Pepsico (PEP) is cautious for the next 12 months because it handles headwinds in the form of tariffs and intense competition.
“We have no immunity (tariffs) -we are not more influenced by most companies,” said Pepsico’s chairman and CEO Ramon Raguarta on Tuesday morning.
On the weekend, Trump began to enact tariffs in Mexico, Canada and China. The tariffs in Mexico and Canada were temporarily delayed on Monday due to short -term compromise.
Read more: Latest news and update that Trump tariffs will be enabled
Pepsico announced a calm growth outlook in 2025, following the better revenue than expected, and the stock was reduced by 2.5 % in front of the market.
“Obviously, we bring a lot of aluminum from Canada. We have auto wheat from Canada, but most of our food -potatoes, corn -most of the inputs are localized. But we So we need some flexibility to deal with this.
Pure sales height: Estimated $ 27.8 billion and $ 28.05 billion that has not been changed annually
Frito -lay North America Sales: -2.7 % $ 7.3 billion, $ 7.3 billion
Quaker Foods North America Sales: -2.1 %$ 874 million and $ 901.5 million
North American drinks: $ 7.9 billion and estimated from $ 7.9 billion to $ 7.9 billion
European sales: +$ 4.5 billion from 7.1 % to $ 4.46 billion from the previous year
Latin America Sales: Estimated $ 3.86 billion from -5.1 % to $ 3.86 billion from the previous year
Africa/Middle East Sales: +Estimated $ 1.96 billion from 3 % to $ 2 billion from the previous year
Asia -Pacific Sales: +$ 1.52 billion from 2 % to $ 1.5 billion from 2 % from the previous year
Organic sales growth: +2.1 % to 2.27 % from the previous year
Core EPS: +10.1 % $ 1.96 to $ 1.94
Organic revenue guidance: Estimated value and estimated value increase by 3.2 %
Core EPS Guidance: The percentage of the middle girder of the single digit increases compared to the previous year, estimated +4.5 %
The company’s 2025 sales and EPS guidance were relatively lined up in consensus estimates. The street may be determined by how the fourth quarter was deployed, and may have some concerns about achieving these goals.
Pepsico was two most important segments, a four -quarter of the flitley North American and North American drinks.
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