PepsiCo Inc. NASDAQ: PEP napoje, przekąski typu czipsy m.in. Pepsi, Lipton, Lay's

[slayer74]

PepsiCo: By The Numbers
https://seekingalpha.com/article/422710 ... ngcom_feed

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PepsiCo: Growing Through Challenges
https://seekingalpha.com/article/423091 ... ngcom_feed

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PepsiCo prognozuje niespodziewany spadek całorocznego zysku, przyczyniły się do tego silniejszy dolar, zwiększone inwestycje w działalność oraz wyższe podatki, informuje Reuters.

Zysk operacyjny północnoamerykańskiego oddziału Pepsi zmniejszył się w tym kwartale o 12 proc., ponieważ w tym kwartale firma wydała dużo na marketing Diet Pepsi i Pepsi Zero, aby zwalczyć niskocukrową ofertę Coca-Coli. Spółka oczekuje, że skorygowany zysk na akcję w 2019 r. spadnie o 3 proc. do 5,50 USD, podczas gdy analitycy spodziewali się średnio 3,5 proc. wzrostu zysku do 5,86 USD na akcję. Straty z tytułu różnic kursowych spowodowały uszczerbek na dochodach netto, powiedział dyrektor generalny Ramon Laguarta. Laguarta, ...
https://www.pb.pl/pepsico-zapowiada-spadek-zysku-953383

Pepsi Earnings: Just Good Enough
https://247wallst.com/consumer-products ... od-enough/

[slayer74]

PepsiCo's Earnings: Assessing The Growth Story

Summary
After delivering highly encouraging results in 1Q19, PepsiCo has looked more like a growth than a value stock so far this year.

Looking to defend its stock's momentum, the company will deliver 2Q19 results on July 9, and I am betting on a bottom-line beat.

PEP still looks enticing to me, at the very least for the valuable diversification factor amid a period of macroeconomic uncertainty.

https://seekingalpha.com/article/427274 ... ngcom_feed

[slayer74]

PepsiCo Tops Q2 Earnings Forecast, Holds 2019 Guidance, as Snack Sales Impress
PepsiCo posted stronger-than-expected second quarter earnings Tuesday, and maintained its full-year sales growth forecast, as snacks sales from its Frito-Lay division continue to drive top-line growth.

PepsiCo. Inc (PEP - Get Report) posted stronger-than-expected second quarter earnings Tuesday, and maintained its full-year sales growth forecast, as snacks sales from its Frito-Lay division continue to drive top-line growth.

PepsiCo said adjusted earnings for the three months ending on June 15 came in at $1.54 per share, down 4.34% from the same period last year but 2 cents ahead of the Street consensus forecast. Group revenues, PepsiCo said, rose 2.23% to $16.449 million, largely in-line with analysts forecasts.

Looking into 2019, PepsiCo said it still sees organic revenue growth of around 4%, after posting a 4.5% tally over the second quarter, and core earnings per share of around $5.50.

"We are pleased with our results for the second quarter," said CEO Ramon Laguarta. "While adverse foreign exchange translation negatively impacted our reported net revenue performance, our organic revenue growth was 4.5% in the quarter."

"We are also pleased with the progress on our priorities to make PepsiCo a faster, stronger and better company by building new capabilities, strengthening our brands, adding capacity to grow and transforming our culture," he added. "Our performance for the first half and the progress we are making on our strategic priorities give us increased confidence in achieving the 2019 financial targets we communicated earlier this year."

PepsiCo shares were marked 0.48% higher in pre-market trading immediately following the earnings release to indicate an opening bell price of $133.20 each, a move that extends the stock's year-to-date gain to around 20.5%, more than double the 9.82% gain for drinks rival Coca-Cola Co. (KO - Get Report) .

Frito-Lay revenues, which along with the company's other snacks businesses, comprise more than half of the group's collective top line, rose 4.5% to $4.01 billion, while north American beverage sales rose 2.5% to $5.322 billion.
https://www.thestreet.com/investing/ear ... s-15012679

Wicelider światowego rynku napojów spożywczych przebił oczekiwania analityków odnośnie wyników kwartalnych, donosi Reuters.

Przychody amerykańskiego potentata wzrosły o 2,2 proc. w ujęciu rocznym do 16,45 mld USD w drugim kwartale zakończonym 15 czerwca 2019 r. To nieco więcej od mediany oczekiwań analityków, która kształtowała się na poziomie 16,43 mld USD.

