北美市场好转与油价冲击并行华尔街对百事可乐(PEP.US)谨慎乐观

智通财经04-17

智通财经APP获悉，百事公司(PEP.US)周四公布的第一季度业绩超出预期。值得注意的是，首席执行官拉蒙·拉瓜尔塔表示，公司并未看到汽油价格上涨对消费者行为产生影响。数据显示，北美食品部门在降价策略推动下实现两年多来首次销量回升。在中东冲突带来成本挑战的背景下，随着百事降价策略配合成本优化引领北美业务进入加速复苏通道，华尔街分析师对其前景保持谨慎乐观。Evercore ISI分析师Robert ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2628127575?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-04-17 15:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2628127575","market":"sh","top_or_hot":-1,"title":"北美市场好转与油价冲击并行 华尔街对百事可乐(PEP.US)谨慎乐观","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，百事公司(PEP.US)周四公布的第一季度业绩超出预期。值得注意的是，首席执行官拉蒙·拉瓜尔塔表示，公司并未看到汽油价格上涨对消费者行为产生影响。数据显示，北美食品部门在降价策略推动下实现两年多来首次销量回升。在中东冲突带来成本挑战的背景下，随着百事降价策略配合成本优化引领北美业务进入加速复苏通道，华尔街分析师对其前景保持谨慎乐观。Evercore ISI分析师Robert ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1429887.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>北美市场好转与油价冲击并行 华尔街对百事可乐(PEP.US)谨慎乐观</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n北美市场好转与油价冲击并行 华尔街对百事可乐(PEP.US)谨慎乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-17 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1429887.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，百事公司(PEP.US)周四公布的第一季度业绩超出预期。值得注意的是，首席执行官拉蒙·拉瓜尔塔表示，公司并未看到汽油价格上涨对消费者行为产生影响。数据显示，北美食品部门在降价策略推动下实现两年多来首次销量回升。在中东冲突带来成本挑战的背景下，随着百事降价策略配合成本优化引领北美业务进入加速复苏通道，华尔街分析师对其前景保持谨慎乐观。Evercore ISI分析师Robert ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1429887.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4570","symbol_name":"地缘局势概念股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1429887.html","article_id":"2628127575","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2628127575","pubTimestamp":1776411090,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，百事公司周四公布的第一季度业绩超出预期。数据显示，北美食品部门在降价策略推动下实现两年多来首次销量回升。在中东冲突带来成本挑战的背景下，随着百事降价策略配合成本优化引领北美业务进入加速复苏通道，华尔街分析师对其前景保持谨慎乐观。Evercore ISI将百事公司的目标股价从 165 美元上调至 170 美元。北美食品业务复苏的直接催化剂是激进的降价策略。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4570":"地缘局势概念股","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","USL":"United States 12 Month Oil Fund LP","UGA":"United States Gasoline Fund LP","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4581":"高盛持仓","VDE":"Vanguard Energy ETF","IEO":"iShares Dow Jones U.S. Oil & Gas","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","DRIP":"Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares","PEP":"百事可乐","OILK":"ProShares K-1 Free Crude Oil ETF","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","USOI":"ETRACS Crude Oil Shares Covered Call ETN","BK4533":"AQR资本管理(全球第二大对冲基金)","FAZ":"三倍做空金融ETF-Direxion","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BNO":"美国布伦特原油基金有限合伙企业","BWET":"BREAKWAVE TANKER SHIPPING ETF","LU0234572021.USD":"高盛美国核心股票组合Acc","OILT":"Texas Oil Index ETF","IXC":"全球能源业ETF-iShares","PXJ":"Invesco Oil & Gas Services ETF","BK4566":"资本集团","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","OILU":"MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN","DBO":"原油ETF-PowerShares","ERX":"二倍做多能源ETF-Direxion","DRLL":"Strive U.S. Energy ETF","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","DBC":"商品指数ETF-PowerShares DB","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4177":"软饮料","DBE":"能源商品ETF-PowerShares","GUSH":"Direxion Daily S&P Oil &Gas Exp. & Prod. Bull 2X Shares","BK4550":"红杉资本持仓","BK4588":"碎股","DUG":"二倍做空石油与天然气ETF(ProShares)","DIG":"二倍做多美国油气指数","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","OIH":"石油服务ETF","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","USE":"USCF Energy Commodity Strategy Absolute Return Fund"},"translate_title":"North American Market Turnaround Parallel to Oil Price ShockWall Street Cautiously Optimistic on PepsiCo (PEP.US)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DBE":1.5,"DRLL":1.5,"VDE":1.5,"DIG":1.5,"DRIP":1.5,"IEO":1.5,"DBC":1.5,"FAZ":1.5,"DBO":1.5,"USL":1.5,"BWET":1.5,"ERX":1.5,"IXC":1.5,"GUSH":1.5,"OIH":1.5,"OILK":1.5,"OILU":1.5,"UGA":1.5,"USE":1.5,"PXJ":1.5,"USOI":1.5,"BNO":1.5,"OILT":1.5,"PEP":1.5,"DUG":1.5},"content_text":"智通财经APP获悉，百事公司(PEP.US)周四公布的第一季度业绩超出预期。值得注意的是，首席执行官拉蒙·拉瓜尔塔表示，公司并未看到汽油价格上涨对消费者行为产生影响。数据显示，北美食品部门在降价策略推动下实现两年多来首次销量回升。在中东冲突带来成本挑战的背景下，随着百事降价策略配合成本优化引领北美业务进入加速复苏通道，华尔街分析师对其前景保持谨慎乐观。Evercore ISI分析师Robert Ottenstein指出，百事公司的季度表现稳健，百事食品北美部门在第一季度实现了销量和净收入的增长，大多数知名大品牌都表现良好。Evercore ISI将百事公司的目标股价从 165 美元上调至 170 美元。富国银行分析师Chris Carey表示，百事可乐的财报可能“惊喜不多”，业绩基本符合预期，并维持业绩指引，这主要得益于近期的大宗商品套期保值操作。展望未来，Carey认为，市场讨论的焦点可能仍将集中在北美市场加速增长的路径以及利润率将为此付出怎样的代价。北美食品业务复苏的直接催化剂是激进的降价策略。今年2月，百事对旗下乐事薯片等主力产品实施最高15%的降价，以修复因前期大幅提价而受损的品牌忠诚度与货架空间。分析人士指出，德勤2026年3月的消费者调查佐证了消费者对高物价耐受度的提升——尽管汽油价格预期微升，但对食品杂货成本的焦虑已连续第四个月下降。这意味着消费者可能正逐步适应新价格常态，但若地缘政治冲突持续恶化，消费收缩的滞后效应或将考验拉瓜尔塔的预判。Seeking Alpha 分析师 Steven Fiorillo指出，百事可乐的支持者们终于迎来了他们期待已久的季度业绩——北美市场正在好转，有机增长率回升至 2.6%，营业利润率提升 210 个基点，这表明生产效率的提升和品牌重塑工作带来的收益现在确实体现在损益表上，而不是被投入成本所抵消。Fiorillo 还指出，百事可乐确认了其 2026 年的业绩指引，连续第54年提高股息，并且该公司以多年来最强劲的势头进入下半年。","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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","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/2628127575","isCrawlerRequest":true}

北美市场好转与油价冲击并行 华尔街对百事可乐(PEP.US)谨慎乐观

精彩评论

北美市场好转与油价冲击并行华尔街对百事可乐(PEP.US)谨慎乐观