PepsiCo Inc.

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  • Jan. 6, 2014, 11:08 AM
    • Consumers haven't backed away from energy drinks despite negative publicity, according to research from Mintel.
    • More than half of the respondents to polling from the research firm indicated they still see energy drinks as more effective than alternatives.
    • Women tend to worry more about the safety issues tied to energy drinks than men.
    • The energy drink industry has put in two consecutive years of 17% growth.
    • Related stocks: MNST, KO, PEP.
    | Jan. 6, 2014, 11:08 AM
  • Dec. 31, 2013, 8:48 AM
    • Vending machines will display calorie counts in 2014 in order to abide by new FDA regulations that will be in place. Close to 5M machines will get a significant upgrade in order to post the information.
    • The cost will be high for vending machine operators to implement the changes, but the government has a bigger consideration. By the FDA's reckoning if only 0.2% of obese adults reduce their calorie intake by a moderate amount, then the program will save $24M a year in annual health care costs.
    • Candy sellers are expected to only see a minor impact from the new vending machine regulations, while soda sellers could face a bigger challenge.
    • Related stocks: KO, PEP, DPS, MDLZ, HSY, FLO, NSRGY, NSRGF, GIS, MNST.
    | Dec. 31, 2013, 8:48 AM | 29 Comments
  • Dec. 30, 2013, 1:21 PM
    • Keep an eye on PepsiCo (PEP +0.2%) and Mondelez International (MDLZ +0.1%) next month, advises dealReporter.
    • Both companies have board nomination deadlines in January in front of annual board meetings. The development comes amid continued talk from Trian Fund Management that PepsiCo should spin off its snacks business to merge with Mondelez.
    • If a board battle breaks out, shares of both stocks could be active on renewed PEP-MDLZ merger talk.
    | Dec. 30, 2013, 1:21 PM | 2 Comments
  • Dec. 28, 2013, 4:26 PM
    • "Much of Coke's (KO) recent volume weakness can be traced to temporary factors that should abate next year," writes Jack Hough, who thinks shares of the world's largest beverage company could gain 20% next year.
    • The "key" for KO, says Hough, citing Janney analyst Jonathan Feeney, is the 700M people that will join the middle class over the next seven years. This could cause "soft-drink sales to double" over the next decade or so.
    • Hough goes on to cite a number of sell-siders including RBC's Nik Modi who notes KO's "share price implies just 2.3% compounded-yearly growth in earnings before interest and taxes through 2020, about four percentage points below the company's long-term pace," and Wells Fargo's Bonnie Herzog who says a spin-off of the company's bottling operations "would raise profit margins and unlock a higher valuation for the stock."
    • Apples to apples (perhaps): Barron's says KO trades at a 4% premium to Pepsi (PEP) — that premium has at times reached 20%.
    | Dec. 28, 2013, 4:26 PM | 33 Comments
  • Dec. 26, 2013, 1:36 PM
    • Grocery store sales data from the New York City area indicates consumers are buying more milk and water instead of soda and juices.
    • Sales of soda dropped 6.8% this year while the tail-off in juice was 6.1%. Even sports drinks took a hit, with the category showing a sales drop of 5%.
    • Mayor Michael Bloomberg has been one of the biggest advocates of limits on sugary drinks, but so far not many other cities have taken up the anti-soda fight with vigor.
    • Related stocks: PEP, KO, DPS, MNST.
    | Dec. 26, 2013, 1:36 PM | 14 Comments
  • Dec. 26, 2013, 7:27 AM
    • Orange juice futures are expected to rise after a widespread bug disease in Florida is causing fruit to drop early.
    • Analysts think Florida's crop could be the smallest since 1990 which could push orange juice prices up considerably.
    • The price swing could be mitigated to a degree by slowing demand in the U.S. for orange juice.
    • Related stocks: Coca-Cola (KO), PepsiCo (PEP).
    | Dec. 26, 2013, 7:27 AM | 3 Comments
  • Dec. 20, 2013, 9:36 AM
    • PepsiCo's (PEP +0.2%) new top exec in India hit the ground running with an emphatic letter to employees urging "relentless execution" as the company looks to re-invigorate itself in India.
    • The recent stumbles in India for PepsiCo include a failed sports sponsorship and the abrupt departure of its former local CEO.
    • In his letter, D Shivakumar said that 2014 is a "must-win" year the PepsiCo.
    | Dec. 20, 2013, 9:36 AM
  • Dec. 12, 2013, 9:06 AM
    • PepsiCo's (PEP) deal with Buffalo Wild Wings looks like a win for the company, according to analysts.
