Delta, Levi Strauss and PepsiCo each pointed to a consumer trading down or off.Earnings season is dawning for the third quarter, and the first corporate scorecards from Delta Air Lines, Levi Strauss and PepsiCo revealed a consumer who is still spending—but with discernment.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form t ...

Delta, Levi Strauss and PepsiCo each pointed to a consumer trading down or off.Earnings season is dawning for the third quarter, and the first corporate scorecards from Delta Air Lines, Levi Strauss and PepsiCo revealed a consumer who is still spending—but with discernment.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form t ...

Core Viewpoint - PepsiCo is actively reshaping its portfolio and reducing costs in response to scrutiny from activist investor Elliott Investment Management, emphasizing a sense of urgency in its strategic initiatives [1][3]. Group 1: Company Strategy - Elliott Investment Management, managing a $4 billion stake in PepsiCo, has called for a review of the company's food and drinks businesses in North America due to poor financial results [2]. - CEO Ramon Laguarta stated that most of Elliott's suggestions align with PepsiCo's Strategy 2030, indicating that the company is already acting on these ideas [3]. - Both PepsiCo and Elliott agree that the business is undervalued and see opportunities for improvement through urgent interventions [4]. Group 2: Innovation and Product Development - PepsiCo is relaunching its Lay's, Tostitos, and Gatorade brands, with a global rebrand for Lay's and a new lower sugar variant of Gatorade that contains 75% less sugar than the original [5]. - The company plans to eliminate artificial food dyes and flavors from Tostitos and Lay's by the end of the year and is launching a 'NKD' line for Doritos and Cheetos that will be free of artificial colors and flavors [6]. - Ongoing innovation includes the relaunch of Muscle Milk ready-to-drink shakes and a new Propel product targeting GLP-1 consumers, featuring special electrolytes, high fiber content, and good protein levels [7].

Let's get to the gym and stop trading. We don't think of innovation when it comes to snacks, when it comes to drinks. That's wrong.Uh Ramon Laguart is going to save his job and prosper because the roster of new things that he introduced the other day and his stocks now up almost 10 straight points. Uh I the Elliot people have to be impressed. I I've always liked Ramon.I think that he's been the only guy who has said, "Listen, GOP-1 is a threat to mine." He issued a very good product that could be that I lik ...

Group 1 - Ramon Laguarta's introduction of new products has positively impacted PepsiCo's stock, which has risen nearly 10 points [1] - Laguarta has openly acknowledged challenges in the industry, particularly regarding competition from GOP-1 and issues with food dyes, demonstrating transparency [2] - The company is actively working on removing artificial dyes and innovating product offerings, which is showing positive results [3] Group 2 - There has been a significant increase in snack prices, raising concerns among consumers about affordability [4] - The Hispanic community's purchasing behavior is affected by immigration concerns, leading to decreased sales in snacks and beer [5] - Various companies, including Broadcom and Starbucks, are experiencing different stock performance trends, indicating a mixed market environment [6]

周五，百事可乐(PEP.US)涨逾3%，报149.67美元。消息面上，百事可乐公布第三季度业绩，营收与利润 双双超出华尔街预期，数据显示，三季度百事营收达239.4亿美元，略高于华尔街预期的238.5亿美元； 调整后每股收益为2.29美元，同样超出2.27美元的市场预期。美国零食业务仍面临动荡，但百事美国饮 料业务板块已显现复苏迹象。 ...

智通财经APP获悉，周五，百事可乐(PEP.US)涨逾3%，报149.67美元。消息面上，百事可乐公布第三季 度业绩，营收与利润双双超出华尔街预期，数据显示，三季度百事营收达239.4亿美元，略高于华尔街 预期的238.5亿美元；调整后每股收益为2.29美元，同样超出2.27美元的市场预期。美国零食业务仍面临 动荡，但百事美国饮料业务板块已显现复苏迹象。 ...

昨日，百事公司发布2025年第三季度财报。报告期内，营收同比增长2.6%至239.4亿美元（折合人民币约1746.42亿元），超出华尔街预期。其中，公司北 美零食和饮料销量下滑，拉美和亚洲市场销量上升。唯独中国市场既没有被单独点名表扬，也没有详细数据披露，只在"包括中国"等字眼中一笔带过。 百事公司第三季度业绩再度超出预期，全球市场表现强劲，尤其是在"国际市场的韧性"方面尤为突出。然而，在百事的全球成绩单中，中国市场的表现却 耐人寻味。 存在感稀薄的尴尬 | | | | 12 Weeks Ended | | | | 36 Weeks Ended | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 9/6/2025 | | | 9/7/2024 | | 9/6/2025 | | 9/7/2024 | | Net Revenue | S | 23,937 | ਫੇ | 23,319 | દ | 64.582 | 8 | 64,070 | | Cost of sales | | 11.113 | | 10,396 | | 29.343 | ...

U.S. stock futures rose on Friday after closing lower on Thursday’s. Futures of major benchmark indices were higher.Despite the market decline on Thursday, corporate earnings provided bright spots. Delta Air Lines Inc. (NYSE:DAL) jumped 4.3% after beating estimates, and PepsiCo Inc. (NASDAQ:PEP) gained 4.2% after posting an adjusted EPS of $2.29, slightly above expectations but down 2% from a year earlier. Meanwhile, President Donald Trump hinted that he was gearing up to discuss soybeans and other trade is ...

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. Steve Schmitt | PepsiCo Steve Schmitt will take over as finance chief of PepsiCo on Nov. 10. Schmitt will join the food and beverage giant from Walmart, where he is executive vice president and chief financial officer for Walmart U.S., the retailer’s largest business unit. Before joining Walmart in 2016, he spent over 10 years in a variety of roles at Yum Brands, most recently ...