格隆汇10月9日｜百事可乐(PEP.US)涨超2.3%，报142.1美元。消息面上，百事Q3净营收同比增长2.7%至 239.4亿美元，核心每股收益2.29美元，均超预期。期内北美饮料业务板块增长2%，创下近两年来的最 高增速，部分抵消了食品业务的持续放缓。展望全年，百事仍预计有机营收将实现低个位数增长。(格 隆汇) ...

Core Viewpoint - Elliott Management has disclosed a $4 billion stake in PepsiCo, representing 2% of the company's market value, and criticized the company for strategic missteps and declining market share in the soda business [1] Group 1: Strategic Concerns - The company is facing challenges in its North American beverage business, with growth and profitability lagging behind competitors due to strategic errors and market share loss in the soda segment [1] - Elliott suggests that the company should reassess its beverage bottling rights, potentially allowing local bottlers to distribute drinks while retaining ownership stakes or considering a spin-off of the North American bottling operations [1] Group 2: Food Business Performance - Elliott indicates that the disappointing performance of PepsiCo's beverage business has been offset by the resilience of its food business, which is now also showing signs of weakness [1] - The North American beverage and food segments each account for 30% of the company's annual revenue, highlighting the importance of both sectors to overall financial health [1] Group 3: Company Response - In response to Elliott's concerns, the company stated it would review the strategic issues raised in Elliott's letter, including targeted investments in innovation and product portfolio transformation [1]