降价见效！百事可乐(PEP.US)Q1业绩超预期连续54年股息增长

智通财经04-16

智通财经APP获悉，百事可乐(PEP.US)第一季度营收和盈利均超出预期，旗下乐事、多力多滋等咸味零食在降价策略推动下销量有所回升。百事可乐周四公布的财报显示，第一季度营收同比增长8.5%，至194.4亿美元，超出市场预期;剔除汇率波动、并购等因素的有机销售额同比增长2.6%，高于市场普遍预期的2.4%。核心每股收益为1.61美元，也超出市场预期。公司重申2026财年业绩指引不变，同时维持既定的...

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PepsiCo (PEP.US) Q1 Results Beat Estimates with 54 Years of Dividend Growth","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VIG":1.5,"PEP":1.5},"content_text":"智通财经APP获悉，百事可乐(PEP.US)第一季度营收和盈利均超出预期，旗下乐事、多力多滋等咸味零食在降价策略推动下销量有所回升。百事可乐周四公布的财报显示，第一季度营收同比增长8.5%，至194.4亿美元，超出市场预期;剔除汇率波动、并购等因素的有机销售额同比增长2.6%，高于市场普遍预期的2.4%。核心每股收益为1.61美元，也超出市场预期。公司重申2026财年业绩指引不变，同时维持既定的股东现金回报计划。其中包括此前宣布的，自2026年6月起将年化每股股息上调4%，这也将是百事连续第54年实现年度股息上调。降价策略见效，咸味零食销量回升业绩增长得益于首席执行官Ramon Laguarta的零食降价举措。此前菲多利休闲食品部门因涨价陷入低迷，公司随后将旗下主要品牌的产品价格下调了高达15%。该部门的有机销售额在最近一个季度有所回升，表明降价措施已开始见效。此外，面对消费者向健康化、轻加工饮食转型的趋势，百事还推出高纤维、高蛋白新品组合，优化产品结构应对需求变化。分区域看，北美食品业务营收增长2%，饮料业务营收增长9%。北美食品部门第一季度销量有所增长，但该地区的饮料业务销量却出现下滑。相比之下，国际市场业务表现亮眼，欧非中东部门营收增长18%，拉美食品业务营收增长16%，亚太食品业务营收增长11%。佳得乐品牌全面改革，加码健康化布局百事公司周四还宣布对佳得乐品牌进行全面改革，以期赢得更多注重健康的消费者的青睐。举措包括：推出更低糖、更优补水效果的产品线，并计划移除粉状与即饮产品中的人工色素;新款长效补水产品 Gatorlyte Longer Lasting 预计明年上市，主打更高电解质含量，瞄准运动与户外场景。重申全年业绩指引，持续提升股东回报展望未来，百事公司重申2026 财年业绩指引：预计有机营收增长2%–4%，核心固定汇率每股收益将增长4%–6%。全年计划向股东返还约89亿美元现金，其中股息79亿美元、股票回购10亿美元;并将于2026年6月起将年度股息上调4%，实现连续54年股息增长。外部环境方面，百事可乐警告称宏观经济环境日益动荡。不过，百事首席财务官Steve Schmitt在声明中表示：“我们认为，公司的业务能够减轻某些可能持续存在的成本压力带来的影响。”该公司的商品套期保值计划预计“能提供一定的短期保护和明确性。”据悉，激进投资者Elliott Investment Management去年购入了百事公司价值约40亿美元的股份，并敦促该公司削减成本以及降低产品价格。百事公司于去年12月宣布将缩减其在美国的产品线并降低价格。截至发稿，百事可乐盘前涨0.75%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2627133218","isCrawlerRequest":true}

降价见效！百事可乐(PEP.US)Q1业绩超预期 连续54年股息增长

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降价见效！百事可乐(PEP.US)Q1业绩超预期连续54年股息增长