PEPSICO über diese Aktie..... - 500 Beiträge pro Seite

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wird hier viel zu selten gesprochen, das wird sich jetzt ändern.
Warum ? Weil Pepsico ein Wachstumswert ist, der seine Aktionäre noch nie enttäuscht hat und weil diese Firma im Moment fast auf All Zeit Hoch notiert und das auch seinen Grund hat.

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Zunächst einmal ein 1 _ Jahres Chart, der zeigt , daß Pepsico Aktionäre in diesesn traurigen Börsenjahr nicht trauern mußten:




und ein Langfristchart , der zeigt, daß sie auch viel Geld verdienen konnten:

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War Pepsi auch langfristig besser als der Markt. diese Antwort gibt es hier:

Pepsico im Vergleich mit Dow ( grün) und NASDAQ ( rot)

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bevor man die Aktie einer Firma kauft, sollte man auch ihre Geschichte kennen. Hier die Geschichte von Pepsico:

1965 PepsiCo, Inc. is founded by Donald M. Kendall, president and chief executive officer of Pepsi-Cola and Herman W. Lay, chairman and chief executive officer of Frito-Lay, through the merger of the two companies. Pepsi-Cola was created in the late 1890s by Caleb Bradham, a New Bern, N.C. pharmacist. Frito-Lay, Inc. was formed by the 1961 merger of the Frito Company, founded by Elmer Doolin in 1932, and the H. W. Lay Company, founded by Herman W. Lay, also in 1932. Herman Lay is chairman of the Board of Directors of the new company; Donald M. Kendall is president and chief executive officer. The new company reports sales of $510 million and has 19,000 employees.
Major products of the new companies are:

Pepsi-Cola Company - Pepsi-Cola (formulated in 1898), Diet Pepsi (1964) and Mountain Dew (introduced by Tip Corporation in 1948).
Frito-Lay, Inc. - Fritos brand corn chips (created by Elmer Doolin in 1932), Lay`s brand potato chips (created by Herman W. Lay in 1938), Cheeotos brand cheese flavored snacks (1948), Ruffles brand potato chips (1958) and Rold Gold brand pretzels (acquired 1961).
Mountain Dew launches its first campaign "Yahoo Mountain Dew ... it`ll tickle your innards."

1966 Doritos brand tortilla chips are introduced. They are destined to become the most popular snack chip in the U.S.
Pepsi enters Japan and Eastern Europe.

1967 Pepsi Generation advertising, "Come Alive! You`re in the Pepsi Generation" campaign that named and claimed a whole generation (1963-67 ), introduces a new theme: "Taste that beats the others cold. Pepsi pours it on!".
PepsiCo stock splits two-for-one.

1968 North American Van Lines (NAVL), a premier transportation company, joins PepsiCo. NAVL remains a strong contributor to PepsiCo until it is divested in 1984.
1969 Bold, modern Pepsi-Cola packaging using red, white and blue is introduced. "You`ve got a lot to live, Pepsi`s got a lot to give," becomes the advertising theme.
Frito-Lay introduces Funyuns brand onion flavored snacks.

Mountain Dew changes its slogan to "Get That Barefoot Feelin` Drinkin` Mountain Dew."

1970 PepsiCo sales pass the $1 billion mark. The company has 36,000 employees.
PepsiCo moves from New York City to new world headquarters in Purchase, N.Y. The new corporate headquarters feature a building by one of America`s foremost architects, Edward Durrell Stone (1902-1978), set on a campus of 144 acres amid an outdoor sculpture garden.

Frito-Lay begins a program of expansion. Over the next decade, the company opens, on average, more than one new plant a year.

W.C. Fritos is introduced as Frito-Lay`s new advertising mascot.

Wilson Sporting Goods, a top name in sports equipment, joins PepsiCo. It is divested in 1985.

Pepsi introduces the industry`s first two-liter bottle.

Pepsi is the first company to respond to consumer preference with lightweight, recyclable, plastic bottles.

1971 PepsiCo Chief Executive Officer Donald M. Kendall assumes the position of chairman of the Board of Directors on the retirement of Herman W. Lay. Lay maintains an active role in the corporation until his death December 6, 1982.
Andrall E. Pearson is appointed president of PepsiCo, a position he holds until his retirement in 1984.

1972 Mountain Dew, acquired by Pepsi-Cola in 1964, switches its advertising and package graphics from hillbillies to action-oriented scenes. Sales climb and Mountain Dew will become one of the 10 best-selling soft drinks in the United States.
Don Kendall announces agreement making Pepsi-Cola the first foreign product sold in the then U.S.S.R. PepsiCo is given exclusive rights to import Stolichnaya Russian vodka in the U.S.

1973 Foods International, later called PepsiCo Foods International (PFI) and subsequently named Frito-Lay International, is established to market snack foods around the world.
Individualism flourishes, Pepsi advertising picks up on the movement, plays it back as "Join the Pepsi people, feelin` free."

The third Mountain Dew slogan appears "Put A Little Yahoo in Your Life."

1974 PepsiCo sales pass the $2 billion mark.
Pepsi-Cola becomes the first American consumer product to be produced, marketed and sold in the former Soviet Union.

1975 PepsiCo has 49,000 employees.
Pepsi Light, with a distinctive lemon taste, is introduced as an alternative to traditional diet colas.

"Hello Sunshine" becomes the slogan for Mountain Dew.

1976 The Pepsi Challenge, introduced in Dallas, Tex. in 1975, becomes a national campaign. Around the nation, consumers select Pepsi-Cola as the best tasting cola.
PepsiCo adopts Code of Worldwide Business Conduct.

Pepsi-Cola becomes the single largest selling soft drink brand sold in U.S. supermarkets.

Advertising campaign is "Have a Pepsi day!" "Puppies," becomes one of America`s best-loved ads.

