Core Insights - PepsiCo, Inc. (NASDAQ:PEP) is recognized as one of the most promising dividend stocks according to Wall Street analysts [1] - The company is a major player in the global snacks and beverages market, leading the savory snack segment and ranking as the second-largest beverage maker after Coca-Cola [2] Business Strengths - PepsiCo has a diversified portfolio that includes carbonated drinks, bottled water, sports and energy beverages, and ready-to-eat snacks, which together account for approximately 55% of its revenue [3] - The company's international operations contribute roughly 40% of total sales and operating profits in 2024, highlighting its strong global presence [3] Operational Efficiency - To enhance efficiency and support long-term growth, PepsiCo is closing underutilized plants, improving its enterprise resource planning (ERP) systems, and adopting artificial intelligence to streamline operations [4] - The company is also finding cost savings in procurement to free up capital for reinvestment in new product innovation, reflecting a disciplined approach aimed at improving margins while maintaining growth potential [4] Dividend Consistency - PepsiCo has a strong track record of dividend consistency, having raised its dividend for 53 consecutive years, with a current quarterly payout of $1.4225 per share, yielding about 4.10% as of October 8 [5]

总有一些"天作之合"能瞬间点燃消费者的味蕾与热情。 近日，乐事隆重推出限定产品——乐事亨氏番茄酱味薯片和薯条。这不仅是口味创新，更是乐事与亨氏的"双向奔赴"。 想象一下，当消费者看到这款联名产品，脑海中自然会浮现出"土豆配番茄"的经典搭配味道。那种根植于日常的味觉记忆，瞬间被唤醒和激 活。而乐事所做的，正是将这一餐桌默契，封装进一包即食的薯片里。 更值得关注的是，本次联名不止于产品，更融入了年轻化的沟通语言，以"碰在一起好上头"为核心主张，精准捕捉年轻人的兴趣点。 那么，乐事究竟是如何通过这次"天生一对"的联名，进一步强化品牌差异性的？又是如何持续打造出令消费者忍不住直呼"上头"的爆款体验？ 这场零食界的"王炸"组合，究竟做对了什么？ 番茄口味，谁不爱？ 番茄口味，堪称零食界的"人气王"。那种微酸带甜、鲜爽开胃的独特风味，使其拥有极广的受众基础和食材兼容性。新零售ecdataway数据显 示，市场上番茄风味食品饮料新品数量增长了37%，印证了其强劲的市场吸引力。而从产业端来看，中国番茄加工产值每年以10%-15%的速度 增长——可以看出中国消费者对于番茄味食品有巨大的"胃口"。 正是洞察到这一趋势，乐事选择携 ...

高盛将百事可乐的目标价从165美元上调至167美元，维持"买入"评级。(格隆汇) ...

Shares of auto parts retailers clawed back some of the steep losses they suffered over the past week following a Chapter 11 bankruptcy by supplier First Brands. The collapse of the company behind a number of major brands for products like filters, brakes, and wipers could disrupt supply and pricing for the parts sellers. AutoZone (AZO) shares recovered 2.7% Friday after the company authorized the repurchase of an additional $1.5 billion worth in its stock. O'Reilly Automotive (ORLY) stock was up 2.4%. Do yo ...

Core Viewpoint - Pepsi has reported favorable Q3 results, showcasing resilience through strategic innovation, cost-cutting, and pricing power despite industry challenges [1][3]. Financial Performance - Q3 sales reached $23.93 billion, a 2% increase from $23.31 billion in the same quarter last year, surpassing estimates of $23.87 billion [3]. - Q3 earnings per share (EPS) were $2.29, exceeding expectations of $2.27, although down from $2.31 a year ago [3]. - The company has exceeded top and bottom line expectations in three of the last four quarters, with average sales and earnings surprises of 0.57% and 1.12% respectively [4]. Product Innovation - Pepsi is differentiating itself from Coca-Cola by expanding into food and snack products, focusing on health-conscious innovations such as removing artificial ingredients and introducing protein-fortified items [7]. - The company is also increasing its presence in zero-sugar beverages and exploring fiber-enhanced snacks and drinks [8]. Guidance and Outlook - Pepsi expects improved profitability in its North America segment, reaffirming a full-year organic revenue growth forecast of approximately 4% but anticipating a 0.5% decline in EPS for fiscal 2025 [9]. - Zacks projects a dip in EPS to $8.05 in FY25, with a rebound expected in FY26 to $8.50 per share [10]. Stock Performance and Valuation - Despite a recent stock spike of +8%, Pepsi is still down nearly 2% year-to-date, trailing the S&P 500's +15% and Coca-Cola's +8% [12]. - Pepsi's stock is trading at 18X forward earnings, in line with the industry average, and at a discount to Coca-Cola's 22X [13]. - The stock is also trading near a preferred level of less than 2X forward sales, comparable to the industry average [14]. Dividend and Shareholder Returns - Pepsi offers an attractive annual dividend yield of 3.93%, surpassing Coca-Cola's 3.07% and the S&P 500's average of 1.1% [16]. - The company has a strong history of dividend increases, with a 7.65% annualized growth rate over the last five years, and plans to return $8.6 billion to shareholders in 2025 through dividends and buybacks [17].

