文章核心观点 - Coca-Cola和PepsiCo是两家顶级食品股票,也是安全的长期投资选择 [2] - 两家公司在股息支付、增长前景等方面存在诸多相似之处,很难判断哪一家更适合作为股息投资标的 [2] 公司财务指标总结 - Coca-Cola和PepsiCo的股息收益率和派息率相当,分别为2.9%和3.1%,75%和77% [4] - 过去5年,PepsiCo的股息增长率为42%,高于Coca-Cola的21% [4] - Coca-Cola的利润率更高,有利于未来盈利增长 [7] - 两家公司的增长前景相当,没有明显优势 [8] - PepsiCo的估值略低于Coca-Cola,但差距不大 [9][10] 投资建议 - 综合来看,Coca-Cola更适合作为股息投资标的,其较高的利润率有利于未来业绩增长和股息提升 [11][12][13]

PepsiCo and Coca-Cola both had weak showings in the place they call home. It could be a bad sign for the future. The second-quarter results are in for Coca-Cola (KO 2.02%) and PepsiCo (PEP 1.76%), two of the most important consumer staples makers on the planet. These giant soda companies witnessed similar weakness in one very important market. Here's a look at what happened and why investors need to worry a bit. PepsiCo took a harder hit than Coca-Cola Both PepsiCo and Coca-Cola are U.S. companies. PepsiCo ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sellside) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about PepsiCo (PEP) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. PepsiCo currently has an average brokerage ...

Boys & Girls Clubs of Miami-Dade students attended Miami Dolphins' training camp, received donation of backpacks and school supplies from Gatorade as part of broader initiative to support local youth on the field and in the classroom MIAMI, Aug. 1, 2024 /PRNewswire/ -- Gatorade, the world's most superior sports drink, gave Boys & Girls Clubs of Miami-Dade youth members a jumpstart on the new school year with a fun-filled "Get Fit for School" event hosted alongside the Miami Dolphins. While the Miami Dolphin ...

The PepsiCo Inc. (PEP) stock has seen a sparse movement on the bourses since the release of its secondquarter 2024 results on Jul 11, 2024. Shares of the beverage and snacking big wig showed a meager rise of 5.3% since the last earnings release. This modest growth reflects the mixed sentiments among investors. Let us explore whether this is related to the company's Q2 performance, outlook, or some other specific factors. PepsiCo's second-quarter results were a mixed bag, as the company exceeded the Zacks Co ...

Nerthuz Introduction The current macro environment has caused issues for several high-quality businesses over the past two years or so. Moreover, the high interest rate environment has changed the way consumers spend their hard-earned money. Gone are the days of frivolously spending their cash on discretionary items like specialty coffee or expensive apparel. Now customers are seeking value, essentially more bang for their buck. So, as big businesses have implemented cost-cutting measures recently, so h ...

PURCHASE, N.Y., July 25, 2024 /PRNewswire/ -- The Board of Directors of PepsiCo, Inc. (NASDAQ: PEP) today declared a quarterly dividend of $1.355 per share of PepsiCo common stock, a 7 percent increase versus the comparable year-earlier period. Today's action is consistent with PepsiCo's previously announced increase in its annualized dividend to $5.42 per share from $5.06 per share, which began with the June 2024 payment. This dividend is payable on September 30, 2024 to shareholders of record at the close ...

文章核心观点 - 公司的零食业务占比越来越大 这对公司来说是正面的 因为公司在这个领域占据主导地位 毛利率也更高 [4] - 公司管理团队优秀 资本配置决策良好 但也存在一些需要审视的地方 [4] - 公司价格-销量关系很关键 如果品牌力无法支撑较高价格 价值主张就会崩塌 销量会受到影响 [4] - 公司正在努力提高功能性饮料如Gatorade的销量 这可能会对Celsius产生一定的影响 [6] - 公司正在调整部分产品的价格策略 以刺激销量增长 [10][12][13] 2024 Q2财报分析 - 公司全年销售和利润指引分别为+4%和+8% [6] - 国际业务增长较快 而Quaker业务受供应链问题影响 [6] - 公司正在加大对Gatorade等功能性饮料的投入 这可能会对Celsius产生一定的竞争压力 [6] - 公司零食业务仍是重点增长领域 计划保持4-5%的增速 略高于行业平均水平 [8] - 公司认为部分产品价格过高 需要进行调整以刺激销量增长 [10][11][12][13] 财务分析 - 公司利润增长明显快于销售增长 但自由现金流增长相对滞后 [18][19][20][21][22][23] - 公司资本支出和并购活动较多 平均再投资率达43% [19] - 公司股息支付占自由现金流比例较高 达75%以上 但股票回购较少 [15] - 公司净债务水平较高 约2.07倍EBITDA [26] 估值分析 - 预计未来5年公司销售和利润将保持8%左右的增长 [24] - 按20倍PE计算 公司当前股价合理 但如果能买到150美元左右的价位会更有吸引力 [24][25][26][27] - 公司历史总回报较好 但近10年表现略逊于大盘 20-25%的回撤是较大的下跌幅度 [29] 风险因素 - 短期内经济放缓可能会对公司业绩产生暂时性影响 但公司有能力调整产品组合 [30] - 价格调整可能会短期影响业绩 但有助于恢复销量和客户粘性 从长远来看更有利 [30] - 公司持续通过债务增加股息支付 以及存货周转率下降等问题需要关注 [30] 总结 - 公司作为一家稳健的消费品公司 适合于追求股息增长的投资者 但目前对于作者来说还不是最佳选择 [31]

Co-founding Partner ESPN, National Partner Gatorade and the Women's Sports Foundation (WSF®) honor 10 years of this powerful initiative by awarding a historic $500,000 to 50 community organizations supporting girls of color through sports.  WNBA legend Sue Bird honors the Foundation's 50th anniversary with a special donation in partnership with CarMax to the Sports 4 Life program. NEW YORK, July 24, 2024 /PRNewswire/ -- The Women's Sports Foundation (WSF) is celebrating the 10th anniversary of the Sports 4 ...

文章核心观点 公司致力于建立一个更有韧性和影响力的供应链,为此与相关组织建立合作伙伴关系 [1][2][3] 公司概况 - PepsiCo是一家全球性的饮料和方便食品公司,在200多个国家和地区拥有超过10亿消费者 [7] - 公司2023年净收入超过910亿美元,旗下拥有多个知名品牌 [7] - 公司提出"PepsiCo Positive (pep+)"战略,将可持续发展和人力资本置于价值创造和增长的中心 [8][9] 供应链建设 - 公司与Practical Farmers of Iowa合作,为代表性不足和新入行的农民提供机会,帮助他们建立农场业务 [2][4] - 公司与Farm Foundation合作,为大学生提供农业领域的职业发展支持,包括参加会议、导师指导、奖学金等,并提供为期两年的有薪实习机会 [2][5] - 这些合作旨在为农业行业带来新的视角、创新和活力,应对全球食品系统面临的挑战 [3] 可持续发展 - 公司的这些举措直接支持"PepsiCo Positive (pep+)"战略中的"Positive Agriculture"议程,旨在建立一个更有韧性和包容性的食品体系 [6] - 公司致力于从种子到货架的全供应链可持续发展,为此与各方建立战略合作伙伴关系 [2][3]