PepsiCo Inc.

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  • Nov. 19, 2015, 4:40 PM
    • PepsiCo (NYSE:PEP) declares $0.7025/share quarterly dividend, in line with previous.
    • Forward yield 2.78%
    • Payable Jan. 7; for shareholders of record Dec. 4; ex-div Dec. 2.
    | Nov. 19, 2015, 4:40 PM | 6 Comments
  • Nov. 19, 2015, 8:00 AM
    • PepsiCo (NYSE:PEP) advertising jumped into the plot of Fox show Empire last night when a key character is offered a Pepsi endorsement.The plot development will continue into future episodes.
    • Sources indicate the company paid $20M for an advertising arrangement that includes the Pepsi plot placement and traditional TV spots.
    • Advertisers are exploring new ways to integrate products into content due to the higher percentage of viewers that are skipping commercials. The Pepsi deal with Empire is a considerable jump up from the traditional automobile or beer placement arrangement.
    • Perhaps a little bit below the radar, Netflix (NASDAQ:NFLX) has already been accepting product placement deals for original content series, including ones for large advertisers such as Anheuser-Busch and Samsung.
    | Nov. 19, 2015, 8:00 AM | 7 Comments
  • Nov. 11, 2015, 1:43 PM
    • A flurry of details came out today on how Anheuser-Busch InBev and SABMiller plan to carve up the beer world with their mega-merger, although an important bottling question remains unanswered.
    • MegaBrew threatens to put some non-U.S. bottling operations of Coca-Cola (KO +0.9%) and PepsiCo (PEP +1%) through SAB under the same corporate umbrella. It isn't clear how that situation will be resolved or the implication on leverage for the two soft drink sellers.
    • Previously: AB InBev, SABMiller seal MegaBrew deal (Nov. 11)
    • Previously: The beer bets are coming in fast (Nov. 11)
    | Nov. 11, 2015, 1:43 PM
  • Oct. 16, 2015, 9:18 AM
    • PepsiCo (NYSE:PEP) plans to unveil the Pepsi P1 smartphone in Beijing next week. The product will retail at about $205 USD.
    • The company says the smartphone initiative with an unnamed licensing partner is a way to boost the Pepsi brand in China and could lead to more consumer product introductions.
    • Analysts think Pepsi may pull the same strategy in India with a branded smartphone and other consumer products aimed at the mass market.
    • Previously: Pepsi dives into the Chinese smartphone market (Oct. 13 2015)
    | Oct. 16, 2015, 9:18 AM | 5 Comments
  • Oct. 15, 2015, 3:17 AM
    • Coca-Cola (NYSE:KO) has ended talks to invest in Chobani after deciding it was not the best fit for its portfolio, sources told CNBC.
    • Coke had been competing against Pepsi (NYSE:PEP) for a minority stake in the Greek yogurt maker, in a deal that Chobani hoped could value it at as much $3B, including debt.
    • Previously: Coca-Cola, PepsiCo competing to invest in yogurt maker Chobani (Oct. 12 2015)
    | Oct. 15, 2015, 3:17 AM | 7 Comments
  • Oct. 13, 2015, 9:40 AM
    • PepsiCo (NYSE:PEP) and Coca-Cola (NYSE:KO) are on watch after the mega-merger between Anheuser-Busch InBev and SABMiller was announced earlier today.
    • Coca-Cola has certain rights that kick in if a loss of control takes place at SABMiller, while A-B's bottling agreement with PepsiCo runs through the end of 2017. It's not clear which company will end up partnering over the long-term with the combined beer behemoth. Most beverage industry analysts agree that the two will lose some leverage on future deals if the merger goes through as planned.
    • Previously: Coca-Cola and PepsiCo big players in Megabrew deal (Sep. 17 2015)
    • Previously: AB InBev, SABMiller reach MegaBrew agreement (Oct. 13 2015)
    | Oct. 13, 2015, 9:40 AM | 1 Comment
  • Oct. 13, 2015, 3:27 AM
    • The rumors are true: Pepsi (NYSE:PEP) is apparently making an Android phone called the Pepsi P1.
    • "Available in China only, this effort is similar to recent globally licensed Pepsi products which include apparel and accessories," a company spokeswoman confirmed.
    • The P1 will feature a 5.5-inch 1080p screen, 2GB of RAM, a 1.7GHz processor, a 3,000 mAh battery, and a 13-megapixel camera. The price point for the model will also be a key feature - only 1,299 yuan ($205).
    | Oct. 13, 2015, 3:27 AM | 9 Comments
  • Oct. 12, 2015, 6:17 PM
    • Coca-Cola (NYSE:KO) and PepsiCo (NYSE:PEP) are competing for an investment in Greek yogurt maker Chobani that could value it at $3B including debt, Reuters reports.
    • Chobani has been looking to sell a minority stake in its company to someone who could help it with distribution and production and was reportedly working with Goldman Sachs. It had run into liquidity issues last year before an investment from private-equity firm TPG.
    • The new sale considerations include warrants owned by TPG that account for 10%-20% of the yogurt maker's equity, the sources said.
    • For their parts, the beverage giants have been competing to find ways to push beyond their slow-growing base businesses of soft drinks into the "healthy lifestyle" segment, and Chobani makes popular yogurt product lines including mixable yogurts like its Flip line.
    | Oct. 12, 2015, 6:17 PM | 12 Comments
  • Oct. 6, 2015, 10:40 AM
    • PepsiCo (PEP +2%) CEO Indra Nooyi said during today's earnings call that the company will "step up" invention and innovation in what she called non-carb products.
