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PepsiCo: What To Look For In Q2 Results And For The Long Run
Seeking Alpha· 2025-07-11 13:39
PepsiCo’s ( PEP ) near-term results have been clouded by currency headwinds, a consumer spending slowdown, tariff risk, and a deliberate, front-loaded capital expenditure program; however, the underlying operational performance remains solid. As incremental investments in automation, supply-chain efficiency, and healthier adjacencies roll off, cap-ex-to-sales shouldI hold a Master's in Accounting, am a small business owner, and am an assistant investing educator for beginning and intermediate individual inv ...
PepsiCo: Compounder At An Attractive Valuation
Seeking Alpha· 2025-06-30 21:17
Group 1 - PepsiCo, Inc. (PEP) is a global consumer staples company operating in over 200 markets with popular brands such as Pepsi, Mountain Dew, Doritos, and Lay's [1] - The stock is considered to play an important role in most portfolios due to three key factors [1] - The focus is on high-quality companies facing short-term headwinds and misunderstood narratives, along with an emphasis on event-driven strategies [1]
if今起招股:获UBS、红杉、嘉实等3950万美元基石认购,全球第二大椰子水公司
IPO早知道· 2025-06-20 01:45
目前, 在 if及Innococo品牌下的产品组合涵盖三大产品类别:天然椰子水饮料、其他饮料 和 植物 基零食 。其中, if专注于提供天然健康的泰式饮料 和 食品,并针对各式各样的消费者口味设计产 品概念; Innococo则致力提供传统运动功能饮品的健康替代选择。2024年,if提供32款产品。 值得一提的是, 为加速本地市场拓展, if精选能与目标消费者产生深度共鸣的代言人,并 通过 高 曝光 渠道 提升品牌知名度 ——譬如, if邀请肖战担任品牌代言人以深度连结中国消费者,同时与 顶尖KOL合作,在抖音、小红书等核心社交平台扩大品牌声势。为进一步延伸品牌影响力,if更在成 都双子塔的巨型LED幕牆投放广告。此外,if 还通过 与知名本土 和 国际品牌、零售商的跨界合 作,持续提升品牌曝光度与市场渗透率。 这也就不难解释, 按零售额计算, if是中国内地及香港五大市场参与者中增长最快的 椰子水 公 司。 中国内地及香港五大市场参与者中增长最快的椰子水公司。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, IFBH Limited (以下简 ...
PepsiCo: Stable And Incredibly Cheap Despite The Risks
Seeking Alpha· 2025-05-09 20:08
PepsiCo (NASDAQ: PEP ) fell to $130 last week, which is its lowest level since 2021. The EPS announcement in the last quarter was below expectations. Tariffs and the decline in sales volumes in North America contributed significantly to this decline. But I thinkYavuz Akbay is quantitative analyst with over 5 years of experience in interpreting complex financial data, developing complex mathematical models and modeling and forecasting. Utilizes machine learning algorithms to enhance financial analysis and pr ...
In June, PepsiCo Will Do Something That It's Done Every Year Since Richard Nixon Was President -- and It's Something That Investors Today Should Appreciate
The Motley Fool· 2025-05-05 09:02
Core Viewpoint - PepsiCo is recognized as a Dividend King, having raised its dividend for 53 consecutive years, making it one of the best dividend stocks historically [2][4] Group 1: Dividend History and Current Yield - PepsiCo announced a 5% increase in its quarterly dividend payment, continuing its long-standing commitment to dividend payments since 1965 [2] - The current dividend yield for PepsiCo is over 4%, the highest in approximately 40 years, indicating low investor demand [8][10] Group 2: Economic Considerations - PepsiCo generates 60% of its revenue in North America, with significant operations outside the U.S., leading to uncertainty in financial forecasts due to global economic conditions [6] - The company sources raw materials from multiple countries, adding complexity to its cost structure amid economic uncertainty [7] Group 3: Future Prospects and Stability - Despite current challenges, PepsiCo has a diverse portfolio beyond beverages, providing greater stability compared to other beverage companies [11] - The company plans to allocate $7.6 billion for dividends in 2025, supported by $12.5 billion in net cash from operations in 2024, indicating a strong cash flow position [13] - PepsiCo's ability to acquire emerging brands, as demonstrated by its acquisition of Poppi, positions it for growth even in a challenging economy [12][14]
Pepsi cuts profit forecast as tariffs push up supply chain costs
Proactiveinvestors NA· 2025-04-24 13:31
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...