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PepsiCo Product Refresh And Wellness Push Signal Steadier Growth: Analyst - PepsiCo (NASDAQ:PEP)
Benzinga· 2025-10-10 18:10
PepsiCo, Inc. (NASDAQ:PEP) shares rose on Friday as investors focused on its product refreshes, wellness-focused innovations, and plans for steady, sequential growth across snacks and beverages.On Thursday, the food and beverage giant reported third-quarter adjusted earnings per share of $2.29, beating the analyst consensus estimate of $2.26.Quarterly sales of $23.937 billion (+2.6% year over year) outpaced the Street's expectation of $23.827 billion.Also Read: PepsiCo Posts Tepid Q3, Analyst Expects ‘Infle ...
PepsiCo Product Refresh And Wellness Push Signal Steadier Growth: Analyst
Benzinga· 2025-10-10 18:10
PepsiCo, Inc. (NASDAQ:PEP) shares rose on Friday as investors focused on its product refreshes, wellness-focused innovations, and plans for steady, sequential growth across snacks and beverages.On Thursday, the food and beverage giant reported third-quarter adjusted earnings per share of $2.29, beating the analyst consensus estimate of $2.26.Quarterly sales of $23.937 billion (+2.6% year over year) outpaced the Street's expectation of $23.827 billion.Also Read: PepsiCo Posts Tepid Q3, Analyst Expects ‘Infle ...
Pepsi CEO is bringing fiber to snacks while Doritos and Cheetos get a 'naked' makeover
Yahoo Finance· 2025-10-09 21:16
PepsiCo (PEP) wants to help America get its daily fiber. "Fiber will be a big trend," CEO Ramon Laguarta told Yahoo Finance. "Consumers in the United States have deficiency of fiber, and we're innovating in fiber." Laguarta said the company is doubling down on snack innovation, with plans to launch "naked" versions of its iconic Doritos and Cheetos — stripped of artificial colors and flavors — as part of a push to appeal to more health-conscious consumers and parents. Other chips in the portfolio that w ...
PepsiCo CEO talks earnings and Frito Lay snack reset, also Digital
Youtube· 2025-10-09 20:58
Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Wall Street back in the red so far today.Investors are focused on Washington with new remarks from Federal Reserve officials. Plus, the shutdown in DC persists. We're going to have much more on those stories.But right now, just an hour to go until the closing balance stocks are lower. We look at the Dow down about 300 points here. The S&P 500 down about 4/10en of a percent. NASDAQ down about 3/10en of a percent.Let's wel ...
PepsiCo CEO: We're aligned with Elliott on the idea that PepsiCo is undervalued
Youtube· 2025-10-09 15:14
Let's turn now to PepsiCo. Find out what's happening in the world economy and consumers. The company topped estimates thanks in large part to international sales growth.Though global volumes fell in the quarter. PepsiCo chairman and CEO Ramon Lagerta joins us now to discuss the quarter. It's good to have you back Ramon.Welcome. >> Hello. Hello Sarah.Good to see you. >> So it's good to see you. There there was some improvement that I wanted to mention in the beverage business and and certainly in internation ...
PepsiCo(PEP) - 2025 Q3 - Earnings Call Transcript
2025-10-09 13:17
Financial Data and Key Metrics Changes - The company reported a sequential improvement in business performance, particularly in beverages, which grew volume in the quarter, with larger brands like Pepsi showing positive growth in volume and net revenue [8][10] - The food business experienced a shift in promotional strategy, leading to better revenue realization but impacted volume growth, with expectations of flat performance in the food segment for the quarter [9][10] - The company anticipates margin improvement in 2026, driven by international growth and cost structure adjustments [23][24] Business Line Data and Key Metrics Changes - In the beverage segment, volume growth was noted, particularly in larger brands, while the food segment faced volume pressures due to promotional strategy changes [8][9] - The company is optimistic about the performance of its core brands, with significant interventions planned for Lay's, Tostitos, and Gatorade to drive future growth [16][18] - The permissible snacks category continues to perform well, contributing positively to the overall portfolio [56] Market Data and Key Metrics Changes - International markets showed mid to high single-digit performance in September, recovering from a weaker summer due to weather impacts [10][36] - The consumer landscape varies by region, with growth in India and Brazil, while consumers in China are more cautious [36][37] - The company is focusing on enhancing its presence in the Middle East and managing challenges in Mexico due to economic conditions [37] Company Strategy and Development Direction - The company is focused on reigniting top-line growth through innovation, brand relaunches, and enhancing customer engagement [14][16] - There is a strong emphasis on leveraging technology and operational efficiency to adapt to changing consumer demands and improve cost structures [68] - The company is open to exploring franchising options for its beverage operations to enhance agility and responsiveness to market demands [72] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about