Core Viewpoint - PepsiCo's stock is currently undervalued, with a potential for significant price appreciation based on its recent earnings report and historical valuation metrics [2][3]. Financial Performance - PepsiCo reported a 2.7% systemwide growth in FQ3, slightly above MarketBeat's consensus, driven by strong performance in core beverage and international markets [5]. - The company experienced a 3% organic contraction in PepsiCo Foods North America, while other segments showed low- to mid-single-digit organic growth [5]. - Operating income decreased by only 1.5% and adjusted earnings fell by 2%, indicating better-than-expected margin performance [7]. Future Guidance - The guidance for FQ4/FY indicates a low-single-digit organic revenue increase and slightly narrower margins, but management is focused on growth acceleration through innovation and operational improvements [8]. - Capital return outlook for 2025 includes $8.6 billion in returns, supporting the company's financial health [8]. Dividend and Shareholder Returns - PepsiCo has a reliable capital return strategy, with a dividend yield of 3.80% and a history of 54 consecutive years of dividend increases [9][10]. - The company maintains a mid-single-digit distribution CAGR and reduces share count by approximately 0.5% annually [10]. Institutional Activity - Institutional buying has been robust, with institutions acquiring over $2 in shares for every $1 sold, indicating strong support for the stock [12]. - The ownership rate among institutions exceeds 70%, suggesting confidence in the stock's recovery potential [12]. Stock Price Action - Following the earnings release, the stock price shows bullish momentum, with expectations of a rebound and potential rise towards the $155 resistance level [13].

Activist investor Elliott Management says PepsiCo's (NASDAQ: PEP) North American beverage unit has underperformed Coca-Cola for years due to its vertically integrated bottling operations. PepsiCo acqu... ...

PepsiCo, Inc. (NASDAQ:PEP) shares rose on Friday as investors focused on its product refreshes, wellness-focused innovations, and plans for steady, sequential growth across snacks and beverages.On Thursday, the food and beverage giant reported third-quarter adjusted earnings per share of $2.29, beating the analyst consensus estimate of $2.26.Quarterly sales of $23.937 billion (+2.6% year over year) outpaced the Street's expectation of $23.827 billion.Also Read: PepsiCo Posts Tepid Q3, Analyst Expects ‘Infle ...

PepsiCo, Inc. (NASDAQ:PEP) shares rose on Friday as investors focused on its product refreshes, wellness-focused innovations, and plans for steady, sequential growth across snacks and beverages.On Thursday, the food and beverage giant reported third-quarter adjusted earnings per share of $2.29, beating the analyst consensus estimate of $2.26.Quarterly sales of $23.937 billion (+2.6% year over year) outpaced the Street's expectation of $23.827 billion.Also Read: PepsiCo Posts Tepid Q3, Analyst Expects ‘Infle ...

I-HWA CHENG / AFP / Getty Images Chip stocks were among the S&P 500's biggest decliners Friday after President Trump threatened more tariffs against China Key Takeaways The major U.S. equities indexes dropped Friday afternoon, wiping out early gains after President Trump threatened "massive" tariffs against China. Advanced Micro Devices and other chip stocks were among the S&P 500's biggest decliners following the news. PepsiCo shares added to yesterday's gains after the soft drink and snacks maker p ...