$154.450
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YUM 資訊
YUM 事件
PepsiCo Renews 11-Year Partnership with Taco Bell
PepsiCo (PEP) announced it has renewed its partnership with Taco Bell (YUM) in the U.S. and several international markets. The agreement reflects the strength of the brands' long-standing relationship and creates new opportunities to support growth, accelerate food and beverage innovation and deliver distinctive consumer experiences. PepsiCo and Taco Bell have renewed their longstanding U.S. partnership for another 11 years. PepsiCo's beverage portfolio, including Pepsi, Pepsi Zero Sugar, Mountain Dew, Starry, as well as iconic exclusives Mountain Dew Baja Blast and Mountain Dew Baja Midnight, along with other consumer favorites, will continue to be featured across participating Taco Bell, Taco Bell Cantina and Live Mas Cafe locations nationwide, extending a partnership that has helped drive beverage and food innovation for decades. Additionally, PepsiCo will continue serving as Taco Bell's beverage partner in Canada, the United Kingdom, Ireland and Thailand
KFC Partners with Coca-Cola for New Beverage Deal
KFC U.S., a subsidiary of Yum! Brands (YUM), announced a new partnership with The Coca-Cola Company (KO), calling it "another step in the brand's ongoing effort to refresh its menu and beverage platform and create more reasons for customers to visit." Beginning in January 2027, KFC will transition its U.S. beverage partnership to The Coca-Cola Company, with Coca-Cola products expected to be served in all U.S. restaurants by spring 2027, the company stated. PepsiCo (PEP) has been the longtime supplier for KFC U.S. restaurants.
Major Averages Finish Near Flatline, Tech Stocks Weighed Down by Oracle
The major averages spent the morning in the red, but stocks pared losses later in the day and the S&P 500, Dow, and Nasdaq 100 finished not far from the flatline. Reports suggested that U.S. and Iranian negotiators were closer to agreeing on restoring tanker flows through the Strait of Hormuz, easing fuel prices and yields on shorter-dated maturities. A drop in Oracle shares weighed on the broader tech sector, balanced by renewed AI optimism following Meta's Muse product rollout event.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Metaannounced a series of new products, including Meta VR glasses, the Muse Charm device, and its first line of audio glassesQualcommrenewed its global patent license agreement with AppleStarbuckssaid it will close 250 coffeehouses later this weekDardenreported mostly in-line Q1 results and reiterated its FY27 earnings outlookPeople Incorporatedwithdrew its takeover bid for MGM Resorts, saying it "didn't feel the mix was coming together"2. WALL STREET CALLS:Alkamidouble downgraded to Underweight from Overweight at JPMorganJPMorgan upgraded CoreWeaveto Overweight on strong demandCiti downgraded Dropboxto Sell with too much AI success priced inDollar Generalupgraded to Buy at HSBC on recovery progressArgus cut Yum! Brandsto Hold on headwinds to profit target3. AROUND THE WEB:UBSis weighing a merger to relocate out of Switzerland, Semafor reportsGoldman Sachsearned more than $200M from AI hedge fund Situational Awareness, FT reportsAlibabais accelerating its data center expansion in Europe and the Middle East as part of its global infrastructure buildout, Bloomberg reportsHondais in advanced discussions to build a hybrid vehicle plant in the U.S. for $1.8B-$2.5B, Nikkei Asia saysAmazonwill spend $3B to grow its quick-commerce business in India by 2030, Reuters reports4. MOVERS:Everpuregained after backing its guidance for FY27 and providing its outlook for FY28Grailincreased after FDA advisors voted to recommend approval for its Galleri cancer testNebiuswas higher after BNP Paribas upgraded the stock to OutperformOraclefell after Bloomberg reported the company sent Blue Owl Capital, the developer of its data center being built in New Mexico, a notice citing force majeureAppLovinand Robloxwere lower after Metaannounced Horizon Create and Horizon Studio, two new AI-powered tools that allow users to create complete 2D and 3D mobile games5. EARNINGS/GUIDANCE:BlackBerryreported Q2 results and provided guidance for Q3 and FY27Trio-Techreported Q4 results, with EPS lower year-over-yearDucommunreaffirmed its outlook for FY26TransUnionbacked its outlook for Q3 and FY26H.B. Fullerreported Q3 results, with EPS beating consensusINDEXES:The Dow fell 161.61, or 0.31%, to 51,349.98, the Nasdaq gained 3.34, or 0.01%, to 26,939.37, and the S&P 500 declined 1.90, or 0.02%, to 7,704.13.
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