returning to long-term growth algorithms by 2026, emphasizing the importance of executing core business fundamentals [14][47] - The company acknowledges the need for affordability and value in its offerings, reflecting broader consumer trends [79] - Engagement with activist investors has been constructive, with alignment on the need for portfolio transformation and cost reduction [83] Other Important Information - The company is undergoing a leadership transition with a new CFO expected to drive future strategic initiatives [69] - There is a focus on innovation in protein and functional hydration products, with plans to enhance existing brands and introduce new offerings [18][61] Q&A Session Summary Question: Volume pressures in food and beverage businesses - Management noted that beverage volumes grew, while food volumes were impacted by promotional strategy changes, but they remain optimistic about future volume growth due to innovation [8][9][10] Question: Long-term revenue growth acceleration - Management sees a clear path to returning to long-term growth algorithms by 2026, focusing on brand relaunches and operational excellence [14][16] Question: Cost implications of innovations - The company is working on improving margins while investing in innovation, with expectations of margin expansion in 2026 [23][25] Question: Right-sizing fixed cost structure - Management is actively rationalizing manufacturing and warehouse operations to improve efficiency and reduce costs [28][29] Question: Health of consumers in international markets - The company is seeing varied consumer behavior globally, with strong growth in India and Brazil, while consumers in China are more cautious [36][37] Question: Engagement with activist investors - Management is aligned with activist investors on the need for value creation and is open to constructive dialogue on strategic initiatives [83]
PepsiCo(PEP) - 2025 Q3 - Earnings Call Transcript
2025-10-09 13:17
PepsiCo (NasdaqGS:PEP) Q3 2025 Earnings Call October 09, 2025 08:15 AM ET Company ParticipantsRamon Laguarta - Chairman and CEORavi Pamnani - SVP of Investor RelationsJamie Caulfield - EVP and CFOConference Call ParticipantsFilippo Falorni - AnalystMichael Lavery - AnalystChris Carey - AnalystDara Mohsenian - AnalystAndrea Teixeira - AnalystSteve Powers - AnalystPeter Grom - AnalystPeter Galbo - AnalystRobert Moskow - AnalystKaumil Gajrawala - AnalystBonnie Herzog - AnalystRobert Ottenstein - AnalystLauren ...
PepsiCo, fresh off a strong third quarter, says new products will soon boost customer demand
Yahoo Finance· 2025-10-09 10:16
PepsiCo expressed confidence Thursday that new products — including protein-infused Starbucks coffee, low-sugar Gatorade and Doritos with all-natural ingredients — will boost flagging consumer demand in the coming year. Rapidly changing consumer preferences have dogged the maker of Frito-Lay snacks and Pepsi beverages. PepsiCo said Thursday that its food business revenue fell 3% in North America in the third quarter. But PepsiCo Chairman and CEO Ramon Laguarta said Thursday that the company is moving qui ...
PepsiCo Sees Momentum Pre-Q3 Earnings: Is This the Right Time to Buy?
ZACKS· 2025-10-06 13:46
Key Takeaways PepsiCo is projected to post Q3 revenues of $23.9B, up y/y, and EPS of $2.27, down y/y.International and North America beverage gains, led by Pepsi Zero Sugar, are expected to drive results.Cost inflation and margin softness may offset growth, while strong brands and digital efforts aid resilience.PepsiCo, Inc. (PEP) is expected to register top-line growth and a bottom-line decline when it reports third-quarter 2025 numbers on Oct. 9, before the opening bell.The Zacks Consensus Estimate for th ...
PepsiCo May See Lower Q3 Gross Margins From Tariff Pressure, 'Stretched' Frito-Lay Pricing
Benzinga· 2025-09-26 17:58
Core Viewpoint - PepsiCo, Inc. is viewed as a "defensive" investment amid a U.S. economic slowdown, although its defensive nature is less pronounced compared to previous recessions due to high pricing pressures in the Frito-Lay segment [1] Financial Performance - The company is expected to report third-quarter 2025 financial results on October 9, 2025, with an estimated EPS of $2.26 [3] - The analyst has adjusted the organic sales outlook for the IB franchise to flat growth from a previous estimate of 3% year-over-year, resulting in a total company organic sales forecast reduction to 1.8% from 2% [4] Sales and Market Trends - PepsiCo Foods North America is experiencing sluggish sales as it compares against last summer's promotions, with NielsenIQ scanner data showing little change from previous quarters [5] - Frito-Lay is facing challenging comparisons due to July 4 promotions in summer 2024, leading to a "hollowing" of middle-tier price points, while premium and value brands are performing better [6] Analyst Insights - BofA Securities analyst Peter T. Galbo maintains a Neutral rating on PepsiCo with a price target of $150, indicating a balanced approach to growth, dividends, and share repurchases [2] - There is limited risk of further sales or EPS revisions as the quarter has largely unfolded as expected, although core business fundamentals have yet to show signs of reacceleration [4]