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PepsiCo Inc.

5/18/2013, 4:47 PM ET

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Friday, May 17, 12:50 PM The USDA says the orange crop in Florida will be 10% smaller than an earlier forecast. Farmers in the state blame a bacterial disease for the reduced outlook for this year's harvest. The read-through: PepsiCo (PEP -0.6%) and Coca-Cola (KO -1%) have seen orange juice commodity prices rise 23% YTD in a market where hedges have gone awry in the past. Comment! [Consumer]
Wednesday, May 15, 8:16 AM It hasn't gone unnoticed by beverage companies that an estimated 20% of Americans know they should drink more water, but don't like the taste. With names likes Fruitwater, Vitaminwater, and Smartwater - companies including Coca-Cola (KO), PepsiCo (PEP), and Kraft Food Group (KRFT) plan to take advantage of this growing trend with new products to help drive up sales. The consumer love affair with flavored water also sets up nicely for SodaStream (SODA). 2 Comments [Consumer]
Friday, May 10, 12:58 PM The corn crop could be bigger than originally forecast as farmers in the U.S. Corn Belt delay planting to take advantage of a huge amount of rainfall this spring in the Midwest. The USDA said in its monthly forecast released today it expects a stockpile of 2.004B bushels of corn, above the analyst estimate of 1.973B bushels. The read-through of lower corn prices to U.S. companies is far-reaching, but a few food concerns to watch for potential margin relief include Buffalo Wild Wings (BWLD +1.1%), General Mills (GIS +0.3%), Kellogg (K +0.4%), Campbell Soup (CPB +0.1%), PepsiCo (PEP +0.1%), Coca-Cola (KO -0.3%), and Post Holdings (POST +0.5%). (USDA report) Comment! [Consumer, Commodities]
Thursday, May 9, 12:03 PM Wrigley says it will halt production of a caffeine gum it launched earlier this month to give the FDA time to review the product. The development could have implications for PepsiCo (PEP -0.1%) and Mondelez International (MDLZ -0.3%) which are also looking to expand the use of caffeine in snacks and candy. Comment! [Consumer]
Wednesday, May 8, 7:34 AM Despite all the negative attention to the potential health consequences of energy drinks, the beverage category is still growing at a rapid pace. Sales in the U.S. toppled the $10B mark last year and are are expected to grow at a double-digit clip this year. Monster Beverage (MNST) claims a dominant 36.8% of the market share for energy drinks - while Red Bull GmbH, Rockstar, and products from Pepsico (PEP) and Coca-Cola (KO) continue to sell well. Comment! [Consumer]
Wednesday, May 1, 5:35 AM PepsiCo (PEP) declares $0.5675/share quarterly dividend, 6% increase from prior dividend of $0.5375. Forward yield 2.75%. For shareholders of record June 07. Payable June 28. Ex-div date June 05. (PR) 2 Comments [Dividends]
Tuesday, April 30, 12:36 PM The FDA says it will investigate the safety of new food products marketed for children and adolescents that have caffeine added to them. An exec with the agency says the current amount of caffeine additives is beyond anything originally envisioned. Food companies dabbling with adding caffeine to existing and new products include Mars Inc, Mondelez International (MDLZ -0.7%), and PepsiCo (PEP -0.2%). 2 Comments [Consumer]
Monday, April 29, 1:07 PM Speculation that PepsiCo (PEP +0.3%) will either snap up Mondelez International (MDLZ +0.2%) and spin off a new snack company or explore combination opportunities with Anheuser-Busch InBev (BUD +1.5%) continues to swirl around to affect the conversation on the stock. Though the company hasn't tipped off anything big in nature, PepsiCo CEO Indra Nooyi did tease about exploring "structural options" for the North American beverage business during the firm's recent earnings call. (transcript) 1 Comment [Consumer, M&A]
Friday, April 26, 6:51 PM Pepsi (PEP) is unlikely to buy Mondelez (MDLZ), according to reports in dealReporter, as PEP appears likely to stick with "healthy" food options, and expressed concern about antitrust issues. Rumors about a deal surfaced last week when investor Nelson Peltz disclosed he had taken a stake in both companies. 5 Comments [Consumer, M&A]
Friday, April 19, 8:29 AM Nelson Peltz discloses stakes in Mondelez (MDLZ) and PepsiCo (PEP), following earlier reports the billionaire could be pushing for a merger of the food giants, and PEP says it has held meetings with Peltz's Trian Fund Management in recent weeks to consider its "ideas and initiatives" for long-term growth. Trian says it owned 3.9M PEP shares and 19.4M shares in MDLZ as of Dec. 31. MDLZ +2.3%, PEP +0.8% premarket. 5 Comments [Consumer, M&A, On the Move]
Thursday, April 18, 9:47 AM Shares of PepsiCo (PEP +4.9%) rally a bit more at the open after a spirited premarket session with comments from execs seeming to be helping to tip sentiment. The company's CFO told CNBC the snack portfolio is doing very well in China and CEO Indra Nooyi tipped off during an earnings call that a structural change for the North American beverage business could be launched in 2014. Comment! [Consumer, On the Move]
Thursday, April 18, 8:42 AM Heard during PepsiCo's (PEP) earnings call: 1) Execs make it clear they held the line on beverage pricing which contributed to volume declines but improved profitability. 2) Profits took a hit from the devaluation of the Venezuelan currency. 3) CEO Indra Nooyi says the company will explore "structural" options for the N.A. beverage business, but nothing specific will be announced 2014. 4) The company sees emerging markets helping drive profits higher with Russia a particular focus. 5) On juices: Tropicana gaining market share and new innovation on tap for Naked. PEP +1.9% premarket. (webcast) Comment! [Consumer]
Thursday, April 18, 7:17 AM More on PepsiCo's (PEP) Q1: A large focus by the company on its operating system and price realization helps it manage to squeeze out more profits on tepid overall sales growth. A 4% gain in revenue for Frito-Lay North America helped offset a slip with PepsiCo Americas. On an organic basis, international beverage volume grew 6% and international snack volume rose 5%. The company sees growing profits by 7% in 2013 on organic revenue growth in the mid-single digits. PEP -0.1% premarket. (PR) 2 Comments [Consumer, Earnings]
Thursday, April 18, 7:02 AM PepsiCo (PEP): Q1 EPS of $0.77 beats by $0.07. Revenue of $12.6B (+1% Y/Y) misses by $0.01B. (PR) Comment! [Earnings, Breaking News, Consumer]
Thursday, April 18, 12:05 AM Notable earnings before Thursday’s open: ADS, AN, APH, BAX, BBT, BPOP, BTU, BX, CY, DHR, FCS, FCX, FITB, KEY, LDK, MMR, MS, NOK, NUE, OMC, PBCT, PENN, PEP, PM, PPG, SHW, SNA, SON, TSM, TZOO, UNH, UNP, VZ Comment! [Earnings]
Wednesday, April 17, 5:30 PM Notable earnings before Thursday’s open: ADS, AN, APH, BAX, BBT, BPOP, BTU, BX, CY, DHR, FCS, FCX, FITB, KEY, LDK, MMR, MS, NOK, NUE, OMC, PBCT, PENN, PEP, PM, PPG, SHW, SNA, SON, TSM, TZOO, UNH, UNP, VZ Comment! [Earnings]

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