mike marron

mike marron
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  • PepsiCo declares $0.7025 dividend  [View news story]
    I've been around for a long time, too. The current business model being adopted by PEP will bring those dividends to an end. With each quarter, Nooyi runs out of accounting tricks. The executive bench strength has dwindled significantly. She is losing many people that could succeed her. Expect Peltz to make a strong move in 2016. It will be a good thing. Best of luck with your investment!
    Feb 8, 2016. 01:43 PM | Likes Like |Link to Comment
  • Chobani spurns PepsiCo investment, elects to go solo  [View news story]
    Chobani was smart. PEP would ruin the brand.
    Feb 6, 2016. 02:46 AM | 6 Likes Like |Link to Comment
  • PepsiCo declares $0.7025 dividend  [View news story]
    If the companies were split....0.15 - Pepsi, Frito Lay $1.40, the rest <.65>. You all should have support Peltz!
    Feb 5, 2016. 08:16 PM | Likes Like |Link to Comment
  • Coca-Cola Vs. Pepsi: Which Is The Better Choice For Investors?  [View article]
    The readers' comments are right on target. Coke and Pepsi are two different companies and to lightly brush off the snack division is a huge miss or misunderstanding on who Pepsico is. The article shows your youthful exuberance but more years of experience are needed to truly analyze the complexities of these companies. Frankly, you are correct that Pepsico's corporate selling and G&A is bloated but not so in the field. I love the phrase productivity! It's what Pepsico calls CUTS. They have cut jobs and responsibilities, in the field, without any back-up plan. I've seen this before, the first person fired is the janitor, while a host of vice presidents remain, with nothing to do! Here's a piece of advice, Indra, keep the janitor and get rid of some vice presidents! While you are gaining savings now, it will cost you many more dollars in the future. Pepsico is a hold for me and a sell within the next two years, unless Nooyi is gone, then a buy!
    Jan 3, 2016. 09:02 AM | Likes Like |Link to Comment
  • Yogurt shakeup with PepsiCo exit  [View news story]
    The current Pepsico management team is out of touch with their core businesses. Nooyi and team doesn't know the difference between a beverage and a potato chip! Now, she has the market share dropping at FLNA.
    Dec 11, 2015. 09:42 AM | 3 Likes Like |Link to Comment
  • Health Food Won't Make Snyder's-Lance A Healthy Business  [View article]
    Absolutely correct. Frito Lay is part of one of the largest publicly owned companies, Pepsico. Missing this key fact, makes the entire report suspect!
    Oct 14, 2015. 05:41 PM | Likes Like |Link to Comment
  • Strong reign continues for PepsiCo CEO  [View news story]
    The long term results of her tenure are yet to be realized. You may be surprised and have to change your thoughts.
    Sep 11, 2015. 02:42 AM | Likes Like |Link to Comment
  • PepsiCo Is Poised For Growth In 2015 And Beyond  [View article]
    One of the best articles written by the Pepsico investor relations team!
    Jan 20, 2015. 06:17 PM | 2 Likes Like |Link to Comment
  • Pepsi Looks Strong For 2015  [View article]
    Sorry, but your observation sounds like it came out of Nooyi's playbook. Here's a fact to think about....the Lay's brand lost market share in 2014 to regional companies and private labels. It is 27% of Frito Lays sales. Frankly, it could be due to the economy and consumers are looking for better prices. But she has run off several key people who were a threat to her "leadership". Eric Foss, John Compton, Brian Cornell, and Irene Rosenfeld ,just to name a few. These are people who will fight for the business. There's no fight anymore.
    Jan 2, 2015. 06:35 PM | Likes Like |Link to Comment
  • Pepsi Looks Strong For 2015  [View article]
    I haven't voted for any of the sitting board in five years. They are totally out of touch with the business.
    Jan 2, 2015. 06:18 PM | Likes Like |Link to Comment
  • Pepsi Looks Strong For 2015  [View article]
    There has been another round of re-organization in December 2014, and the elimination of many jobs on the front line while the number of office and executive level jobs increase. Pepsico keeps adding vice-presidents of something "Global" with unclear responsibilities. Pepsicola, Tropicana and Quaker continue to drain the profits of Frito Lay. Unfortunately, Nooyi's efforts are modeling these losers instead of Frito Lay. In the past, Frito Lay would set goals of 6%+ in growth year after year. Since she has been at the helm, the goal is 3% and they are struggling to make that. If it continues, Pepsico will be in the same class as Coke, Walmart etc. This Power of One was never handled correctly from the beginning and she has allowed it to fail. Her ego is huge, don't be fooled, and it is in the way of success.
    Jan 1, 2015. 01:50 PM | Likes Like |Link to Comment
  • Pepsi Looks Strong For 2015  [View article]
    Pepsico used to treat their employees, especially management, better prior to Indra Nooyi. She has stripped them of stock options, no longer matching 401K in any fashion and the 401k program has changed for new employees. Medical benefits are reduced particularly since Obamacare(she is a friend of his). No, Pepsico is not the company that you worked for. I wish it were. She has had several re-organizations and departures of tenured people(who are immediately hired by competitors).Employees were loyal and aligned for the success of the organization but not anymore. The mentality has changed in the organization. There is more to investing than just reading a company report. She needs to be replaced with a real leader. You are right, though, Coke is worse.
    Dec 28, 2014. 05:55 PM | 1 Like Like |Link to Comment
  • 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 | 1 Like 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 | 1 Like 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