营收利润双超华尔街预期，百事释放重磅信号

Core Insights - PepsiCo reported third-quarter 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][3] - The growth was primarily driven by strong performance in international markets, which accounted for approximately 40% of total revenue, and robust sales in the U.S. health beverage category [1] Financial Performance - Third-quarter net revenue reached $23.94 billion, higher than the expected $23.83 billion [1] - Adjusted earnings per share exceeded expectations by $0.03 [1] Strategic Adjustments - PepsiCo announced significant cost-cutting and strategic adjustment plans aimed at unlocking further company value [1] - The company plans to close two factories in the U.S. snack business by Q4 2025 and reduce nearly 15% of its product line to focus on core brands [3] Leadership Changes - Steve Schmitt was appointed as the new Chief Financial Officer, succeeding Jamie Caulfield, who is retiring after over 30 years with the company [1] Response to Investor Concerns - CEO Ramon Laguarta addressed concerns from activist investor Elliott Management regarding the company's performance relative to Coca-Cola, stating that many constructive suggestions from Elliott have been incorporated into the company's strategic planning [3] - Laguarta emphasized the company's commitment to optimizing its business structure for long-term sustainable growth and increased shareholder value [3]