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]

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。 ...

（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 ...

Core Insights - PepsiCo reported stronger-than-expected fourth-quarter revenue and profit, driven by robust international market demand [1] - The company announced a $10 billion stock buyback plan and reaffirmed its profit growth target set for December 2025 [1] Financial Performance - Adjusted earnings per share (EPS) for the fourth quarter were $2.26, slightly above the Wall Street consensus of $2.23 and significantly higher than $1.96 from the previous year [1] - Total revenue for the quarter was approximately $29.34 billion, reflecting a year-over-year increase of 5.6%, surpassing the expected $28.97 billion [1] - GAAP operating profit for the fourth quarter was about $3.557 billion, showing a nearly 60% year-over-year increase, while GAAP net profit was approximately $2.54 billion, up about 67% [1] Strategic Adjustments - PepsiCo is under pressure from activist investor Elliott Management, which holds approximately $4 billion in shares and has urged the company to reform its product lineup and make key brands more affordable [2] - The company has agreed to reduce its U.S. product lineup by 20% and lower prices on certain key brands due to consumer complaints about high prices [2] - PepsiCo's stock has risen 8.1% year-to-date, outperforming the S&P 500 index by 1.9%, although it has seen a 5% decline as the U.S. stock market continues its bull run into 2025 [2] Market Trends - There is a growing demand for locally flavored snacks and beverages in countries like India and Brazil, contributing to sales growth [2] - The company is shifting its focus towards lower-priced entry-level products and smaller packaging sizes to cater to budget-conscious consumers amid persistent inflation [3] - PepsiCo's CEO stated the company aims to promote growth by offering more competitive snack and beverage products in response to changing consumer purchasing power [3] Future Outlook - The management reiterated its annual core EPS growth target of 4% to 6% and projected organic revenue growth of 2% to 4% for the full year [3]

来源：智通财经网 百事公司和其他直接面向消费者们的大型食品饮料以及日用品公司，比如宝洁和可口可乐，都已将经营 重点转向售价更低的入门级别价格和更小的包装规格，因为美国越来越多中低收入消费者们希望在粘性 十足的通货膨胀率以及诸如去年美国政府停摆导致食品券福利发放延迟等挑战面前，让他们的预算更加 持久。 百事可乐公司首席执行官拉蒙·拉瓜尔塔周二在一份声明中表示，百事可乐公司旨在通过"提供更具竞争 力的零食与饮料产品来应对消费者的购买力变化"来促进增长。 为了迎合消费者对更清洁且更加健康成分的强劲需求，该公司投资层面对于乐事薯片和多力多滋薯片等 主要产品进行了品牌重塑，这得益于减肥药物在全球范围的广泛使用以及特朗普政府支持的"让美国再 次健康"运动。 百事公司一直承受着激进维权机构投资者埃利奥特管理公司(Elliott Management Investment)的巨大压 力。该投资机构去年持有该公司价值大约40亿美元的股份，敦促百事可乐管理层采取措施改革其产品组 合并让关键品牌更加可负担。这家苏打水与热门零食产品制造商在12月与该机构投资者达成协议，承诺 将其美国产品组合缩减20%，并下调部分关键品牌的销售价格， ...

PepsiCo, Inc. (NASDAQ:PEP) is one of the stocks on Jim Cramer’s recent game plan. Cramer highlighted the company’s snack division struggling due to GLP-1 drugs, as he remarked: Now, Tuesday’s filled with high-profile companies like PepsiCo, Merck, and Pfizer in the morning. I worry about PepsiCo because of its snack division, Frito-Lay. It’s struggling, a casualty of the GLP-1 weight loss drugs. At the same time, CEO Ramon Laguarta could be ready to take some serious actions to lessen the company’s depend ...

Core Viewpoint - PepsiCo has ended a streak of profit declines by beating fourth-quarter earnings expectations and increasing its dividend by 4%, despite lowering its profit growth outlook [1] Earnings Results - PepsiCo's stock experienced a pullback in early trading following a lowered profit-growth outlook, even after reporting stronger-than-expected earnings [1] - The company reported strength in its international businesses, contributing to the earnings beat [1] - Revenue growth exceeded Wall Street projections due to increased pricing, although the volume of products sold declined compared to the previous year [1] - The decline in volume was attributed to weakness in convenient foods, which offset gains in the beverage segment [1]

观点网讯：2月3日，百事公司公布2024财年第四季度财报，期内利润和收入双双实现增长。 来源：观点地产网 财报显示，该财季公司归属净利润达15.23亿美元，较上年同期的13.02亿美元显著提升；净营收277.8亿 美元，虽同比略有下滑但盈利表现亮眼。2024财年全年净营收918.54亿美元，较上年小幅增长。首席执 行官Ramon Laguarta表示，公司北美和国际业务均有改善，2025年将专注于通过重塑品牌、优化成本等 方式刺激销售，加速增长，其中中国所在的国际业务将成为重要增长引擎。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

百事仍维持去年 12 月公布的年度核心每股收益增长 5% 至 7% 的目标。 受通胀影响，再加上去年美国政府停摆导致食品券福利发放延迟等问题，美国消费者纷纷缩减开支、精 打细算。与宝洁、可口可乐等其他消费类企业一样，百事也将经营重心转向低价入门款产品和小规格包 装。 来源：环球市场播报 百事公司周二公布四季度营收超市场预期，得益于其汽水产品在国际市场的强劲需求，以及低糖饮料在 美国市场的良好表现。 尽管百事正调整美国市场的产品组合以迎合消费者口味变化，但印度、巴西等国市场对本土化风味零食 和汽水的需求增长，仍推动了公司销售额上涨。 去年 12 月，百事宣布对北美供应链展开评估。此前数周，激进投资机构埃利奥特管理公司增持了百事 股份，并敦促这家食品业务表现不佳的企业进行重大改革。 百事国际饮料业务销量同比增长 3%，饮料板块整体销量同比增长 1%。 百事北美饮料业务正进行焕新升级，推出了益生元汽水及各类低糖、零糖饮料产品。 公司核心的北美食品业务销量持续下滑，四季度同比下降 1%，而此前三季度的销量降幅为 4%。 据伦敦证券交易所集团汇总的数据，截至 12 月 27 日的四季度，这家佳得乐生产商实现营收 293 ...

格隆汇2月3日｜得益于强劲的国际需求，零食和饮料巨头百事(PEP.US)公布第四季度利润好于预期，并 宣布一项100亿美元的股票回购计划。百事第四季度每股收益为2.26美元，略高于华尔街预期。在激进 投资者埃利奥特管理公司去年斥资40亿美元入股后，百事公司一直面临要求其重塑产品结构、并让核心 品牌更具价格竞争力的压力。公司已于去年12月与该投资者达成一致，承诺将美国市场的产品线削减 20%，并下调部分核心品牌的价格。 ...