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  • Pepsico: Not Bad At $80 For 2013 [View article]
    Cheap money is almost gone, and with it opportunity upgrade wherever it can be used
    Jun 26, 2013. 05:58 PM | Likes Like |Link to Comment
  • The glass is half full for Owens Corning (OI -1.2%) with soda companies (KO, PEP, DPS) continuing to see demand for glass bottle products increase at a faster rate than plastic ones. Though glass bottles only account for 2% of soda drink sales, the niche had higher profit margins while boosting sales at a respectable 4.5% clip last year. All three major soda companies say they will try moving more brands to glass. [View news story]
    In these days of environmental sensitivity it is interesting to note that in the old days we got an average of 5 trips on a 12 ounce bottle. But the labor cost was huge. a 24 bottle full sized case weighed 56 pounds.

    Ernie Dossin (Detroit Bottler)
    Jun 24, 2013. 04:48 PM | Likes Like |Link to Comment
  • Is is time for Coca-Cola (KO) and PepsiCo (PEP) to take SodaStream (SODA) seriously? The Israeli juggernaut sells more than 10K machines a day with buyers presumably cutting back on their purchases of traditional soda drinks as they fall under the SodaStream consumables umbrella. While an ad campaign in the U.K. was pulled by regulators, the ad's afterlife on YouTube garnered the broad effect the company desired. A Super Bowl commercial planned for 2013 will deliver an even larger audience. Rumor: PepsiCo and Cuisinart may enter the market with machines in response to the SodaStream surge. [View news story]
    Wnile I applaud PEPSICO for being on their toes regarding possible competitors, they forgot we are Americans. We want our products prepared and ready to consume. One need only in grocery stores for the every growing popularity of pre-prepared meals available to realize that the general population will not accept the need to work for ones pleasure.
    Dec 5, 2012. 12:42 PM | Likes Like |Link to Comment
  • PepsiCo (PEP) watchers see the resignation of President John Compton and other corporate reshuffling as a sign that CEO Indra Nooyi plans to stay on board for a few more years. Though a number of activist shareholders have pressured Nooyi to warm up to the idea of separating the snacks business from the beverage business, she has held firm with her own plans for growth. [View news story]
    The CEO of Pepsi has led PEP through a period great accomplishments, but has lost her way in making the decision to be a leader in the effort to be a "Green" corporation. Pepsi as a corporation that makes money responding to desires of customer, not leading them. It is time for the current Chairman to move on.
    Sep 12, 2012. 10:51 AM | 2 Likes Like |Link to Comment