文章核心观点 - 公司长期以来一直重视向股东支付股息,已连续52年增加股息 [1] - 公司当前每季度支付1.355美元的股息,相当于每股年度派息5.42美元,股息收益率为3.1% [2] - 公司的派息率为76%,虽然与过去5年平均水平一致,但最近一季度净利润同比下降5.5%,可能会影响未来股息增长 [3] 公司概况 - 公司是标普500指数中的"股息王",连续增加股息52年 [1] - 公司主营饮料和休闲食品业务 [1] - 公司最近宣布以12亿美元收购墨西哥裔美国食品品牌Siete Foods,以推动增长 [3] 股票估值 - 公司股票当前交易价格为21.6倍预期收益,接近过去5年低点 [3] - 过去5年公司股票总回报率为47.7%,低于标普500指数113.4%的回报 [2]

文章核心观点 - 公司第三季度的收入、每股收益和净利润预计将同比有所增长 [1] - 投资者关注可口可乐在不同地区的产品价格和销量变化情况 [2] - 可口可乐的业绩表现可能受到与百事可乐类似的通胀压力的影响 [3] 产品组合 - 上一季度,可口可乐的整体碳酸饮料销量增长3%,其中商标可口可乐增长2%,可口可乐零糖增长6% [2] - 运动饮料销量增长3%,但水和咖啡销量分别下降1%和4% [2] 与百事可乐的对比 - 上周,百事可乐下调了全年有机销售增长预期,管理层表示通胀压力持续影响消费者预算和消费模式 [3] - 分析师认为,可口可乐在一些国际市场(如中国、墨西哥和中东)也可能面临类似的挑战 [3] - 分析师预计,可口可乐的有机销售增长将达到6.7%,其中北美增长4%,国际市场增长8.3% [3]

IRVINE, Calif., Oct. 17, 2024 (GLOBE NEWSWIRE) -- Habit Burger & Grill, the California-based restaurant company renowned for its award-winning Charburgers, signature sandwiches, and fresh salads, is excited to announce an exciting promotion in collaboration with PepsiCo. Starting October 18, customers can receive a free large PEPSI® with the purchase of its #1 ranked* Double Charburger. This limited-time offer celebrates the recent introduction of Pepsi-Cola® Beverages to Habit Burger & Grill's beverage lin ...

For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table. In this podcast, Motley Fool contributor Jason Hall and host Mary Long discuss: Recent earnings from PepsiCo. Various forms of "flation." WW International's foray into the GLP-1 market. Then, Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry. To catch full epis ...

Five previously submitted fan-favorite flavors return for a limited time to inspire new submissions PLANO, Texas, Oct. 16, 2024 /PRNewswire/ -- Southern Biscuits & Gravy, Cheesy Garlic Bread and Wasabi Ginger are some of the most beloved potato chip varieties in Lay's® long history of flavor innovation. But what many might not remember – or even know – is that these flavors wouldn't exist if it weren't for the fans. Lay's is challenging fans to do Lay's a flavor by submitting their best ideas for the chance ...

文章核心观点 - 可口可乐和百事可乐是直接竞争对手,但百事可乐在饮料行业中排名第二,而可口可乐排名第一 [1][2] - 百事可乐的优势在于其业务不仅局限于饮料,还包括休闲食品和包装食品,具有更广泛的多元化经营 [3] - 从投资角度来看,百事可乐相比可口可乐更具有吸引力,其股息收益率更高,估值也更合理 [4][5] 根据相关目录分别进行总结 可口可乐和百事可乐的差异 - 两家公司都在饮料领域竞争,但在某些细分市场如可乐、运动饮料等,可口可乐和百事可乐各有优势 [2] - 可口可乐主要经营饮料业务,而百事可乐还拥有休闲食品和包装食品业务,具有更广泛的多元化经营 [3] 收益和估值比较 - 从股息收益率来看,百事可乐的股息收益率为3.1%,高于可口可乐的2.8% [4] - 从估值指标来看,可口可乐的市销率、市盈率和市净率均高于过去5年的平均水平,而百事可乐的这些指标则低于或接近5年平均水平,表明其股价相对更便宜 [5]

文章核心观点 - 公司是标准普尔500指数中的"股息贵族"公司,连续增加股息至少50年,显示了公司的强大抗风险能力[1] - 公司最近公布了季度业绩,在超越市场预期EPS的同时,销售额却未达预期,但成本控制措施提升了盈利能力[2][3] - 公司估值水平相对合理,当前市盈率低于过去5年的中位数,PEG也在合理区间[4] 公司业绩 - 公司第三季度业绩保持韧性,尽管北美市场表现疲软,夸克食品北美业务受到一些影响,以及某些国际市场受地缓政治局势干扰[3] - 公司通过强有力的成本控制措施提升了盈利能力,同时也在提高市场竞争力进行了必要投入[3] - 公司在报告期内支付了72亿美元的股息,持续保持了股东友好的特点[3] 公司估值 - 公司当前市盈率为20.6倍,低于过去5年的23.6倍中位数[4] - 公司当前PEG为3.1倍,低于过去5年的4.9倍高点,处于合理区间[4]

文章核心观点 - PepsiCo公司在核心品类、多元化产品组合、数字化能力和灵活的销售渠道方面表现出良好的增长势头 [1] - PepsiCo旗下Gatorade品牌推出了基于Adobe Firefly的AI生成设计体验,为运动员提供个性化定制的瓶身设计选择 [2][3] - PepsiCo正在通过精简、同步和自动化流程来提高效率,并将节省的成本用于发展规模和核心能力 [4] 公司概况 - PepsiCo公司股价在过去三个月内上涨了7.7%,优于行业7.2%的增长 [5] - PepsiCo目前的股票评级为Zacks Rank 3(Hold) [5] 同行业公司表现 - The Chef's Warehouse (CHEF)是一家在美国经营特色食品分销业务的公司,目前评级为Zacks Rank 1(Strong Buy) [6] - Flowers Foods (FLO)是一家经营烘焙产品的公司,目前评级为Zacks Rank 2(Buy) [6] - Nomad Foods (NOMD)是一家冷冻食品制造商,目前评级为Zacks Rank 2(Buy) [6][7]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Have you looked into how PepsiCo (PEP) performed internationally during the quarter ending September 2024? Considering the widespread global presence of this food and beverage company, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth. In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For ...