Dr Pepper Snapple Group, Inc.NYSE
Yesterday, 5:30 PM
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Yesterday, 3:21 PM
- Bai Brands is on the radar of Dr Pepper Snapple (DPS +0.5%), according to Reuters.
- Sources indicate the companies are in talks over a deal.
- The Bai lineup of beverages includes the Bai, Bubbles, Cocofusions, Antiwater and Supertea categories.
- Dr Pepper Snapple acquired a minority stake in the company last year.
Tue, Oct. 18, 12:31 PM
- Beverage stocks are active after the latest data dump from Nielsen on sales trends.
- Wells Fargo notes that most beverage categories showed growth for the period ending October 8, including nearly a 5% gain for energy drink volume and sales.
- Coca-Cola's (KO +0.7%) carbonated soft drink sales were up +1.7%, while PepsiCo's (PEP +0.4%) CSDs fell off 0.8%. CSD sales were up 0.4% for Dr Pepper Snapple (DPS +0.5%).
- Gainers off the Nielsen numbers include Cott (COT +1.9%), Monster Beverage (MNST +2.6%), Primo Water (PRMW +1.9%) and National Beverage Corp. (FIZZ +1.2%).
- Source: Bloomberg
Fri, Oct. 7, 8:17 AM
- Susquehanna analyst Pablo Zuanic fires off some price target changes tied to an internal policy at the firm to move to a December 2017 time frame from December 2016.
- Boston Beer (NYSE:SAM): PT moves to $162 from $175 vs. yesterday's close of $155.47, rated at Neutral.
- Dr Pepper Snapple (NYSE:DPS): PT moves to $98 from $104 vs. yesterday's close of $88.04, rated at Neutral
- SodaStream (NASDAQ:SODA): PT moves to $30 from $20 vs. yesterday's close of $26.08, rated at Neutral.
- General Mills (NYSE:GIS): PT moves to $61 from $62 vs. yesterday's close of $62.42, rated at Neutral.
Tue, Oct. 4, 10:33 AM
- Dr Pepper Snapple (NYSE:DPS) is down sharply after Evercore ISI moves to a Hold rating from Buy.
- It's a rather sharp move with four bullish ratings (Credit Suisse, Credit Agricole, Sterne Agee, Stifel Nicolaus) still out on the beverage stock. SA contributor Horizon Investments also presented a positive outlook on Dr Pepper in a recent article.
- DPS is off 4.55% to $86.63 vs. a 52-week trading range of $80.44 to $98.80.
Fri, Sep. 16, 10:21 AM
- Credit Suisse names its favorite stocks in the beverage sector and cautions on others with a wave of initiations.
- The investment firm starts off coverage on Monster Beverage (MNST -0.4%), Dr. Pepper Snapple (DPS), and PepsiCo (PEP -0.4%) with Outperform ratings.
- Neutral ratings filter down on Coca-Cola (KO -0.6%) and Constellation Brands (STZ -1.4%).
- CS hangs an Underperform rating on Boston Beer (SAM -1.2%).
- Forward PE ratios on the group: Monster 30.8, Dr. Pepper 20.6, PepsiCo 20.5, Coca-Cola 21.1, Constellations Brands 23.4, Boston Beer 23.2.
Thu, Sep. 15, 5:01 AM
- The American Beverage Association is suing to block Philadelphia's soft drinks tax, marking the latest clash between the soda industry and public officials seeking to boost revenue and combat health risks.
- In June, Philly became the largest U.S. city to approve a volume-based tax of 1.5%-per-ounce on sugar sweetened beverages.
- Voters in San Francisco and at least three other places will vote in November on whether to impose similar levies.
- Related stocks: KO, PEP, DPS, MNST, FIZZ, SBUX, UL, PG
Mon, Aug. 29, 7:59 AM
- Soda tax proposals will be on the ballot in three cities in the San Francisco Bay area this November and likely in Boulder, Colorado as well.
- The soda manufacturing industry is spending heavily in San Francisco, Oakland, Albany, and Boulder in an effort to defeat the measures. Unlike some votes in the past in the U.S. that weren't approved, only a simple majority is needed at the November election.
- Related stocks: KO, PEP, DPS, MNST, FIZZ.
