现在应该做的是认认真真反思纠错 老老实实撤回错误言论 12月10日，外交部发言人郭嘉昆主持例行记者会。在回答日方恶意炒作所谓"雷达照射"的问题时，郭嘉昆表示，中方已多次就此阐明严正立场，事实真相十 分清楚。日方此前声称没有接到中方通报，现在又承认事先收到了中方的信息，前后矛盾，顾左右而言他。日方还拒不解释，在事先收到通报的情况下，为 何执意派战斗机擅自闯入中方演训区域，抵近侦 ...

PepsiCo said it is eliminating hundreds of products from shelves by early next year following discussions with an activist investor pushing the company to cut costs and streamline its product lineup. On Monday, the food giant, whose brands include Fritos, Gatorade, Doritos, Cheetos and Aquafina, said it is in the process of reducing nearly 20% of the SKUs (stock keeping units) that it sells in the U.S. by early 2026. It has already closed three manufacturing plants and shut some manufacturing lines this yea ...

华尔街最受热议且影响市场的分析师研报评级如今汇总于此。以下是由 The Fly 整理的、投资者需关注 的今日研报评级。 1. 奥本海默将通用电气能源（GEV）的评级从 "持有" 上调至 "跑赢大盘"，目标价定为 855 美元。 该机构在研报中向投资者表示，得益于价格和销量改善，公司业绩指引较此前有显著上修空间， 且工厂产能利用率和运营效率提升有望带来进一步增长。加拿大皇家银行资本市场也将通用电气 能源评级从 "行业持平" 上调至 "跑赢大盘"，目标价从 630 美元上调至 761 美元。 2. 摩根大通将百事可乐（PEP）评级从 "中性" 上调至 "增持"，目标价从 151 美元上调至 164 美元。 该机构认为，公司在创新和营销支出方面的 "加速计划" 将推动可观的生产效率成本节约。 3. 汇丰银行将艾伯维（ABBV）评级从 "持有" 上调至 "买入"，目标价从 225 美元上调至 265 美元。 机构在研报中指出，公司正展现增长势头，且业务执行能力将持续保持稳健。 4. 摩根士丹利将特雷克斯（TEX）评级从 "持平" 上调至 "增持"，目标价从 47 美元上调至 60 美元。 该机构称，评级上调的原因是公 ...

Core Insights - PepsiCo plans to cut nearly 20% of its product offerings by early next year to streamline operations and enhance marketing investments [1] - The company aims to introduce new products with simpler and more functional ingredients, such as Doritos Protein and Simply NKD Cheetos and Doritos, which will not contain artificial flavors or colors [2] - These strategic changes are influenced by Elliott Investment Management, which acquired a $4 billion stake in PepsiCo, highlighting concerns over strategic clarity, growth deceleration, and profitability erosion in North America [3] Group 1 - PepsiCo will reduce its product offerings by nearly 20% to invest in marketing and improve consumer value [1] - The introduction of new products will focus on simpler ingredients, including a prebiotic cola [2] - Elliott Investment Management's $4 billion stake has prompted these changes due to concerns about the company's strategic direction and profitability [3]