2017年6月7日（星期三），埃利奥特管理公司（Elliott Management）创始人保罗·辛格（Paul Singer）出席在美国纽约 举办的彭博投资峰会。图片来源：Misha Friedman/Bloomberg via Getty Images 百事公司（PepsiCo）本周一宣布，已与一家激进投资机构达成协议，计划降低价格并淘汰部分产品。 这家总部位于纽约帕切斯的公司生产奇多（Cheetos）、多力多滋（Tostitos）等菲多利（Frito-Lay）零 食以及多种饮料。公司表示，将在明年年初前削减近20%的产品线，并将节省的资金用于市场营销并为 消费者提升产品价值。公司未具体披露将淘汰哪些产品以及降价幅度。 埃利奥特表示计划继续与百事公司保持密切合作。 百事公司股价在周一盘后交易中持平。 百事公司预计，2026年有机营收将增长2%至4%。今年前九个月，该公司的有机营收增长了1.5%。 百事公司还表示，计划审查其供应链，并继续调整董事会，重点引入能帮助公司实现增长和盈利目标的 全球性领导者。 百事公司董事长兼首席执行官龙嘉德（Ramon Laguarta）在一份声明中表示："我们正紧迫地实施一系 ...

据美联社消息，食品饮料企业百事公司于周一宣布，已与激进投资机构Elliott Investment Management达成一项具有里程碑意义的协议。根据协议，百事公司将进行一场深刻的战略调整，核心 举措包括大幅削减产品线、调整价格策略以及加速产品创新，为应对增长放缓和盈利能力下滑的挑战， 重新点燃投资者的信心。这家总部位于纽约普瑞斯柯、旗下拥有奇多、乐事和百事可乐等知名品牌的公 司，承诺在明年年初前削减近20%的产品供应。 除了精简产品和调整价格，百事公司还计划在产品创新上提速，以迎合当下消费者对健康和功能性 的追求。公司计划推出一系列新品，例如添加了蛋白质的多力多滋薯片，以及不含人工香料和色素 的"辛迪NKD"系列奇多和多力多滋。此外，公司近期已经推出了添加益生元的百事可乐新品，试图在 传统碳酸饮料市场中开拓新的增长点。在治理层面，百事公司承诺将对其全球供应链进行全面审查，以 进一步降本增效，并计划对董事会进行调整，引入更多具备全球视野、能助力公司实现增长与盈利目标 的领导者。 市场反应方面，百事公司股价在周一盘后交易中保持稳定，显示出投资者对此次协议的初步认可。 公司预计2026年有机收入将增长2%至4 ...

Core Viewpoint - Despite ongoing challenges in the North American food and beverage market, the global food and beverage giant PepsiCo (PEP.US) reported quarterly results that exceeded analyst expectations, driven by strong international market performance, while maintaining its full-year guidance [1] Financial Performance - For the second quarter ending June 14, PepsiCo's revenue grew approximately 1% to $22.73 billion, surpassing the analyst forecast of a decline of 0.99% to $22.28 billion [1] - Organic revenue, excluding mergers, divestitures, and currency effects, increased by 2.1%, exceeding analyst expectations [1] - Net income attributable to the company was $1.26 billion, or $0.92 per share, significantly down from $3.08 billion ($2.23 per share) in the same period last year [1] - Adjusted earnings per share, excluding specific impairment charges, reached $2.12, exceeding market expectations of $2.03 [1] Regional Performance - Organic revenue in the Europe, Middle East, and Africa region grew by 7%, and Latin America's food business also saw a 7% increase, effectively offsetting a 2% decline in North American food business [1] - Global snack food sales declined by 1.5%, while beverage sales remained flat [1] - Currency fluctuations positively impacted performance by 1.5 percentage points [1] Strategic Initiatives - The company is actively adjusting its strategy in response to health food trends and competition from low-cost private label products, including the recent acquisition of probiotic soda brand Poppi [2] - PepsiCo plans to eliminate all synthetic colors from U.S. school foods before the new school year and introduce products without artificial colors and flavors [2] - The company aims to increase the proportion of low-sugar/no-sugar products, which has already helped its flagship brand, Pepsi, gain market share [2] - Cost-cutting measures include closing two North American food factories and improving logistics efficiency [2] - Marketing investments will focus on return on investment assessments, and the company is working to integrate North American food and beverage operations to eliminate functional redundancies [2]

Core Viewpoint - PepsiCo is increasing its investment in sports marketing, focusing on the upcoming World Cup, and restructuring its sports and entertainment partnership team to better leverage major sports events for growth [1][3]. Group 1: Company Strategy - PepsiCo is integrating marketing resources across its brands, including Pepsi, Gatorade, and Lay's, into a unified department to enhance its sports marketing efforts [1]. - The newly appointed Chief Sports Officer, Brett O'Brien, emphasizes a shift in focus from individual brand representation to overarching marketing strategies for specific sports leagues like the NFL and MLB [1][2]. - The company is facing challenges such as economic uncertainty, rising costs, and a shift in consumer preferences towards healthier snacks and beverages, prompting a downward revision of its annual profit forecast [1]. Group 2: Market Opportunities - The new department aims to expand PepsiCo's influence in soccer, particularly with the 2026 FIFA World Cup approaching in North America, marking a critical moment for the sport in the U.S. [3][4]. - PepsiCo's Frito-Lay division has signed on as a global sponsor for the upcoming World Cup and the 2027 Women's World Cup in Brazil, involving brands like Doritos and Cheetos [3]. - O'Brien notes the increasing importance of soccer in audience viewership, indicating a significant strategic bet on the sport [4].