PepsiCo ki pareshaniyan badhi!
Are bhai, PepsiCo ko thoda tension ho raha hai! Unka profit outlook kam hua hai, thanks to US ke trade policies aur customers ki mood swings. Unke snacks aur drinks ki demand kam ho gayi hai, aur costs badh rahe hain. Yeh sab President Trump ki policies ki wajah se hai, jismein tariffs bhi shamil hain.
Kam ho gaya profit ka andaja!
PepsiCo ne apna 2025 ka earnings per share ka andaja pehle se kam kar diya hai. Ab unka kehna hai ki woh 2024 ke barabar hi rahega (constant currencies mein). Pehle unka kehna tha ki woh single-digit mein badhega. Organic revenue mein thoda sa badhottari ki unhe ummeed hai.
Tariffs ka asar!
US mein new tariffs ki wajah se ingredients ke prices badh gaye hain. Isse supply chain pe bhi asar pada hai. CEO Ramon Laguarta ne kaha ki global trade mein bahut uncertainty hai aur woh isse tackle karne ki koshish kar rahe hain.
Shares mein girvata!
New York mein PepsiCo ke shares mein 3% ki girvata dekhi gayi. Is saal ab tak 6.4% gir chuke hain. Health and Human Services Secretary Robert F. Kennedy Jr. ne petroleum-based synthetic food dyes ko khatm karne ka plan banaya hai, jiska asar PepsiCo ke products pe padega. Woh sugary drinks aur sweets pe bhi restrictions lagana chahte hain.
Sales mein kami!
PepsiCo ki pehli quarter ki sales mein 1.8% ki kami hui hai, woh bhi $17.9 billion tak. Organic sales mein thodi si badhottari hui hai, sirf 1.2%. Core earnings $1.48 per share rahe, jabki analysts ko $1.49 ki ummeed thi.
North America mein bhi pareshani!
North America mein, Frito-Lay snacks aur beverages ki sales mein kami hui hai. Company ab price points change karne ki soch rahi hai, taki customers ko attract kar sake. Laguarta ne kaha ki woh Frito-Lay products ke cost ko kam karne ki koshish kar rahe hain. Analyst Robert Moskow ka kehna hai ki PepsiCo jaldi hi promotional spending badhayega.
Government ka pressure!
Government low-income citizens ko soda aur candy kharidne ke liye food vouchers dene pe bandish lagane ki soch raha hai, jiska asar PepsiCo ki sales pe padega. RBC Capital ke data ke hisab se, PepsiCo ki US sales ka lagabhag 6% SNAP (Supplemental Nutrition Assistance Program) se aata hai.