Z kolei zysk netto zwiększył się do 2,04 mld USD co daje 1,44 USD na akcję z 1,82 mld i 1,28 USD na akcję rok wcześniej.

Firma specjalizująca się w napojach bezalkoholowych i przekąskach skorzystała przede wszystkim z dodania do swojego portfolio zdrowszych przekąsek, wód musujących i soków.

https://www.pb.pl/wyniki-pepsico-lepsze ... noz-965466

[slayer74]

PepsiCo (PEP - Get Report) is Real Money's stock of the day after the company posted earnings that beat expectations.

Pepsi reported adjusted earnings for the three months ending on June 15 that came in at $1.54 per share, down 4.34% from the same period last year but 2 cents ahead of the Street consensus forecast. According to Pepsi, group revenues rose 2.23% to $16.449 million, largely in-line with analysts forecasts.

"We are pleased with our results for the second quarter," said CEO Ramon Laguarta. "While adverse foreign exchange translation negatively impacted our reported net revenue performance, our organic revenue growth was 4.5% in the quarter."

But Jim Cramer had some thoughts about what he didn't like about the quarter.


"If I wanted to nitpick what was wrong with Pepsico. I didn't like Mountain Dew. That number wasn't so great. I wish the Gatorade, was a tad stronger? Gatorade was too weak. I feel that even though people are talking about Bubly being big, that's premature. I mean that's like not as big as I thought. I didn't like the way that SodaStream hasn't really been effective in the United States," said Cramer.

https://www.thestreet.com/video/jim-cra ... r-15013714

[slayer74]

When PepsiCo Inc. (NASDAQ: PEP) released its second-quarter financial results before the markets opened on Tuesday, the firm said that it had $1.54 in earnings per share (EPS) and $16.45 billion in revenue. That compares with consensus estimates that called for $1.50 in EPS and $16.42 billion in revenue, as well as the $1.61 per share and $16.09 billion posted in the same period of last year.

In terms of its segments, the firm reported as follows:

Frito-Lay North America revenues increased 4.5% year over year to $4.01 billion.
Quaker Foods North America revenues increased 2.5% to $540 million.
PepsiCo Beverages North America revenues increased 2.5% to $5.32 billion.
Latin America revenues increased 2.3% to $1.89 billion.
Europe Sub-Saharan Africa revenues were flat at $3.13 billion.
Asia, Middle East and North Africa revenues were flat at $1.56 billion.
Looking ahead to the 2019 full year, the company expects to see organic revenue growth of 4% and a decline in core constant currency EPS of roughly 1% (core EPS of $5.50). Consensus estimates call for $5.53 in EPS and $66.51 billion in revenue.

https://247wallst.com/consumer-products ... -earnings/

[slayer74]

What Analysts Are Saying About PepsiCo After Earnings

https://247wallst.com/consumer-products ... -earnings/

[slayer74]

PepsiCo's Growth Buckets: A Strategist's View
https://seekingalpha.com/article/428177 ... ngcom_feed

[slayer74]

When PepsiCo Inc. (NASDAQ: PEP) released its third-quarter financial results before the markets opened on Thursday, the firm said that it had $1.56 in earnings per share (EPS) and $17.19 billion in revenue. That compares with consensus estimates of $1.50 in EPS and $16.93 billion in revenue, as well as the $1.59 per share and $16.48 billion posted in the same period of last year.

During the most recent quarter, organic net revenue growth totaled 4.3% year over year, with foreign exchange having a negative 1% impact. Core constant EPS declined by about 1% year over year as well.

In terms of its segments, the firm reported as follows:

Frito-Lay North America revenues increased 5.5% year over year to $4.105 billion.
Quaker Foods North America revenues increased by 1.6% to $576 million.
PepsiCo Beverages North America revenues increased 3.4% to $5.64 billion.
Latin America revenues increased by 1.9% to $1.90 billion.
Europe Sub-Saharan Africa revenues increased 5.9% to $3.35 billion.
Asia, Middle East and North Africa revenues increased 4.6% to $1.61 billion.
Looking ahead to the 2019 full year, the company expects to see organic revenue growth of 4% and a decline in core constant currency EPS of roughly 1% (core EPS of $5.50). Consensus estimates call for $5.52 in EPS and $66.49 billion in revenue.

https://247wallst.com/consumer-products ... off-in-q3/

[slayer74]

Jak powinna wyglądać dobra spółka dywidendowa?
PEP 25.10.2019 - 136,64 $
https://www.pamietnikgieldowy.pl/2019/1 ... o-pep.html

[slayer74]

PepsiCo Tops Q1 Earnings Forecast, Commits to 2020 Share Buybacks And Dividends
PepsiCo said it expects to return $7.5 billion to shareholders, with $2 billion from buybacks and $5.5 billion from dividends.