1977 PepsiCo acquires Pizza Hut, Inc. Pizza Hut was found in 1958 by Dan and Frank Carney. It is spun off along with Taco Bell and KFC businesses as Tricon Global Restaurants, Inc. in 1997.
PepsiCo passes the $3 billion mark in sales.

PepsiCo stock splits three-for-one.

1978 Taco Bell is acquired. Taco Bell was established in the mid 1960s by Glen Bell. It is spun off along with Pizza Hut and KFC businesses as Tricon Global Restaurants, Inc. in 1997.
1979 Opening of PepsiCo Research and Technical Center in Valhalla, N.Y.
PepsiCo reaches $5 billion in sales.

PepsiCo`s international snack food operations continue to grow. It is now larger than Frito-Lay at the time of its merger with Pepsi-Cola.

Pepsi`s new campaign, "Catch that Pepsi Spirit!" reflects the upbeat attitude of an increasingly positive America.

"Hello Sunshine" campaign remains basically intact, theme line is changed to "Reach for the Sun, Reach for Mountain Dew."

Pepsi introduces twelve-pack cans.

1980 PepsiCo Food Service International (PFSI) is formed to focus on overseas development of restaurants.
PepsiCo now has 111,000 employees.

First presentation of the international Donald M. Kendall Bottler-of-the-Year Award.

Frito-Lay begins nationwide roll-out of Grandma`s brand cookies.

Garden designer Russell Page (1906-1985) begins to extend the gardens at PepsiCo. Pepsi is #1 in sales in take-home market.

1981 PepsiCo passes $7 billion in sales.
Tostitos brand crispy round tortilla chips are introduced by Frito-Lay.

PepsiCo Fitness Center is completed; making PepsiCo one of the most advanced companies in the area of employee health and fitness.

Frito-Lay begins nutritional labeling on a national basis.

"Pepsi`s got your taste for life!" is the new campaign.

PepsiCo and China reach agreement to manufacture soft drinks, with production beginning in 1982.

PepsiCo launches PepsiCo Food Systems (PFS), its restaurant supply company. PFS is sold to AmeriServe in 1997.

"Give me a Dew" succeeds the slogan "Reach for the Sun, Reach for a Mountain Dew."

1982 Pepsi Free and Diet Pepsi Free, the first major brand caffeine-free colas, are introduced.
Inauguration of the first Pepsi-Cola operation in China.

1983 The Bottler Hall of Fame is established to recognize the achievement and dedication of international bottlers.
"Dew It to It," theme is incorporated to brand Mountain Dew.

1984 PepsiCo is restructured to focus on its three core businesses: soft drinks, snack foods and restaurants. Transportation and sporting goods businesses are sold.
Wayne Calloway becomes president of PepsiCo.

Diet Pepsi is reformulated with 100% NutraSweet.

Slice and Diet Slice, the first major soft drinks with fruit juice, are introduced.

Pepsi-Cola makes advertising history as Michael Jackson and his brothers usher in a new generation of Pepsi-Cola advertising in two of the most eagerly-awaited television commercials featuring music marketing. Pepsi becomes "The Choice of a New Generation.."

Herman W. Lay Award of Excellence established at Frito-Lay to recognize world-class selling excellence.

1985 PepsiCo is now the largest company in the beverage industry. The company has revenues of more than $7.5 billion, more than 137,000 employees.
Pepsi-Cola products are available in nearly 150 countries and territories around the world. Snack food operations are in 10 international markets.

Frito-Lay expands into new headquarters in Plano, Tex.

PepsiCo`s first line of sweet snacks, Sonrics, is added in Mexico.

The cola war takes "one giant sip for mankind," when a Pepsi "space can" is successfully tested aboard the space shuttle.

Pepsi`s successful "Entertainment Marketing" strategy is extended, with singers Lionel Richie and Tina Turner and actor Michael J. Fox, among others.

Pepsi distributes products in China.

1986 Wayne Calloway becomes chairman of the Board of Directors and chief executive officer in May when Donald M. Kendall retires.
The corporation is reorganized and decentralized. Beverage operations are combined under PepsiCo Worldwide Beverages; snack food operations are combined under PepsiCo Worldwide Foods.

Shareholders approve reincorporation of PepsiCo in North Carolina.

PepsiCo stock splits three-for-one.

PepsiCo purchases Kentucky Fried Chicken, the leader in the quick service chicken market. KFC was founded by Colonel Harland Sanders. Colonel Sanders began franchising the company in 1952. KFC is spun off along with Pizza Hut and Taco Bell businesses as Tricon Global Restaurants, Inc. in 1997.

PepsiCo purchases 7-Up International, the third largest franchise soft drink operation outside the United States.

PepsiCo passes $10 billion in sales.

PepsiCo is listed on the Tokyo stock exchange.

Chester Cheetah makes his prime-time television debut for Frito-Lay with a fully animated commercial for Cheeotos cheese flavored snacks.

"Dew it Country Cool, " becomes new slogan for Mountain Dew.

Michael Jackson is signed to a second contract to appear in Pepsi advertising, this time as a solo performer. Diet Pepsi`s "Apartment 10G," starring Michael J. Fox, is the commercial of the year and an instant classic.

Diet Pepsi gets a new logo.

Pepsi-Cola acquires Mug Root Beer.

Pepsi-Cola sponsors the first Western-produced consumer commercial in the Soviet Union, appearing during the Goodwill Games.

PepsiCo Board of Directors visits the People`s Republic of China to mark the opening Pepsi`s second bottling plant in China.

Frito-Lay introduces Santitas brand restaurant style tortilla chips.

1987 Pepsi-Cola Company moves to new headquarters in Somers, N.Y.
"Mustang," a Diet Pepsi commercial, becomes the first ad ever to appear in a home video cassette. The cassette, "Top Gun," becomes the largest-selling video ever.

Pepsi sponsors tours of major music stars, including Miami Sound Machine, David Bowie and Tina Turner.

