PepsiCo Inc. (PEP) - NYSE
  • Jul. 9, 2014, 10:09 AM
    • PepsiCo (PEP +0.2%) CEO Indra Nooyi made an interesting comment on the evolving habits of the U.S consumer during a speech last week at the Aspen Institute (h/t Just-drinks.com).
    • The exec says soda drinkers are moving away from diet products to consume products with real sugar due to concerns over artificial sweeteners.
    • The company maintains its ahead of the curve with real sugar versions of Pepsi and Mountain Dew already on the market.
    | Jul. 9, 2014, 10:09 AM | 6 Comments
  • Jul. 8, 2014, 3:11 PM
    • The soda tax movement could meet its Waterloo in the San Francisco Bay area if tax initiatives in the cities of San Francisco and Berkeley fail to gain enough votes to pass.
    • Beverage industry analysts think a loss in the two cities in November would take the fizz out of the push for a per-ounce tax on soda.
    • The $0.02-per-ounce tax proposal in San Fran would take a two-thirds vote to pass.
    • Beverage giants Coca-Cola (KO), PepsiCo (PEP), and Dr. Pepper Snapple (DPS) haven't take the issue lightly, backing groups which lobby for their side.
    | Jul. 8, 2014, 3:11 PM | 16 Comments
  • Jun. 30, 2014, 1:04 PM
    • A measure of corn inventories came in higher than expected today sending corn futures to their sharpest drop in close to a year.
    • The USDA says inventories were 3.854B bushels on June 1 vs. 3.723B forecast and 2.766B a year ago.
    • High corn prices has been a concern in the food sector (GIS, K, POST, KO, PEP, PPC, TSN, CPB, SJM) where sellers have warned on their ability to pass on the higher costs on to consumers.
    • USDA crop report
    • Related EFTs: CORN, JJG, GRU
    | Jun. 30, 2014, 1:04 PM | 1 Comment
  • Jun. 24, 2014, 10:32 AM
    • PepsiCo (PEP +0.1%) will reformulate Sierra Mist and add stevia as a sweetener, according to Beverage Digest.
    • The new lower-calorie Sierra Mist product is slated to hit stores in the fall.
    • What to watch: The use of stevia is expected to one of the bigger health debates in the beverage industry over the next year.
    | Jun. 24, 2014, 10:32 AM | 8 Comments
  • Jun. 23, 2014, 8:36 AM
    • PepsiCo (PEP) plans to invest more money in Egypt through its joint partnership with Almarai.
    • International Dairy & Juice has a target spend of $349.5M over the next five years to promote growth in the region.
    | Jun. 23, 2014, 8:36 AM
  • Jun. 22, 2014, 11:24 AM
    • PepsiCo (PEP) and Saudi dairy farm Almarai will invest $345M over the next five years in an Egyptian joint venture. The two will initiate the investment through their subsidiary International Dairy & Juice, owned 52% by Almarai and 48% by PepsiCo.
    • The project includes a new juice factory, expanding existing facilities, increasing the fleet of vehicles and sales network, and creating a new dairy farm for 5,000 cows.
    • The investment looks to rival Coca-Cola (KO) who announced a $500M investment plan for the region in March.
    • Egypt is looking to attract $10B in foreign direct investment for the coming fiscal year beginning next month. FDI for the first three quarters of the current fiscal year was $4.4B.
    | Jun. 22, 2014, 11:24 AM | 6 Comments
  • Jun. 16, 2014, 6:52 AM
    • PepsiCo (PEP) opens a R&D site in Mexico aimed at food innovation.
    • The facility will have a pilot manufacturing plant where the company can test new products at a rapid pace.
    • The company has a long-term plan to invest in Mexico where its sees demand growing.
    | Jun. 16, 2014, 6:52 AM
  • Jun. 11, 2014, 11:58 AM
    • A switch by Vitaminwater (KO) to replace sugar with the artificial sweetener stevia has created an uproar on social media channels.
    • A search on Twitter or Facebook of the term stevia leads to a broad and spirited rant against the ingredient.
    • Execs at PepsiCo (PEP) are likely watching the reaction closely.
    | Jun. 11, 2014, 11:58 AM | 23 Comments
  • Jun. 6, 2014, 10:02 AM
    • Gatorade (PEP) scored a minor victory last night when Powerade (KO) endorser Lebron James suffered from severe cramps in the final minutes of game one of the NBA finals due to excessive heat and was unable to play.
    • The social media handlers at Gatorade made it crystal clear on Twitter that James wasn't a Gatorade client.
    • The big picture: Though the single-serve sports drink market continues to show a stronger growth rate than the overall beverage market,  new competition has left Gatorade and Powerade needing to defend market share aggressively.
    | Jun. 6, 2014, 10:02 AM | 15 Comments
  • May 28, 2014, 8:28 AM
    • Politicians in Illinois voted down a proposal to add a penny-per-pound tax on sugar-enhanced drinks.
    • The tax would have added $2.88 to the cost of a case of soda.
    • Under the radar: The soda industry has received some backing from the Teamsters union in the national debate on the issue of taxing soda consumption.
    • Related stocks: KO, PEP, MNST, DPS.
    | May 28, 2014, 8:28 AM | 13 Comments
  • May 22, 2014, 7:42 AM
    • The obesity rate in the U.S. has increased to 27.7% to mark the highest level since Gallup starting tracking height and weight in 2008.
    • The link between obesity and high healthcare costs has teed up the development as a political issue.
    • The group which takes the brunt of the criticism over obesity is the soft drink industry (KO, PEP, DPS, COT, MNST).
    | May 22, 2014, 7:42 AM | 24 Comments
  • May 20, 2014, 7:15 PM
    • The U.S. regulator approves advantame, the sixth sugar substitute to get the agency's blessing. It can used as a tabletop sweetener or as an ingredient in cooking by virtue of its stability at high temperatures.
    • The approval was based on the results of 37 animal and human studies submitted by the manufacturer.
    • Advantame is chemically similar to aspartame (Equal). People with the genetic disorder phenylketonuria have difficulty metabolizing phenylalanine, a component of both aspartame and advantame. Food containing aspartame must be labeled as such. The amount of advantame needed to achieve a similar level of sweetness as aspartame is much less so no special labeling will be required.
    • The last sweetener cleared by the FDA was neotame (Newtame) in 2002.
    • Just a few related tickers: (PG) (PEP) (KO) (GIS) (K)
    | May 20, 2014, 7:15 PM | 9 Comments
  • May 19, 2014, 10:31 AM
    • PepsiCo (PEP -1%) CEO Indra Nooyi tells CNBC it's a "mystery" as to why diet soda sales are down.
    • The exec also hinted that the company will enter the home beverage machine category. The development will be closely watched by SodaStream (SODA -1.1%) investors.
    • Nooyi also sees big upside with the launch of the Spire dispenser machine.
    | May 19, 2014, 10:31 AM | 13 Comments
  • May 19, 2014, 8:49 AM
    • PepsiCo (PEP) extends its sweet-taste collaboration agreement with Senomyx (SNMX) through August 2016. PepsiCo will maintain its exclusive worldwide rights to the Senomyx sweet flavor ingredients developed under the collaboration for use in non-alcoholic beverage categories. Senomyx will be entitled to continued research funding from PepsiCo, milestone payments based upon the achievement of predetermined goals and royalties.
    | May 19, 2014, 8:49 AM
  • May 16, 2014, 10:22 AM
    • PepsiCo (PEP +0.5%) has unveiled a new self-serve beverage dispensing machine called Spire which looks like a formidable challenger to Coca-Cola's Freestyle dispenser.
    • The Spire machine has a sleeker and more modern look than Freestyle and uses a bag-in-box system which could be a margin-booster. Similar to the Freestyle machine, consumers can mix their favorite Pepsi drinks through touchscreen instructions.
    • What to watch: Pepsi Spire will roll-out throughout this year and will challenge for placements at retail outlets and restaurant chains. Early reviews from industry watchers have been favorable.
    | May 16, 2014, 10:22 AM
  • May 15, 2014, 6:56 AM
    • PepsiCo (PEP) has a "huge corporate bureaucracy" which has taken down it down a path of underperformance, according to Trian Partners.
    • Trian is one of the more vocal shareholder groups backing a plan to see Pepsico's snacks and beverage businesses separate.
    • The hedge fund's latest rant was made at the SkyBridge Capital SALT 2014 investment conference.
    | May 15, 2014, 6:56 AM | 3 Comments
Company Description
PepsiCo, Inc. markets, sells and distributes a wide variety of convenient and enjoyable foods and beverages through its operations, authorized bottlers, contract manufacturers and other partners. The company operates in four business units, PepsiCo Americas Foods, PepsiCo Americas Beverages,... More
Industry: Processed & Packaged Goods
Country: United States