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PepsiCo reported a decent result in the quarter as the business momentum continued in spite of ongoing geopolitical and macroeconomic volatility and greater levels of inflation over the markets. The company delivered an all-aroubd beat driven by organic revenue growth of double digits in the quarter. It has recently launched two innovative variants of Rockstar Recovery to its existing portfolio but has added ingredients which include Vitamin C and collagen. The management has been actively carry
Companies: PepsiCo, Inc. (PEP:NAS)PepsiCo, Inc. (0QOS:LON)
Baptista Research
PepsiCo delivered a strong top-line result and a growth of 8% in organic sales. The performance of the business was driven by both its food and beverages categories. The categories of snacks are growing at a faster rate than beverages and food in both the U.S. and worldwide even though it is a lower margin business for the company. The investments made by PepsiCo are in talent, new capabilities, capacity, and go-to-market. The company has emerged with huge momentum in the business as well in the
Despite geopolitical pressures, PepsiCo appears to be set for a relatively stable 2022 ahead which is expected to be driven by a decent performance in both, its convenient foods and beverages categories. The company's investments in brands, go-to-market systems, consumer insights, and improved execution over the last three years are paying off in the form of a share of market gains in snacks and beverages across multiple developing markets. Moreover, PepsiCo is seeing growth in Rockstar both in
PepsiCo had a decent fourth quarterly result and appears to be set for a relatively stable 2022 ahead backed by the decent performance of both, it’s convenient foods and beverages categories. The company's investments in brands, go-to-market systems, consumer insights, and improved execution over the last three years are paying off in the form of a share of market gains in snacks and beverages across multiple developing markets. Moreover, PepsiCo is seeing growth in Rockstar both in areas where
PepsiCo is gradually becoming more and more competitive across both, snacks and beverage categories in most of the markets because of the heavy investments they have been making in brand building. This has been the result of many changes implemented by CEO Ramon Laguarta after he took over the reins from former CEO Indra Nooyi. PepsiCo has clearly shifted focus from many non-essential brands and allocated more resources towards the right products. The company does face rising inflation forcing t
PepsiCo and Coca-Cola have been the oldest rivals in the beverage business on whom one can find dozens of marketing case studies of how the two companies have fought each other tooth and nail in different geographies. Both companies dealt with the Covid-19 storm as well as with smaller rivals like Monster and Keurig Dr Pepper and continue to be market leaders in most of the categories in which they operate. Today, we are looking to carry out a side-by-side comparison of the recent financial perf
Companies: KO KO PEP 0QOS
PepsiCo reported an outstanding quarter result with excellent growth in the snacks category. While this category has lower margins as compared to its traditional beverage business, it is growing faster than beverages not just in the United States but across the globe. The company is becoming much more competitive across both, snacks and beverage categories in most of the markets because of the heavy investments they have been making in brand building. This has been the result of many changes imp
Pepsi reported a blockbuster Q2 2021 result and has reached the target price from our last report after cruising past Wall Street expectations in terms of both, revenues as well as earnings. With the re-opening of restaurants and increased footfalls, the company’s foodservice revenues went up and it also benefitted from go-to-market systems, a robust supply chain, and strong digital capabilities. While its volume for snacks has been more or less flat, its beverage volumes rose by as much as 20%
Research Tree provides access to ongoing research coverage, media content and regulatory news on PepsiCo, Inc.. We currently have 0 research reports from 2 professional analysts.
Carr’s Group has announced an updated strategy that offers the potential for value realisation and creation from a number of avenues. These include: value realisation of the Engineering Division; the ability to significantly reduce central costs; and longer-term value creation in the Agriculture Division as a focused business with recovery potential and a strategy to leverage its strong market positions for growth.
Companies: Carr's Group PLC
Edison
FY23 results are much in line with overall expectations, helped by a much stronger H2 production and higher purchases of independent crops helping to fill the group’s rising mill capacity. A marginally higher than expected average CPO price mill-gate price of $729/tonne drove the revenue outperformance, but the change in production mix impacted gross margins while slightly higher than anticipated interest, tax and minority charges resulted in EBIT, PBT (Adj.) and EPS (Adj.) just below our foreca
Companies: M.P. Evans Group PLC
Cavendish
Companies: Anpario plc
Shore Capital
The second full year of Greggs’ five-year growth plan to double revenue by FY26 should be marked down as very successful, especially so given the challenging external environment. Unlike many consumer-facing companies, high selling price inflation was accompanied by volume growth, leading to good market share gains. The consumer is responding well to new initiatives to grow revenue in new dayparts and digital channels. Profitability was well-managed with better recovery of input cost inflation t
Companies: Greggs plc
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (
Companies: TXG NDVA TSVT BCOW Z29 TXG NCYT GNS SUN AMS OMG APH EKF EAH IMM AGL DEMG AGY TSTL IPO GDR ETX TRX HVO CTEC AVO OXB DEST VLG IXI VAL INDV AGR AVCT BAI 123F IMCR BCOW
Hardman & Co
Companies: RNWH QED GRG PEBB FDM OTB LAND BOO
Ocean Harvest Technology (OHT), based in the UK, produces animal feed additives products using a composite of blended seaweed. Its patented products have been shown to enhance growth rates in livestock, increase feed efficiency and improve egg quality and quantity for laying poultry. As OHT operates in an attractive market, there is significant potential for its proprietary technology to drive volume growth as awareness of its product benefits increases, along with improving financials.
Companies: Ocean Harvest Technology Group Plc
Companies: CLA VAST CMET SRB CEY TGR
SP Angel
20th March 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment object
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Hybridan
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Companies: Premier Foods plc
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