    • The company not only lands in 950 sports bars across the U.S. and Canada, but it gives other restaurant chains something to think about if Buffalo Wild Wings takes advantage of the Doritos brand like Taco Bell did.
    | Dec. 12, 2013, 9:06 AM | 5 Comments
  • Dec. 12, 2013, 7:32 AM
    • Buffalo Wild Wings (BWLD) picks PepsiCo (PEP) to replace Coca-Cola as its beverage supplier.
    • Partnering with PepsiCo gives Buffalo Wild Wings a wide variety of snack options, including the temptation to create chip-flavored chicken wing sauces.
    • A closer association to professional sports leagues also makes PepsiCo a natural fit for the restaurant operator.
    | Dec. 12, 2013, 7:32 AM | 2 Comments
  • Dec. 10, 2013, 1:31 PM
    • Wheat prices could fall as world reserves are forecast to exceed previous expectations.
    • Global inventories before the start of the 2014 harvests in the Northern Hemisphere will be 2.4% higher than a year ago.
    • Wheat futures for delivery next spring touched their lowest level since June 2012 earlier today.
    • Related stocks: General Mills (GIS), PepsiCo (PEP), Campbell Soup (CPB), Post Holdings (POST), ConAgra (CAG), Ralcorp (RAH), Flower Foods (FLO),  and J.M. Smucker (SJM) could see a minor impact from sustained lower wheat prices. The pricing of the commodity also spills over to affect the costs for companies farther removed from the food industry - including Buffalo Wild Wings (BWLD) and Anheuser-Busch InBev (BUD).
    • Related ETF: WEAT
    | Dec. 10, 2013, 1:31 PM
  • Dec. 10, 2013, 11:34 AM
    • PepsiCo (PEP -0.4%) names D Shivakumar as its top exec in India after the position stood unfulfilled since June.
    • Shivakumar had a long run at Nokia and his appointment has been well-received by analysts.
    • The company has previously announced plans to double capacity in India as it looks to bring more of its well-known brands to the region.
    | Dec. 10, 2013, 11:34 AM
  • Dec. 9, 2013, 8:37 AM
    • Chobani plans to air advertisements during the Super Bowl in a major push by the private Greek yogurt firm.
    • The yogurt market has heated up with major food companies such as General Mills (GIS), Danone (DANOY), and Muller-PepsiCo (PEP) all investing significantly in new products and marketing.
    • What to watch: Chobani has an early edge in Greek with its strong brand reputation helping it command premium prices, but sees even more growth opportunities with low-calorie products.
    | Dec. 9, 2013, 8:37 AM
  • Nov. 21, 2013, 4:54 PM
    • PepsiCo Inc. (PEP) declares $0.5675/share quarterly dividend, in line with previous.
    • Forward yield 2.65%
    • Payable Jan 2; for shareholders of record Dec. 6; ex-div Dec. 4.
    | Nov. 21, 2013, 4:54 PM | 1 Comment
  • Nov. 19, 2013, 9:33 AM
    • A soft quarter from Campbell Soup (CPB -5.5%) is having a ripple effect across the sector.
    • The company's comments on the impact of pricing in the sector is creating a scare.
    • Decliners: Kellogg (K-0.8%, Post Holdings (POST-0.7%, PepsiCo (PEP-0.5%, General Mills (GIS-0.7%.
    | Nov. 19, 2013, 9:33 AM | 1 Comment
  • Nov. 12, 2013, 3:49 PM
    • The elevation of gluten as a dietary no-no continues to affect packaged food companies which have to convert products into gluten-free varieties at additional costs.
    • Though less than 1% of Americans require a gluten-free diet due to medical reasons, almost a third of consumers make the choice to avoid the wheat additive.
    • Related stocks: GIS, K, PEP, CPB, POST, CAG, FLO.
    | Nov. 12, 2013, 3:49 PM | 2 Comments
  • Nov. 12, 2013, 10:05 AM
    • PepsiCo (PEP -0.2%) CEO Indra Nooyi says her company is the youthful energetic brand in India, while Coca-Cola (KO -0.5%) is the alternative for older people.
    • The exec thinks PepsiCo's organic approach in India will continue to pay off as the younger generation drive sales for key categories.
    | Nov. 12, 2013, 10:05 AM
Company Description
PepsiCo Inc is a food, snack and beverage company. It manufactures, markets, distributes and sells convenient and enjoyable beverages, foods and snacks, serving customers and consumers in more than 200 countries and territories.