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PepsiCo Inc.

6/18/2013, 10:36 PM ET

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Monday, June 17, 7:45 AM More on the SodaStream (SODA) - Whirlpool (WHR) deal: The quick analyst take on the collaboration between the companies is that clear benefits exist for both with SodaStream gaining a major partner and Whirlpool jumping into a new product line. Though it's still very early in the game, the broadening out of the home carbonation business isn't great news for soda sellers (KO, PEP, DPS). 7 Comments [Consumer]
Wednesday, June 12, 5:08 PM PepsiCo (PEP) obtains a new $2.875B, 5-year revolving credit facility from Citi that could potentially be increased to $3.5B. It replaces an existing $2.925B facility created in 2011. The soft drink giant has $29.4B in debt on its balance sheet as of March 22, to go with $8.7B in cash/investments. (8-K) 1 Comment [Consumer]
Wednesday, June 12, 7:50 AM PepsiCo (PEP) plans to start distributing snack food products in Myanmar this year as it finalizes its distribution network in the region. Following a pattern by the company in other emerging markets, PepsiCo will invest in local agriculture to lower its costs over the long-term. Comment! [Consumer]
Tuesday, June 11, 7:00 AM An appeals court in New York City will consider reinstating a ban on large-sized sugary drinks in the city after a judge previously ruled Mayor Bloomberg's initiative reached too far. Soda selllers (KO, PEP, DPS) will be watching the developments closely. 6 Comments
Monday, June 10, 9:29 AM Orange juice prices should taper off with demand falling and concerns over a citrus disease waning, according to analysts. It's a bit of small relief for Coca-Cola (KO) and PepsiCo (PEP) - although an active hurricane season still poses a risk for the OJ market. 6 Comments [Consumer]
Friday, June 7, 6:50 AM PepsiCo (PEP) CEO Indra Nooyi thinks China holds enormous potential for the company. The exec told Bloomberg TV that the nation hasn't seen any slowdown in demand for beverages and that it will be the largest market in the world for snacks in five to ten years. 1 Comment [Consumer]
Thursday, June 6, 10:35 AM Cooler heads are saying that a SodaStream (SODA +6.3%) partnership with a major beverage company (KO, PEP, DPS) is more likely than a takeover. The "talks" that have been reported to be going on could easily be early stage discussions of what a distribution deal would look like. The big picture: By most accounts, SodaStream has moved past "fad" status as its hits U.S. retailers and becomes more entrenched in households. Though a variety of factors are in play, Coca-Cola and PepsiCo can expect more trouble invigorating their flagship soda brands. Comment! [Consumer]
Thursday, June 6, 7:52 AM No hedging: PepsiCo (PEP) CEO Indra Nooyi goes even one step further in dismissing the rumor the company is in talks to buy SodaStream (SODA), telling CNBC the chatter is "totally and completely untrue." As a result, more air is let out SodaStream's early premarket rally, SODA +6.1% premarket. Comment! [Consumer, On the Move]
Thursday, June 6, 6:53 AM Pepsico (PEP) CEO Indra Nooyi pours some cold water on rumors the company is putting together a bid to buy SodaStream (SODA). The exec says it was the "first time" she has heard of the notion. In the past, Nooyi has been a strong proponent that organic growth opportunities still exist at the multinational. SODA +13.9% premarket. 6 Comments [Consumer, M&A]
Thursday, June 6, 6:38 AM SodaStream (SODA +26% to $87.01) shares froth effervescently following a report that PepsiCo (PEP) is in negotiations to acquire the Israeli company for $2B or more and is willing to pay up to $95/share. Barclays says that a deal would be "earlier cycle than we would have thought." Comment! [On the Move, M&A, Top Stories]
Thursday, June 6, 3:52 AM The hot rumor on Tuesday was that Coca-Cola in interested in buying SodaStream (SODA); today's hot speculation is that PepsiCo (PEP) is in negotiations to acquire the Israeli company for $2B or more, well above its market cap of $1.43B. PepsiCo could even be willing to pay as much as $95 a share, or 37% more than SodaStream's close of $69.35 yesterday. However, the latter also wants to check its options with Coca Cola. 6 Comments [M&A, Top Stories, Consumer]
Tuesday, June 4, 7:44 AM PepsiCo (PEP) and Muller open a new yogurt plant in the U.S. in front of a planned national rollout of Muller-branded yogurt products in the U.S. The development adds competition for Chobani, Danone, and General Mills in the U.S. Comment! [Consumer]
Wednesday, May 29, 12:23 PM Heard during PepsiCo's (PEP -1.3%) presentation at the Bernstein Strategic Decisions Conference: 1) The firm's stated long-term goals include increasing operating margin by 30-50 bps per year and developing a wider footprint in emerging markets. 2) An interesting twist to generating higher margins will be the company's use of "flexible formulations" to lower the cost of ingredients. 3) CEO Indra Nooyi maintains her position that the company doesn't need a spinoff or transformational M&A to achieve growth goals. (webcast) Comment! [Consumer]
Monday, May 20, 12:25 PM As the last NATO troops leave Afghanistan in 2014, PepsiCo (PEP -0.9%) plans to be opening its first plant in the nation. Despite ongoing turmoil, more multinational firms have been tiptoeing back into Afghanistan due to the lure of wide open markets. 2 Comments
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]

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