异动解读 | 百事可乐季报超预期 国际市场强劲 盘中大涨近7%

异动解读
Jul 17, 2025

百事可乐(PepsiCo)今日盘中大涨6.94%,主要受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改善。

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,有效抵消了北美业务的下滑。

展望未来,百事可乐重申2025财年有机收入将实现低个位数增长的预期。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%。这一改善的展望进一步提振了投资者信心,推动股价强劲上涨。

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