Key Takeaways KO is expected to post Q2 revenues of $12.6B, up 1.9% YoY, but EPS may dip 1.2% to 83 cents. Favorable price/mix and digital investments are likely to support revenues despite volume weakness. Currency headwinds and soft demand in key markets may weigh on KO's margin and EPS performance.The Coca-Cola Company (KO) is slated to report second-quarter 2025 earnings on July 22, before the opening bell. The company is expected to register year-over-year top-line growth when it posts second-quarter ...

Core Insights - PepsiCo, Inc. reported strong second-quarter 2025 results with revenues and earnings per share (EPS) exceeding the Zacks Consensus Estimate, although EPS declined year over year [1][3] - The company experienced accelerated net revenue growth compared to the previous quarter, demonstrating its ability to navigate a challenging environment [1] - International momentum remained robust, while North America showed improved execution and competitiveness across key subcategories and channels [2] Financial Performance - Core EPS for Q2 was $2.12, beating the Zacks Consensus Estimate of $2.03, but reflecting a 7% decline year over year; reported EPS was 92 cents, down 59.1% year over year [3][6] - Net revenues reached $22.73 billion, a 1% increase year over year, surpassing the Zacks Consensus Estimate of $22.39 billion; unit volume declined 1.5% in convenient food and was flat in beverages [4][6] - Organic revenue growth was 2.1% in Q2, driven by a 4% increase in effective net pricing, offset by a 1.5% decline in organic volume [7] Profitability Metrics - Reported gross profit decreased 1.3% year over year to $12.4 billion, with core gross profit down 0.4% to $12.5 million; gross margins contracted [8] - Operating income fell 55.8% year over year to $1.8 billion, while core operating income declined 5.1% to $3.9 billion; operating margins contracted significantly [9] Segment Performance - Revenue growth was observed across most operating segments, with reported revenues rising 1% in PFNA, 8% in EMEA, and 3% in IB Franchise, but flat in PBNA and down 7% in LatAm Foods [11] - Organic revenues improved in most segments, with PBNA up 1%, IB Franchise up 5%, EMEA up 7%, and LatAm Foods up 6%, while PFNA saw a 2% decline [12] Financial Stability - As of Q2 2025, PepsiCo had cash and cash equivalents of $7.6 billion, long-term debt of $39.3 billion, and shareholders' equity of $18.4 billion [13] - Net cash provided by operating activities was $996 million, down from $1.3 billion year over year [13] Future Outlook - PepsiCo reaffirmed its 2025 revenue guidance, expecting low-single-digit organic revenue growth, while core constant-currency EPS outlook improved due to moderating foreign exchange headwinds [14][15] - The company anticipates core EPS to decline 1.5% year over year in 2025, with currency headwinds expected to impact revenues and core EPS by 1.5 percentage points [16] - PepsiCo plans to return $8.6 billion to shareholders in 2025, including $7.6 billion in dividends and $1 billion in share repurchases [17]

Core Insights - PepsiCo is deploying Agentforce, a digital labor platform from Salesforce, to enhance field operations and redefine customer engagement [1][2] - This collaboration aims to leverage AI agents for improved customer support, operational efficiency, and strategic growth [1][2] - The initiative marks a significant step in PepsiCo's AI roadmap, positioning the company as a leader in the digital labor revolution [1][2] Company Overview - PepsiCo's products are consumed over one billion times daily across more than 200 countries, generating nearly $92 billion in net revenue in 2024 [4] - The company's portfolio includes iconic brands such as Lay's, Doritos, Gatorade, and Pepsi-Cola, with many brands exceeding $1 billion in annual retail sales [4] Strategic Initiatives - The collaboration with Salesforce will streamline go-to-market (GTM) and B2B processes, enhancing customer service through harmonized data and intelligent AI agents [2][3] - PepsiCo is also implementing a new Trade Promotion Management tool to optimize promotional effectiveness and improve decision-making through data analytics [3] Vision and Transformation - PepsiCo's vision is to be the global leader in beverages and convenient foods, focusing on sustainability and human capital through its pep+ strategy [5] - The company aims to create value and growth while operating within planetary boundaries and inspiring positive change for both the planet and people [5]

NORWALK, Conn., June 18, 2025 (GLOBE NEWSWIRE) -- Reed’s, Inc. (OTCQX: REED) (“Reed’s” or the “Company”), owner of the nation’s leading portfolio of handcrafted, natural ginger beverages, today announced its participation in the upcoming OTC Markets Virtual Investor Conference on Thursday, June 26, 2025. Reed’s management team will hold virtual 1x1 meetings throughout the day and host a presentation at 2:00pm ET. This will be a live, interactive event where investors are invited to ask the Company questions ...

