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Elliott, PepsiCo near settlement as activist pressure shapes strategy: report

Elliott Management is nearing a settlement with PepsiCo, aiming to boost share prices and revitalize its soda division. Elliott holds a $4 billion stake and suggests a strategic overhaul could increase PepsiCo's shares by 50%. Talks are constructive, but bottling network review remains unclear. PepsiCo is cutting costs, revamping brands, and appointing a new CFO amid slowing sales growth. Elliott's activism extends to other major companies, marking a pivotal moment for PepsiCo.

Invezz·
US
PEP
-0.78%
Invezz·
US
PEP
-0.78%

Is Cencora (COR) Quietly Rewriting Its Moat With an Aggressive Bet on Cryogenic Logistics?

Cencora is expanding its logistics capabilities with investments in cold chain and cryogenic storage, including new facilities in Texas and Italy, and acquiring NextPharma Logistics. This expansion aims to enhance its role in complex therapies logistics, potentially improving earnings quality. However, it also raises concerns about margin pressure and balance sheet impact. Cencora projects $385.4 billion revenue and $3.3 billion earnings by 2028, with a fair value estimate of $384.79 per share, indicating a 14% upside. Investors are advised to consider the risks and rewards of these strategic moves.

Simplywall·
US
COR
+0.69%
Simplywall·
US
COR
+0.69%

Is Colgate-Palmolive Fairly Priced After Recent 3% Share Price Drop?

After a recent 3% share price drop, Colgate-Palmolive (CL) is being examined for its valuation. While a Discounted Cash Flow analysis suggests the stock is undervalued by 36.8%, its Price to Earnings ratio indicates it might be somewhat overvalued compared to its fair ratio. The article encourages investors to use "Narratives" on Simply Wall St to connect their assumptions about the company's future to a financial forecast and fair value.

Yahoo Finance·
US
CL
-0.77%
Yahoo Finance·
US
CL
-0.77%

CVS Health Corp. Stock Outperforms Competitors On Strong Trading Day

CVS Health Corp. stock rose 2.33% to $76.75, outperforming competitors in a mixed market session. The S&P 500 increased by 0.11%, while the Dow Jones fell by 0.07%. CVS snapped a three-day losing streak and closed 9.86% short of its 52-week high. Trading volume was 8.5M, above the 50-day average of 7.3M. Competitors like Amazon and UnitedHealth saw declines, while Elevance Health rose slightly.

Dow Jones·
US
CVS
+2.33%
Dow Jones·
US
CVS
+2.33%

McKesson Corp. Stock Outperforms Competitors On Strong Trading Day

McKesson Corp.'s stock rose 1.09% to $814.18, outperforming some competitors in a mixed market session. This rise ended a five-day losing streak, with the stock closing 9.09% below its 52-week high. Trading volume was higher than the 50-day average. In comparison, Amazon and UnitedHealth Group saw declines, while CVS Health Corp. experienced a rise.

Dow Jones·
US
MCK
+1.09%
Dow Jones·
US
MCK
+1.09%
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