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PepsiCo (PEP) Stock Surges Over 4% After Strong Earnings — What Could Be Next?
FinanceFeeds· 2025-10-10 08:44
PepsiCo Inc. (PEP) shares jumped more than 4% after the company delivered quarterly results that comfortably beat market expectations:→ Earnings per share reached $2.29, topping forecasts of $2.26.→ Revenue came in at $23.94 billion, slightly above estimates.As reported by The Wall Street Journal, PepsiCo is set to appoint Steve Schmitt, a senior Walmart executive, as its new Chief Financial Officer next month. Analysts believe the management reshuffle could inject renewed momentum into the company, which h ...
Dow Dips Over 200 Points: Investor Sentiment Declines, Fear & Greed Index Remains In 'Neutral' Zone
Benzinga· 2025-10-10 07:10
The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the “Neutral” zone on Thursday.U.S. stocks settled lower on Thursday, with the Dow Jones index falling more than 200 points during the session. The S&P 500 and Nasdaq Composite also retreated from record highs on Thursday.Corporate earnings provided a few bright spots. Delta Air Lines Inc. (NYSE:DAL) jumped 4.3% after reporting third quarter 2025 net income of $1.42 billion and adjusted EPS of $1 ...
营收利润双超华尔街预期,百事释放重磅信号
Huan Qiu Wang Zi Xun· 2025-10-10 06:51
来源:环球网 【环球网消费综合报道】全球食品与饮料企业百事公司(纳斯达克股票代码:PEP)公布了其第三季度 财务报告,净营收与调整后每股收益均超出市场预期。公司还宣布了一系列重大的成本削减和战略调整 计划,旨在进一步释放公司价值。 面对激进投资者Elliott Management关于公司表现落后于主要竞争对手可口可乐的质疑,百事公司CEO Ramon Laguarta给出了积极回应。Laguarta表示,公司与Elliott的沟通是"协作性的",并认同公司当前价 值被市场低估。他透露,Elliott提出的许多建设性意见已被纳入公司现有的战略规划中。 "我们对第三季度的业绩感到满意,这证明了我们全球团队的执行力和品牌组合的韧性。"Laguarta在财 报电话会议上表示,"同时,我们正采取果断行动,优化业务结构,确保百事公司能够实现长期、可持 续的增长,并为股东创造更大价值。" 为落实战略优化,Laguarta宣布,公司将在美国零食业务领域"积极削减成本"。具体措施包括:计划在 2025年第四季度关闭两家工厂,并削减近15%的产品线,以聚焦核心优势品牌,提升运营效率和市场竞 争力。 可以看出,百事公司在保持市场 ...
异动盘点1010|泡泡玛特涨超2%,黄金股集体低开;法拉利跌近15%,百事可乐涨超4%
贝塔投资智库· 2025-10-10 04:33
Group 1: Hong Kong Stocks - Nocera Biotech (09969) fell over 8% after announcing a licensing collaboration with Zenas for three self-immune pipeline products [1] - Pop Mart (09992) rose over 2% as new products sold out immediately, with Morgan Stanley optimistic about the company's sales momentum [1] - Bluec (00325) increased over 8% after launching new "building block cars" and "building block figures" at the WF2025 exhibition [1] - Huaxin Cement (06655) rose over 7% after announcing a name change to "Huaxin Building Materials" and a restricted stock incentive plan [1] - Mixue Group (02097) gained over 5% after announcing an investment of nearly 300 million in the fresh beer industry, potentially opening up long-term growth opportunities [1] - CATL (03750) dropped nearly 6% as the cornerstone lock-up period is set to expire on the 19th of next month, with both Morgan Stanley and others downgrading the company's H-share rating [1] - Dazhong Public Utilities (01635) rose over 9%, stating that its operations are normal and previously mentioned its stake in