PepsiCo

Publicis shares rose 3.7% to EUR 103.05, approaching their 52-week high after PepsiCo awarded its global media account worth USD 1.7 billion to Publicis and ended a 25-year relationship with Omnicom. Bank of America estimates the mandate could boost Publicis’s organic revenue growth by 50–100 basis points. Publicis reported an operating record margin of 17.5% for H1 2026, raised its full-year organic growth forecast and increased its free cash flow target to around EUR 2.2 billion. The majority of analysts rate the stock a buy, with average price targets between EUR 107 and EUR 110. » Altro su de.investing.com

PepsiCo has informed employees that, starting in October, prescription medications for weight loss will no longer be reimbursed through the company health plan. The company cites sharply rising costs of these therapies and the need to maintain a sustainable, affordable health program for all employees. Affected workers can still pay for the drugs privately; PepsiCo is following a trend among other employers limiting benefits due to long-term costs. » Altro su de.investing.com

Demand for PepsiCo snacks and refreshments is weakening in North America as the use of GLP‑1 weight-loss drugs leads households to consume fewer sweet and salty products. Despite price cuts, volumes remained stable and revenue in the North American grocery business fell by 2% in the second quarter of 2026. International growth and a broad brand portfolio mitigate the impact, while PepsiCo is investing in higher‑protein and reduced‑sugar products. The dividend track record remains intact and the dividend yield is currently around 4.1%. » Altro su deraktionaer.de