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mike marron

mike marron
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  • PepsiCo - Change Seems Inevitable [View article]
    He's been drinking the Nooyi Kool Aid!
    Jul 2 06:25 PM | 1 Like Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    80% of bottling operations does not equal 80% of the sales. Your talking apples to oranges.
    Jul 1 07:10 PM | 1 Like Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    You, Sir, are the one that doesn't have their facts straight. Suntory is 30% Pepsico, like I stated. Pepsi products are bottled by many independent bottlers who pay Pepsico a royalty and buy the syrup from Pepsico. There were over 100 independents when Pepsico started buying them back, however they have not bought back a majority of bottlers. Around 50% of Pepsi products are bottled by independents. Keep drinking Nyooi's KoolAid; I'll stick with Peltz!
    May 21 04:05 PM | 1 Like Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    You are correct. Pepsi has done a terrible job in buying back bottlers. In fact, Pepsi Bottling Ventures(Pepsico only owns 30%) has taken back more bottlers than the parent company.
    May 21 01:50 AM | 1 Like Like |Link to Comment
  • Tidbits from PepsiCo CEO Indra Nooyi [View news story]
    She really isn't that intelligent. She has been given a pass for years. The diet drink consumer is an intelligent consumer. They are switching their drinking habits to water based beverages. Diet drinks, containing aspartame, are a huge red flag to the health conscious consumer.
    May 19 04:15 PM | Likes Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    You drank the Kool-aid.
    Mar 17 02:58 PM | Likes Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    Let the beverage and food businesses stand alone in the emerging markets. Stop draining the profits of Frito Lay to support a declining beverage business. 70% of Pepsico sales are in North America. You have to fix that. You have no choice, the world can wait.
    Mar 16 01:24 PM | 1 Like Like |Link to Comment
  • Etablissements Delhaize Freres et Cie le Lion's CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    Muller will mess the company up! Vendors are the people that have kept Food Lion in the game. Limit vendors and limit your growth. Vendors aren't worried. Whatever Food Lion changes to drive people away, will only go to a competitor and the same vendors will be there to serve the consumer. The only loser will be Food Lion. Delhaize should have kept Roland Smith!!!
    Mar 15 08:26 PM | Likes Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    Read the financials. 79% of the operating profit comes from North America. Pepsico could walk away from the rest of the WORLD and increase profit by making the necessary changes. Too much emphasis on world markets when North America is the consumption capital.
    Mar 15 08:22 PM | 1 Like Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    When you look from the outside in, Pepsi appears different than those of us on the inside. Look at the financials! Frito Lay NA has a 35% operating profit.....that's 35 cents on every dollar sold. In total, Pepsico does 19%.(losing 17 points of FLNA money) Unbelievable. Quaker is a dog, now that it doesn't have Gatorade, which is under the beverages(and losing share to Power Ade-Coke). This Quaker deal was "masterminded" by Nooyi, and that's how she got to the top. But it is not panning out.

    No chicken little here...just not drinking Nooyi's Kool-Aid! Snoop doggy is right on the money. Hostess was a great company at one time, also.

    elkarlo, I'm happy that you got a raise, so did I, but the expectations(strings) that come with it are enormous.

    We do not look for growth in the marketplace, like we did years ago. The management, now, just looks for cuts. Well, you can't fix yourself without sales(marketplace) growth. Cuts are a short term fix to make the shareholders happy, today.

    We have offices full of people trying to squeeze blood out of this turnip. Eventually(earlier than you think), Pepsi will be in trouble, taking FLNA down with them. SAD!!!
    Mar 13 03:31 PM | Likes Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    Nyooi has to go. They announced productivity increases at Frito Lay, but all that is happening is chopping frontline heads. Still, way too many Senior Execs at Pepsico and the divisions. You need people where the money changes hands....the customer, not the offices! Many good people are leaving Pepsico and Frito Lay. Frustrations abound and morale is shot! Keep Nyooi in place much longer and you will see the same thing that you saw with Hostess and many other everyday brands. She is not a leader, only a calculator!
    Mar 12 05:38 PM | 1 Like Like |Link to Comment
  • Peltz renews attempt to break up PepsiCo [View news story]
    Amen and Thank You, Nelson Peltz, before Nyooi runs the snack business into the ground also!
    Feb 20 01:30 PM | 2 Likes Like |Link to Comment
  • Nelson Peltz pushes PepsiCo spinoff plan again [View news story]
    I can tell you that Frito Lay carries the entire group at Pepsico. Frito Lay is well over 2/3 of the Pepsico profit and Peltz knows that. Indra Nooyi doesn't know the difference between a potato chip and a cow chip. Frito Lay will trade in the hundreds and Pepsi will be a penny stock if split. Nooyi has built nothing. It has always been there. Peltz knows this, also. Give Frito Lay the freedom to be great.
    Oct 8 06:26 PM | Likes Like |Link to Comment
  • Food Lion chain fights for survival [View news story]
    There is still too much dead wood at Food Lion's corporate office. Roland Smith has done a good job getting rid of a lot of it. However, the chain's image to the consumer is still fighting the 20/20 piece from years ago. Their store level managers are barely above the leadership capabilities of a convenience store manager. The chain's attitude towards vendors is worsening. These same vendors are lowering prices and advertising heavily to Food Lion's benefit and yet they continue to push their private brand, which again is not trusted by the educated consumer.
    Aug 19 03:45 PM | Likes Like |Link to Comment
  • PepsiCo - Least Preferred Beverage Company Amidst Debt Load And Operational Issues [View article]
    From the beginning, Nooyi has been a disaster. You never really saw it until the economy took a turn for the worst. She does not have the ability to lead this company out of their troubles and they have lost some great talent in her tenure. The Board has sat on their thumbs for the entire time. Watch the stock drop and buy in the fifties.
    Oct 24 06:39 PM | Likes Like |Link to Comment