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PepsiCo Inc. (PEP)

  • Oct. 22, 2014, 7:18 AM
    • The struggles of Coca-Cola could relieve pressure on PepsiCo (NYSE:PEP) from activist investors, say industry insiders.
    • A lowered sales outlook from Coca-Cola makes the prospect of a post-spinoff pure-play beverage stock less attractive, they note.
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  • Oct. 13, 2014, 12:34 PM
    • Anheuser-Busch InBev (BUD +0.7%) has considered the benefits of a merger with PepsiCo (PEP +0.6%), sources tell Bloomnberg.
    • Though no talks between the consumer product giants are in the works, the culture of sector-rattling mergers at A-B keeps PepsiCo on a short list of takeover candidates.
    • The most obvious synergy a BUD-PEP combination would create is a shared global distribution network which some analysts think would add more to the bottom line than a SABMiller buyout for the brewer.
  • Oct. 13, 2014, 11:45 AM
    • Pepsi True has landed on as promised by PepsiCo (PEP -0.3%).
    • The product is notable for its use of real sugar and stevia.
    • The introduction of the product through the Amazon distribution channel is also of interest to CPG insiders who see an advantage in data crunching before laying huge ad dollars.
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  • Oct. 10, 2014, 10:47 AM
    • Consumer staples stocks are in favor again with investors taking a defensive posture.
    • PepsiCo (PEP +1.6%), Mondelez International (MDLZ +0.6%), Procter & Gamble (PG +1.5%), and Philip Morris (PM +1.4%) are notable out-performers.
    • The Consumer Staples Select ETF (NYSEARCA:XLP) is up 1.02% on the day.
  • Oct. 9, 2014, 10:58 AM
    • Consumer staples stocks continue to persevere amid a broad market decline.
    • The Consumer Staples Select ETF (NYSEARCA:XLP) is +1.9% over the last 5 days vs. the -1.3% showing of the S&P 500 ETF.
    • Today, PepsiCo (PEP +1.5%) is doing some of the heavy lifting following its Q3 earnings report - while a number of meat stocks are also contributing including Pilgrim's Pride (PPC +1.3%), ConAgra Foods (CAG +1.8%), Hormel (HRL +0.7%), Seneca Foods Corp. (SENEA +0.7%), Diamond Foods (DMND +1.1%), Tyson Foods (TSN), and Sanderson Farms (SAFM +0.7%) .
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  • Oct. 9, 2014, 7:19 AM
    • PepsiCo's (NYSE:PEP) solid growth in emerging markets stands out in contrast to peers, note consumer stock analysts.
    • The company saw organic sales in emerging and developing markets rise 8% in Q3, despite the negative impact from foreign currency swings.
    • PEP +1.1% premarket
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  • Oct. 9, 2014, 7:02 AM
    • PepsiCo (NYSE:PEP) reports organic revenue rose 3.1% in Q3.
    • Volume rose 1% in both the company's snacks and beverages businesses.
    • Revenue growth by segment: Frito-Lay North America +3% to $3.53B; Quaker Foods North America -3% to $586M; Latin America Foods +6% to $2.18B; PepsiCo Americas flat at $5.38B; Europe -1% to $3.76B; AMEA +11% to $1.78B.
    • SG&A expenses up 3% to $6.35B during the quarter.
    • Guidance: 9% EPS growth for 2014 forecast vs. 8% prior.
    • PEP +1.1% premarket
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  • Oct. 9, 2014, 6:51 AM
    • PepsiCo (NYSE:PEP): Q3 EPS of $1.36 beats by $0.07.
    • Revenue of $17.21B (+1.8% Y/Y) beats by $120M.
    • Press Release
  • Oct. 8, 2014, 5:30 PM
  • Oct. 7, 2014, 8:37 AM
    • Shares of Keurig Green Mountain (NASDAQ:GMCR) are higher in early action despite a soft read from SodaStream (NASDAQ:SODA) on demand for home beverage systems.
    • A strong initiation from Goldman Sachs on the stock is helping to offset any concerns on the category.
    • Coca-Cola (NYSE:KO) has its eyes on the developments with its 10-year Keurig Cold partnership kicking off in 2015.
    • If it's true that PepsiCo (NYSE:PEP) and Starbucks (NASDAQ:SBUX) have interest in SodaStream - there's some number-crunching going inside the C-suites there.
    • GMCR +2.1% premarket, SODA  -17.5%.
  • Oct. 3, 2014, 2:55 PM
    • Red Bull plans to increase prices on all its products in North America.
    • The price hikes will average 5%.
    • The energy drink development come with most forecasts for growth in the beverage category falling in the double-digit range.
    • Related stocks: MNST, PEP, KO.
  • Oct. 1, 2014, 2:37 PM
    • PepsiCo (PEP -0.4%) announces it will roll out Pepsi True in the middle of this month.
    • The company is limiting distribution initially to sales off the website.
    • Pepsi True is an attempt by the company to carve out a niche mid-calorie segment. The drink contains stevia - instead of artificial sweeteners and high-fructose corn syrup.
  • Sep. 24, 2014, 12:51 PM
    • A majority of respondents in a poll conducted by Reuters think NFL sponsors should sever ties with the league due to the handling of star players accused of domestic abuse.
    • It's not a simple call for the consumer-facing companies with ratings for NFL games seemingly unaffected by the issue.
    • Though major sponsors such as PepsiCo (NYSE:PEP), Verizon (NYSE:VZ), Anheuser-Busch InBev (NYSE:BUD) have maintained advertising campaigns, Procter & Gamble (NYSE:PG) canceled a Crest promotion and other advertisers have reportedly asked for shifts away from airing ads during times in the coverage when the controversy is being analyzed.
    • NBC (NASDAQ:CMCSA) has the TV rights to the Super Bowl this season and will hope that demand and pricing for the highly-priced spots before, during, and after the game aren't impacted.
  • Sep. 24, 2014, 10:08 AM
    • India Prime Minister Narenda Modi says he has asked Coca-Cola (KO +0.5%) and PepsiCo (PEP +0.8%) to add more natural fruit juices to their drinks in an effort to support domestic farming.
    • Food wastage is a major issue in India, prompting Modi's call to the U.S. beverage giants for help.
  • Sep. 23, 2014, 2:57 PM
    • Soda sellers Coca-Cola (KO -0.6%), Dr. Pepper Snapple (DPS -2.1%), and PepsiCo (PEP -0.7%) sign a pact to work toward a goal of reducing calorie intake in the U.S.
    • The voluntary agreement will see the companies market zero-calorie and low-calorie drinks and provide more calorie counts on products.
    • The terms of the deal were negotiated by the American Beverage Association and the Alliance for a Healthier Generation.
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  • Sep. 22, 2014, 9:27 AM
    • PepsiCo (NYSE:PEP) adds David Page to its board of directors.
    • Page is the director of a biomedical research group affiliated with MIT and a well-known biology professor at the university.
    • He is well-versed in genetics research.
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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.