PepsiCo (PEP) - Get Report posted stronger-than-expected first quarter earnings Tuesday, but pulled its full-year profit guidance amid consumer uncertainty linked to the global coronavirus pandemic.

PepsiCo said core earnings for the three months ending in March were pegged at $1.07 per share, up 10.3% from the same period last year and 4 cents ahead of the Street consensus forecast. Group revenues, PepsiCo said, rose 7.8% to $13.88 billion, again topping analysts' estimates of a $13.2 billion tally.

PepsiCo said it will scrap its 2020 earnings guidance, which had called for 4% organic revenue growth and 7% core earnings growth, but noted that it will continue to buyback shares and pay a cash dividend, with the collective returns amounting to around $7.5 billion this year.

"Despite a strong first quarter, there is still a great deal of uncertainty that exists in relation to COVID-19, including how geographies, retail channels and consumer behaviors will evolve over time." said CEO Ramon Laguarta. "Due to this uncertainty, the Company's previous financial outlook regarding fiscal year 2020 is no longer applicable."

"However, with a strong balance sheet, highly cash generative business and ample liquidity, we believe we have adequate flexibility to meet the needs of our business and return cash to shareholders," he added.

PepsiCo shares were marked 0.4% higher in pre-market trading immediately following the earnings release to indicate an opening bell price of $134.97 each.

https://www.thestreet.com/investing/pep ... e-buybacks

[slayer74]

PepsiCo Pops Off With Q1 Earnings

When PepsiCo Inc. (NASDAQ: PEP) released its first-quarter financial results before the markets opened on Tuesday, the company said that it had $1.07 in earnings per share (EPS) and $13.88 billion in revenue. That compares with consensus estimates of $1.03 in EPS and $13.21 billion in revenue, as well as the $0.97 per share and $12.88 billion posted in the same period of last year.

During the most recent quarter, organic net revenue growth totaled 7.9% year over year. Core constant EPS declined by about 10% year over year as well.

In terms of its segments, the firm reported as follows:

Frito-Lay North America revenues increased 6.8% year over year to $4.07 billion.
Quaker Foods North America revenues increased by 6.7% to $634 million.
PepsiCo Beverages North America revenues increased 7.3% to $4.84 billion.
Latin America revenues increased by 5.6% to $1.31 billion.
Europe revenues increased 13.5% to $1.84 billion.
Africa, Middle East and South Asia net revenues increased 9.0% to $631 million.
Asia, Pacific, Australia, New Zealand and China revenues increased 5.7% to $555 million.
Looking ahead to the 2020 full year, the company expects to see total cash returns to shareholders of approximately $7.5 billion, comprised of dividends of $5.5 billion and share repurchases of $2 billion. Additionally, the company expects to see a three-to-four percentage point foreign exchange translation headwind to negatively impact reported net revenue and core EPS. Consensus estimates call for $5.64 in EPS and $67.44 billion in revenue.

https://247wallst.com/consumer-products ... -earnings/

[slayer74]

opublikowano: wczoraj, 13-07-2020, 12:47

Akcje PepsiCo drożeją w handlu przedsesyjnym po tym jak wyniki kwartalne amerykańskiego giganta rynku napojów i przekąsek okazały się lepsze niż oczekiwano.

Zysk netto spółki spadł do 1,65 mld USD, czyli 1,18 USD na akcję. Bez uwzględniania wydarzeń jednorazowych wynosił 1,32 USD na akcję. Rynek oczekiwał 1,25 USD. Przychody spadły o 3,1 proc. do 15,95 mld USD. Oczekiwano 15,37 mld USD.

https://www.pb.pl/pepsico-poprawilo-nas ... row-996565

[slayer74]

Chociaż na pierwszy rzut oka to nie wygląda, działalność Coke - Coca Cola i Pepsi się znacznie różnią. Coke jest prawie całkowicie oparty na napojach, podczas gdy Pepsi generuje duże przychody poprzez sprzedaż przekąsek (marki chipsów np. Lay's, Doritos i Cheetos) i pakowanej żywności. Dlatego Pepsi drugi kwartał 2020 zabolał mniej (koronawirus).

https://www.paszport.ws/koszmarny-kwart ... -od-25-lat