Mon, May 2, 10:02 AM
- Monster Beverage (MNST +2.6%) is higher after UBS raises its price target on the beverage stock to $170 after digesting the company's Q1 report.
- National Beverage (FIZZ +2.4%), Dr Pepper Snapple (DPS +1.3%), and PepsiCo (PEP +0.7%) are also ahead of broad market averages. It's hard to say for sure, but Warren Buffett highlighting the inconsistency in taxing soda drinks and not all sugary foods could be drawing some notice with investors.
- Previously: Buffett takes show to CNBC (May 2)
Fri, Apr. 1, 11:32 AM
- Major food and beverage stocks Kellogg (K +0.5%), General Mills (GIS +1.8%), PepsiCo (PEP +0.6%), and Coca-Cola (KO +0.5%) all trade at or just off their all-time highs.
- Post Holdings (POST +1%) and Dr. Pepper Snapple (DPS +1.2%) are also within striking distance of their share price high marks after strong runs over the last year.
- The group of majors has outperformed some of the organic story stocks in the F&B sector as they have innovated into healthier products on their own. Many of the big names also offer generous dividend payouts.
- Now read Business Models, Great And Poor
Wed, Feb. 17, 9:12 AM
- Dr Pepper Snapple (NYSE:DPS) reports net sales rose 2% in Q4 driven by lower discounts and concentrate price increases taken earlier in the year.
- Segment sales: Beverage Concentrates: $318M (+1.3%), Packaged Beverages: $1.11B (+4%), Latin America Beverages: $118M (-7.8%).
- Segment sales volume: Beverage Concentrates: -2%, Packaged Beverages: +1%, Latin America Beverages: +6%.
- Core gross margin rate increased 140 bps to 60.7%.
- Core SG&A expense rate improved 40 bps to 37.8%.
- Core operating margin rate grew 240 bps to 21.7%.
- FY2016 Guidance: Net sales: ~+1%; Core EPS: $4.20 to $4.30; Core tax rate: ~35.5%; Capex: ~3% of net sales.
- DPS -2.66% premarket.
Thu, Feb. 11, 4:33 PM| Thu, Feb. 11, 4:33 PM
Mon, Jan. 25, 12:00 PM
- Tobacco stocks and soft drinks names are mild outperformers on the day.
- Despite soft consumer spending trends, some retail analysts think 2016 sales for beer, cigarettes, and soft drinks will pick up in the U.S. as gas prices remain at low levels.
- Gainers today on a down market day include Dr. Pepper Snapple (DPS +1%), PepsiCo (PEP +0.7%), Coca-Cola (KO +0.7%), Coca-Cola Bottling Company (COKE +2.6%), Coca-Cola Enterprises (CCE +1.1%), Reynolds American (RAI +1.7%), Altrai (MO +1%), Philip Morris (PM +0.5%), and Anheuser-Busch InBev (BUD +0.7%).
- Speculation that anti-soda and cigarette advocate Michael Bloomberg might run for president doesn't appear to be creating even a ripple of worry.
- Previously: Michael Bloomberg is seriously considering running for president (Jan. 23 2016)
Oct. 22, 2015, 10:15 AM
- Dr. Pepper Snapple (DPS +4.4%) trades higher after the company lifted full-year EPS guidance to $3.92-$3.98 vs. $3.85-$3.93 prior and $3.96 consensus.
- The company reported a steady 3% increase in volume during Q3 and
- The narrow focus of Dr. Pepper and a lower mix of global sales have helped the company's share price smash the returns of Coca-Cola and PepsiCo this year.
- Previously: Dr Pepper Snapple beats by $0.05, beats on revenue (Oct. 22 2015)
Jul. 23, 2015, 10:17 AM
- Dr. Pepper Snapple (DPS -2.3%) sales volume was up 1% in Q2.
- Unfavorable foreign currency translation cut into revenue by two percentage points.
- Productivity improvement measures helped the company improve segment operating profit by 6%.
- Carbonated soft drink volume was up 1% during the quarter.
- Pricing and mix trends were largely positive for the company.
