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PepsiCo Inc. (PEP)

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  • Nov. 11, 2013, 7:18 AM
    • U.K.'s Academy of Medical Royal Colleges proposes a new 20% tax on sugary drinks in an effort to reduce the nation's obesity rate.
    • The group maintains the obesity rate in the U.K. in the second highest in Europe.
    • Related stocks: KO, PEP, DPS, SODA.
    | Nov. 11, 2013, 7:18 AM | 8 Comments
  • Nov. 7, 2013, 10:00 AM
    • The FDA says it will propose measures to dramatically limit artificial trans fats from products sold in the U.S.
    • Many varieties of packaged foods and frozen foods contain trans fats as well as items commonly sold at restaurants.
    • Cutting the fat: Nestle (NSRGY), PepsiCo (PEP), Tyson Foods (TSN), Mondelez International (MDLZ), Unilever (UL), General Mills (GIS), Kraft Foods (KRFT), Kellogg (K), Dean Foods (DF), Campbell Soup (CPB), Hormel (HRL), Hershey (HSY), Pilgrims Pride (PPC),
    | Nov. 7, 2013, 10:00 AM | 2 Comments
  • Oct. 26, 2013, 9:00 AM
    • "I've never seen anything like it," says Beverage Marketing Corporation chief Michael Bellas, as bottled water continues to grab market share from soft drinks. Coca-Cola (KO) and Pepsi (PEP) have obviously noticed and cary their own bottled water lines, but these are low margin. Both have failed to gain much traction in the more profitable business of so-called enhanced waters.
    • Nearly 90% of doctors globally tie the epidemics of type II diabetes and obesity to excess sugar consumption, according to a loud new Credit Suisse report, titled, "Is Sugar Turning The Economy Sour?"
    • Sugar - and its cousin high fructose corn syrup - can be found in pretty much every single item of processed food available nowadays, but the biggest villain is soft drinks, with CS estimating 43% of added sugars in our diets coming from sweetened beverages. "Recent research shows that as the sugar is in a solution, it is easily and completely ingested, giving a large injection of calories without the consequential feeling of being full." The good news (or bad news if you own a purveyor of sugar) is the public is catching on - though this varies significantly by demographic.
    • Public policy is catching on too, with Credit Suisse - in a nod to tobacco - noting sugar "meet(ing) the criteria for being a potentially addictive substance." Mexico (not Bloomberg's NYC) may provide the first test case as the President has proposed a tax on sales of sugary drinks.
    • More on the CS report and sugar from Izabella Kaminska.
    | Oct. 26, 2013, 9:00 AM | 61 Comments
  • Oct. 24, 2013, 11:53 AM
    • The French parliament voted to tax energy drinks if they contain more than 0.22 grams of caffeine per liter or 0.3 grams of taurine.
    • Last year, a similar measure was overruled by France's top court.
    • Related stocks: MNST, KO, PEP.
    | Oct. 24, 2013, 11:53 AM | 2 Comments
  • Oct. 20, 2013, 4:14 AM
    • Major international food and beverage companies are concerned about Mexico's plans to impose taxes on junk food and sugary drinks.
    • Last week, Mexico's lower house of Congress authorized a 5% levy on high-calorie packaged food such as peanut butter. The chamber has also passed legislation to tax sugary drinks at 1 peso (8 U.S. cents) per liter.
    • The taxes could pose a big challenge to the food companies, especially if Mexico is successful in its aim of changing diets in the country - where 7/10 adults and 1/3 children are overweight or obese - and is copied by other nations.
    • Companies that are set to be affected include Coca-Cola (KO), Kellogg (K), PepsiCo (PEP), Mondelez (MDLZ) and Nestle (NSRGY.PK).
    • ETFs: XLP, VDC, FXG, IYK, PSL, RHS, PSCC, UGE, SZK
    | Oct. 20, 2013, 4:14 AM | 10 Comments
  • Oct. 16, 2013, 11:01 AM
    • Heavyweight investor Nelson Peltz continues to loom large in the debate over PepsiCo (PEP +1.5%).
    • Today's Q3 report which showed a stable rate of revenue growth for PepsiCo's snacks business could take some wind out of the sail of Pelt'z notion that PepsiCo should buy Mondelez International (MDLZ +2.2%) - while on the flip side the weak performance put in by the beverage business could rekindle his other idea of a spinoff.
