Seeking Alpha

Heard during PepsiCo's earnings call

Execs with PepsiCo (PEP +0.3%) say they expect the company to squeeze out close to 30 bps of margins gains a year on productivity improvements. When combined with estimates for mid-single digit top-line growth, EPS is forecast to move along briskly.

There is a "reasonable expectation" that buybacks will continue beyond 2014 at a similar pace.

Increased advertising at Frito-Lay North America should pay off as the brands entrench themselves.

CEO Indra Nooyi take on a question on CEO succession by noting that a talent model is in place to ensure any emergency contingency is covered, although she makes it clear her goal is to stay on for a while. "I am still in the chair," declares Noori.

Not even a hint that PepsiCo is the rumored buyer of shares of SodaSteam (SODA +1%).

Earnings call webcast

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Comments (3)
  • Skaterdude
    , contributor
    Comments (1275) | Send Message
    So this is also a list of "not heard" things? LOL. That list could get very long.
    17 Apr 2014, 09:54 AM Reply Like
  • Stone Fox Capital
    , contributor
    Comments (8006) | Send Message
    No doubt, wouldn't expect PEP to talk up SODA until the stake is done. Though I'm not totally convinced it is PEP, but its only there loss if it isn't.
    17 Apr 2014, 11:36 AM Reply Like
  • Breta_Sal
    , contributor
    Comments (6) | Send Message
    That's a surprise :D Didn't think Pepsico will do this good.. See the reasons for this unexpected News:
    17 Apr 2014, 03:14 PM Reply Like
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