03.百事可乐公司(PEP.US) 2024年第三季度业绩电话会：受消费者支出下降和地缘政治紧张局势影响，公司整体有机收入增长放缓至低个位数，但仍达到每股收益长期目标的高端。公司对食品和饮料业务持乐观态度，并计划通过多种策略实现长期增长。在食品业务方面，公司将重点放在薯片类别，通过推出多口味和多层次产品满足消费者需求，同时投资于许可投资组合，如 Sun Chips、Simply、Smart Foods 等，以应对消费者对健康和可持续食品的需求。此外，公司还将拓展多元文化产品和价值产品，并进入新渠道，以扩大市场份额。在饮料业务方面，公司将重点提高美国饮料业务的利润率，并继续优化 PBNA 的 DSD 系统，以提高效率。公司对佳得乐的转型进展感到满意，并看好 Propel 品牌的增长潜力。此外，公司对能量饮料品类的长期发展持乐观态度，并认为该品类将受益于消费者对能量的持续需求。

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