PepsiCo announcing it will boost its stake in energy drink maker Celsius, increasing its ownership to about 11%. Celsius will acquire the Rockstar energy brand in the US and Canada, while PepsiCo will nominate an additional director to serve on the board at Celsius. Let's bring in Celsius CEO John Fieldley this morning talking more about how this came about.John, congratulations. Good to have you. >> Glad to be here.>> What um talk explain what Pepsi sees in you guys. >> Yeah. Yeah.No, it's u well within Ce ...

The Zacks Rundown for Coca-Cola Key Takeaways The Coca-Cola Company's (KO) recent revenue growth has been significantly influenced by its strategic focus on new product launches that cater to evolving consumer preferences. Innovations like Sprite + Tea in North America have gained strong traction, benefiting from social media buzz and limited-time appeal, helping Sprite climb to the number 3 sparkling soft drink brand in the United States. This launch reflects the company's approach of testing products in s ...

Core Insights - PepsiCo's international business is crucial for its global strategy and long-term growth, achieving 5% organic revenue growth in Q1 2025, marking 16 consecutive quarters of mid-single-digit growth despite geopolitical and macroeconomic challenges [1][4] - The international segment contributed nearly 40% of PepsiCo's total net revenues and core operating profit in 2024, with a portfolio valued at approximately $37 billion [1][4] International Business Performance - The international beverages business led growth with 11% organic growth in Q1 2025, driven by strong demand in markets such as China, India, Egypt, Turkey, Mexico, Brazil, the U.K., and Australia [2][8] - The international convenient foods business grew 2% organically, supported by strong performance in Brazil, Egypt, India, and Turkey, along with snack share gains in China, South Africa, Poland, and Thailand [2] Future Strategy - PepsiCo plans to enhance its global presence by deepening localization efforts, adapting product offerings to regional tastes, and expanding channel reach [3][4] - Investments in automation, digitalization, and standardization are aimed at increasing productivity and freeing up capital for reinvestment in commercial initiatives and innovation [3] Competitive Landscape - Key competitors in the international market include The Coca-Cola Company and Monster Beverage, both of which compete with PepsiCo in several key markets [5][6] - Coca-Cola's international strategy focuses on being a "Total Beverage Company," with significant market share in Latin America, Western Europe, and the Asia-Pacific region [6] - Monster Beverage is expanding its international footprint, contributing approximately 39.6% of its total revenues in Q1 2025, with a focus on key markets like China and India [7][9] Financial Performance and Valuation - PepsiCo's shares have declined approximately 13.5% year-to-date, contrasting with the industry's growth of 6.9% [12] - The forward price-to-earnings ratio for PepsiCo is 16.33X, below the industry average of 18.59X [13] - The Zacks Consensus Estimate for PepsiCo's 2025 earnings indicates a year-over-year decline of 3.6%, while the 2026 estimate suggests a 5.4% increase [14]