Group 1 - PepsiCo's snack division, Frito-Lay, is struggling due to the impact of GLP-1 weight loss drugs, prompting concerns about the company's future performance [1] - CEO Ramon Laguarta may take significant actions to reduce the company's reliance on snacks, indicating potential strategic shifts [1] - Despite these challenges, PepsiCo's stock closed nearly five points higher, suggesting market optimism or a broader positive trend following a strong quarter from Colgate [1] Group 2 - The market is currently seeing declines in traditional safety stocks, with PepsiCo down over 8% for the year, although it has a 4% yield and is under pressure from an activist firm [3] - Comparatively, other companies like Conagra have experienced even steeper declines, with a nearly 33% drop, highlighting the challenging environment for food and beverage stocks [3]

Core Viewpoint - PepsiCo has ended a streak of profit declines by beating fourth-quarter earnings expectations and increasing its dividend by 4%, despite lowering its profit growth outlook [1] Earnings Results - PepsiCo's stock experienced a pullback in early trading following a lowered profit-growth outlook, even after reporting stronger-than-expected earnings [1] - The company reported strength in its international businesses, contributing to the earnings beat [1] - Revenue growth exceeded Wall Street projections due to increased pricing, although the volume of products sold declined compared to the previous year [1] - The decline in volume was attributed to weakness in convenient foods, which offset gains in the beverage segment [1]

观点网讯：2月3日，百事公司公布2024财年第四季度财报，期内利润和收入双双实现增长。 来源：观点地产网 财报显示，该财季公司归属净利润达15.23亿美元，较上年同期的13.02亿美元显著提升；净营收277.8亿 美元，虽同比略有下滑但盈利表现亮眼。2024财年全年净营收918.54亿美元，较上年小幅增长。首席执 行官Ramon Laguarta表示，公司北美和国际业务均有改善，2025年将专注于通过重塑品牌、优化成本等 方式刺激销售，加速增长，其中中国所在的国际业务将成为重要增长引擎。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

百事仍维持去年 12 月公布的年度核心每股收益增长 5% 至 7% 的目标。 受通胀影响，再加上去年美国政府停摆导致食品券福利发放延迟等问题，美国消费者纷纷缩减开支、精 打细算。与宝洁、可口可乐等其他消费类企业一样，百事也将经营重心转向低价入门款产品和小规格包 装。 来源：环球市场播报 百事公司周二公布四季度营收超市场预期，得益于其汽水产品在国际市场的强劲需求，以及低糖饮料在 美国市场的良好表现。 尽管百事正调整美国市场的产品组合以迎合消费者口味变化，但印度、巴西等国市场对本土化风味零食 和汽水的需求增长，仍推动了公司销售额上涨。 去年 12 月，百事宣布对北美供应链展开评估。此前数周，激进投资机构埃利奥特管理公司增持了百事 股份，并敦促这家食品业务表现不佳的企业进行重大改革。 百事国际饮料业务销量同比增长 3%，饮料板块整体销量同比增长 1%。 百事北美饮料业务正进行焕新升级，推出了益生元汽水及各类低糖、零糖饮料产品。 公司核心的北美食品业务销量持续下滑，四季度同比下降 1%，而此前三季度的销量降幅为 4%。 据伦敦证券交易所集团汇总的数据，截至 12 月 27 日的四季度，这家佳得乐生产商实现营收 293 ...

格隆汇2月3日｜得益于强劲的国际需求，零食和饮料巨头百事(PEP.US)公布第四季度利润好于预期，并 宣布一项100亿美元的股票回购计划。百事第四季度每股收益为2.26美元，略高于华尔街预期。在激进 投资者埃利奥特管理公司去年斥资40亿美元入股后，百事公司一直面临要求其重塑产品结构、并让核心 品牌更具价格竞争力的压力。公司已于去年12月与该投资者达成一致，承诺将美国市场的产品线削减 20%，并下调部分核心品牌的价格。 ...

PURCHASE, NY (AP) — PepsiCo is cutting prices on Lay's, Doritos, Cheetos and Tostitos chips this year to win back customers exasperated by years of price hikes. “For some consumers, low- and middle-income consumers, the biggest friction they have today in our category... is affordability,” PepsiCo Chairman and CEO Ramon Laguarta said Tuesday during a conference call with investors. “So we have been testing multiple ways to give them affordability.” PepsiCo has leaned on price increases as the cost of pa ...

Core Insights - PepsiCo reported higher profit and revenues in its fourth quarter, exceeding market estimates, and maintained its fiscal 2026 outlook with growth expectations [1][2] - The company announced a 4 percent increase in its annualized dividend to $5.92 per share and a share buyback program of up to $10 billion [3][4] Financial Performance - Net income attributable to PepsiCo rose to $2.54 billion from $1.52 billion year-over-year, with earnings per share increasing 68 percent to $1.85 from $1.11 [3] - Core earnings per share were $2.26, compared to $1.96 last year, surpassing analysts' expectations of $2.24 [4] - Net revenue for the quarter grew 5.6 percent to $29.34 billion from $27.78 billion, with organic revenue increasing by 2.1 percent [4] Future Outlook - For fiscal 2026, PepsiCo expects organic revenue growth between 2 and 4 percent and core constant currency earnings per share growth between 4 and 6 percent [2] - The company aims to enhance growth by restaging global brands, introducing product innovations, and improving productivity savings [2]

格隆汇2月3日｜百事公司第四季度净营收293.4亿美元，预估289.5亿美元；核心每股收益2.26美元，预 估2.23美元。 ...

Core Viewpoint - PepsiCo reported earnings that exceeded expectations and reaffirmed its guidance for 2026 [1] Financial Performance - PepsiCo shares have remained largely flat over the past 12 months, with a rise of 4% compared to nearly 17% for the S&P 500 [1] Future Plans - The company is planning price cuts as part of its strategy moving forward [1]

来源：滚动播报 百事公司公布第四季度财报后，盘前股价下跌1.3%。 ...