Business
from24/7 Wall St.
6 hours agoIs the Pepsico Turnaround Story Finally Worth Buying?
PepsiCo faced volume declines but achieved revenue growth through pricing, while net income fell due to impairment charges.
Look, investors didn't get what they wanted to hear last night. I think that it was pretty straightforward that there were a lot of people buying stocks, betting that this was going to be the official wind-down. Not more bombing.
Pop Mart's reliance on 'The Monsters' IP has raised concerns, as it accounted for 40% of revenue in 2025 but dropped to 23% in 2024, indicating potential volatility.
Bernstein's analysis suggests that the recent selloff creates an attractive entry point for investors, emphasizing that TurboQuant should have 'zero impact' on hard disk drive demand and 'negligible impact' on NAND demand.
Consumer Loan Marketplace volume was primarily driven by new partner expansion with 307 partners and continued growth in volume from nascent products such as small-business lending loans and DSCR loans. From a DSCR perspective, we do have now about 25 or so partners that have been activated, with another 15 agreements out.
It was wise of Omnicom to report its fourth-quarter and full-year 2025 earnings after the market closed on Wednesday, since its stock gained in after-hours trading - unlike Publicis, which got walloped by traders after its quite positive financial results. However, its results were neither spectacularly good nor terribly bad, with 2025 revenue up 10%, thanks in part to including one month of revenue from Interpublic Group, which it finished absorbing at the end of November. Foreign exchange values also goosed the revenue by $125 million, bringing total revenue for the year to $17.3 billion.