Shenzhen Capital Group [1] - Jinli Permanent Magnet (06680) increased nearly 1%, forecasting a year-on-year increase of 157%-179% in net profit attributable to shareholders for the first three quarters [1] Group 2: Gold Stocks - Gold stocks opened lower collectively, with China Gold International (02099) down over 7%, Zijin Mining International (02259) down over 1%, Shandong Gold (01787) down over 6%, and Chifeng Jilong Gold Mining (06693) down over 6% due to easing geopolitical tensions leading to a pullback in precious metals [2] Group 3: US Stocks - AMBO Education (AMBO.US) surged 61.06% after announcing the launch of a real-time translation platform, WeSpeak, for enterprises [3] - CenturyLink (VNET.US) fell 3.13% as Goldman Sachs included it in a "strong buy" list for the Asia-Pacific region [3] - UiPath (PATH.US) rose 18.81% after announcing multiple collaborations with major tech companies like NVIDIA, OpenAI, Google, Microsoft, and Snowflake [3] - Tuniu (TOUR.US) decreased by 0.51%, despite a double-digit increase in user travel during this year's "Double Festival" holiday compared to last year [3] - Tesla (TSLA.US) fell 0.72% after reports that production of its humanoid robot, Optimus, has been paused [3] - Toyota (TM.US) dropped 2.97% after a recall of over 390,000 vehicles in the US due to software errors [3] - Lloyds Bank (LYG.US) decreased by 3.67% as it may need to increase provisions following a compensation plan for mis-sold auto loans [3] - Ferrari (RACE.US) fell 14.99%, reaching a six-month low as long-term profit guidance fell below expectations [4] - TSMC (TSM.US) decreased by 1.52%, projecting a consolidated revenue of approximately NT$330.98 billion for September 2025, a 1.4% decrease quarter-on-quarter but a 31.4% increase year-on-year [4] - PepsiCo (PEP.US) rose 4.23% with Q3 net revenue increasing by 2.7% to $23.94 billion, and core EPS of $2.29, both exceeding expectations [4]
Brand Power Keeps PepsiCo (PEP) Ahead in Food Dividend Stocks
Yahoo Finance· 2025-10-10 03:08
PepsiCo, Inc. (NASDAQ:PEP) is included among the 14 Best Food Dividend Stocks to Buy According to Analysts. Brand Power Keeps PepsiCo (PEP) Ahead in Food Dividend Stocks PepsiCo, Inc. (NASDAQ:PEP) is an American beverage and snack company. Its beverage portfolio includes Pepsi, Mountain Dew, and Gatorade, and its food division has well-known brands such as Lay’s, Doritos, Quaker Oats, and Cheetos. The company has multiple revenue streams. Soda, water, sports drinks, energy drinks, snacks — all of that ad ...
百事公司第三季度营收和利润超出华尔街预期
百事公司正面临来自激进投资者Elliott Management的压力,后者认为百事公司的表现落后于主要竞争对 手可口可乐。CEO Ramon Laguarta表示,与Elliott的沟通是协作性的,并同意公司价值被低估的观点。 他透露,Elliott的许多想法已被纳入公司现有战略中。Laguarta表示,公司将在美国零食业务领域"积极 削减成本",计划包括在第四季度关闭两家工厂,并削减近15%的产品线。 公司任命Steve Schmitt为新任首席财务官。Schmitt目前在百事最大的客户沃尔玛担任美国业务的财务主 管。他将接替任职约两年的Jamie Caulfield,后者在为百事公司服务三十多年后即将退休。 百事公司公布的第三季度净营收为239.4亿美元,超出了分析师平均预期的238.3亿美元。其调整后每股 收益也比预期高出3美分。业绩增长的主要动力来自国际市场(占总收入约40%)以及美国本土健康饮料品 类的强劲销售。 ...