    • Not everybody likes the idea of splitting PepsiCo - perhaps most of all CEO Indra Nooyi. Edward D. Jones analyst Jack Russo notes strength in one side can make up for weakness in the other. Just ask Coca-Cola.
    | Oct. 16, 2013, 11:01 AM | 2 Comments
  • Oct. 16, 2013, 7:59 AM
    • PepsiCo (PEP) confirms it's on pace to meet 2013 financial goals despite the sluggishness being seen across the beverage industry.
    • The drop in beverage volume was partially offset by higher pricing and a strong performance by the company in Latin America.
    • Previous: earnings, details.
    • Pepsico earnings webcast
    • PEP +0.1% premarket.
    | Oct. 16, 2013, 7:59 AM | Comment!
  • Oct. 16, 2013, 7:16 AM
    • PepsiCo (PEP) reports organic revenue rose 3.9% during Q3 as snack volume rose by 3% and beverages gained 1%.
    • Organic volume fell 4% in the PepsiCo Americas Beverage which was only partially offset by higher pricing.
    • The company says new management strategies helped lift its gross margin rate by 70 bps during the quarter. (PR)
    • PEP unchanged premarket.
    | Oct. 16, 2013, 7:16 AM | Comment!
  • Oct. 16, 2013, 7:03 AM
    • PepsiCo (PEP): Q3 EPS of $1.24 beats by $0.07.
    • Revenue of $16.91B misses by $0.12B. (PR)
    | Oct. 16, 2013, 7:03 AM | Comment!
  • Oct. 16, 2013, 12:05 AM
  • Oct. 15, 2013, 5:30 PM
  • Oct. 15, 2013, 1:43 PM
    • Major beverage companies are at risk to a "structural decline" in sugar intake, concludes a Credit Suisse Research Institute report.
    • Though the harmful effects of high fructose corn syrup are still being debated by the scientific community, demand for soda products is forecast to stay sluggish.
    • Sector watch: Coca-Cola (KO -0.3%) and Dr. Pepper Snapple (DPS -0.8%) have been busy innovating into more health-oriented categories, while PepsiCo (PEP -0.2%) has more limited exposure to the soda backlash due to its diversified business.
    | Oct. 15, 2013, 1:43 PM | 4 Comments
  • Oct. 11, 2013, 1:36 PM
    • Wells Fargo is out with data on convenience store beverage sales in Q3 which indicates energy drinks continue to sizzle while soda sales remain sluggish.
    • Coca-Cola (KO), PepsiCo (PEP), and Dr. Pepper Snapple (DPS) saw beverage growth for their brands fall in a tight range of 1.0% to 1.2% during the period.
    • Sales of Monster Energy drinks (MNST) shot higher at a double-digit rate to help offset soda sales.
    • The early read on Q4 is that diet soda sales will plummet with more consumers shifting their preferences to bottled water and energy drinks.
    | Oct. 11, 2013, 1:36 PM | 4 Comments
  • Oct. 7, 2013, 6:50 AM
    • Nelson Peltz reached out to major shareholders of PepsiCo (PEP) to try to kick up support for the idea of spinning off the company's snacks business, reports The New York Post.
    • The company has resisted calls for the spinoff in the past, saying it prefers going down a road of making smaller "tuck-in" acquisitions.
    | Oct. 7, 2013, 6:50 AM | 4 Comments
  • Sep. 26, 2013, 9:40 AM
    • The problem at Wal-Mart (WMT +0.2%) is simply a mismatch between sales and inventory buildup, according to a follow-up from Bloomberg after yesterday's story created a broad ripple in the retail sector.
    • Even if orders aren't being cut across the board as the company steadfastly maintains, in some discretionary-product areas there is likely to be a drop.
    • WMT suppliers to watch: PG, PEP, TSN, KRFT, SSNLF.PK, JAH, HBI, Li & Fung, MAT.
    | Sep. 26, 2013, 9:40 AM | Comment!
  • Sep. 25, 2013, 1:58 PM
    • A report which indicates Wal-Mart is cutting orders to suppliers is putting a chill into the stocks of firms that make a living out of supplying the retail giant.
    • On watch: Procter & Gamble (PG -0.9%), PepsiCo (PEP -0.5%), and General Mills (GIS -0.5%) are near the top of the Wal-Mart vendor list.
    | Sep. 25, 2013, 1:58 PM | 7 Comments
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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.