Seeking Alpha

PepsiCo (PEP +3.7%) issues a statement indicating it doesn't see a need to make any large...

PepsiCo (PEP +3.7%) issues a statement indicating it doesn't see a need to make any large acquisitions after a British newspaper suggested Nelson Peltz might push for a merger between the company and Mondelez International (MDLZ +4.8%). An underlying debate with PepsiCo still exists on if more value for shareholders exists by separating the snacks and beverage sides of the business into two separate companies.
Comments (4)
  • seems people can't just leave a success alone can they?
    22 Mar 2013, 12:43 PM Reply Like
  • I think splitting (PEP) would unlock value, but my friend who knows more about (PEP) than me said the combined business gives it a wider moat.
    22 Mar 2013, 06:12 PM Reply Like
  • Frankly, I hope Mondelez and Pepsi Co. merge into one company.
    22 Mar 2013, 11:12 PM Reply Like
  • Combining PEP and MDLZ would make lots of money for the M&A lawyers, accountants and the rest of the tribe. As far as benefits to the ordinary stock holders, employees and communities involved they don't really care.
    Both PEP and MDLZ will do fine on their own and make lots of money--but that's beside the point, isn't it?
    If a merger doesn't work out the deal makers can make lots more by taking it apart again.
    It's a lot of wheel spinning that doesn't add value.
    24 Mar 2013, 09:16 PM Reply Like
DJIA (DIA) S&P 500 (SPY)