    • Sidebar: Her proclamation could mean a lot or a little to SodaStream (NASDAQ:SODA) depending upon how her statement is dissected.
    • Another key point from the call was that PepsiCo was able to grow sales in North America (Frito-Lay and beverages) due to price increases. Part of the higher pricing is on new products such as the Mountain Dew Kickstart line.
    • PepsiCo earnings call webcast
    | Oct. 6, 2015, 10:40 AM | 5 Comments
  • Oct. 6, 2015, 6:56 AM
    • PepsiCo (NYSE:PEP) reports organic revenue rose 7.4% in Q3.
    • Foreign exchange translation negatively impacted revenue by 12%.
    • Revenue by segment: Frito-Lay North America: $3.56B (+1%); Quaker Foods North America: $583M (-0.5%); Latin America: $2.28B (-5%); North America Beverages: $5.36B (+4%); Europe Sub-Saharan Africa: $2.92B (-23%); AMEA: $1.63B (-7%).
    • Frito-Lay North America operating profit grew 6% to $1.09B.
    • North America beverages operating profit +14% to $860M.
    • Total core gross margin increased 120 bps to 54.8%.
    • Total core operating margin expanded 60 bps to 17.7%.
    • FY2015 Guidance: Organic revenue: mid-single-digit growth; Core tax rate: ~25%; Core EPS: +9%; Net capital expenditure: ~$3B; Cash flow from operating activities: over $10B; Free cash flow: more than $7B; Productivity savings: ~$1B.
    | Oct. 6, 2015, 6:56 AM | 10 Comments
  • Oct. 6, 2015, 6:35 AM
    • PepsiCo (NYSE:PEP): Q3 EPS of $1.35 beats by $0.09.
    • Revenue of $16.33B (-5.2% Y/Y) beats by $180M.
    | Oct. 6, 2015, 6:35 AM | 8 Comments
  • Oct. 5, 2015, 5:30 PM
  • Sep. 18, 2015, 1:39 PM
    • Rockstar outpaced energy drink rivals over a four-week period ending on September 5, according to Nielsen data.
    • The private company grew sales 29.5% Y/Y to easily top the 11% growth for Monster and 9.4% for Red Bull.
    • Rockstar Energy, which is distributed by PepsiCo (PEP -0.1%) in the U.S., is considered a prime takeover target, despite slowing to single-digit annual sales growth over the last few years.
    | Sep. 18, 2015, 1:39 PM | 2 Comments
  • Sep. 18, 2015, 9:35 AM
    • The U.S. government issues more regulations to open up business with Cuba.
    • The rules will allow more travel, corporate expansion, and make it easier for companies to set up new operations in the nation.
    • Many of the new measures go into effect on Monday.
    • Companies with a potential interest in Cuba: RCL, CCL, JBLU, MA, V, OWW, AAL, NCLH, PEP.
    • Related closed-end fund: CUBA.
    | Sep. 18, 2015, 9:35 AM | 18 Comments
  • Sep. 17, 2015, 9:34 AM
    • Coca-Cola (NYSE:KO) and PepsiCo (NYSE:PEP) play a role in the proposed Megabrew merger of SABMiller and Anheuser-Busch InBev.
    • A-B and Pepsi are partners in many Latin American territories, while SABMiller and Coca-Cola have joint bottling ventures in Africa and some Caribbean markets.
    • Morningstar warns the Megabrew would require a termination of a bottling deal with either Coca-Cola or PepsiCo, while other beverage industry analysts aren't so sure a deal couldn't be worked out to expand distribution strategically.
    • A-B's contract with PepsiCo expires at the end of 2017, but written notice has to be submitted before the end of this year to prevent an automatic renewal. That ticking clock could push a deal decision closer.
    • Previously: Anheuser-Busch InBev rocks the food and beverage sector (Sep. 16 2015)
    • Previously: More about an Anheuser-Busch InBev, SABMiller merger (Sep. 17 2015)
    | Sep. 17, 2015, 9:34 AM | 6 Comments
  • Sep. 16, 2015, 11:01 AM
    • A statement from Anheuser-Busch InBev (BUD +5%) indicates the company must make a formal offer for SABMiller (OTCPK:SBMRY +19.5%) before October 14 or take a pass on the mega-merger to stay in compliance with U.K. law.
    • There's a ripple effect with beer stocks circling the globe that includes distributors such as Compania Cervecerias Unidas (CCU +3.1%), Fomento Economico Mexicano (FMX +1.8%), AmBev (ABEV +2.1%).
    • Another intriguing aspect of a potential A-B takeover of SABMiller is the side effects on the food industry if 3G Capital is fully engaged on the deal. 3G is a major player in food mergers and a factor in how investors value companies such as Mondelez International (MDLZ +0.2%), PepsiCo (PEP +0.4%), TreeHouse Foods (THS +0.1%), Campbell Soup (CPB +1.9%), JM Smucker (SJM +1.1%), and other food names.
    • A-B InBev statement (.pdf)
    • Previously: AB InBev prepping offer for SABMiller
    • Previously: Beer stock rally with M&A on tap
    | Sep. 16, 2015, 11:01 AM | 7 Comments
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.