Articles for PepsiCo

PepsiCo Earnings Preview: What We Are Watching

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Friday, February 3rd, 2012 by Trefis Team

PepsiCo (NYSE:PEP) is scheduled to announce its earnings on 9th February, 2012. Once again, the snack segment, and not the its core soft drink business, will lead the growth. Recent acquisitions in Latin America will help the company delve deeper into high growth potential regions of the world. PepsiCo competes with leading food & beverage companies around the world including Kraft Food (NYSE:KFT), Coca Cola Co (NYSE:KO) and Dr Pepper Snapple (NYSE:DPS).

We maintain a price estimate of $71, which is about 5% above the current market price.

Mexico the New El Dorado For Soft Drink Giants

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Thursday, February 2nd, 2012 by Trefis Team

It seems like soft drink powerhouses Coca Cola Co (NYSE:KO) and PepsiCo (NYSE:PEP) are betting heavily on Mexico as both the companies recently announced huge investments in the country. Mexico has one of the highest obesity rates in the world and the government has undertaken several measures to promote a healthier lifestyle. Major Food & Beverage (F&B) companies are hoping to leverage the incentives provided by the government to build a healthy portfolio in the region. Besides these two, Dr Pepper Snapple (NYSE:DPS) has also made significant investments in the country and is witnessing a healthy revenue growth.

We maintain a price estimate of $71, which is about 8% above the current market price.

Best Dividend Paying Stock List For February 2012

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Wednesday, February 1st, 2012 by Trefis Team

This article was submitted by Dividend Yield using our Trefis Contributors tool

Here is a current dividend list (from low-yield to high-yield paying stocks) of stocks with interesting performance and valuation figures. Stocks from that list are mid- and large caps (market capitalization of more than USD 1 billion) with double digit long-term earnings growth rates. The companies are traded at AMEX, NYSE, NASDAQ and part of the Dow Jones, S&P 500 as well as Nasdaq Composite. Date of the screen is 2012-02-01.

Pepsi’s Diverse Portfolio, Strategic Deals Serve Up $71 in Value

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Tuesday, January 24th, 2012 by Trefis Team

PepsiCo‘s (NYSE:PEP) diverse portfolio ranging from sodas and snacks to juices combined with its ability to innovate and launch products suited to the requirements of the localized markets will go a long way in the growth of the company. At the same time, key acquisitions in the developing markets over the last few years give the company an opportunity to be a part of these fast-growing economies. We believe the company is in a transitional phase which makes the market undervalue the stock. PepsiCo competes with leading food & beverage companies around the world including Kraft Food (NYSE:KFT), Coca Cola Co (NYSE:KO) and Dr Pepper Snapple (NYSE:DPS).

Pepsi’s $71 Fair Value Driven by Snacks in EM & Soft Drinks Push

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Tuesday, January 17th, 2012 by Trefis Team

Although PepsiCo (NYSE:PEP) is increasing its marketing spend to boost flagging soft drink sales, the stock’s true value is likely to come from its snack business via the Frito-Lay segment. PepsiCo’s recent acquisitions in strategically key locations gives it a strong platform and ensures long term growth of the company. What many will find surprise is that Frito-Lay’s contribution to the overall stock price is almost half of the value while the soft drink segments make up a far smaller share of its value according to our analysis. PepsiCo competes with leading food & beverage companies around the world including Kraft Food (NYSE:KFT), Coca Cola Co (NYSE:KO) and Dr Pepper Snapple (NYSE:DPS).

PepsiCo Steps up Ad Spending, Geared for Growth

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Friday, January 6th, 2012 by Trefis Team

While most companies are yet to get over the new year’s hangover, PepsiCo (NYSE:PEP) has signed multiple agreements aimed primarily at marketing and increasing presence domestically and internationally. Increased availability and maintaining ubiquity is a natural form of advertising as consumers subconsciously tend to prefer the brand they associate themselves with. The company plans to spend more than $400 million on marketing alone this year. PepsiCo competes with leading food & beverage companies around the world including Kraft Foods (NYSE:KFT), Coca Cola Co (NYSE:KO) and Dr Pepper Snapple (NYSE:DPS).

Frito-Lay’s All Natural Image Comes Under Fire, $71 Fair Value

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Monday, December 26th, 2011 by Trefis Team

Frito-Lay was sued by Milberg LLP over claims that its brands Tostitos and Sun Chips are made completely out of natural ingredients. Milberg LLP claims that these brands are made from Genetically Modified Oils (GMO) and hence should not be classified as ‘natural’. Frito-Lay is a subsidiary of PepsiCo (NYSE:PEP).

Earlier in August, Milberg LLP had sued Con Agra Foods for the same reason. Although it is too early to comment at the moment, we feel the lawsuit can potentially have a significant impact on the overall stock price as Frito-Lay is an important division within PepsiCo. PepsiCo competes with leading food & beverage companies around the world including Kraft Foods (NYSE:KFT), Coca Cola Co (NYSE:KO) and Dr Pepper Snapple (NYSE:DPS).

Pepsi’s Marketing Push Can be the X Factor to Reach $71

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Thursday, December 22nd, 2011 by Trefis Team

PepsiCo (NYSE:PEP) is focused on reinvigorating its portfolio of core brands. The core brands include its traditional beverage brands as well as the snacks such as Doritos and Ruffles which fall under Frito Lay. The recent time has seen the sales of its beverage brands flagging and for the first time, sales of its namesake brand Pepsi fell behind Diet Coke in 2010. Under Ms Indra Nooyi, the Chief Executive, the company has often been criticized for focusing exclusively on building a healthier portfolio and neglecting the core, indulgent brands. PepsiCo competes with leading food & beverage companies around the world including Kraft Foods (NYSE:KFT), Coca Cola Co (NYSE:KO) and Dr Pepper Snapple (NYSE:DPS)

Pepsi Stock Primed for $71, Expands in Emerging Markets with Diverse Portfolio and Adaptability

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Wednesday, December 21st, 2011 by Trefis Team

PepsiCo‘s (NYSE:PEP) diverse portfolio ranging from sodas and snacks to juices, combined with its ability to innovate and launch products suited to the requirements of the localized markets will go a long way in the company’s growth. PepsiCo’s strong brand name and excellent distribution network enables it to make acquisitions locally. It competes with leading food & beverage companies around the world including Kraft Foods (NYSE:KFT), Coca Cola Co (NYSE:KO) and Dr Pepper Snapple (NYSE:DPS). Here we take a look at PepsiCo’s operations and growth plans in two major emerging economies, India and Brazil, to understand how diversity in product offerings and the ability to adapt locally will help it grow its international business.

Gatorade’s Nutrition Push Will Pump Up Pepsi Stock to $71

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Monday, December 12th, 2011 by Trefis Team

PepsiCo (NYSE:PEP), the owner of Gatorade, is aiming to diversify the brand beyond beverages. The iconic drink, which dominates the $7 billion U.S. sports drink industry is hoping to replicate its success in the $20 billion U.S. sports nutrition industry. The sports nutrition industry consists of sports drinks, protein bars and supplements, among other products. Currently, PepsiCo competes with the likes of Coca-Cola (NYSE: KO) and Dr. Pepper Snapple Group (NYSE:DPS).