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X @Forbes
Forbes· 2025-08-20 14:24
For years, Rohan Oza made millions for celebrities—including Jennifer Aniston and 50 Cent—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.https://t.co/rRu16nrEak https://t.co/syUTKRweew ...
Should You Forget Costco? Why You Might Want to Buy This Unstoppable Growth Stock Instead.
The Motley Fool· 2025-08-20 09:50
Costco's customers pay for the privilege of shopping at its stores. The membership fees the retailer collects create an annuity-like income stream thanks to a roughly 90% customer retention rate. That gives Costco a huge amount of business flexibility, effectively allowing it to offer the lowest prices while also providing great service, thanks to strong employee relations. Costco is a great business, but even great businesses can be bad investments if you pay too much. Which is why this cheap stock is bett ...
Buffett's Cash Hoard Signals Market Caution, Value Plays Emerge
MarketBeat· 2025-08-19 23:07
Core Viewpoint - Warren Buffett emphasizes the importance of long-term investment rather than market timing, suggesting that investors should accumulate time in the market to benefit from economic growth in the U.S. [1] Group 1: Investment Strategy - Buffett's cash holdings as a percentage of total assets in Berkshire Hathaway can indicate his market sentiment, with high cash levels suggesting he is waiting for better investment opportunities [2][3] - Current cash levels in Berkshire Hathaway have not been seen since previous economic downturns, indicating a potential strategy of waiting for lower stock prices [3] Group 2: Company Analysis - High-quality, resilient companies such as PepsiCo, Waste Management, and Costco are highlighted as attractive investment options in a potentially overvalued market [4] - PepsiCo's current P/E ratio of 18.1x is below its historical average of 23.0x, suggesting it may be undervalued and suitable for a dollar-cost averaging strategy [5][6] - Waste Management is recognized for its stable business model and consistent long-term returns, with a current P/E ratio of 33.89 and a price target of $254.35, indicating a potential 23% upside from its current price [9][11] - Costco is noted for its resilience and ability to deliver value, despite having a high P/E ratio of 55.64, which reflects its premium status in the retail sector [13][14]
X @Forbes
Forbes· 2025-08-19 10:00
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/yOEMDwlvsu https://t.co/YYTsOpY3ig ...
2025 Client Day | 关于品牌足迹报告中国市场榜单的常见问题
凯度消费者指数· 2025-08-19 03:53
Core Viewpoint - The upcoming annual client meeting on August 21 will reveal the "2025 Brand Footprint Report," highlighting brands that have successfully navigated market cycles and achieved growth despite challenges [1]. Group 1: Report Overview - The "Brand Footprint Report" is initiated by Worldpanel Consumer Index, focusing on the performance of fast-moving consumer goods (FMCG) brands and exploring consumer shopping behaviors that influence brand decisions [5]. - The report includes over 90 subcategories, primarily divided into five major categories: beverages, food, dairy products, home care, and health & beauty [6]. - The report covers 56 markets across five continents, encompassing over 30,000 brands [7]. Group 2: Data and Methodology - Brand rankings are based on the unique metric of Consumer Reach Points (CRP), which measures how many households purchased a brand (penetration rate) and the frequency of purchases, reflecting real consumer choices across all channels [8]. - The report also features additional rankings such as the Consumer Choice and Rapid Growth lists, which have been published annually for 13 years [11]. - A beauty brand ranking is also released based on individual beauty purchase samples, along with specialized category rankings that track market changes and brand trends [12]. Group 3: Regional Coverage and Data Variability - The 2025 China report covers 20 provinces and 4 municipalities in mainland China, excluding regions like Inner Mongolia, Xinjiang, Tibet, Qinghai, Ningxia, and Hainan, focusing on first to fifth-tier cities [13]. - Brand data may vary annually due to market changes, necessitating reviews and adjustments to category definitions and data cleaning processes [14].
Is PepsiCo's Frito-Lay Snacks Unit Still the Star Performer?
