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PepsiCo Inc. (PEP)

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  • Sat, Feb. 14, 10:13 AM
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  • May 14, 2014, 7:55 AM
  • Jul. 17, 2013, 3:19 PM
    Nelson Peltz says Pepsi (PEP +1%) should buy Mondelez (MDLZ +3.8%) for $35 a share and tells Andrew Ross Sorkin that the problem at PEP isn't management, it's "structure."
    | 1 Comment
  • Jul. 17, 2013, 7:27 AM
    A timeframe that Nelson Peltz has given to PepsiCo (PEP) to consider the activist shareholder's suggestions has reportedly ended. Proposals include acquiring Mondelez (MDLZ), strategic options for PepsiCo's North American drinks business and more cost-cutting. Some believe that if the company hasn't adequately address Peltz's concerns, he could go public. A CNBC interview this afternoon could prove interesting.
    | 2 Comments
  • 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
  • Apr. 29, 2013, 1:07 PM
    Speculation that PepsiCo (PEP +0.3%) will either snap up Mondelez International (MDLZ +0.2%) and spin off a new snack company or explore combination opportunities with Anheuser-Busch InBev (BUD +1.5%) continues to swirl around to affect the conversation on the stock. Though the company hasn't tipped off anything big in nature, PepsiCo CEO Indra Nooyi did tease about exploring "structural options" for the North American beverage business during the firm's recent earnings call. (transcript)
    | 1 Comment
  • Apr. 26, 2013, 6:51 PM
    Pepsi (PEP) is unlikely to buy Mondelez (MDLZ), according to reports in dealReporter, as PEP appears likely to stick with "healthy" food options, and expressed concern about antitrust issues. Rumors about a deal surfaced last week when investor Nelson Peltz disclosed he had taken a stake in both companies.
    | 5 Comments
  • Apr. 19, 2013, 8:29 AM
    Nelson Peltz discloses stakes in Mondelez (MDLZ) and PepsiCo (PEP), following earlier reports the billionaire could be pushing for a merger of the food giants, and PEP says it has held meetings with Peltz's Trian Fund Management in recent weeks to consider its "ideas and initiatives" for long-term growth. Trian says it owned 3.9M PEP shares and 19.4M shares in MDLZ as of Dec. 31. MDLZ +2.3%, PEP +0.8% premarket.
    | 5 Comments
  • 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.
    | 10 Comments
  • 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)
    | 8 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.