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All You Need to Know About PepsiCo (PEP) Rating Upgrade to Buy
ZACKS· 2025-09-11 01:01
PepsiCo (PEP) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of ...
Celsius (NasdaqCM:CELH) FY Conference Transcript
2025-09-11 00:32
Celsius (NasdaqCM:CELH) FY Conference September 10, 2025 11:30 AM ET Company ParticipantsToby David - Chief - StaffConference Call ParticipantsMichael Lavery - MD & Senior Research AnalystMichael LaveryAll right. Thanks, everybody. Welcome back. It's our pleasure today to have Celsius with us. We've got Toby David, Chief of Staff. Could you maybe just start with you've had some news recently with the expanded deal with Pepsi? Maybe just explain a little bit about how it impacts your portfolio and where you' ...
PepsiCo Partnership Puts Celsius Holdings on Faster Growth Track
ZACKS· 2025-09-10 23:51
Key Takeaways Celsius becomes PepsiCo's U.S. energy lead, managing Celsius, Alani Nu and Rockstar Energy.PepsiCo lifts its Celsius stake to 11% while expanding Alani Nu through its distribution system.Celsius acquires Rockstar in the United States and Canada, boosting its presence across energy drink formats.Celsius Holdings, Inc. (CELH) has fortified its growth prospects through a strengthened partnership with PepsiCo (PEP) , positioning itself as a vital player in the energy drink market. Under the new ag ...
PepsiCo Is Still Priced Like It's 2009 (NASDAQ:PEP)
Seeking Alpha· 2025-09-10 21:31
With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I published my first and only research article on PepsiCo, Inc. (NASDAQ: PEP ) stock in early July with a "Buy" rating because I saw the stock's valuation drop backHe leads the investing group Beyond the Wall Investing with features that include: a f ...
PepsiCo Is Still Priced Like It's 2009
Seeking Alpha· 2025-09-10 21:31
With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I published my first and only research article on PepsiCo, Inc. (NASDAQ: PEP ) stock in early July with a "Buy" rating because I saw the stock's valuation drop backHe leads the investing group Beyond the Wall Investing with features that include: a f ...
This High-Yield Dividend Stock Is Getting a Makeover. Should You Buy Shares Here?
Yahoo Finance· 2025-09-10 07:30
PepsiCo (PEP) made headlines on Tuesday when activist investor Elliott Investment Management disclosed a $4 billion stake, pushing shares up. The action indicates that the legendary beverage, snack icon, and long-term dividend darling can get back on track after lagging its peers in 2025 and the overall market. Elliott's argument is simple: Pepsi is one of the "rare" bets on revitalization that could have 50% upside if the company executes on a more ambitious plan. This campaign arrives just as Pepsi figh ...
3 Undervalued Dividend Stocks to Buy This September
247Wallst· 2025-09-10 01:50
Who doesn't love passive income? As investors, we love dividend stocks, especially the ones that have high yields since they provide a steady source of income and improve the total return potential. ...
Elliott's ‘Friendly' Proposals for Pepsi May Not Yield Much, This Analyst Says
Barrons· 2025-09-10 00:02
Investors are skeptical about activist investor Elliott's proposals for Pepsi, says TD Cowen. ...
Orosur Mining Inc - High Grades Continue Pepas, El Cedro Prospectivity
Accessnewswire· 2025-09-09 14:00
Assays for six more holes from the Pepas MRE infill program include: PEP054 - 20.6m @ 2.01g/t Au PEP055 - 47.25m @ 15.25g/t Au PEP056 - 22.5m @ 1.64g/t Au PEP057 - 7.45m @ 3.05g/t Au and 17.1m @ 5.47g/t Au ÂÂ PEP058 - 34.85m @ 3.24g/t Au El Cedro soil program producing exceptional results. LONDON, UK / ACCESS Newswire / September 9, 2025 / Orosur Mining Inc. ("Orosur" or the "Company") (TSXV:OMI) (AIM:OMI), is pleased to announce an update on the progress of exploration activities at the Company's flagship, ...
PepsiCo Showcases Emerging Market Growth: Sustainable or Cyclical?
ZACKS· 2025-09-09 01:31
百事公司国际扩张战略 - 国际扩张成为增长核心战略 新兴市场如印度、拉美和中东地区在2025年第二季度实现双位数或中个位数增长 由零食和饮料消费增长驱动[1] - 通过全球规模实现产品本地化 同时投资无糖可乐、能量饮料和佳得乐等水合平台强化竞争地位[1] - 地域多元化使国际市场盈利能力显著提升 当前回报率已超越早期低于公司平均水平的阶段[1] 新兴市场增长可持续性 - 中国市场近期出现消费需求疲软迹象 凸显新兴市场经济放缓与波动风险[2] - 增长依赖通胀、关税和汇率波动等宏观因素 消费者购买力和信心变化可能快速影响需求[2] - 可持续增长需持续再投资和产品组合调整 通过扩展健康零食、蛋白饮料和功能饮品增强市场适应性[3] 竞争对手战略布局 - 可口可乐依托印度、非洲和东南亚等新兴市场驱动增长 通过深度分销网络和本地化创新保持竞争力[5] - 可口可乐聚焦小包装和功能饮品策略 迎合年轻健康消费群体需求[5] - Keurig Dr Pepper选择性扩张拉美和亚洲市场 通过软饮、风味水和单杯咖啡组合适应本地口味[6] - KDP采用本地分销商合作与针对性营销 通过实惠包装在价格敏感市场获取增量增长[6] 财务表现与估值 - 百事公司年内股价下跌约3.7% 同期行业增长3.1%[7] - 远期市盈率17.53倍 略高于行业平均的17.49倍[9] - 2025年共识盈利预期同比下降1.6% 2026年预期同比增长5.8%[10] - 最近30天内2025年和2026年EPS预期均获上修 当前年度预期为8.03美元 下年度为8.49美元[11] 运营数据趋势 - 当前季度(2025年9月)EPS预期2.26美元 与7天前和30天前持平 较60天前2.35美元下修[11] - 下一季度(2025年12月)预期2.15美元 较60天前2.02美元上修[11] - 2025全年预期从60天前7.86美元上修至8.03美元 2026年从8.28美元上修至8.49美元[11]