ZACKS· 2025-08-18 17:21
Core Insights - PepsiCo's Frito-Lay snacks unit is a key growth driver, focusing on stabilizing the snacking category and engaging consumers through value, affordability, and innovation [1][3] - The company is refreshing major snack brands like Lay's and Tostitos, emphasizing natural ingredients and eliminating artificial components to enhance consumer trust [2] - Frito-Lay is expanding into the away-from-home channel, which offers higher margins and additional consumption opportunities, positioning it for long-term growth [3] Competitive Landscape - PepsiCo faces strong competition from Mondelez International and Campbell's Company in the global snacking market [4] - Mondelez has a significant presence in biscuits, cookies, and confectionery, expanding into healthier snacks through acquisitions to meet consumer demand [5] - Campbell's, with its Snyder's-Lance portfolio, competes in salty snacks, focusing on flavor innovation and better-for-you options to adapt to changing consumer preferences [6] Financial Performance - PepsiCo's shares have decreased by approximately 1.1% year-to-date, while the industry has grown by 6.4% [7] - The company reported Q2 EPS of $2.12 on revenues of $22.73 billion, driven by pricing strategies despite weaker volume trends [8] - PepsiCo's forward price-to-earnings ratio is 18.18X, slightly above the industry average of 18.05X [9] Earnings Estimates - The Zacks Consensus Estimate for PepsiCo's 2025 earnings indicates a year-over-year decline of 1.8%, while the 2026 estimate suggests a growth of 5.2% [10]
将来捡海滩垃圾可赚积分兑换权益 上海为海洋垃圾收运处置寻找动力
Jie Fang Ri Bao· 2025-08-18 02:07
上海市环境保护产业协会秘书长甘晓明透露,宝钢股份、中国农业发展银行、联合利华、百事公司 等已成为"沪海联盟"的首批成员,他们都将在海洋垃圾"变废为宝"的过程中扮演关键角色,这其中就包 括通过自身的品牌价值来带动海洋垃圾循环利用产品的价值,提升的价值部分主要用来激励源头的收集 和分拣。 记者注意到,"沪海联盟"的首批成员就包含浙江蓝景科技有限公司、华测检测认证集团股份有限公 司、挪亚检测认证集团有限公司、盛唐认证南京有限责任公司等认证相关产业的从业者。 浙江蓝景科技有限公司相关负责人介绍了浙江省在海洋垃圾循环利用认证方面的经验,通过区块链 技术,实现海洋垃圾从打捞到再生全链路数据的记录且不可篡改,杜绝了"假环保"的作弊空间。 上海碳普惠平台已经上线"随申办",市民只要开通个人碳账户,在绿色出行的时候,平台自动记录 碳减排量,每减碳1克对应1个碳积分。该积分可在平台"碳积分商城"兑换多种权益。刘代玲透露,上海 正在推动海洋垃圾联动碳普惠的方法学研究,开拓海洋垃圾末端利用的市场和场景,提升海洋垃圾循环 利用的溢价效应,"将来,参与公益净滩活动的市民朋友就能获得减碳积分,兑换各类权益"。 记者 陈玺撼 收集处置海洋塑 ...
X @Forbes
Forbes· 2025-08-15 15:37
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/L9Y5B6WDDL https://t.co/zyFMoqfFWb ...
PepsiCo Announces Timing and Availability of Third-Quarter 2025 Financial Results
Prnewswire· 2025-08-15 12:00
Group 1 - PepsiCo will release its third-quarter 2025 financial results on October 9, 2025 [1] - In 2024, PepsiCo generated nearly $92 billion in net revenue, supported by a diverse portfolio of beverages and convenient foods [2] - PepsiCo's product portfolio includes iconic brands that each generate over $1 billion in estimated annual retail sales [2] Group 2 - PepsiCo's vision is to be the global leader in beverages and convenient foods, guided by its pep+ strategy focused on sustainability and human capital [3] - The company aims to create value and growth while operating within planetary boundaries [3] - For further information, PepsiCo encourages following its social media channels [3] Group 3 - The financial results will be accompanied by prepared management remarks and a live Q&A session for analysts [5] - The press release and 10-Q will be available at approximately 6:00 a.m. EDT on the release date [5] - The live Q&A session will feature the Chairman and CEO, Ramon Laguarta, and the EVP and CFO, Jamie Caulfield, at 8:15 a.m. EDT [5]
美国银行Q2减持苹果等 加仓Meta、亚马逊
Mei Ri Jing Ji Xin Wen· 2025-08-14 22:29
Group 1 - The core viewpoint of the article highlights the investment activities of Bank of America in the second quarter, indicating a strategic shift in its portfolio [1] - Bank of America increased its holdings in companies such as Broadcom, Meta Platforms, JPMorgan, Vanguard Growth ETF, and Amazon [1] - The bank reduced its positions in Apple and Pepsi, suggesting a potential reevaluation of these investments [1] Group 2 - The bank maintains significant positions in Microsoft, NVIDIA, Apple, Vanguard Value ETF, and Vanguard Growth ETF, indicating a focus on technology and growth sectors [1]