Coca-Cola’s Productivity Program to Improve 2015 Margins
Coca-Cola’s productivity program aims for annualized savings of $3 billion by 2019. The company will reinvest these savings in incremental media spending.
Food Industry
Everything you need to know about developments in the food insdustry, including stock analysis.
An Overview of the US Nonalcoholic Beverage Industry
The US nonalcoholic beverage market comprises categories like carbonated soft drinks, ready-to-drink tea and coffee, bottled water, sports drinks, and energy drinks.
Stocks versus ETFs: Which Should Investors Choose?
Every investor faces some tough choices. Should you turn to stocks, exchange-traded funds (ETFs), index funds, mutual funds, or bonds?Consumer Analyzing Burger King’s shifting business model focus in 2Q14
Franchise revenues include royalties and franchise fees. Royalties are calculated as a percentage of franchise restaurant revenues, which are driven by same-store sales.
Coca-Cola, PepsiCo, Dr Pepper Snapple: A Valuation Showdown?
As of March 28, Coca-Cola and PepsiCo were trading at 12-month forward PE multiples of 22.7x and 22.0x, respectively.
How Did PepsiCo’s 2Q16 Earnings Turn Out?
PepsiCo rose by 1.5% to close at $107.49 per share on July 7. Its weekly, monthly, and YTD price movements were 4.2%, 4.9%, and 9.2% that day.
New York Is Gearing Up for PepsiCo’s Kola House this Spring
PepsiCo is getting ready to launch Kola House, its first hospitality venture, at its flagship location in New York City’s Meatpacking District. The first Kola House, which will operate as a kola bar, restaurant, lounge, and event space, is expected to open this spring.
Coca-Cola’s Growth Strategy for Soda and Still Beverages
Coca-Cola’s (KO) overall unit case volume rose 1% in 3Q16. The company’s soda or sparkling beverage unit case volumes were flat in 3Q16 on a YoY basis.
Monster’s 1Q16 Sales Benefit from Strategic Deal with Coca-Cola
Monster Beverage’s (MNST) net sales in 1Q16 ended March 31, 2016, were $680.2 million, ahead of the consensus analyst sales estimate of $656.9 million.Consumer Why Tim Hortons introduced a mobile app and loyalty cards
Along with introducing new products like those we discussed in the previous part of this series, Tim Hortons (THI) is also testing different revenue channels and payment methods.
Coca-Cola and PepsiCo: Analysts’ Recommendations
On December 13, PepsiCo (PEP) stock rose 1.2%. UBS initiated coverage with a “neutral” rating and a target price of $123.
Mintel Forecasts Strong Growth in the US Energy Drink Market
The US energy drink and shots market grew by 56% between 2009 and 2014, even though the category was entangled in litigation and had negative publicity.
Weighing Kraft Heinz’s Strengths and Opportunities
Kraft Heinz has a wide network of processing facilities and distribution centers, which allow it to supply fresh and high-quality products to customers.
Why Bunge Might Report a Drop in Revenue in 1Q16
Analysts are expecting revenue to be $10.1 billion for fiscal 1Q16. This represents a fall of 6% compared to 1Q15 revenue of $10.8 billion.
Non-Sparkling Water Is the Largest Bottled Water Segment in the US
The domestic non-sparkling bottled water category is the largest segment of bottled water in the US.
Eurozone grants bailout extension to Greece
Europe-tracking ETFs gained significantly from February 19 to February 24, when the bailout extension to Greece was approved.
Why Ready-to-Drink Coffee Is Gaining Popularity with US Consumers
Coffee lovers in the United States are boosting ready-to-drink coffee volumes.
Evaluating Kraft Heinz’s Core Business Strategies
Kraft Heinz is focusing on core business practices, including ZBB (zero-based budgeting), revenue management, and MBO (management by objectives).
The Ins and Outs of Moat Investing
Stock selection, a cornerstone of the moat investment philosophy, has driven much of the recent success of the Morningstar® Wide Moat Focus Index.
An In-Depth Overview of Panera Bread
Panera Bread is a limited-service fast-casual restaurant company. In July 2017, JAB acquired Panera in a $7.5 billion deal and took it private.
Here’s How Wall Street Reacted to General Mills’ Q2 2019 Results
Most analysts lowered their target prices on General Mills stock following the release of its results for the second quarter of fiscal 2019.
Behind J.M. Smucker’s Waning Sales
J.M. Smucker (SJM) has continued to disappoint on the sales front this year, having posted declines in sales for the past several quarters.
Coca-Cola’s 2015 Productivity Initiatives: A Closer Look at Costs
Coca-Cola has been aggressively implementing productivity initiatives to offset the impact of sluggish soda volumes and macro challenges in key markets.Consumer Must-know: Yum! Brands’ segments by business models
For six months ending June 2014, China’s division reported revenue of $3 billion, or 52% of Yum! revenues. China only represents 15% of the more than 40,000 Yum! restaurant units.
PepsiCo Announced Its CEO Succession Plan
On August 6, PepsiCo (PEP) announced its CEO succession plan. Long-term CEO Indra Nooyi will step down effective October 3.
Why Did Hershey’s Stock Rise on June 30?
The Hershey Company (HSY) has a market cap of $24.2 billion. Its stock rose by 16.8% to close at $113.49 per share on June 30, 2016.Consumer Why McDonald’s same-store sales declined
McDonald’s (MCD) revenues declined 4.5% YoY. Revenues in the restaurant industry are mainly driven by same-store sales and unit growth. The global same-stores sales were down to -3.3% YoY.