Group 1: Company Overview - Coca-Cola is a well-run business that operates globally with a revered brand and an industry-leading distribution network [2][4] - The company has a strong business model evidenced by its status as a Dividend King, having increased its dividend annually for over 50 consecutive years [5] - Coca-Cola's organic sales growth of 6% in the first quarter of 2025 contrasts sharply with its largest competitor, PepsiCo, which only achieved 1.2% [6] Group 2: Current Performance - Coca-Cola is currently performing well in a challenging environment for consumer staples, making it attractive for investors seeking industry leaders [6][7] - The company offers an above-market yield of 2.8%, which is appealing compared to the S&P 500 index [7] Group 3: Valuation Concerns - Current valuation metrics for Coca-Cola, including price-to-sales, price-to-earnings, and price-to-book ratios, are above their five-year averages [8] - Despite the attractive dividend yield, it is at the low end of the stock's yield range over the past decade [8] Group 4: Investment Timing - While Coca-Cola is a strong business, the timing for purchasing shares may not be optimal due to current valuations [9][10] - Patient investors may benefit from waiting for a potential drawdown before buying, as the company's strong fundamentals are unlikely to change [10]

Since launching pep+ in September 2021, PepsiCo has made significant progress on regenerative agriculture and water stewardship and positive strides on sustainable packaging and climate change, while accounting for external realities and business growth. "As circumstances evolve, PepsiCo continually adapts how we source ingredients; make, move, and sell our products; and inspire people through our brands," said PepsiCo Chairman and Chief Executive Officer Ramon Laguarta. "This journey is underpinned by pep+ ...

Core Insights - Suntory launched a concentrated beverage called "家庭饮料吧 百事可乐" (Home Drink Bar Pepsi Cola) in February 2025, allowing consumers to mix their own Pepsi at home by combining the concentrate with carbonated water at a 1:4 ratio [1][6] - The product is part of Suntory's "家庭饮料吧" series, which has seen sales exceed expectations, with the series' sales from April to December 2024 being more than double the forecast [8][20] - The concentrated liquid can be mixed with various other beverages, showcasing its versatility beyond just making traditional cola [3][10] Product Details - The 340ml bottle of concentrate can make approximately 10 cups of 170ml cola [1] - The concentrate contains artificial sweeteners, which differentiate its taste from the original bottled Pepsi, and it does not contain carbon dioxide, requiring consumers to add carbonated water for fizz [14][15] - The pricing of the concentrate is higher than that of bottled Pepsi when considering the cost of carbonated water, making it a less economical option [16] Market Strategy - Suntory's strategy focuses on localizing products to meet Japanese consumer preferences, as evidenced by their collaboration with Pepsi since 1997 [21][22] - The introduction of the concentrate aligns with a growing trend of at-home beverage preparation, which has gained popularity during the pandemic [18][25] - The product taps into the Japanese consumer's desire for customizable and engaging drinking experiences, similar to the enjoyment derived from making takoyaki at home [20][21] Competitive Landscape - The launch of the concentrate comes amid a competitive beverage market in Japan, where Coca-Cola and PepsiCo have been vying for market share [25] - Other brands have also introduced syrup-based products for home preparation, emphasizing health and premium ingredients, contrasting with Suntory's focus on fun and convenience [30][28] - PepsiCo has explored similar home beverage solutions through its acquisition of SodaStream, which offers a different approach to at-home soda making [33][35]

