Core Viewpoint - PepsiCo reported strong financial results for Q2 2025, with net sales of $22.726 billion and organic sales growth of 2.1%, indicating resilience in a challenging environment [1] Financial Performance - Net sales reached $22.726 billion (approximately ¥164.887 billion) [1] - Operating profit was $1.789 billion (approximately ¥12.98 billion) [1] - Organic sales grew by 2.1% year-over-year [1] Market Expansion and Strategy - PepsiCo's market share in China's food and beverage sector continues to expand, demonstrating robust performance [1] - The company is adapting to the rapidly changing Chinese consumer market by focusing on health, taste, emotional resonance, and emerging channels [1] - PepsiCo is enhancing its local supply chain advantages to improve product competitiveness [2] Product Innovation - The introduction of new products like the "Milk Bare Rice Cake" and the dragon fruit dried product has been successful, with the latter quickly entering the top 10 dried fruit list at Sam's Club [2] - PepsiCo's commitment to innovation is evident in its quick-to-market strategy, exemplified by the "farm-to-shelf" potato chips [2] Investment and Future Outlook - PepsiCo is investing in local production capabilities, with a new food factory in Xi'an expected to be operational by Q3 2025 [2] - The company views investment in China as essential for high-quality growth, with plans to share its "China experience" across the Asia-Pacific region [3][4] Technological and Sustainable Practices - PepsiCo is leveraging its experience in China to enhance global operations, including the introduction of sustainable practices like biogas projects [3] - The company's agricultural system in China is becoming a vital part of its global supply chain [3]

庆祝春节的方式在变，但 "团圆和欢乐" 的内核一直没变。 因社会变迁导致的家庭结构多样化和变化，让原本服务于中国传统社会的春节习俗受到了冲击。 彼时微电影的形式刚刚崭露头角。由于其制作成本较低且创作空间相对自由，微电影迅速成为众多年轻创 作者的实验平台。百事捕捉到了这一机遇——微电影具备了讲述一个完整故事的条件，同时区别于短平快 的普通广告，借助春节这一时期消费者们的共同情绪，品牌故事有机会更直接地进入消费者的内心。 2011 年，张国立、周迅、张韶涵等一线明星出现在 "把乐带回家" 的网络微电影中，新颖的形式与明星的 助阵吸引了大量关注，使得这场营销活动成为热门话题。而究其热度背后的本质，是对 "人""家""乐" 三者 关系的探讨，引发了广泛的讨论与共鸣。 此后通过每年一部关于 "家" 的微电影，百事将 "把乐带回家" 打磨成了一个情感表达平台，持续输出品牌 理念，与消费者建立起长久的情感链接。 其中有通过六小龄童唤醒年轻人童年记忆和家庭温暖的创意，也有《家有儿女》这个重组家庭带来的 "非 常规过年组合"。在外卖兴起之后，还有反映外卖小哥过年的主题。每一次，百事都在尝试找到春节时 分，很多平凡的普通人真正关 ...