$PEP (Pepsico, Inc.)

$PEP {{ '2016-04-25T19:46:50+0000' | timeago}} • SEC

$PEP's net cash provided by operating activities for 1Q16 fell to $131MM from $270MM. Net cash used in investing activities was $1.41Bil compared to cash provided by investing activities of $320MM last year. Net cash provided by financing activities was $331MM compared to cash used in financing activities of $210MM a year ago.

$PEP {{ '2017-07-28T12:20:56+0000' | timeago}} • Infographic

Comparative Analysis - $PEP vs $KO vs $DPS

$PEP {{ '2017-07-11T13:14:54+0000' | timeago}} • Webcast

Calling e-commerce platform "very important," $PEP said its online business is growing significantly. The company, however, did not give any specifics. $PEP said there is a great opportunity for innovation in e-Commerce, such as distribution of shippable snacks and beverages.

$PEP {{ '2017-07-11T13:05:12+0000' | timeago}} • Webcast

Regarding softening business in Beverages segment, $PEP said it is more of an opportunity than a concern, adding that investors will see more activity on this in 2H17. $PEP said it would focus on price realizations and marketing to drive topline growth in this segment.

$PEP {{ '2017-07-11T12:36:11+0000' | timeago}} • Webcast

Though $PEP's core performance was impacted by difficult economic conditions in 1H17, the beverage giant expects to see improvement in profit growth in 2H17, as it laps incremental investments from last year and realizes productivity from supply chain initiatives.

$PEP {{ '2017-07-11T11:36:01+0000' | timeago}} • Infographic

$PEP PepsiCo, Inc. Earnings AlphaGraphics: Q2 2017 highlights

$PEP {{ '2017-07-11T10:59:22+0000' | timeago}} • Announcement

In 2Q17, $PEP's revenue was boosted by a 3% growth in Frito-Lay North America segment. This was supported by 6% growths each in Europe Sub-Saharan Africa and Latin America markets. Meanwhile, Asia, Middle East and North Africa saw a revenue decline of 8%.

$PEP {{ '2017-07-11T10:51:31+0000' | timeago}} • Announcement

$PEP continues to expect organic revenue growth of at least 3% in 2017. The company now anticipates core EPS to be $5.13 and net capital spending to be approx $3Bil. $PEP expects to make dividend payments of about $4.5Bil during the year.

$PEP {{ '2017-07-11T10:46:00+0000' | timeago}} • Announcement

Weak demand continued to haunt $PEP in 2Q17. Though organic volume grew 2% in the Food/ Snacks segment during this quarter, this was offset by an equal decline in the Beverages segment.

$PEP {{ '2017-07-11T10:34:29+0000' | timeago}} • Announcement

Food company $PEP continued its winning streak with yet another strong quarter. The $KO rival's revenue in 2Q17 rose 2% to $15.7Bil, riding on steady growth in Frito-Lay North America segment. Net income rose to $2.1Bil, or $1.46 per share, from $2Bil, or $1.38 per share a year ago. Core (non-GAAP) earnings during this period was $1.50 per share.

$PEP {{ '2017-04-26T20:53:12+0000' | timeago}} • Infographic

$PEP Pepsico Earnings AlphaGraphics: Q1 2017 Highlights

$PEP {{ '2017-04-26T13:20:39+0000' | timeago}} • Webcast

$PEP said in order to deal with beverage taxes, it is working on delivering products which are low in sugar and beverages of positive nutrition. The second part of its strategy is to bolster its portfolio outside of beverages so that the impact from taxes can be cushioned through managing the portfolio strategically.

$PEP {{ '2017-04-26T13:09:50+0000' | timeago}} • Webcast

$PEP expects to see solid pricing in Latin America. Its beverage business in Brazil is relatively small so it is insulated from certain issues. $PEP’s biggest business is in Mexico where it has strong performance from beverages and snack foods. Argentina’s high inflation rates create pricing benefits. $PEP also expects improved volume performance.

$PEP {{ '2017-04-26T13:02:20+0000' | timeago}} • Webcast

$PEP stated that beverages posted 1% revenue and 3% operating profit growth while Frito-Lay posted 2% revenue and 4% operating profit growth during 1Q17. These numbers are expected to strengthen for the balance of 2017. Quaker is also expected to show improved performance. $PEP expects growth for all its segments going forward for 2017.

$PEP {{ '2017-04-26T12:54:34+0000' | timeago}} • Webcast

$PEP saw some commodity inflation during 1Q17. The company’s intent is generally to price through commodity inflation but pricing in Asia, Middle East & North Africa was relatively light during 1Q17. $PEP’s pricing is in place such that over the course of 2017, it should see margin appreciation although there will margin compression in 1H17.

$PEP {{ '2017-04-26T12:38:52+0000' | timeago}} • Webcast

$PEP is doing well in Europe and the US. The Latin American region is performing well but Brazil, Argentina and Venezuela still pose concerns. The Middle East is dealing with oil price declines. China’s GDP growth is good and the snacks & nutrition and beverage businesses are doing well. $PEP is positive about business prospects in India.

$PEP {{ '2017-04-26T11:28:59+0000' | timeago}} • Announcement

Beverage giant $PEP's reported effective tax rate was 22.7% in the 1Q17 vs. 31.9% a year ago, impacted by the charge related to the transaction with Tingyi, which had no corresponding tax benefit. Net cash used in operating activities was $199MM for the quarter.

$PEP {{ '2017-04-26T11:28:25+0000' | timeago}} • Announcement

$PEP sees FY17 organic revenue growth of at least 3%, with core EPS of $5.09. Pepsi also expects net capital spending of $3Bil, dividend payments of $4.5Bil and share repurchases of $2Bil. A negative impact of forex translation at 3% is expected on the year's results.

$PEP {{ '2017-04-26T11:28:03+0000' | timeago}} • Announcement

$PEP posted a 41% jump in 1Q17 attributable net income of $1.32Bil, from $931MM a year ago. Diluted earnings soared 43% to $0.91 per share, on a 2% net revenue jump to $12.05Bil. The EPS growth primarily reflects the impact of last year's charge regarding the Tingyi transaction. Forex translation reduced the EPS growth by 2 pct points.

$PEP {{ '2017-02-15T14:09:58+0000' | timeago}} • Webcast

$PEP said that during 4Q16, it was significantly impacted by the demonetization drive in India. The company believes that by 2Q17, it will be able to overcome the bulk of the demonetization challenges and as the new currency and digital currency comes into circulation, its retail activities could come back to normal.

$PEP {{ '2017-02-15T13:54:38+0000' | timeago}} • Webcast

$PEP stated that it is positive in terms of its productivity plans for 2017. The productivity plans are more SG&A-focused and this will drive operating margin improvement that in turn will allow the company to stay on its guidance for core EPS growth of 8%.

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