Core Viewpoint - Celsius Holdings and Coca-Cola represent two contrasting investment opportunities in the beverage sector, with Celsius focusing on high growth and innovation while Coca-Cola emphasizes stability and consistent revenue generation [3][17]. Group 1: Celsius Holdings - Celsius Holdings is recognized as a rapidly growing energy drink brand, appealing to health-conscious consumers with its zero-sugar offerings [6][7]. - The company has expanded its market presence through the acquisition of Alani Nu, contributing approximately 20% to the energy drink category's dollar growth in Q1 2025 [7]. - Product innovation is a key growth driver, with new flavors and the launch of CELSIUS HYDRATION entering the $1.4 billion hydration powder market [8]. - Celsius has achieved significant retail distribution expansion, but ongoing investment in marketing and supply chain efficiency is crucial for maintaining growth [9]. Group 2: Coca-Cola - Coca-Cola operates globally with over 200 brands, demonstrating resilience with a 6% increase in organic revenues in Q1 2025, driven by a 5% rise in price/mix [10]. - The company's growth strategy includes brand strength, marketing expertise, and innovation, aiming to become a total beverage company [11]. - Coca-Cola has diversified its portfolio to include healthier options and is expanding into the ready-to-drink alcoholic beverage market with new product launches planned for 2025 [12][13]. - The Zacks Consensus Estimate for Coca-Cola's 2025 EPS remains stable at $2.96, indicating a more optimistic profitability outlook compared to Celsius Holdings [14]. Group 3: Performance Comparison - Coca-Cola's forward P/E ratio is 23.45x, reflecting strong earnings visibility, while Celsius trades at a higher 36.46x due to anticipated growth [15]. - Over the past 12 months, Coca-Cola's stock has risen by 14%, contrasting with Celsius Holdings' 60.3% decline, highlighting Coca-Cola's stronger performance amid macroeconomic uncertainty [15]. - The bottom line suggests that Coca-Cola's stable earnings visibility and defensive appeal make it a more reliable investment choice compared to Celsius Holdings, which faces challenges ahead [17][18].

Core Insights - PepsiCo has completed the acquisition of poppi for $1.95 billion, with a net purchase price of $1.65 billion after accounting for anticipated cash tax benefits [1][2][3] - This acquisition is part of PepsiCo's strategy to transform its portfolio and align with consumer preferences for functional products [2][3] Company Strategy - The acquisition of poppi is seen as a strategic fit for PepsiCo's vision for the future of beverages, focusing on rapid growth and consumer engagement [3] - PepsiCo aims to modernize soda offerings, targeting Gen Z and millennial consumers through poppi's community-driven marketing approach [3][7] Financial Details - The total acquisition cost includes a performance-based earnout contingent on achieving specific performance metrics [1][2] - PepsiCo's revenue for 2024 was nearly $92 billion, indicating a strong financial position to support such acquisitions [5] Brand Overview - poppi is a prebiotic soda brand that combines prebiotics, fruit juice, and apple cider vinegar, offering a low-calorie beverage with no more than five grams of sugar per serving [3][7] - The brand has gained popularity through vibrant packaging and effective social media campaigns, fostering a loyal customer base [3][7]

Core Insights - Reed's, Inc. reported a 4.5% increase in net sales for Q1 2025, reaching $10.0 million compared to $9.6 million in Q1 2024, driven by higher volumes with national customers [6][10] - The company is focused on improving operational efficiency, having reduced short shipments from approximately 20% to roughly 2% in April 2025, and is now producing in line with demand [4][5] - The new CEO, Cyril Wallace, emphasizes a commitment to quality and operational excellence, aiming for sustainable growth across existing and new product lines [3][5] Financial Performance - Gross profit for Q1 2025 remained flat at $3.4 million, with a gross margin of 33.9%, down from 35.6% in the previous year, primarily due to increased costs of goods sold [7][10] - Delivery and handling costs increased to $1.6 million, representing 16.2% of net sales, compared to 15.7% in Q1 2024 [8][10] - Selling, general, and administrative expenses rose to $3.5 million from $2.6 million, reflecting investments in personnel and marketing [9][10] Loss and Cash Flow - The operating loss for Q1 2025 was $1.7 million, compared to a loss of $0.7 million in Q1 2024, with a modified EBITDA loss of $1.6 million versus a loss of $0.4 million in the prior year [9][11][30] - The company used approximately $5.4 million in cash from operating activities in Q1 2025, compared to $2.4 million in the same period of 2024 [12][30] - As of March 31, 2025, Reed's had approximately $4.9 million in cash and $9.6 million in total debt, down from $10.4 million in cash at the end of 2024 [12][30] Strategic Outlook - The management is in the early stages of refining a long-term strategic plan, focusing on building scale, improving margins, and returning to profitability [5] - The company is expanding its distribution of core products and launching new functional beverages, which are expected to contribute to meaningful results in 2025 [4][5]