A Look at Beyond Meat Stock’s Key Indicators
Beyond Meat (BYND) stock fell 11.5% yesterday, seemingly on no major news. While BYND’s prospects look promising, its stock still experiences wild swings.
Why Pershing Square increased its stake in Air Products and Chemicals
Pershing Square increased its position in Air Products and Chemicals, Inc. from 21.31% in 3Q 2013 to 27.91% in 4Q 2013.
The Growing Emphasis of Coca-Cola and Peers on Still Beverages
Another plant-based beverage acquisition made by Coca-Cola was that of Xiamen Culiangwang Beverage Technology Company in 2015.
US Soda Update: Case Volumes Decline for the Tenth Straight Year
Carbonated soft drink volumes dropped to 8.8 billion 192-ounce cases in 2014. This is the tenth straight year of decline.
PepsiCo’s Valuation ahead of 1Q17 Results
As of April 19, PepsiCo (PEP) was trading at a 12-month forward PE (price-to-earnings) ratio of 22.1x.
Is President Trump Robbing Peter to Pay Paul?
While higher steel prices benefit US steel producers, they raise input costs for downstream manufacturers.
Cannabis 2.0: Aurora Cannabis Gears Up for Edibles Market
Cannabis 2.0 legalization will take place in Canada next month. Cannabis players are gearing up to expand in the edibles market.
Innovation and Marketing Fuel Dr Pepper Snapple’s Future Growth
Dr Pepper Snapple is creating more visibility for its products by associating with popular movies. It expects its marketing spend to be ~7.6% of net sales in 2015.Consumer Domino’s management guidance on food costs, capex, and more
Management anticipates the effective tax rate to be in the range of 37% to 38% for the “foreseeable future.” Corporate tax rates in the U.S. are high, and force some companies to move their headquarters to countries offering lower tax rates.
Downward trend: McDonald’s November Same-Store Sales
McDonald’s November same-store sales indicate a continued slide in all segments. Tensions between Russia and Ukraine are partially to blame.
What Are the Trends in Facebook’s Largest Advertising Category?
Business intelligence firm eMarketer estimates that CPG brands spent more than $7.0 billion on digital advertising in 2017, compared with $6.0 billion in 2016.Consumer Why Burger King is improving its traffic through product innovation
Burger King (BKW) introduced premium products internationally that should complement its menu. It launched a Hashbrown Whopper in Korea, a Barbecue Bacon Whopper in the U.S., and a Mexican Whopper in Spain.
Did Dr Pepper Snapple’s Non-Carbonated Beverages Call the Shots in 4Q15?
Dr Pepper Snapple (DPS) saw higher volume growth in non-carbonated beverages in all the quarters of fiscal 2015 compared to CSDs.
JAB to Challenge Nestle, Global Leader of Portioned Coffee Market
JAB’s share in the global coffee market is estimated to reach approximately 20% with the addition of Keurig’s brands and products to its portfolio.
Sizing up Kraft Heinz’s SKU Rationalization Technique to Manage Inventory
Heinz has been using an inventory management technique, SKU rationalization to focus on profitable growth, which helps improve sales and profitability.
PepsiCo Aims to Revive Soda Volumes with Crystal Pepsi
Carbonated soft drinks have been losing their fizz as more and more consumers are opting for healthier beverage options.
Stephens Reduces Flowers Foods’ Price Target to $14 per Share
Flowers Foods (FLO) has a market cap of $3.1 billion. It fell by 0.67% to close at $14.85 per share on August 12, 2016.
The Hershey Company Shows Mixed Price Movement on August 29
The Hershey Company (HSY) has a market cap of $23.8 billion. It rose by 0.71% to close at $111.67 per share on August 29, 2016.
PepsiCo Partners with Starbucks to Seek Growth in Latin America
In 2016, PepsiCo and Starbucks will distribute Starbucks’s ready-to-drink, or RTD, coffee and energy beverages in select Latin American markets.
Campbell Soup’s Efforts to Make GMO Labeling Mandatory
Campbell Soup Company (CPB) has a market cap of $20.9 billion. Its stock rose by 1.7% to close at $67.19 per share on July 5, 2016.
An Investor’s Guide to Chipotle and Its Customers
Chipotle Mexican Grill (CMG) operates more than 1,700 fast-casual restaurants. Here’s everything you need to know about the business.
Coca-Cola Is Open to Inorganic Growth in Still Beverages
Coca-Cola has a dominant presence in the sparkling beverages market, but it’s the still beverage space that has huge growth prospects.
Why Food Stocks Aren’t Cooking
So far this year, food stocks have largely disappointed investors, and the outlook for the rest of the year appears no better. Stock prices for food manufacturers have been on a downtrend, underperforming the S&P 500 Index (SPX-INDEX) on a YTD (year-to-date) basis, as the graph below shows. As of July 3, Campbell Soup (CPB), General Mills (GIS), Conagra Brands (CAG), J. M. Smucker (SJM), Kellogg (K), and Kraft Heinz (KHC) have fallen 13.7%, 10.7%, 10.2%, 7.7%, 6.7%, and 3.3%, respectively, YTD. The S&P 500 Index has returned 8.5% during the same period.