百事可乐(PEP)周四盘前大涨5.12%，引发市场关注。这一显著涨幅主要得益于公司发布的第二季度财报超出市场预期，以及对全年业绩展望的小幅上调。
根据公司公布的财报，截至6月14日的第二季度，百事可乐营收增长约1%至227.3亿美元，优于分析师预期的222.8亿美元。剔除特定减值费用后，每股收益达2.12美元，同样超出市场预测的2.03美元。尽管北美市场需求持续疲软，但公司国际业务表现亮眼，尤其是欧洲、中东和非洲地区有机收入增长7%，拉丁美洲食品业务也增长7%，有效抵消了北美业务的下滑。
展望未来，百事可乐重申2025财年业绩指引，预计有机收入将实现低个位数增长。由于美元走弱缓解了汇率逆风，公司将全年核心每股收益的预期降幅从此前的3%缩小至1.5%。不过，管理层也提醒投资者关注包括关税在内的供应链成本压力可能对下半年业绩造成的影响。面对健康饮食趋势和低价品牌的挑战，百事可乐正积极调整产品策略，包括推出更多低糖/无糖饮料，以及在校园食品中去除合成色素等举措。
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