Thu, Aug. 11, 5:21 PM
Wed, Jul. 27, 8:42 AM
- Dr Pepper Snapple (NYSE:DPS) topped the estimate of analysts with its Q2 report.
- Volume was higher during the quarter, led by a 2% gain in non-carbonated beverages. Carbonated soft drinks volume was 1% higher. Volume in the U.S. and Canada was flat.
- Sales rose 4% for beverage concentrates and 3% for packaged beverages.
- The company expects full-year EPS of $4.27 to $4.35 vs. $4.35 consensus. Dr Pepper says it expects capital spending to stay at 3% of sales.
- Previously: Dr Pepper Snapple beats by $0.05, beats on revenue (July 27)
Wed, Jul. 27, 7:07 AM
Tue, Jul. 26, 5:30 PM
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Mon, Jun. 27, 5:24 PM
- Kroger (NYSE:KR) is suing Visa (NYSE:V) over debit card transactions, WSJ reports, following a suit by Wal-Mart last month over similar debit card issues.
- KR says Visa has levied fines against it and threatened to raise fees and cut off its acceptance of debit cards if it does not allow customers to verify purchases with a signature instead of a personal identification number.
- KR is one of a handful of U.S. food stocks that posted solid gains in today's trade after Brexit fears helped make the companies look like a safer haven; with less European exposure, companies such as Dr Pepper Snapple (NYSE:DPS) are seen as more attractive, according to Bernstein analyst Ali Dibadj.
Thu, Jun. 23, 2:48 AM
- San Francisco will have a second chance to vote on whether to tax sugar-sweetened beverages after city officials added the measure to a November ballot that could expand the hotly-debated levy deeper into the Bay Area.
- The penny-per-ounce tax proposal follows the city's legal victory last month against the soda industry, which tried to halt its effort to introduce warnings on advertisements for drinks with added sugar.
- Related stocks: KO, PEP, DPS, MNST, FIZZ, SBUX, UL, PG
Fri, Jun. 17, 3:07 PM
- Susquehanna issued a detailed report on IRI scanner data trends in the food and beverage industry.
- The investment firm noted that soda drink volume fell 2.8% Y/Y for the 12-week period ending on June 5. PepsiCo (NYSE:PEP) volume was down 5%, compared to 1.3% decline for Coca-Cola KO and 1.9% fall-off for Dr. Pepper Snapple (NYSE:DPS).
- K-cup revenue was up 8% for the 12 weeks as J.M. Smucker (NYSE:SJM). Starbucks (NASDAQ:SBUX), and Dunkin' Brands (NASDAQ:DNKN) all showed strong volume amid ongoing pricing pressure. K-cup sales decelerated for Kraft Heinz (NASDAQ:KHC) and could turn negative if pricing pressure sustains.
- In the yogurt category, scanner data over four weeks confirmed that General Mills (NYSE:GIS) is losing market share to Chobani and Danone (OTCQX:DANOY). Susquehanna tips that Chobani may be prepping for a sale.
- General Mills beat out Kellogg (NYSE:K) in the cereal category as its 12-week sales growth of +2.3% easily topped Kellogg's 2.2% decline.
- Pricing with beer is helping to make up for continued volume pressure. Across the sector, pricing was recorded as 2.5% higher for the 12 weeks of data.
- Beer volume: Anheuser-Busch InBev (NYSE:BUD) -1.8%, MillerCoors (OTCPK:SBMRY, TAP) -2.7%, Boston Beer (NYSE:SAM) -2.1%.
- Susquehann'a Pablo Zuniac put together the deep dive into the scanned data.
- Within the F&B sector, he has BUD, THS, WWAV, TAP, and KHC rated at Positive.
Thu, Jun. 16, 3:16 AM
- Philadelphia is set to become the first major American city with a soda tax despite a multimillion-dollar campaign by the beverage industry to block it.
- The City Council is expected to give final approval today to a 1.5 cent-per-ounce tax on diet and regular soda, iced tea, energy drinks, juice drinks with less than 50% juice, and other sugary beverages.
- That would add $1.01 to the cost of a 2-liter soda, $0.21 to a 13.7-ounce Starbucks Frappuccino bottle and $2.16 to a 12-pack of soda.
- Related stocks: KO, PEP, DPS, MNST, FIZZ, SBUX, UL