Frito-Lay pioneers the use of hand-held computers for marketing.

1988 Pepsi-Cola Company is reorganized along geographic lines - East, West, South and Central regions - each with its own president and senior management staff.
Pepsi-Cola International enters a landmark joint venture agreement in India.

Renewed accord with the Soviet Union extends PepsiCo trade relationships.

Hostess Frito-Lay, a major new partnership in Canada, is formed with Hostess Foods in Canada.

"Chase," a four-part Pepsi ad featuring Michael Jackson in his first-ever episodic commercial, airs during the Grammy awards and becomes the most-watched commercial in advertising history.

Pepsi-Cola runs first paid advertisement on Soviet TV during "Pozner in America," a joint US-Soviet production.

Worldwide retails sales of Doritos brand tortilla chips hit $1 billion. It is the world`s largest selling snack chips brand.

Pepsi and Michael Jackson raise $600,000 with a special New York City concert benefiting the United Negro College Fund.

1989 PepsiCo introduces SharePower Stock Option program for all employees, becoming the first large corporation to award stock options to virtually all full-time employees.
PepsiCo acquires Walkers Crisps and Smith Crisps, two of the United Kingdom`s leading snack food companies.

PepsiCo acquires Smartfood ready-to-eat popcorn business.

PepsiCo named one of Fortune Magazines top 10 "Most Admired Corporations."

Frito-Lay is decentralized and reorganized along geographical lines.

1990 PepsiCo enters top 25 of Fortune 500 ranking with sales of $15.4 billion, it is number 23. The company has more than 300,000 employees.
PepsiCo stock splits three-for-one.

PepsiCo named one of Fortune Magazine`s top 10 "Most Admired Corporations" for the second year in a row.

PepsiCo acquires a controlling interest in Gamesa, Mexico`s largest cookie company.

Frito-Lay introduces its Light line of low-oil snacks.

Frito-Lay advertising for Doritos brand tortilla chips features talk celebrity Jay Leno.

Popular teen stars Fred Savage and Kirk Cameron appear in Pepsi advertising, while Ray Charles, joins Diet Pepsi vets Billy Crystal and Michael J. Fox in "The Right Ones" campaign. During the SuperBowl, star quarterback Joe Montana offers a special taste challenge to celebrities appearing in competitive commercials.

PepsiCo signs the largest commercial trade agreement in history with the Soviet Union, expecting sales in the U.S.S.R. to double by the end of the century.

1991 Profits exceed $1 billion for the first time.
PepsiCo named one of Fortune Magazine`s top 10 "Most Admired Corporations" for the third year in a row.

PepsiCo acquires an equity interest in Wedel SA, the leading manufacturer of chocolate and confectionery in Poland. The new joint venture will be a entrance into the Eastern European snack market. Snacks now include operations in 23 countries.

Pepsi-Cola introduces a new logo, its eighth in 93 years. Advertising features rap singer MC Hammer.

Pepsi-Cola forms joint venture with Thomas J. Lipton Co. to develop and market tea-based drinks.

Frito-Lay launches Sunchips, its first multigrain snack.

Frito-Lay introduces Cheeotos Paws.

Frito-Lay introduces Tostitos brand Restaurant-Style tortilla chips.

Ray Charles teams up with the Uh-Huh Girls. The slogan for Diet Pepsi is modified to "You Got The Right One Baby, Uh-Huh!"

1992 PepsiCo named one of Fortune Magazine`s top 10 "Most Admired Corporations" for the fourth year in a row.
PepsiCo purchases an equity position in Carts of Colorado, Inc., the leading manufacturer and marketer of mobile merchandising equipment. It is sold in 1995.

PepsiCo purchases an equity interest in California Pizza Kitchen. It is sold in 1997.

Pepsi-Cola starts distributing Ocean Spray Cranberries, Inc. single serve juice products.

Pepsi-Cola introduces new "Gotta Have It" advertising theme and launches the "Gotta Have It" card.

Pepsi-Cola implements the "Right Side Up" philosophy; where the customer and front line employees are at the top of the organization.

Frito-Lay and General Mills agree to merge snack food businesses in Europe.

Frito-Lay introduces reformulation of Doritos brand Nacho Cheesier flavored tortilla chips.

Frito-Lay presents network Lay`s/Ruffles advertising -- the first in 10 years.

Frito-Lay enlists George Foreman for Doritos advertising.

1993 Pepsi introduces new slogan "Be Young - Have Fun - Drink Pepsi."
Pepsi-Cola begins distribution of Lipton`s line of ready-to-drink teas nationwide.

Frito-Lay launches new Doritos brand Tortilla Thins. Within five months of launch, Tortilla Thins breaks into the ranks of the 10 largest-selling snack chips in the U.S.

TWA, Northwest Airlines offer Pepsi-Cola.

After a 27-year absence, Pepsi returns to Broadway with the lighting of a spectacular new neon sign in Times Square.

Both PepsiCo beverages and snack food operating profits pass the $1 billion mark.

Pepsi-Cola introduces freshness dating.

Pepsi-Cola begins test marketing of Ocean Spray Lemonade and Ocean Spray Splash, a fruit sparkler.

Frito-Lay introduces Baked Tostitos brand Tortilla Chips.

Pepsi introduces "The Cube," an innovative 24-can multipack, that satisfies growing consumer demand for convenient large size soft drink packaging.

PepsiCo acquires East Side Mario`s Restaurants Inc. It sells the 40 units in 1997.

PepsiCo acquires D`Angelo Sandwich Shops chain which is sold in 1997.

Pepsi-Cola International introduces Pepsi Max, a soft drink with unique blend of sweeteners that delivers maximum cola taste in a no-sugar product.

1994 Frito-Lay nationally launches Wavy Lay`s Original and Au Gratin flavors.
Pepsi-Cola introduces Aquafina bottled water into test market.

