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PepsiCo(PEP) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:17
PepsiCo (NasdaqGS:PEP) Q4 2025 Earnings call February 03, 2026 08:15 AM ET Company ParticipantsDara Mohsenian - Managing DirectorFilippo Falorni - Director in Equity ResearchKaumil Gajrawala - Managing Director in Equity ResearchRamon Laguarta - CEORavi Pamnani - Head of Investor RelationsRobert Ottenstein - Senior Managing Director and Head of the Global Beverages and Household Products TeamSteve Schmitt - EVP and CFOConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research ...
PepsiCo(PEP) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:17
PepsiCo (NasdaqGS:PEP) Q4 2025 Earnings call February 03, 2026 08:15 AM ET Company ParticipantsDara Mohsenian - Managing DirectorFilippo Falorni - Director in Equity ResearchRamon Laguarta - CEORavi Pamnani - Head of Investor RelationsSteve Schmitt - CFOConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research AnalystBonnie Herzog - Managing Director and Senior Consumer AnalystKevin Grundy - Senior AnalystLauren Lieberman - Managing Director and senior U.S. Equity Research A ...
PepsiCo(PEP) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:15
PepsiCo (NasdaqGS:PEP) Q4 2025 Earnings call February 03, 2026 08:15 AM ET Speaker0Good morning and welcome to PepsiCo's 2025 fourth-quarter earnings question-and-answer session. Your lines have been placed on listen-only until it's your turn to ask a question. Today's call is being recorded and will be archived at www.pepsico.com. It is now my pleasure to introduce Mr. Ravi Pamnani, Senior Vice President of Investor Relations. Mr. Pamnani, you may begin.Speaker2Thank you, Kevin, and good morning, everyone. ...
百事可乐(PEP.US)Q4营业利润大增近60% 宣布将乐事薯片等零食价格下调15%+百亿美元股票回购
智通财经网· 2026-02-03 13:26
印度和巴西等国家对更具本地风味的零食和汽水的需求推动了销售增长,与此同时,该公司正在对其在 美国的产品组合进行全面调整,以满足消费者不断变化的口味。 智通财经APP获悉,全球食品饮料领军者百事可乐公司(PEP.US)最新公布的第四季度整体营收与利润这 两项核心数据均强于华尔街分析师平均预期,主要得益于强劲的国际市场需求。更加重磅的是,百事可 乐管理层宣布了一项价值高达100亿美元的股票回购计划,且重申2025年12月宣布的一项利润增长指 标。 总部位于纽约的百事公司旗下拥有乐事(Lay's)和佳得乐(Gatorade)等诸多在全球范围颇受欢迎的食品饮 料品牌,该公司公布的第四季度non-GAAP准则下的调整后每股收益为2.26美元,略高于华尔街分析师 们平均预期的约2.23美元,显著高于上年同期的1.96美元。 总营收以及其他核心业绩指标方面,百事可乐截至12月27日的三个月营收约为293.4亿美元,实现同比 增长5.6%,高于华尔街分析师们普遍预期的约289.7亿美元;百事可乐第四季度GAAP准则下的营业利润 约为35.57亿美元,实现同比增长近60%,GAAP准则下的净利润约25.4亿美元,实现同比增长约 ...
民生调查局 | 百草味、三只松鼠、良品铺子,部分坚果礼盒坚果重量仅三成
Zhong Guo Xin Wen Wang· 2026-02-03 13:19
编者按: 这里是民生调查局,见人所未见,调查民生之变。关注你想关注的、你没关注的,调查你想看的、未看到的。 中新网北京2月3日电(记者 左雨晴) 临近春节,坚果礼盒迎来销售旺季。然而,一些品牌在礼盒上玩起了文字游戏。 有报道称,百草味一款标注净含量为958克的"坚果大礼盒",实际所含的坚果仅约33克,其余大部分为零食与饮料。此事引发关注后,百草味回应称,该礼 盒系经销商自行搭配组合,并已责成相关经销商将涉事产品全部下架。记者注意到,目前,百草味官方旗舰店有大量标注为"坚果零食礼盒"的商品,其中不 少礼盒包括零食饮料,但宣传图仍以坚果为主。 中国新闻网《民生调查局》记者调查发现,一边宣传坚果礼盒重量足够大,一边又在礼盒中塞入饮料和非坚果类零食,已成为不少知名坚果品牌的常见销售 方式。 部分礼盒坚果重量仅约三成 根据国家标准《坚果与籽类食品质量通则》(GB/T 22165-2022)定义,"具有坚硬外壳的木本类植物种子的可食用部分"属于坚果,包括核桃,板栗,杏 核,扁桃核(巴旦木),山核桃(含碧根果),开心果,香榧,夏威夷果,松籽,榛子,椰子干等;"瓜,果,蔬菜,油料等植物种子的可食用部分"则属于籽 类,包括葵花 ...
Earnings live: Palantir stock surges after Q4 beat, PayPal plunges, PepsiCo turns higher
Yahoo Finance· 2026-02-03 12:59
Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for tech companies, which have been significant contributors to earnings growth in recent quarters [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [5]
Earnings live: Palantir stock surges after Q4 beat, PayPal plunges, PepsiCo slips
Yahoo Finance· 2026-02-03 12:59
Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for tech companies, which have been significant contributors to earnings growth in recent quarters [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [5]
百事公司:第四季度净营收293.4亿美元
Bei Jing Shang Bao· 2026-02-03 12:58
北京商报讯(记者 孔文燮)2月3日,百事公司公布的第四季度财报显示,净营收293.4亿美元,同比增 长5.6%;每股收益1.85美元,上年同期1.11美元;核心每股收益2.26美元,上年同期1.96美元。 ...
?百事可乐(PEP.US)Q4营业利润大增近60% 宣布将乐事薯片等零食价格下调15%+百亿美元股票回购
Zhi Tong Cai Jing· 2026-02-03 12:34
(原标题:?百事可乐(PEP.US)Q4营业利润大增近60% 宣布将乐事薯片等零食价格下调15%+百亿美元股 票回购) 智通财经APP获悉,全球食品饮料领军者百事可乐公司(PEP.US)最新公布的第四季度整体营收与利润这 两项核心数据均强于华尔街分析师平均预期,主要得益于强劲的国际市场需求。更加重磅的是,百事可 乐管理层宣布了一项价值高达100亿美元的股票回购计划,且重申2025年12月宣布的一项利润增长指 标。? 总部位于纽约的百事公司旗下拥有乐事(Lay's)和佳得乐(Gatorade)等诸多在全球范围颇受欢迎的食品饮 料品牌,该公司公布的第四季度non-GAAP准则下的调整后每股收益为2.26美元,略高于华尔街分析师 们平均预期的约2.23美元,显著高于上年同期的1.96美元。 总营收以及其他核心业绩指标方面,百事可乐截至12月27日的三个月营收约为293.4亿美元,实现同比 增长5.6%,高于华尔街分析师们普遍预期的约289.7亿美元;百事可乐第四季度GAAP准则下的营业利润 约为35.57亿美元,实现同比增长近60%,GAAP准则下的净利润约25.4亿美元,实现同比增长约67%。 百事公司一直承受着 ...