百事(PEP)

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Best Dividend Aristocrats For October 2025
Seeking Alpha· 2025-09-28 05:00
August turned out to be a pretty swell month for the Dividend Aristocrats, with the ProShares S&P 500 Dividend Aristocrats ETF ( NOBL ) finishing the month with a gain of 3.01%. Meanwhile, the SPDRI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with th ...
From PepsiCo to Taco Bell, dirty soda is taking over
CNBC· 2025-09-27 12:00
In this articlePEPUtah-based drink chain Swig coined "dirty soda" back in 2010. Fifteen years later, the trend is fueling innovation everywhere from PepsiCo to McDonald's, infusing the sluggish beverage category with new life."Dirty soda" drinks use pop as a base, followed by flavored syrups, cream or other ingredients. While Swig claims credit — and the trademark — for dirty soda, TikTok videos and the reality TV show "The Secret Lives of Mormon Wives" have helped the trend spread far and wide, outpacing e ...
What to Expect From PepsiCo's Next Quarterly Earnings Report
Yahoo Finance· 2025-09-27 03:09
With a market cap of $191.6 billion, PepsiCo, Inc. (PEP) is a global leader in the manufacture, marketing, distribution, and sale of convenient foods and beverages. With iconic brands such as Lay’s, Doritos, Gatorade, Pepsi-Cola, Quaker, and Tropicana, the company operates across seven business segments and serves customers worldwide through diverse distribution channels. The Purchase, New York-based company is expected to announce its fiscal Q3 2025 results before the market opens on Thursday, Oct. 9. Ah ...
PepsiCo May See Lower Q3 Gross Margins From Tariff Pressure, 'Stretched' Frito-Lay Pricing
Benzinga· 2025-09-26 17:58
PepsiCo, Inc. (NASDAQ: PEP) shares are trading slightly higher on Friday.The global leader in snacks and beverages remains a “defensive” play in a U.S. slowdown, though less so than in past recessions, given stretched Frito-Lay pricing.See how PEP stock is doing here.BofA Securities analyst Peter T. Galbo reiterated the Neutral rating on the stock, with a price forecast of $150.Galbo still sees the company positioned to deliver steady shareholder returns by balancing growth with dividends and share repurcha ...
PepsiCo May See Lower Q3 Gross Margins From Tariff Pressure, 'Stretched' Frito-Lay Pricing - PepsiCo (NASDAQ:PEP)
Benzinga· 2025-09-26 17:58
PepsiCo, Inc. (NASDAQ: PEP) shares are trading slightly higher on Friday.The global leader in snacks and beverages remains a “defensive” play in a U.S. slowdown, though less so than in past recessions, given stretched Frito-Lay pricing.See how PEP stock is doing here.BofA Securities analyst Peter T. Galbo reiterated the Neutral rating on the stock, with a price forecast of $150.Galbo still sees the company positioned to deliver steady shareholder returns by balancing growth with dividends and share repurcha ...
Best Dividend Kings: September 2025
Seeking Alpha· 2025-09-24 19:49
The Dividend Kings posted a very nice gain of 3.26% in August, outpacing the SPDR S&P 500 ETF Trust ( SPY ) by a cool 1.21%. September, however, is not faring as well; SPY is up 2.9% throughI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with the Seeki ...
装瓶商与可乐公司的关系是什么?为什么分分合合?| 声动早咖啡
声动活泼· 2025-09-24 09:04
九月初,美国的投资机构 Elliott Management 要求百事公司效仿可口可乐,出售可乐的装瓶业务。装瓶是可乐 生意中,相当重要的一环。以可口可乐为例,他们主要负责营销活动,然后把浓缩液卖给装瓶商,装瓶商需要 生产可乐、搭建销售和物流体系,把可乐送到超市的货架上。 从历史来看,可乐公司与装瓶商的关系几经分合。上世纪七十年代,百事将部分装瓶业务收归体系;到 2000 年 左右又重新分拆。在 08 年 金融危机之后,可口可乐与百事几乎同时收购各自的装瓶商,但此后可口可乐选 择「再次放手」,将北美装瓶业务拆分出去,而百事则继续自营。 金融时报曾形容两者关系如同摇滚乐队成员,时而合体、时而解散:当企业希望强控生产与配送,便收回装 瓶;当觉得利润率不高、资本占用过重,则交还给第三方。以激进投资著称的 Elliott Management 通过持股介 入公司治理,推动业绩改善以抬升股价;这一次,他们希望百事也走上可口可乐的道路。 那么,在可乐的发展过程中,装瓶商这个角色是怎么出现的呢? 本文整理自播客「声动早咖啡」 可口可乐诞生于 1886 年 的美国亚特兰大。根据《可口可乐帝国》的记载,早期经营者缺乏资金、车辆 ...
Jim Cramer on Pepsi: “You Own That Stock, Do Not Trade It”
Yahoo Finance· 2025-09-24 08:28
PepsiCo, Inc. (NASDAQ:PEP) is one of the stocks Jim Cramer offered insights on. A caller expressed concern over the stock purchased at $149, noting its continued decline despite a $4 billion investment from Elliott Management, and asked whether to hold, buy more, or exit the position. Cramer said: “Right here at 141, it is bottoming… You know it’s that 4% yield… That 4% yield brings people in because it’s a safe yield, and I think that management is getting energized to do some good things. You own that s ...
对冲基金Elliott Investment正推动百事(PEP.US)降本增效 施压效仿可口可乐(KO.US)模式拆分瓶装业务
智通财经· 2025-09-24 01:16
今年9月初,埃利奥特曾披露持有百事40亿美元股份,并发布一份75页的报告,详细提出提升百事盈利 能力的建议。对此,百事回应称,公司与股东保持积极沟通,将对埃利奥特的演示文件内容进行评估。 对冲基金埃利奥特投资管理公司(Elliott Investment Management)正推动百事公司(PEP.US)削减成本、剥 离低增长品牌,这一主张已获得其他部分投资者的支持。不过有消息显示,埃利奥特另一个核心诉求, 即要求百事效仿可口可乐(KO.US)拆分瓶装业务,目前获得的支持度较低。 此前,可口可乐已完成全球瓶装业务拆分,拆分后成立了可口可乐企业公司(Coca-Cola Enterprises)、可 口可乐欧洲太平洋合作伙伴公司(Coca-Cola Europacific Partners,CCEP)及可口可乐墨西哥瓶装公司 (Coca-Cola FEMSA,KOF)等独立瓶装实体。 在面向百事股东的演示文件中,埃利奥特表示,"回购瓶装业务"在过去某一阶段具有合理性,但如今已 到评估"更高效特许经营模式"的时机。该对冲基金警示称:"百事北美(PBNA)的一体化运营模式,在区 域层面已被可口可乐'特许经营化'的瓶 ...
Poppi soda’s $8.9 million settlement: Customers can claim payouts—but the deadline is this week. Here’s how to file
Yahoo Finance· 2025-09-23 19:00
The deadline to submit a claim in Poppi soda’s $8.9 million class-action lawsuit is quickly approaching. Most Read from Fast Company Qualifying customers have until this Friday, September 26, to file a claim in the class-action lawsuit against Poppi’s former owner, Vngr Beverage LLC. The suit alleges that the low-sugar, prebiotic soda was “improperly marketed” and labeled as “gut healthy,” a claim that is not scientifically backed, leading customers to purchase products they would not have otherwise. ...