百事公司第三季度营收和利润超出华尔街预期

Core Insights - PepsiCo reported Q3 net revenue of $23.94 billion, exceeding analyst expectations of $23.83 billion, with adjusted earnings per share also surpassing forecasts by $0.03 [1] - The primary growth drivers were international markets, accounting for approximately 40% of total revenue, and strong sales in the U.S. health beverage category [1] Management Changes - The company appointed Steve Schmitt as the new Chief Financial Officer, who previously served as the finance head for U.S. operations at Walmart, replacing Jamie Caulfield, who is retiring after over 30 years with PepsiCo [1] Investor Pressure - PepsiCo is facing pressure from activist investor Elliott Management, which believes the company's performance lags behind main competitor Coca-Cola [1] - CEO Ramon Laguarta stated that communication with Elliott has been collaborative and acknowledged the view that the company's value is underestimated [1] - Many of Elliott's suggestions have been incorporated into the company's existing strategy [1] Cost-Cutting Measures - The company plans to "aggressively cut costs" in its U.S. snack business, including the closure of two factories in Q4 and a reduction of nearly 15% in its product line [1]