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PepsiCo Inc. (PEP)

- NYSE
  • Feb. 22, 2013, 9:22 AM
    PepsiCo (PEP) lost ground in Thailand after its partner of 59 years in the region launched its own soft drinks in November, effectively cutting off the company's distribution network. The new brands from Thai Beverage grabbed 19% of the nation's market share in just two months. The bigger issue: Do Pepsico and Coca-Cola face the threat of local brands knocking their drinks off local shelves with manufacturing, marketing, and technology improved across Asia?
    | 9 Comments
  • Feb. 20, 2013, 11:38 AM
    Food companies are pushing the envelope as sagging cereal sales hold back growth. The latest innovation from the sector appears to be drinkable breakfast meals with Kellogg (K) and General Mills (GIS) both offering new dairy-based breakfast drinks after a similar product in Australia performed well. PepsiCo (PEP +0.1%) could also make a breakfast bet after CEO Indra Nooyi hinted the company was looking at ways to "drinkify" its snacks.
    | 2 Comments
  • Feb. 19, 2013, 8:32 AM
    The Consumer Analyst Group conference in New York will be dominated by talk of what future consolidation in the food sector might look like after the mega-sized Heinz deal set the table last week. Typically a showcase for new products and strategies, this year's confab will have analysts lining up which marriages could produce the most synergies in developed markets and revenue potential in emerging markets. Presenters: K, GIS, PEP, CPB, KRFT, MDLZ, SJM, HSY. (full list)
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  • Feb. 14, 2013, 8:56 AM
    Heard on PepsiCo's (PEP) earnings call: CEO Indra Nooyi says the company is waiting for the FDA to approve its new beverage sweetener. The development could be important as the company looks to market a new sweetener as a healthier variety with the anti-soda debate still active. On commodity costs, execs note that half of the company's exposure for this year is already covered by contracts and it will continue to hedge appropriately. (webcast)
    | 4 Comments
  • Feb. 14, 2013, 8:35 AM
    PepsiCo (PEP) moves up 2.2% premarket after the company's Q4 numbers beats profit estimates with organic growth steady. Retail analyst Rahul Sharma notes the report may be just good enough to deliver confidence that PepsiCo's long-term growth model is on track. It may also relieve some of the pressure off of CEO Indray Nooyi from critics with her restructuring initiatives paying off to a degree.
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  • Feb. 14, 2013, 7:31 AM
    Britvic says it will keep its merger talks with AG Barr moving forward after the deal was referred to the Competition Commission in the U.K. for review. Britvic sells PepsiCo (PEP) brands in the U.K. and Ireland.
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  • Feb. 14, 2013, 7:22 AM
    More on PepsiCo (PEP): The company sees stable organic growth of 5% during Q4 with the snacks business outperforming beverages and both price and volume contributing to the broad gains. For 2013, EPS is forecast to grow by 6% to $4.34-$4.35 vs. $4.40 consensus. PepsiCo boosts its buyback to $10B and ups its dividend payout rate to $2.27/share. PEP (PR)
    | 4 Comments
  • Feb. 14, 2013, 7:03 AM
    PepsiCo (PEP): FQ3 EPS of $1.09 beats by $0.03. Revenue of $19.95B (-1% Y/Y) beats by $0.3B. (PR)
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  • Feb. 14, 2013, 12:05 AM
    Notable earnings before Thursday’s open: ABB, ABX, ALXN, ANR, APA, BGCP, BWA, CAB, CRIS, CVE, DISCA, DTV, DVA, DWRE, ECA, GELG, GM, GNC, GNRC, INCY, JAH, LNT, LUFK, MFA, NGLS, NRF, O, OAK, PDS, PEP, PPL, REGN, SHPG, STRA, TAP, UTHR, VMC, WM, ZIP
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  • Feb. 13, 2013, 5:30 PM
    Notable earnings before Thursday’s open: ABB, ABX, ALXN, ANR, APA, BGCP, BWA, CAB, CRIS, CVE, DISCA, DTV, DVA, DWRE, ECA, GELG, GM, GNC, GNRC, INCY, JAH, LNT, LUFK, MFA, NGLS, NRF, O, OAK, PDS, PEP, PPL, REGN, SHPG, STRA, TAP, UTHR, VMC, WM, ZIP
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  • Feb. 13, 2013, 9:56 AM
    Should PepsiCo (PEP +0.1%) be worried? After Dr. Pepper Snapple put in a weak quarter Q4 and Coca-Cola saw currency headwinds and moderate growth trends tempers its results, all eyes in the beverage industry turn to PepsiCo - due to report Q4 numbers tomorrow. Though the company's snack business could surprise on the upside, Coca-Cola's market share gains in some emerging markets could foreshadow disappointment on the beverage side. (earnings preview)
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  • Feb. 11, 2013, 7:58 AM
    PepsiCo (PEP) will roll out a new breakfast drink this month designed to tap into the demand for energy drinks. The new juice product infused with caffeine will come in the same 16-ounce sized cans that Monster Beverage (MNST) uses to sell its own juice drink options.
    | 1 Comment
  • Feb. 4, 2013, 3:52 PM
    The USDA is out with 160 pages of proposed new regulations which will attempt to guide schools into offering fewer sugary snacks on their campuses. Industry watchers think that a good portion of the nation's schools have already enacted at least some of the suggested nutritional guidelines including kicking out soda (KO, PEP, DPS) from vending machines.
    | 5 Comments
  • Jan. 31, 2013, 2:09 PM
    In a nice bit of symmetry, PepsiCo (PEP -0.5%) will roll out Taco Bell-flavored Doritos to cash in on the enormous success of Taco Bell's Doritos Locos Tacos menu item. The company's Frito Lay business says it will mark the first time since 1990 that is has launched a Doritos chip branded with the logo of a national restaurant chain.
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  • Jan. 29, 2013, 2:13 PM
    PepsiCo (PEP +0.4%) banks on its two 30-second spots during the Super Bowl and pricey sponsorship of the halftime show as having a lingering effect on consumers by engaging them online long after the game is over. Though Super Bowl advertisers typically see a significant boost in web traffic and sales following their ads airing, in PepsiCo's case the campaign is more about brand-building and keeping Pepsi products relevant.
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  • Jan. 28, 2013, 1:29 PM
    SodaStream (SODA -3.5%) sees a little extra trading volatility after its initial Super Bowl is sent back to the company by CBS for being "too provocative" toward the bottle soda industry (KO, PEP, DPS, COT). Despite being forced to go with a back-up ad, the publicity from the rejection may end up helping the company and promote its David vs. Goliath image.
    | 5 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.