美股频道更多独家策划、专家专栏，免费查阅>> 摩根大通将百事的评级从"中性"上调至"增持"，认为该公司重新聚焦于创新、营销和生产力的策略使其 股票在迈向2026年时处于更强势的位置。该行指出，该战略主要建立在百事已经在进行的行动/计划之 上，但更积极的生产力目标加上改善的顶线增长使其有望在2026年实现中至高个位数的每股收益增长。 责任编辑：山上 ...

摩根大通将百事的评级从"中性"上调至"增持"，认为该公司重新聚焦于创新、营销和生产力的策略使其 股票在迈向2026年时处于更强势的位置。该行指出，该战略主要建立在百事已经在进行的行动/计划之 上，但更积极的生产力目标加上改善的顶线增长使其有望在2026年实现中至高个位数的每股收益增长。 ...

（央视财经《天下财经》）据美联社报道，美国百事公司日前表示，将进行重大战略调整以回应业绩下 行与股东压力，具体措施包括精简产品线以及给部分产品降价。 美国百事公司8日宣布，根据与投资者达成的协议，计划到明年年初减少近20%的产品，并对部分产品 降价。百事公司没有透露具体细节，但据了解此轮调整主要涉及滞销或低利润产品，而节省下来的资金 将被用作加强营销和提高产品性价比等。百事公司还计划推出多款含有更简单、更具功能性成分的新产 品。今年以来，百事公司已经关闭了三家工厂和多条生产线。公司预计，2026年核心业务收入将增长 2%至4%，高于今年前9个月1.5%的增速。 百事公司是在美国对冲基金公司——埃利奥特投资管理公司的敦促下作出上述改变的。该公司今年9月 表示，已收购百事公司价值约40亿美元的股份，并指出，百事面临战略模糊、增长乏力及北美核心业务 盈利下滑等问题，从而直接推动了此次变革。 转载请注明央视财经 编辑：王昕宇 ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

Since my last article about PepsiCo ( PEP ) ( PEP:CA ) in May 2025, where I have been negative on the stock due to ever-rising debt and weak dividend coverage, the stock has gone upAlways on the hunt for undervalued, promising stocks with a focus on risk and reward. Limited risks and decent to high upside by knowing what one's owning. I strongly believe that the best investment ideas are often the simplest. If contrarian, the better.Analyst’s Disclosure:I/we have no stock, option or similar derivative posit ...

Core Viewpoint - The stock of PepsiCo (PEP) has increased despite previous concerns regarding rising debt and weak dividend coverage, indicating a potential disconnect between market performance and fundamental financial health [1]. Group 1: Company Performance - The stock price of PepsiCo has risen since May 2025, despite negative sentiment surrounding its financial metrics [1]. - The focus on identifying undervalued stocks suggests that there may be opportunities for investment in companies with strong fundamentals despite market perceptions [1]. Group 2: Investment Philosophy - The investment strategy emphasizes the importance of understanding the risks and rewards associated with stock ownership, advocating for a contrarian approach to investing [1].

协议还包括对北美供应链与市场体系进行全面审查，并推进董事会成员更新，以回应埃利奥特此前对运 营效率的质疑。 （文章来源：证券时报网） 百事公司与持有约40亿美元股份的激进投资者埃利奥特投资管理公司达成战略改革协议，以应对业绩下 行、股价下跌和市场竞争压力。 计划在2026年前削减美国市场近20%的产品线（SKU），以解决"品牌臃肿"问题。将关闭三家工厂，停 产多条生产线，并推动裁员和产线优化，所节省资金将重点投入营销和消费者价值提升。实施"平价 化"与"健康化"双轨策略，扩大全渠道低价日常产品供给，并计划于2026年推出高蛋白、全谷物、零添 加的"清洁标签"创新系列（如Simply NKD零食、Doritos蛋白质产品）。 预计2026财年有机收入增长2%—4%，核心每股收益增长5%—7%（剔除全球最低税影响为7%—9%）。 ...

智通财经APP获悉，周二，三大指数涨跌不一。市场等待即将到来的美联储利率决议。美联储周三降息 基本已成定局，但投资者更担心的是会后声明和未来指引是否会偏向鹰派。由于市场整体处于等待和观 望状态，股债价格均窄幅波动。摩根大通明年成本支出超预期，股价创4月以来最大单日跌幅。美债标 售需求超预期强劲，但10年期美债收益率仍接近三个月高位。现货白银涨破60美元关口，创历史新高。 【美股】截至收盘，道指跌179.03点，跌幅为0.38%，报47560.29点;纳指涨30.58点，涨幅为0.13%，报 23576.49点;标普500指数跌6.00点，跌幅为0.09%，报6840.51点。科技股表现相对坚挺，支撑纳指小幅 收高。美光科技(MU.US)涨超2%，Adobe(ADBE.US)、博通(AVGO.US)、特斯拉(TSLA.US)、谷歌 (GOOGL.US)均涨超1%。 【欧股】德国DAX30指数涨116.64点，涨幅0.49%，报24162.65点;英国富时100指数跌3.08点，跌幅 0.03%，报9642.01点;法国CAC40指数跌55.92点，跌幅0.69%，报8052.51点;欧洲斯托克50指数跌9.24 ...

Core Viewpoint - PepsiCo has agreed to reduce its product lineup by 20% in the US, lower some prices, and lay off an unspecified number of workers as part of a deal with activist investor Elliott Management [1][2][3] Group 1: Product Changes - The company will cut an unspecified number of brands from its well-known snack and beverage lineup, which includes Lay's, Cheetos, Doritos, and Pepsi [1][6] - PepsiCo has repackaged its Lay's potato chips to emphasize they are made with "real potatoes" and has replaced artificial dyes with natural alternatives in some products [4] - The company plans to introduce new products with higher protein and fiber content, as well as reduced-sugar options [5][8] Group 2: Financial Strategy - PepsiCo expects organic revenue growth of 2% to 4% in fiscal 2026, slightly below analysts' estimates of 2.7% [5] - The CEO stated that savings from cost-cutting measures will be used to lower prices on top brands to boost sales, as inflation has led consumers to avoid expensive snacks and sodas [7][8] Group 3: Corporate Restructuring - The company is making structural changes that will affect some roles, although the specific number of layoffs and areas impacted have not been disclosed [3] - PepsiCo is not considering a full refranchising of its North American business despite Elliott's push for changes [10]