Pepsi-Cola is first major soft drink maker to begin producing and distributing its product in Vietnam.

Pepsi-Cola launches its sports drink All Sport and a national advertising campaign with basketball great Shaquille O`Neal.

Pepsi-Cola International acquires Indian company, its first big bottling plant in Bombay.

Doritos is introduced to the United Kingdom, marking the creation of a new "global brand."

Frito-Lay and K.C. Masterpiece Original Brand Barbecue Sauce launches Lay`s Masterpiece brand Barbecue Flavor Potato Chips, marking the first time Lay`s has entered into a co-branding agreement.

PepsiCo and Starbucks form the North American Coffee Partnership to jointly develop ready-to-drink coffee beverages.

Pepsi-Cola licenses the Citrus Hill trademark from The Procter & Gamble Co. to launch a line of fountain juices and drinks.

China gets cheese-less Cheeotos, the first time a major snack-food brand will be produced in China for Chinese tastes.

Reba McEntire becomes first celebrity to appear nationally on a Frito-Lay package.

Frito-Lay nationally launches new baked Rold Gold Fat Free Thins Pretzels, the first fat free reduced sodium pretzel introduced by the company.

1995 Wake Forest University names its School of Business and Accountancy in honor of Wayne Calloway.
PepsiCo sales reach $30.4 billion. There are 470,000 employees worldwide, making PepsiCo the third largest employer.

Pepsi-Cola introduces "Nothing else is a Pepsi" themeline.

Pepsi-Cola is top ad scorer in SuperBowl.

Mountain Dew sponsors the Grammy Awards. Themeline is "Been There, Done That, Tried That."

The Pepsi Lipton Tea Partnership debuts new ad campaign emphasizing "There`s only one Original."

Pepsi-Cola introduces Smooth Moos Smoothies, a line of low-fat dairy shakes.

7Up International launches 7UP Ice Cola, a new clear cola.

Pepsi-Cola International and Kraft Foods International jointly announce the formation of "Maxwell House Beverage Company." The new company will market ready-to-drink canned coffee in Asia.

Tennis superstar AndrÈ Agassi will promote Pepsi Max internationally and Mountain Dew in the U.S.

The North American Coffee Partnership between Pepsi-Cola Company and Starbucks Coffee Company introduces Mazagran carbonated coffee beverage into test market.

In France, Pepsi introduces a line of non-carbonated fruit-based beverages called "The Radical Fruit Company."

Frito-Lay aggressively expands its low/no-fat snack segment. Baked Lays is introduced.

Frito-Lay tests Baked Tostitos, Rold Gold Fat Free Pretzels, Ruffles Reduced Fat Potato Chips and Tostitos fat-free salsas and black bean dip brands. Campaign line is "Taste the fun, not the fat."

Frito-Lay and Sara Lee Bakery announce alliance to develop, manufacture and distribute baked goods. The single-serve products will carry the Sara Lee name and be distributed by Frito-Lay.

Frito-Lay launches World Wide Web site: http://www.fritolay.com.

PepsiCo will introduce Lay`s brand potato chips in 20 markets throughout the world.

1996 Roger Enrico succeeds Wayne Calloway as chief executive officer.
PepsiCo is on-line at http://www.pepsico.com.

Pepsi-Cola launches Pepsi World at http://www.pepsi.com.

"Pepsi Stuff" unveiled. Consumers save points for merchandise.

PepsiCo stocks splits two-for-one.

Pepsi-Cola domestic and international operations combined into Pepsi-Cola Company. International and domestic snack food operations combined into one business unit called Frito-Lay Company.

Mountain Dew launches a massive beeper network called "The Mountain Dew Extreme Network."

PepsiCo, Inc. and Lucasfilm Ltd. announce the largest promotional alliance in entertainment history, linking existing and future Star Wars series with PepsiCo beverage, snack foods and restaurant brands worldwide.

Pepsi-Cola and MTV establish a partnership to develop international programming, cross promotions, marketing tie-ins and special events.

Filming of the world`s first commercial in space. Cosmonauts shoot a large blue Pepsi can in orbit outside the MIR Space station.

Pepsi-Cola is exclusive soft drink supplier to Canadian Airlines. Pepsi is at Marriott Hotels as well.

International retail sales of Doritos brand tortilla chips exceed $250 million, global expansion nears 20 countries.

Frito-Lay announces national launch of Reduced Fat Doritos brand Tortilla Chips.

1997 PepsiCo announces plans to spin off its restaurant businesses as an independent publicly-traded company, sell its food distribution company and focus on its core beverage and snack food businesses. The spin-off is completed October 6, 1997. Shareholders receive one share in the new restaurant company, Tricon Global Restaurants, Inc., for every 10 shares they hold in PepsiCo, Inc.
PepsiCo is now a $20 billion company with approximately 140,000 employees worldwide.

Pepsi-Cola introduces new advertising campaign with the theme "Generation Next.

Pepsi-Cola North American bottling operations become a separate unit called Pepsi-Cola Bottling Co.

National roll-out of Aquafina bottled water.

Frito-Lay buys the 104-year-old snack, Cracker Jack, a candy-coated mix of popcorn and peanuts from Borden Foods Corp.

1998 Pepsi-Cola celebrates 100th Anniversary with first worldwide bottlers conference, held in Hawaii. The event is held during the same time as first bottler’s conference.


Frito-Lay introduces Doritos 3D’s Tortilla Chips, a triangle-shaped chip.


Pepsi-Cola introduces new lemon-lime soft drink called Storm.


Pepsi-Cola introduces two-liter plastic bottle with built-in "grip handle" that makes it easier to grip and pour.


PepsiCo Chairman and CEO Roger A. Enrico donates his salary to provide scholarships for children of PepsiCo employees.


NAIC’s annual top 100 stock survey of America’s investment clubs shows PepsiCo, Inc. as the most popular stock for 1998.


