Key Takeaways PepsiCo faces FX and tariff pressures while aiming to keep core constant-currency EPS roughly flat.PepsiCo cites a 0.5-point FX drag and a three-point tariff headwind squeezing margins.PepsiCo is streamlining SKUs and boosting automation to offset rising costs and protect margins.PepsiCo, Inc. (PEP) enters the final stretch of 2025 facing two major external headwinds: currency volatility and rising tariff-related costs. Despite strong execution across international markets and improving trends ...

印度卢比汇率表现 - 印度卢比兑美元收盘于88 69 接近其历史低点88 7975 [1][7] - 尽管存在压力 但卢比价格波动因央行干预而表现平淡 [2][7] 印度央行干预行动 - 印度央行可能在外汇远期 货币期货和场外现货市场等多个领域进行了干预以支持卢比 [2][7] - 央行在离岸无本金交割远期市场的参与度有所增加 [5][7] - 央行干预策略被解读为允许卢比逐步走弱 选择性平滑波动而非捍卫固定水平 [5][7] 美元及外部压力因素 - 美元指数上涨0 3%至97 6 多数亚洲货币下跌 [6][7] - 与黄金进口相关的美元需求以及H-1B签证费上调的担忧给卢比带来额外压力 [6][7] 印度国内市场反应 - 印度基准股指BSE Sensex和Nifty 50均下跌约0 5% [7] - IT指数下跌0 7% 反映投资者对H-1B签证费变动影响的紧张情绪 [7] - 印度10年期基准国债收益率微升至6 486% [6][7]