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PepsiCo Inc. (PEP)

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  • Jun. 27, 2013, 6:47 AM
    New federal rules will limit the amount of fat, salt, and sugar in school lunches. Vending machines will be limited to 200 calories per item and 12-ounce drinks cannot exceed 60 calories which will cut out many products from soda companies (KO, PEP, DPS).
    | 12 Comments
  • Jun. 26, 2013, 8:21 AM
    Consumer Staples watch: Major U.S. food companies (GIS, K, CPB, POST, CAG) have been swept up in a rush by investors to dividend-paying consumer staples (XLP) but the tide could be turning with Treasury yields higher and earnings reports from the group looking uninspiring. Rahul Sharma notes the higher exposure to emerging markets of companies like Coca-Cola (KO), Philip Morris (PM), and PepsiCo (PEP) looks appealing with Western shoppers increasingly focused on pricing and volume gains hard to come by.
    | 8 Comments
  • Jun. 24, 2013, 2:34 PM
    The glass is half full for Owens Corning (OI -1.2%) with soda companies (KO, PEP, DPS) continuing to see demand for glass bottle products increase at a faster rate than plastic ones. Though glass bottles only account for 2% of soda drink sales, the niche had higher profit margins while boosting sales at a respectable 4.5% clip last year. All three major soda companies say they will try moving more brands to glass.
    | 4 Comments
  • Jun. 21, 2013, 6:45 AM
    PepsiCo's (PEP) top executive in India has quit to take a job at another firm. The company's new hire for the position will be tasked with finding a way to turn around PepsiCo's sluggish sales in the market.
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  • Jun. 17, 2013, 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
  • Jun. 12, 2013, 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
  • Jun. 12, 2013, 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.
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  • Jun. 11, 2013, 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
  • Jun. 10, 2013, 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
  • Jun. 7, 2013, 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
  • Jun. 6, 2013, 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.
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  • Jun. 6, 2013, 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.
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  • Jun. 6, 2013, 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
  • Jun. 6, 2013, 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."
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  • Jun. 6, 2013, 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
  • Jun. 4, 2013, 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!
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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.