美股异动|百事股价逆袭上涨但盘中创低投资者压力与市场挑战并存
Xin Lang Cai Jing· 2025-10-09 22:49
来源:市场资讯 尽管美国市场的零食业务表现欠佳,但国际业务的韧性为百事带来了新的希望。特别是在拉丁美洲和亚 洲市场,百事的销售取得了增长,部分抵消了北美市场疲软的影响。北美饮料业务板块则表现出复苏迹 象,实现了2%的增长,创下近两年以来的最高增速。 百事的管理层也在发生变动,以适应新挑战。现任首席财务官杰米・考菲尔德即将退休,由沃尔玛的史 蒂夫・施密特接任。这一人事变动显示出百事在面临内外部压力时,力求通过管理层的调整来推动下一 步发展。 综合来看,百事公司正处于一个重要的转型期,面对消费需求的变化及投资者的压力,公司动员了一系 列战略措施来应对这些挑战。在这样一个充满不确定性的市场环境中,投资者需谨慎看待百事的中长期 表现,并关注其财务指标及市场策略的后续调整。 近期,百事公司公布了其第三季度财务报告,尽管整体业绩超出市场预期,但北美市场的零食业务仍然 面临增长放缓的问题。具体来说,北美地区食品业务的营收下降了3%,而销量则下降了4%。为应对这 一现状,百事公司正在进行一系列重大改革,包括在菲多利业务网络中裁员,预计将有更多的工厂和仓 库关闭计划。 此外,激进投资者埃利奥特投资管理公司近期购入了百事公司价值 ...
Pepsi CEO is bringing fiber to snacks while Doritos and Cheetos get a 'naked' makeover
Yahoo Finance· 2025-10-09 21:16
PepsiCo (PEP) wants to help America get its daily fiber. "Fiber will be a big trend," CEO Ramon Laguarta told Yahoo Finance. "Consumers in the United States have deficiency of fiber, and we're innovating in fiber." Laguarta said the company is doubling down on snack innovation, with plans to launch "naked" versions of its iconic Doritos and Cheetos — stripped of artificial colors and flavors — as part of a push to appeal to more health-conscious consumers and parents. Other chips in the portfolio that w ...
PepsiCo Taps Walmart Executive as New CFO
Yahoo Finance· 2025-10-09 21:08
Core Insights - PepsiCo reported higher revenue in its fiscal third quarter, but profit declined as volumes fell [1][4] - The company is undergoing a leadership change with the appointment of Steve Schmitt as CFO to address slowing sales and pressure from an activist investor [2][3] Financial Performance - Revenue for the three months ended September 6 was nearly $24 billion, reflecting a 2.7% increase year-over-year, driven by international business resilience and improved North American beverage performance [4] - Organic sales rose by 1.3% during the same period [4] - Profit decreased and volumes fell, with North America, which constitutes about 60% of PepsiCo's business, experiencing a 4% decline in food volumes and a 3% decline in beverage volumes [5] Strategic Focus - The new CFO, Schmitt, will focus on enhancing growth, reorganizing the cost structure, and maximizing brand investment [6] - The company has been reshaping its portfolio by cutting underperforming products and launching new ones aligned with health and wellness trends [6] - Schmitt's experience at Walmart is expected to aid in growing PepsiCo's digital business, which is a priority for the company [7] Market Context - PepsiCo's share price has declined over 15% from a year ago, influenced by its recent performance [8] - Activist investor Elliott Investment Management has acquired a roughly $4 billion stake in PepsiCo and is advocating for refranchising its bottling business and other changes to enhance the company's share price [8]
PepsiCo CEO talks earnings and Frito Lay snack reset, also Digital
Youtube· 2025-10-09 20:58
Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Wall Street back in the red so far today.Investors are focused on Washington with new remarks from Federal Reserve officials. Plus, the shutdown in DC persists. We're going to have much more on those stories.But right now, just an hour to go until the closing balance stocks are lower. We look at the Dow down about 300 points here. The S&P 500 down about 4/10en of a percent. NASDAQ down about 3/10en of a percent.Let's wel ...