Pepsi introduces new look called the "Globe" which prominently features a 3-dimensional Globe against a blue ice backdrop.


PepsiCo is named by the Council of Economic Priorities (CEP) to its honor roll of socially responsible companies.


Pepsi-Cola announces breakthrough product: Pepsi One, great-tasting, one-calorie cola is first in United States with newly FDA approved sweetener Sunett®. Plans call for national roll out in the fall.


Former Chairman and CEO Wayne Calloway dies on July 9th. He joined PepsiCo in 1967 becoming its Chairman and CEO in 1986.


PepsiCo acquires Tropicana Products from Seagram Company Ltd., the biggest acquisition ever undertaken by PepsiCo. Tropicana was founded in 1947 by Anthony Rossi. Its major brand is Tropicana Pure Premium Juices.


The Frito-Lay Company purchases Smith’s Snackfood Company in Australia from United Biscuits Holdings, Inc. (Purchase completed on Aug. 26.)


In November the PepsiCo Board of Directors authorizes the company to convert a significant portion of its $7 billion company-owned bottling operations, The Pepsi Bottling Group (PBG) into public ownership.


PepiCo signs groundbreaking 10-year agreement with the YMCA of the USA through which both Pepsi-Cola and Frito-Lay will develop national and local marketing programs to support the organization’s many charitable efforts.


Frito-Lay becomes the snack chip leader in South and Central America as it enters a joint venture with Empreseas Polar SA of Venezuela.


Frito-Lay acquires Barcel, Chile’s second-largest snack company.


Frito-Lay acquires an expanded state in Tasty Foods Egypt.


Pepsi and Frito-Lay media buying is consolidated.


PepsiCo products contribute more than any other packaged goods company to the sales growth in U.S. supermarkets, mass merchandisers and chain drug stores.


1999 In March The Pepsi Bottling Group, the world’s largest Pepsi bottler, begins trading on the New York Stock exchange. It is listed under the symbol PBG. The $2.3 billion public offering is among the biggest initial public offerings in stock market history..


Tropicana Products, Inc. acquires Alimentos del Valle S.A., one of Spain’s leading chilled juice and soup companies.


Tropicana introduces two new calcium-fortified Pure Premium juices: Pure Premium Grovestand Calcium and Pure Premium Ruby Red Grapefruit Calcium.


Pepsi launches "The Joy of Cola" advertising campaign.


Steve Reinemund named President of PepsiCo.


Hallie Eisenberg "Joy of Cola" commercials named #6 of "Fifty Greatest TV commercials of all time," by TV Guide.


Lipton introduces Iced Tea Green Tea with Honey and Diet Peach.


PepsiCo and Suntory Limited signed an agreement to create a joint venture linking bottling networks in North Carolina and New York. The new company, Pepsi Bottling Ventures, will be the third largest bottler in the Pepsi system.


Tropicana juices are entering the huge India market for the first time. Spearheaded by Tropicana Asia Pacific, orange juice will appear in the New Delhi and Bangalore markets.


PepsiCo named to FORTUNE Magazine’s list of "The Fifty best companies for Asians, Blacks and Hispanics."


Frito-Lay introduces a new corporate logo..


Westchester Arts Council honors PepsiCo for "Outstanding contributions to the arts and the community."


Frito-Lay signs agreement with Oberto Sausage to be the exclusive distributor of the natural-style jerky.


Worth Magazine names PepsiCo to "Most Generous Companies" list.


2000 Pepsi-Cola Co. launches new beverage line, FruitWorks five flavor line of fruit drinks.


PepsiCo, Inc. announces election of two new members to its Board of Directors: Cynthia M. Trudell, chairman and president of the Saturn Corporation, subsidiary of General Motors, and Solomon D. Trujillo, chairman, president and chief executive officer of US West, Inc.


Tropicana’s Pure Premium Multivitamin juice voted "Best Product of the Year" in the Total Soft Drink and Juice category in France.


Hallie Eisenberg, star of Pepsi commercials, receives Young Artist Special Achievement Award.


Pepsi-Cola revives its "Pepsi Challenge" advertising campaign. Challenge includes Pepsi One and Diet Coke as well as regular cola.


Pepsi-Cola teams up with Yahoo Inc., the biggest web navigation company, in a multimedia marketing campaign aimed at teens and young adults. Yahoo’s logo will be on 1.5 billion bottles of Pepsi soft drinks as well as in television and radio spots and in-store displays in convenience stores. Consumers can collect points that can be redeemed on Yahoo sites for merchandise.


Lipton’s Iced Tea and Lipton Brisk sign three-year deal to become "Official Iced Tea of the PGA Tour."


Pepsi announces retail program designed to assist music education programs in schools (K-12) across the nation,. Called "Share the Joy with Music" the program enables schools to purchase Pepsi products, collect "Pepsi Notes" and redeem them for musical instruments.


Mountain Dew debuts new Spanish language commercial, "Arcade."


Tropicana, in a joint venture with Galaxy Foods Co., will introduce an icy smoothie soy milk-and-fruit drink, made with juice, fruit puree along with soymilk and soy protein.


Pepsi and Warner Music introduce "Choose Your Music" promotion.


PepsiCo, Inc. renewed agreement to sell Pepsi-Cola, Mountain Dew and other Pepsi beverages at Tricon Global Restaurants Inc.’s US locations for 12 years.


Aquafina brand bottled water is the best-selling brand of single-serve bottled water in US retail channels.


Pepsi donates $100,000 to Michael J. Fox Foundation for Parkinson’s Research as a tribute to one of the most beloved actors of all time. The Award Winning Diet Pepsi commercial "Apartment 10-G" featuring Fox is re-aired on television show "Spin City" finale.


