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PepsiCo Inc. (PEP)

  • Apr. 17, 2013, 5:30 PM
    Notable earnings before Thursday’s open: ADS, AN, APH, BAX, BBT, BPOP, BTU, BX, CY, DHR, FCS, FCX, FITB, KEY, LDK, MMR, MS, NOK, NUE, OMC, PBCT, PENN, PEP, PM, PPG, SHW, SNA, SON, TSM, TZOO, UNH, UNP, VZ
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  • Apr. 17, 2013, 10:11 AM
    More analysis on the rumored PepsiCo (PEP) - Mondelez International (MDLZ -0.8%) combination (previous): JPMorgan's John Faucher is a major skeptic that PepsiCo will be willing to merge Frito-Lay with Mondelez even with activist investors on the scene. The analyst notes a tax-advantaged Reverse Morris Trust transaction is unlikely due to the size of the potential deal while an outright buy of MDLZ would be too pricey.
  • Apr. 15, 2013, 10:12 AM
    Speculation over a potential marriage between Mondelez International (MDLZ) and PepsiCo's (PEP) snacks food business looks even more intriguing after Pershing Square makes an investment in Mondelez, according to dealReporter. The 13-F which just became public due to a confidentiality clause only covers the purchases Pershing Square made up until December 31. Next month's round of 13-F filing releases will tell a clearer story on which firm might be pushing the board. (Previous: Nelson Pulz invests in MDLZ)
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  • Apr. 13, 2013, 8:25 AM
    When looking for dividend stocks, Kelley Wright believes a company isn't necessarily more attractive just because it pays a higher dividend. The key is when a stock's current yield is at the high end of the range of past yields; a strong balance sheet and a consistent pattern of higher earnings and rising dividends help too. Wright's top 10: APD, ADM, KO, COP, CVX, OXY, PEP, RS, TXN, WAG.
  • Mar. 28, 2013, 1:59 PM
    A trend to watch: The sharpest drop in corn prices in nine months on a higher-than-expected tally of domestic corn inventories could bode well for a number of food companies expecting to see high commodity costs. Though the implications can be broad if lower corn prices take hold, a few firms which might see a margin kick include General Mills (GIS +0.6%), PepsiCo (PEP +0.6%), Coca-Cola (KO +0.3%), Post Holdings (POST +1%), and Kellogg (K -0.3%).
  • Mar. 25, 2013, 4:10 PM
    Beverage Digest says Americans' thirst for carbonated soft drinks waned in 2012. Total soda sales fell 1.2% last year and would have fallen 1.7% were it not for the boost (no pun intended) provided by Red Bull, Monster, and other energy drinks. The new figures suggest soft drink consumption is declining at twice the pace witnessed just two years ago. 
  • Mar. 25, 2013, 11:15 AM
    Citigroup calls a potential takeover by Pepsico (PEP -0.8%) of Mondelez (MDLZ +0.9%) very reasonable to all parties. Even if PepsiCo doesn't pull the trigger, Mondelez is seen as a tasty treat for a different large food company. (Previous: PepsiCo pushes back at MDLZ buyout idea)
  • Mar. 22, 2013, 12:30 PM
    PepsiCo (PEP +3.7%) issues a statement indicating it doesn't see a need to make any large acquisitions after a British newspaper suggested Nelson Peltz might push for a merger between the company and Mondelez International (MDLZ +4.8%). An underlying debate with PepsiCo still exists on if more value for shareholders exists by separating the snacks and beverage sides of the business into two separate companies.
  • Mar. 22, 2013, 8:30 AM
    PepsiCo (PEP) unveils a new shape for 20-ounce bottles of Pepsi products as part of a broader plan to update marketing and packaging materials for the brand. The company's overall beverage volume in the North America declined 4% last year and it has been losing market share in the Coke vs. Pepsi battle. PEP +1.8% premarket with buzz picking up on what Trian Fund Management's new investment might portend.
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  • Mar. 22, 2013, 3:33 AM
    Nelson Peltz's Trian Fund Management has reportedly spent at least $2B in buying stakes in Pepsi (PEP) and Mondelez (MDLZ), prompting fevered speculation as to what the activist investor is up to. One theory is that Peltz will push a merger of the companies, another is that he'll press Pepsi to break up, or that he'll just sit there and do nothing.
  • Mar. 12, 2013, 8:25 AM
    Hedgeye thinks the news that a New York judge overturned the soda ban in the Big Apple is largely a non-event. The soda/energy drink group (KO, PEP, DPS, MNST) hasn't seen a measurable drop in consumer demand despite the sound and fury emanating from NYC.
  • Mar. 11, 2013, 3:27 PM
    Judge Milton Tingling in New York halts the NYC ban on large-sized soda drinks, calling the measure "fraught with arbitrary and capricious consequences." For now, it's game on for vendors and beverage companies (PEP, KO, DPS) to sell sodas 32 ounces or larger.
  • Mar. 8, 2013, 4:22 PM
    PepsiCo (PEP) CMO Salman Amin is leaving to become the COO of S.C. Johnson's North American ops. Ad Age observes Amin presided over Pepsi's first global marketing campaigns, and that his departure comes a year after Pepsi promised to ramp its marketing spend in order to better compete with Coca-Cola. (previous)
  • Mar. 6, 2013, 10:25 AM
    Coca-Cola (KO +0.3%) says it's replacing Sprite in the U.K. with a new version of the drink which uses the sweetener stevia. The bigger issue: Despite the efforts of Mayor Bloomberg, Europe is a step ahead of the U.S. in leaning on soda firms to battle obesity. In the U.S., using stevia is an option to appease the health-conscious, although the worrisome "bitter aftertaste" attributed to the herb could also motivate Coca-Cola, PepsiCo (PEP +0.1%), and Dr. Pepper Snapple (DPS -0.5%) to keep the status quo.
  • Mar. 5, 2013, 3:46 PM
    A subsidiary of Ralcorp (CAG +0.2%) wins a courtroom battle against Frito-Lay (PEP +0.4%) over its used of bowl-shaped tortilla chips. The verdict allows Ralcorp to continue to make the private-label chips which bear a striking resemblance to Tostitos Scoops.
  • Feb. 26, 2013, 6:08 AM
    Low interest rates may be hurting corporate pension funds, but companies continue to exploit the opportunity to issue debt on the cheap, with eight yesterday selling $9.9B in bonds. Pepsi (PEP) led the way by raising $2.5B, followed by UnitedHealth (UNH) with $2.25B and Caterpillar Financial Services (CAT) with $1.1B.
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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.