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PepsiCo Inc. (PEP)

  • 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.
    | Jun. 7, 2013, 6:50 AM | 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.
    | Jun. 6, 2013, 10:35 AM | Comment!
  • 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.
    | Jun. 6, 2013, 7:52 AM | Comment!
  • 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.
    | Jun. 6, 2013, 6:53 AM | 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."
    | Jun. 6, 2013, 6:38 AM | Comment!
  • 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.
    | Jun. 6, 2013, 3:52 AM | 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.
    | Jun. 4, 2013, 7:44 AM | Comment!
  • May 29, 2013, 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)
    | May 29, 2013, 12:23 PM | Comment!
  • May 20, 2013, 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.
    | May 20, 2013, 12:25 PM | 2 Comments
  • May 17, 2013, 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.
    | May 17, 2013, 12:50 PM | Comment!
  • May 15, 2013, 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).
    | May 15, 2013, 8:16 AM | 2 Comments
  • May 10, 2013, 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)
    | May 10, 2013, 12:58 PM | Comment!
  • May 9, 2013, 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.
    | May 9, 2013, 12:03 PM | Comment!
  • May 8, 2013, 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.
    | May 8, 2013, 7:34 AM | Comment!
  • May 1, 2013, 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)
    | May 1, 2013, 5:35 AM | 2 Comments
  • Apr. 30, 2013, 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%).
    | Apr. 30, 2013, 12:36 PM | 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.