The PepsiCo Foundation has endowed a $200,000 fellowship fund at Harvard in the name of the late Pepsi-Cola executive Naylor Fitzhugh. This will enable students from Howard University and other historically black colleges to attend Harvard Business School. Also $50,000 will be contributed to help endow a professorship in Dr. Fitzhugh’s honor.


Corporate Angel Network (CAN) presents PepsiCo with an award for reaching 100 flights flying cancer patients to treatment centers.


OSHA confers star rating on Tropicana Bradenton plant.


FORTUNE magazine names PepsiCo one of America’s "50 Best Companies for Minorities."


PepsiCo presents Leadership gift of $500,000 to Urban League Breakthrough! Campaign.


PepsiStuff.com, a web site for merchandise, discounts and digital music files from biggest names in movies, music, video games, apparel and sports is launched in joint promotion with Yahoo.


Global Finance magazine names PepsiCo to its list of The World’s Best Global Companies.


Pepsi teams up with Yahoo! in a Spanish back-to-school contest called "Tu Sabor, Tu Futuro" ("Your Taste, Your Future"). Nationwide contest offers opportunities to win $10,000 college scholarships.


Minority MBA magazine names PepsiCo one of "Ten Top Companies for Minority MBAs".


PepsiCo Chairman and CEO Roger Enrico announces intent to transition from CEO before end of 2001 and retire as Chairman before end of 2002. He also announces that the PepsiCo Board of Directors intends to elect Steve Reinemund to those offices as he vacates them.


Dawn Hudson, senior vice-president, strategy and marketing for Pepsi-Cola North America, ranked among 50 most powerful people in marketing by Ad Age.


Pepsi-Cola launches "Sierra Mist" the new, caffeine-free, lemon/lime soda.


Frito-Lay’s manufacturing site in Visalia, CA received a top honor from Occupational Safety and Health Administration (OSHA). It’s the sixth Frito-Lay site to get the VPP (Voluntary Protection Program) Star status.


FORTUNE magazine names Indra Nooyi, PepsiCo Inc.’s CFO as one of "The 50 Most Powerful Women in Business."


The North American Coffee Partnership launched Caramel-flavored bottled Frappuccino Coffee Drink the sixth flavor addition to its popular line of ready-to-drink coffee.


PepsiCo, Inc. reaches agreement to acquire a majority stake in South Beach Beverage Company, whose highly innovative SoBe brand has made it one of industry’s most successful companies.


Pepsi-Cola Co.’s program to assist music education in schools, called "Share the Joy with Music," is in stores nationwide.


PepsiCo announces $4 billion share repurchase program.


PepsiCo, Inc. and The Quaker Oats Company reached an agreement to merge.


PepsiCo, Inc. rescinds share repurchase program.


2001 PepsiCo completes the acquisition of a majority stake in South Beach Beverage Co.


PepsiCo announces a new joint venture will be formed in Egypt combining the salty snack operations of Chipsy, the current market leader, and Tasty Foods, which is owned by PepsiCo.


PepsiCo launches Diversity@work, http://www.pepsico.com/diversity web site


PepsiCo has completed negotiations to acquire Tasali Snack Foods, the leader of the Saudi Arabian salty snack market. Pending government approval, Tasali will be combined with Saudi Snack Foods, a PepsiCo joint venture.


Pepsi-Cola Company launches Dole single-serve juices in vending machines, coolers and other retail outlets throughout the United States.


Mountain Dew announces a multiyear agreement with Evernham Motorsports to sponsor the crew of Atwood #19 Dodge Dealers Intrepid R/T race team on the 2001 NASCAR Winston Cup circuit.


Pepsi-Cola’s flagship brand will have new tagline at SuperBowl, "The Joy of Pepsi."


Pepsi-Cola announces a multi-year agreement with Britney Spears as part of the "Joy of Pepsi" campaign. Pepsi will also co-sponsor Spear’s upcoming worldwide concert tour.


Tropicana celebrates a company milestone - 300 billion fresh oranges squeezed since the company began making country’s first ever mass-distributed, not-from-concentrate juice in 1947.


The first Winston Cup race at NASCAR’s newest track, the Chicagoland Speedway will be the Tropicana 400 on July 15.


Frito-Lay announces the launch of Cheetos Mystery Colorz Snacks, a cheesy new Cheetos product that magically turns color in your mouth.


Tropicana introduces Smoothies. A natural juice-based product, smoothies combine fruit juices and non-fat yogurt into a smooth, filling drink that delivers nutrition, taste and convenience.


Planned merger of PepsiCo and Quaker gets European Commission clearance..


On April, 7, World Health Day, Tropicana sponsors The Tropicana Health Run in New Delhi, India, a benchmark event that drew 10,000 promising athletes and running enthusiasts. The race had two key objectives: one, to identify promising athletes who could represent India at future events and the other, to generate funds to fight AIDS, a growing problem in India.


Pepsi-Cola Company has signed an exclusive licensing agreement with AmeriCoGroup to create new lines of apparel, footwear and accessories for the Pepsi and Mountain Dew brands in the United States and Canada. The launches are scheduled for the spring 2002 fashion season.


May 1 - Pepsi-Cola launches the bold new Mountain Dew Code Red nationwide. It is Mountain Dew’s first line extension since the introduction of Diet Mountain Dew in 1988.


PepsiCo is a sponsor of the Keep America Beautiful annual Great American Cleanup. The company provides posters with image of Iron Eyes Cody, the "Crying Indian."


May 1 - PepsiCo shareholders overwhelmingly approve plan to merge with The Quaker Oats Company.

May 2 - The Board of Directors of PepsiCo, Inc. elected Steven S Reinemund chairman of the board and chief executive officer, succeeding Roger Enrico who will become vice chairman and remain active through 2002. The board also elected Indra K. Nooyi as a director and gave her the additional title of president of PepsiCo in addition to CFO.

Frito-Lay introduces Lay’s Bistro Gourmet potato chips.


