Core Viewpoint - Keurig Dr Pepper Inc. has launched an $18 billion all-cash takeover offer for JDE Peet's, aiming to take the Dutch coffee and tea giant private, with a proposed share price of €31.85 [1][2]. Group 1: Acquisition Details - The offer values JDE Peet's at approximately €15.56 billion ($18.10 billion) and follows negotiations that began in August 2025. The tender offer period is from January 16 to March 27, 2026, with closing expected in early Q2 2026, pending shareholder acceptance [2]. - JDE Peet's board has unanimously endorsed the transaction, stating it is in the best interest of stakeholders. Shareholders controlling about 69% of outstanding shares, including major stakeholder Acorn Holdings, have committed to tender their holdings [3]. Group 2: Future Plans - Upon completion of the acquisition, Keurig Dr Pepper plans to split into two publicly traded companies: one focused on North American refreshment beverages and the other, tentatively named Global Coffee Co., will manage coffee operations across over 100 countries [4]. Group 3: Company Overview - Keurig Dr Pepper Inc. is a beverage company that produces and distributes a variety of soft drinks, coffee, and specialty beverages in North America, with a portfolio that includes brands like Dr Pepper, 7UP, Snapple, and Green Mountain Coffee [5].

PURCHASE, NY (AP) — PepsiCo is cutting prices on Lay's, Doritos, Cheetos and Tostitos chips this year to win back customers exasperated by years of price hikes. “For some consumers, low- and middle-income consumers, the biggest friction they have today in our category... is affordability,” PepsiCo Chairman and CEO Ramon Laguarta said Tuesday during a conference call with investors. “So we have been testing multiple ways to give them affordability.” PepsiCo has leaned on price increases as the cost of pa ...

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].

导读： 来源：市场资讯 （来源：FOFWEEKLY） 2025年，港交所的锣声格外密集，2026年开年，依然火爆。 作者丨FOFWEEKLY 2026年伊始，港股IPO市场延续了去年的强劲势头，呈现供需两旺的活跃景象。 这波热潮正为一级市场带来了新的活力与期待。 投资升温，递表激增 等多个细分领域。 中国证监会最新披露的备案情况显示，近期多家涉及医药、半导体、新消费等领域的企业赴港IPO备案 材料已被接收，为港股市场储备了丰富的上市资源。 1月30日的集中递表现象尤为引人注目。17家企业在同一天向港交所主板递交上市申请，其中既有新能 源巨头欣旺达电子，也有科技企业奕斯伟和海马云科技等，展现出多个赛道集体冲刺港股的火热态势。 这波热潮有着坚实的基础。回顾2025年，香港新股市场融资额位居全球第一，全年现货市场平均每日成 交金额达2307亿港元，较2024年同期上升43%，为2026年的强劲开局奠定了基石。 2025年的港股堪称绝对的大年，而2026年，不少业内人士认为，港股火爆势头将会持续。 2026年开年，一级市场活力满满。 很多投资机构都在疯狂的出手，而且决策速度明显加快，甚至满市场都是fomo情绪。 日前 ...

Group 1 - PepsiCo is set to release its fourth-quarter earnings on February 3, with expected earnings of $2.24 per share, an increase from $1.96 per share in the same period last year [1] - The consensus estimate for PepsiCo's quarterly revenue is $28.97 billion, up from $27.78 billion reported in the previous year [1] Group 2 - On January 6, PepsiCo announced a collaboration with Siemens and NVIDIA to enhance plant and supply chain operations using advanced digital twin technology and AI [2] - Following the announcement, PepsiCo's shares increased by 1%, closing at $155.20 [2]

PepsiCo, Inc. (NASDAQ:PEP) will release earnings for its fourth quarter before the opening bell on Tuesday, Feb. 3.Analysts expect the company to report quarterly earnings of $2.24 per share. That's up from $1.96 per share in the year-ago period. The consensus estimate for PepsiCo’s quarterly revenue is $28.97 billion (it reported $27.78 billion last year), according to Benzinga Pro.On Jan. 6, PepsiCo announced a collaboration with Siemens and NVIDIA to transform plant and supply chain operations through ad ...

After a year of weak consumer sentiment weighing on earnings, warmer days are expected to boost the bottom lines of Thai tea and energy drink makers https://t.co/CNUpT89Rzr ...

Company Overview - Primo Brands Corporation (NYSE:PRMB) is a leading North American branded beverage company formed in November 2024 through the merger of Primo Water Corporation and BlueTriton Brands, operating with dual headquarters in Tampa, Florida, and Stamford, Connecticut [4]. Financial Performance - In the third quarter of 2025, Primo Brands reported premium net sales growth of over 44% year over year, driven by strong performance from the Mountain Valley and Saratoga brands, indicating the company's ability to scale its premium portfolio and meet consumer demand for branded beverages [3]. Analyst Insights - BMO Capital analyst Andrew Strelzik lowered the price target for Primo Brands from $39 to $35 while maintaining an Outperform rating, reflecting adjustments in Q4 and 2026 expectations due to ongoing business stabilization investments and a slower-than-expected recovery in the customer direct segment [2]. - Despite the near-term adjustments, BMO remains positive about the company's trajectory in the customer direct business, noting that recovery is progressing more gradually than initially anticipated [2]. Governance Changes - In mid-January 2026, Primo Brands announced a board transition with the appointment of former CJ Foods CEO Minsok Pak as a director, which was not related to any operational or strategic disagreements, and is expected to enhance board oversight due to Pak's industry experience [3].

Group 1 - Celsius Holdings, Inc. reported consolidated revenue of approximately $725 million for Q3 2025, reflecting a 173% year-over-year increase [2] - The company has been named PepsiCo's U.S. Strategic Energy Drink Captain, indicating a strong partnership and market positioning [2] - Celsius Holdings announced the integration of Alani Nu into PepsiCo's distribution network starting December 1, 2025, enhancing its distribution reach [2] Group 2 - JPMorgan raised its price target on Celsius Holdings to $77 from $68, maintaining an Overweight rating, indicating positive expectations for the company's performance [1] - The firm anticipates Celsius will benefit significantly from its partnership with PepsiCo, particularly in 2026 [1] - Celsius Holdings positions itself as a healthier alternative in the energy drink category, which has contributed to its sustained growth and consumer adoption [3]