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  • 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. [View news story]
    I totally agree. As a MDLZ holder, I see it as a perfect complement to the Frito-Lay operation. Should the deal be consummated, I think Pepsi would be wise to keep the MDLZ CEO on. Not only is she a smart cookie, but it is my understanding that she worked for Pepsi before signing on as the CEO of Kraft.
    Apr 18, 2013. 12:21 PM | Likes Like |Link to Comment
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