Pepsi-Cola Company introduces a "Pepsi Twist." Regular and diet versions of the crisp new cola with lemon are entering retail outlets in selected U.S. markets.


Tropicana Smoothies, a juice and yogurt drink, debut in test markets.


PepsiCo moves up Fortune`s List of `Best Companies for Minorities` to #13.


SLAM, the orange brand Mirinda, is launched in Italy.


PepsiCo acquires Tasali Foods, Saudi Arabia`s leading snack market.


On August 2, PepsiCo completes its merger with The Quaker Oats Company, creating a $25 billion food and beverage company focused on the rapidly growing consumer demand for convenience

[metabash]

Noch wichtiger ist es aber zu wissen, was diese Firma genau macht:




AN OVERVIEW

PepsiCo is a world leader in convenient foods and beverages, with 2000 proforma revenues of over $25 billion and over 135,000 employees. The company consists of: Frito-Lay Company, the largest manufacturer and distributor of snack chips; Pepsi-Cola Company, the second largest soft drink business; The Quaker Oats Company, the producer of Gatorade, the leading sports drink, and a host of top cereal and food brands; and Tropicana Products, the largest marketer and producer of branded juice. PepsiCo brands are available in nearly 200 countries and territories.


Many of PepsiCo`s brand names are over 100 years old, but the corporation is relatively young. PepsiCo, Inc. was founded in 1965 through the merger of Pepsi-Cola and Frito-Lay. Tropicana was acquired in 1998 and PepsiCo merged with The Quaker Oats Company in 2001.


PepsiCo`s success is the result of superior products, high standards of performance, distinctive competitive strategies and the high integrity of our people.


Our overriding objective is to increase the value of our shareholders` investment through integrated operating, investing and financing activities. Our strategy is to concentrate our resources on growing our businesses, both through internal growth and carefully selected acquisitions. Our strategy is continually fine-tuned to address the opportunities and risks of the global marketplace. The corporation`s success reflects our continuing commitment to growth and a focus on those businesses where we can drive our own growth and create opportunities.



SHAREHOLDERS

PepsiCo, Inc. (symbol: PEP) shares are traded principally on the New York Stock Exchange in the United States. The company is also listed on the Amsterdam, Chicago, Swiss and Tokyo stock exchanges. PepsiCo has consistently paid cash dividends since the corporation was founded.



CORPORATE CITIZENSHIP

PepsiCo believes that as a corporate citizen, it has a responsibility to contribute to the quality of life in our communities. This philosophy is put into action through support of social agencies, projects and programs. The scope of this support is extensive -- ranging from sponsorship of local programs and support of employee volunteer activities, to contributions of time, talent and funds to programs of national impact. Each division is responsible for its own giving program. Corporate giving is focused on giving where PepsiCo employees volunteer.



PEPSICO HEADQUARTERS

PepsiCo, Inc. World Headquarters is located in Purchase, New York, approximately 45 minutes from New York City. The seven-building headquarters complex was designed by Edward Durrell Stone, one of America`s foremost architects. The building occupies 10 acres of a 144-acre complex that includes the Donald M. Kendall Sculpture Gardens, a world acclaimed sculpture collection in a garden setting.


The collection of works is focused on major twentieth century art, and features works by masters such as Auguste Rodin, Henri Laurens, Henry Moore, Alexander Calder, Alberto Giacometti, Arnaldo Pomodoro and Claes Oldenberg. The gardens were originally designed by the world famous garden planner, Russell Page and have been extended by François Goffinet. The grounds are open to the public, and a visitor`s booth is in operation during the spring and summer.


Frito-Lay Company


PepsiCo`s snack food operations had their start in 1932 when two separate events took place. In Texas, Elmer Doolin bought the recipe for an unknown food product -- a corn chip -- and started an entirely new industry. The product was Fritos brand corn chips, and his firm became the Frito Company.


That same year in Nashville, Tennessee, Herman W. Lay started his own business distributing potato chips. Mr. Lay later bought the company that supplied him with product and changed its name to H.W. Lay Company. The Frito Company and H.W. Lay Company merged in 1961 to become Frito-Lay, Inc.


Today, Frito-Lay brands account more than half of the U.S. snack chip industry.


PepsiCo began its international snack food operations in 1966. Today, with operations in 45 countries, it is the leading multinational snack chips company, accounting for more than one quarter of international retail snack chip sales. Products are available in some 120 countries. Frito-Lay North America includes Canada and the United States. Major Frito-Lay international markets include Australia, Brazil, Mexico, the Netherlands, South Africa, the United Kingdom and Spain.


Often, Frito-Lay Company products are known by local names. These names include Matutano in Spain, Sabritas and Gamesa in Mexico, Elma Chips in Brazil, Walkers in the United Kingdom and others. The company markets Frito-Lay brands on a global level, and introduces unique products for local tastes.


Major Frito-Lay Company products include Ruffles, Lay`s and Doritos brands snack chips. Other major brands include Cheetos cheese flavored snacks, Tostitos tortilla chips, Santitas tortilla chips, Rold Gold pretzels, SunChips multigrain snacks and WOW! snacks. Frito-Lay also sells a variety of snack dips and cookies, nuts and crackers.


Pepsi-Cola Company


PepsiCo`s beverage business was founded at the turn of the century by Caleb Bradham, a New Bern, North Carolina druggist, who first formulated Pepsi-Cola. Today consumers spend about $33 billion on Pepsi-Cola beverages. Brand Pepsi and other Pepsi-Cola products - including Diet Pepsi, Pepsi-One, Mountain Dew, Slice, Sierra Mist and Mug brands - account for nearly one-third of total soft drink sales in the United States, a consumer market totaling about $60 billion.


Pepsi-Cola also offers a variety of non-carbonated beverages, including Aquafina bottled water, Fruitworks and All Sport.


