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mike marron

mike marron
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  • Pepsi Looks Strong For 2015 [View article]
    Indra Nooyi has done nothing but upset outstanding people in the company. She is not a good manager. Her commitment to 1 billion dollars in cost savings for 5 years is coming at the expense of growth. When it was just Pepsi and Frito Lay, Frito Lay was 40% of the combined Pepsico sales and 60% of it's profits. Now Frito Lay is 27% of sales of all the combined companies and 60% of the profits. The math is simple...Frito Lay is successful and the rest of the business is mediocre. Nelson Peltz is right, split it up and let Frito Lay live! As far as the healthy options that she has been credited with...they started well before her tenure at Pepsico.
    Dec 19, 2014. 10:17 AM | Likes Like |Link to Comment
  • Pepsi Looks Strong For 2015 [View article]
    A very naive article that could have been written by Indra Nooyi. The snack business is about to crumble under the pressure to keep the other businesses afloat. Change the leadership or split it up.
    Dec 18, 2014. 02:37 AM | Likes Like |Link to Comment
  • PepsiCo loses another top exec [View news story]
    Or are they leaving because they see that Nooyi is not a great leader and speculation of a break-up is toning down. Thus the stock price will correct itself. Better to leave on top than wait for a downturn and no one will touch you. Think about it.
    Nov 7, 2014. 04:46 PM | Likes Like |Link to Comment
  • American Century manager picks 5 stocks for the next market downturn [View news story]
    Mr.Marlowe is right on the money with his comments. In the past, through several CEOs, Pepsico allowed Frito Lay to stand alone and reap the benefits. With Indra Nooyi, Pepsico has clamped down on the snacks division and is trying to run them as one Pepsico. It's a very bad move. Money is being sucked out of Frito Lay North America to support her Quaker, Tropicana and Pepsi's International businesses. Frito Lay is being run by the consummate "yes man", Tom Greco. Greco is a sales guy who is letting operations and Pepsico run the company. Get back to selling, Tom! Unchain Frito Lay, Indra! Nelson Peltz is 100% correct. Split these companies and don't allow Nooyi to be part of Frito Lay.
    Nov 1, 2014. 06:03 PM | 1 Like Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    He's been drinking the Nooyi Kool Aid!
    Jul 2, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 04:15 PM | Likes Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    You drank the Kool-aid.
    Mar 17, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 05:38 PM | 1 Like Like |Link to Comment