- Guidance: The company sees EPS of $3.85-$3.93 vs. $3.92 consensus.
- Previously: Dr Pepper Snapple beats by $0.04, beats on revenue
Mar. 26, 2015, 10:49 AM
- Stifel Nicolaus sees a bright future for the North American soft drink industry.
- The investment firm calls a comprehensive beverage agreement between Coca-Cola (KO -0.3%) and refranchisees a positive development that can lift price/mix realization across the sector.
- Market caps on beverage names don't reflect the implied pricing benefit, reasons Stifel.
- Cott (COT +2.6%) and Dr. Pepper Snapple (DPS +2.5%) are the two beverage companies most closely tied to Coke's pricing action.
- Previously: Dr. Pepper Snapple catches Stifel upgrade
Mar. 24, 2015, 11:02 AM
- Beverage stocks break higher as some industry sales tracking is reported to be positive.
- The C-store channel has been vibrant for the sector recently.
- Strong gainers include Keurig Green Mountain (NASDAQ:GMCR) up 2.5% and Monster Beverage (NASDAQ:MNST) with a 2.3% increase.
- Small player Jones Soda (OTCQB:JSDA) is up 7% and Cott (NYSE:COT) continues its stellar 2015 run with a 2.2% rally.
- Even large soda sellers Pepsico (PEP +1.2%), Coca-Cola (KO +0.7%), and Dr. Pepper Snapple (DPS +0.7%) are ahead of broad market averages.
Aug. 15, 2014, 8:50 AM
- The debate on SodaStream (NASDAQ:SODA) is even livelier after Coca-Cola takes a 16.7% equity stake in Monster Beverage.
- Bulls see the development as increasing the odds of beverage giant such as PepsiCo or Starbucks aligning with SodaStream, while skeptics see the Coca-Cola factor as a market share destroyer for SodaStream.
- Sluggish demand in the U.S. is being addressed by SodaStream with a new marketing message in which health will be highlighted over conservation.
- The company's cash position is also in focus. Free cash flow has weakened considerably over the last year due to investments, notes SA contributor Amal Singh.
- The wildcard in the mix: It's been quiet at Dr. Pepper Snapple (NYSE:DPS) on the M&A front. Some consumer analysts are tipping DPS to be the sleeper pick to acquire SodaStream.
- SODA +3.7% premarket
Jun. 24, 2014, 8:28 AM
Apr. 23, 2014, 9:53 AM
- Shares of Dr. Pepper Snapple (DPS +4.4%) trade higher after the company tops earnings estimates with its Q1 report and reaffirms guidance at a level that is also ahead of the consensus mark of analysts.
- Volume growth was only up 1%, but the company was able to lower costs and realize some productivity gains in the quarter.
Apr. 8, 2014, 9:44 AM
Feb. 12, 2014, 10:11 AM
- Dr. Pepper Snapple (DPS +3.9%) trades higher after recording a healthy earnings beat in Q4.
- Sales volume fell off by 4%, but the company saw a favorable price/mix.
- SG&A expenses fell 5% to $527M for the period.
- 2014 guidance calls for EPS to fall in a range of $3.38-$3.46 vs. $3.26 consensus.
Oct. 2, 2013, 12:26 PM
- Coca-Cola (KO -1.7%) is about the worst performer in the Dow today following JPMorgan's cautious outlook. More detail:
- Analyst John Faucher calls declining volume in the North American carbonated soft drink category "the worst performance we have ever seen, with volumes continuing to decline despite a falloff in pricing growth."
- Also seeing estimate cuts is Dr Pepper Snapple (DPS -1.6%).
Jan. 28, 2013, 1:29 PM
SodaStream (SODA -3.5%) sees a little extra trading volatility after its initial Super Bowl is sent back to the company by CBS for being "too provocative" toward the bottle soda industry (KO, PEP, DPS, COT). Despite being forced to go with a back-up ad, the publicity from the rejection may end up helping the company and promote its David vs. Goliath image.| Jan. 28, 2013, 1:29 PM | 5 Comments