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PepsiCo Inc. (PEP)

  • 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 | Comment!
  • 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 | Comment!
  • 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 | Comment!
  • 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 | Comment!
  • Nov. 21, 2013, 4:54 PM
    | 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 | Comment!
  • Nov. 11, 2013, 9:19 AM
    • PepsiCo (PEP) says it will invest $5.5B in India by 2020 as it makes the region a top priority for the company.
    • Plans for Pepsico in India include doubling food and beverage manufacturing capabilities and expanding its distribution network with local partners.
    | Nov. 11, 2013, 9:19 AM | Comment!
  • 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
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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.