Core Insights - PepsiCo reported higher profit and revenues in its fourth quarter, exceeding market estimates, and maintained its fiscal 2026 outlook with growth expectations [1][2] - The company announced a 4 percent increase in its annualized dividend to $5.92 per share and a share buyback program of up to $10 billion [3][4] Financial Performance - Net income attributable to PepsiCo rose to $2.54 billion from $1.52 billion year-over-year, with earnings per share increasing 68 percent to $1.85 from $1.11 [3] - Core earnings per share were $2.26, compared to $1.96 last year, surpassing analysts' expectations of $2.24 [4] - Net revenue for the quarter grew 5.6 percent to $29.34 billion from $27.78 billion, with organic revenue increasing by 2.1 percent [4] Future Outlook - For fiscal 2026, PepsiCo expects organic revenue growth between 2 and 4 percent and core constant currency earnings per share growth between 4 and 6 percent [2] - The company aims to enhance growth by restaging global brands, introducing product innovations, and improving productivity savings [2]

格隆汇2月3日｜百事公司第四季度净营收293.4亿美元，预估289.5亿美元；核心每股收益2.26美元，预 估2.23美元。 ...

PepsiCo Earnings Beat Expectations. It's Planning Price Cuts. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# PepsiCo Earnings Beat Expectations. It's Planning Price Cuts.By [Evie Liu]and [Adam Clark]ShareResize---ReprintsIn this article[PE ...

来源：滚动播报 百事公司公布第四季度财报后，盘前股价下跌1.3%。 ...

来源：滚动播报 百事公司将在2030年前回购至多100亿美元的股票。 ...

Core Viewpoint - PepsiCo exceeded fourth-quarter revenue expectations, driven by strong international demand for sodas and low-sugar beverages in the U.S. [1] Group 1: Revenue and Sales Performance - PepsiCo reported revenue of $29.34 billion for the fourth quarter, surpassing estimates of $28.97 billion [4] - International beverages volume increased by 3%, while overall volumes in the beverages segment rose by 1% [4] - The North America food business experienced a 1% decline in volumes during the fourth quarter, following a 4% drop in the previous quarter [4] Group 2: Strategic Initiatives and Market Adaptation - The company is reviewing its North America supply chain after activist investor Elliott Management acquired a stake and advocated for significant changes [2] - PepsiCo is focusing on lower entry price points and smaller pack sizes to cater to U.S. consumers facing inflation and budget constraints [3] - The company is revamping its beverage offerings in North America, including prebiotic sodas and low- and zero-sugar options [3] Group 3: Future Outlook - PepsiCo maintained its annual core earnings per share growth target of 5% to 7%, as announced in December [2]

Core Viewpoint - PepsiCo reported strong quarterly earnings and revenue that exceeded analysts' expectations, driven by improving organic sales across its business [1][2]. Financial Performance - The company reported a fourth-quarter net income of $2.54 billion, or $1.85 per share, an increase from $1.52 billion, or $1.11 per share, a year earlier [1]. - Excluding restructuring and impairment charges, the adjusted earnings per share were $2.26, slightly above the expected $2.24 [2][3]. - Net sales increased by 5.6% to $29.34 billion, surpassing the expected $28.97 billion [2][3]. - Organic revenue, which excludes foreign currency effects, acquisitions, and divestitures, rose by 2.1% in the quarter [2]. Future Outlook - PepsiCo reiterated its outlook for 2026, which was initially provided in December [2].

每经AI快讯，2月3日，百事公司股价在盘前交易中下跌1.2%。 ...

The food-and-beverage giant is aiming to bring 'more value' after years of lifting consumers' costs in snack aisles. ...

Market Overview - U.S. stock futures were higher following a positive close on Monday, with major benchmark indices showing gains [1] - The 10-year Treasury bond yielded 4.29%, while the two-year bond was at 3.58%, indicating market expectations for interest rates [2] - Consumer staples, industrials, and financial stocks led the S&P 500's gains, while utilities and energy stocks closed lower [10] Company Performance - Palantir Technologies Inc. (NASDAQ: PLTR) saw a premarket jump of 10.84% after reporting better-than-expected fourth-quarter results and issuing FY26 sales guidance above estimates, maintaining a stronger long-term price trend [7] - Advanced Micro Devices Inc. (NASDAQ: AMD) shares rose 2.33% ahead of its earnings report, with analysts expecting earnings of $1.32 per share on revenue of $9.67 billion, and it maintains a strong price trend across all time frames [8] - PepsiCo Inc. (NASDAQ: PEP) was down 1.11% ahead of its earnings release, with analysts expecting earnings of $2.24 per share on revenue of $28.97 billion, and it maintains a stronger price trend over the short, medium, and long terms [6][9] Analyst Insights - LPL Financial anticipates a "policy-driven market regime" in 2026, with fiscal and monetary decisions influencing market direction, predicting a modest economic slowdown early in the year but a rebound later [11] - The bull market is expected to continue, with a target fair value range for the S&P 500 between 7,300 and 7,400 by year-end, driven by enthusiasm around artificial intelligence and potential Federal Reserve rate cuts [12]