Event in Progress:
Discover the latest content that has just been published on Research Tree
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 16 research reports from 2 professional analysts.
Companies: A.G. BARR p.l.c.
Shore Capital
Ocean Harvest Technology (OHT) report FY2023 results in-line with expectations. Product revenues of €3.0m grew at 21% versus FY2022A despite an (expected) H2 2023A decline of 7%, and was a function of lower margin single seaweed sales, which can be volatile. H2 2023 OceanFeed blended sales of €1.3m grew at 21% versus H2 2022. The H2 2023 gross margin of 39.5% supported this and showed a sharp acceleration versus the 35.3% seen in H2 2022. 15 new customers were added across FY2023, and with a ver
Companies: Ocean Harvest Technology Group Plc
Cavendish
Companies: Anpario plc
We are reiterating our Buy rating and $0.25 price target for Starco Brands with the company announcing 4Q23 (December) results after the close on Monday. We believe 2024, with a full compliment of unique, value-added brands which leverage Starco's aerosol and marketing infrastructure in hand, and a laser focus on adding key categories and new relationships, is shaping up as another year of material progress for Starco. We believe there are also continued margin expansion opportunities from both
Companies: ELF EL STCB EPC COTY IPAR DGE IPAR EL UNILEVER EPC STCB ELF COTY
Small Cap Consumer Research LLC
AG Barr’s (BAG’s) FY23 results highlighted the strength of the brand portfolio as group volumes (+2.4%) outperformed the UK soft drinks category decline of 2.9%. Key brands IRN-BRU (33% of FY24 revenue) and Rubicon (19% of FY24 revenue) grew 8% and 15%, respectively, as flavour innovation and format mix helped to drive volume growth. Management anticipates margin enhancement initiatives to yield a 100bp operating margin uplift in FY25, aided by greater in-sourcing and other efficiency gains. M&A
Edison
Companies: Wynnstay Group plc (WYN:LON)SDX Energy PLC (SDX:LON)
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
Cyclical weakness in Carr’s Group’s Speciality Agriculture business has affected the company’s fortunes of late. However, the new management team, a strong net cash balance sheet and a record order book in the Engineering division offer optimism. Operational progress, particularly a reversal of fortunes in Speciality Agriculture, should rebuild confidence and a reduction in the current discount to our view of the underlying value.
Companies: Carr's Group PLC
Companies: Greencore Group Plc
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
Greggs (GRG) enjoyed a stronger-than-expected end to FY23 with sales ahead of our estimates and consensus forecasts, enabling GRG to meet its profit expectations for the year. GRG’s strong revenue growth and an improved profit performance in FY23 means it has fared better than many other consumer-facing names during the year. With lower inflationary pressures, the company enters FY24 in a better place with respect to its selling price versus cost inflation than at the start of FY23, when it was
Companies: Greggs plc
Companies: Genus plc
Liberum
Today's news & views, plus announcements from SNN, DOM, GRI, FTSA, WINE
Companies: Naked Wines plc
Capital Access Group
Better than expected to date: The January trading update season has been better than expected, with the ratio of upgrades to downgrades running at 26:16 out of the 101 trading updates that we have analysed. It’s a surprisingly positive start to the New Year which reflects (1) realistic expectations captured in consensus forecasts, (2) consumers’ determination to enjoy Christmas and protect important areas of personal expenditure and (3) a reduction in supply as competitors exit.
Companies: MORE LGRS MPE MRK MTC RBG MEX ZAM
Share: