PepsiCo(PEP)

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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
Zheng Quan Shi Bao Wang· 2025-10-10 00:47
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 ...
Goldman Says PepsiCo Poised For Turnaround As Innovation, Productivity Ramp Up - PepsiCo (NASDAQ:PEP)
Benzinga· 2025-10-09 19:29
Core Insights - PepsiCo reported third-quarter adjusted earnings per share of $2.29, exceeding the analyst consensus estimate of $2.26, with quarterly sales of $23.937 billion, reflecting a 2.6% year-over-year increase, surpassing expectations of $23.827 billion [1][2] Group 1 - Analyst Bonnie Herzog from Goldman Sachs reiterated a Buy rating and set a price forecast of $165 for PepsiCo [1] - Expectations were modest prior to the earnings report due to concerns about consumer health and softer consumption trends, but an inflection is anticipated next quarter with the rollout of a robust innovation pipeline, including new protein beverages [2][3] - The company is well-positioned for long-term growth in food and beverages, supported by strong brands, a solid innovation pipeline, disciplined revenue growth management, and an efficient supply chain [3] Group 2 - Management's focus on enhancing productivity initiatives and disciplined commercial investments is expected to stimulate growth moving forward [4] - PepsiCo shares increased by 3.57% to $143.79 at the time of publication [4]
Goldman Says PepsiCo Poised For Turnaround As Innovation, Productivity Ramp Up
Benzinga· 2025-10-09 19:29
PepsiCo, Inc. (NASDAQ:PEP) shares are bubbling as bold new drinks and a turbocharged productivity playbook promise more fizz across its shelves.The company reported third-quarter adjusted earnings per share of $2.29, beating the analyst consensus estimate of $2.26. Quarterly sales of $23.937 billion (+2.6% year over year) outpaced the Street’s expectation of $23.827 billion.Goldman Sachs analyst Bonnie Herzog reiterated a Buy rating and price forecast of $165.Also Read: PepsiCo, Delta Air Lines, And 3 Stock ...
PepsiCo Shares Rise After Earnings Beat Expectations And Revenue Growth Accelerates
Financial Modeling Prep· 2025-10-09 19:19
Core Insights - PepsiCo shares increased over 2% intra-day following third-quarter results that exceeded analyst expectations, with revenue growth accelerating despite challenges in the food division [1] Financial Performance - The company reported adjusted earnings per share of $2.29, surpassing Wall Street's consensus estimate of $2.26 [2] - Revenue reached $23.94 billion, slightly above expectations of $23.86 billion, marking a 2.6% year-over-year increase [2] - Organic revenue, excluding currency and acquisition impacts, rose 1.3% compared to the previous year [2] Segment Performance - PepsiCo Beverages North America achieved 2% revenue growth despite a 3% decline in volumes [3] - The Europe, Middle East, and Africa division reported the strongest results with 9% revenue growth [3] - Global convenient food volumes decreased by 1%, with a notable 4% drop in North America [3] Future Outlook - The company reaffirmed its full-year 2025 outlook, expecting low single-digit organic revenue growth and core constant-currency earnings per share to be roughly flat compared to the prior year [4] - PepsiCo improved its EPS guidance, now forecasting a 0.5% decline instead of the previously expected 1.5% drop, attributed to a more favorable foreign exchange environment [4]
PepsiCo outlines 2026 innovation and cost focus amid leadership transition (NASDAQ:PEP)
Seeking Alpha· 2025-10-09 19:17
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