In 1992 Pepsi-Cola formed a partnership with Thomas J. Lipton Co. Today Lipton is the biggest selling ready-to-drink tea brand in the United States. Pepsi-Cola also markets Frappuccino ready-to-drink coffee through a partnership with Starbucks.


In 2001 SoBe became a part of Pepsi-Cola. SoBe manufactures and markets an innovative line of beverages including fruit blends, energy drinks, dairy-based drinks, exotic teas and other beverages with herbal ingredients.


Outside the United States, Pepsi-Cola Company`s soft drink operations include the business of Seven-Up International. Pepsi-Cola beverages are available in about 160 countries and territories.


Pepsi-Cola began selling its products internationally in 1934 with its operations in Canada. Operations grew rapidly beginning in the 1950s. In addition to brands marketed in the United States, major products include Mirinda and Pepsi Max. Pepsi-Cola North America includes the United States and Canada. Key Pepsi-Cola international markets include Argentina, Brazil, China, India, Mexico, Philippines, Saudi Arabia, Spain, Thailand and the United Kingdom.


Pepsi-Cola provides advertising, marketing, sales and promotional support to Pepsi-Cola bottlers and food service customers. This includes some of the world`s best-loved and most-recognized advertising. New advertising and exciting promotions keep Pepsi-Cola brands young.


The company manufactures and sells soft drink concentrate to Pepsi-Cola bottlers. The company also provides fountain beverage products.


The Quaker Oats Company


The Quaker Oats Company was formed in 1901 when several American pioneers in oat milling came together to incorporate. In Ravenna, Ohio, Henry D. Seymour and William Heston had established the Quaker Mill Company and registered the now famous trademark. Seymour wanted his product to be a symbol of honesty, integrity and strength. The figures of a man in Quaker clothes became the first registered trademark for breakfast cereal and remains the hallmark for Quaker Oats today.


In Cedar Rapids, Iowa, John Stuart and his son, Robert, and their partner, George Douglas, operated the largest cereal mill of the time. Ferdinand Schumacher, known as "The Oatmeal King," had founded German Mills American Oatmeal Company in 1856.


Combining The Quaker Mill Company with the Stuart and Schumacher businesses brought together the top oats milling expertise in the country as The Quaker Oats Company.


The first major acquisition of the company was Aunt Jemina Mills Company in 1926, which is today the leading manufacturer of pancake mixes and syrup.


In 1983 the company acquired Gatorade, producer of the first isotonic sports drink. Created in 1965 by researchers at the University of Florida for the school`s football team, "The Gators," Gatorade is now the world`s leading sport`s drink and the company`s number one selling brand.


In 1986, The Quaker Oats Company acquired the Golden Grain Company, producers of Rice-A-Roni.


Today, The Quaker Oats Company`s brand names are known worldwide. Its rapidly expanding snack business includes granola bars, rice snacks, and fruit and oatmeal bars. Its products still have the eminence of wholesome, good-for-you food, as envisioned by the company over a century ago.

Tropicana Products, Inc.


Tropicana was founded in 1947 by Anthony Rossi as a Florida fruit packaging business. The company entered the concentrate orange juice business in 1949, registering Tropicana as a trademark.


In 1954 Rossi pioneered a pasteurization process for orange juice. For the first time, consumers could enjoy the fresh taste of pure not-from-concentrate 100% Florida orange juice in a ready-to-serve package. The juice, Tropicana Pure Premium, became the company`s flagship product.


In 1957 the name of the company was changed to Tropicana Products, headquartered in Bradenton, FL. The company went public in 1957, was purchased by Beatrice Foods Co. in 1978, acquired by Kohlberg Kravis & Roberts in 1986 and sold to The Seagram Company Ltd. in 1988. Seagram purchased the Dole global juice business in 1995. PepsiCo acquired Tropicana, including the Dole juice business, in August 1998.


Today, Tropicana is the world`s largest marketer and producer of branded juices with products available in 63 countries.


Principal brands in North America are Tropicana Pure Premium, Tropicana Season`s Best, Dole Juices and Tropicana Twister. Internationally principal brands include Tropicana Pure Premium and Dole juices along with Frui`Vita, Loóza and Copella. Tropicana Pure Premium is the third largest brand of all food products sold in grocery stores in the United States.



PepsiCo Products

PepsiCo has hundreds of brands. These are some of the best known.


Quaker Brands


Gatorade thirst quencher
Gatorade Frost
Gatorade Fierce
Gatorade energy bar
Propel fitness water
Quaker Oats
Quaker instant oatmeal
Cap`n Crunch cereal
Life cereal
Quaker Toasted Oatmeal cereal
Quaker 100% Natural cereal
Quaker Toasted Oatmeal
Squares cereal
Quisp cereal
King Vitaman cereal
Quaker Bagged cereals
Quaker Ohs! Cereal
Mother`s cereal
Quaker rice cakes
Quaker Crispy Mini`s rice snacks
Quaker Chewy granola bars
Quaker Fruit & Oatmeal bars
Rice-A-Roni
Pasta Roni
Near East couscous/pilafs
Aunt Jemima mixes & syrups
Quaker grits

Outside the U.S.


FrescAvena beverage powder
Toddy chocolate powder
ToddYnho chocolate drink
Coqueiro canned fish
Sugar Puffs cereal
Harvest Crunch cereal
Cruesli cereal
Quaker Oatso Simple hot cereal
Scott`s Porage Oats
Quaker Snack-a-Jacks rice cakes
Quaker Dipps granola bars

Frito-Lay Brands


Lay`s potato chips
Baked Lay`s potato crisps
Ruffles potato chips
Baked Ruffles potato chips
Doritos tortilla chips
3D`s snacks
Tostitos tortilla chips
Baked Tostitos tortilla chips
Santitas tortilla chips
Fritos corn chips
Cheetos cheese flavored snacks
Rold Gold pretzels
Funyons onion flavored rings
Sun Chips multigrain snacks
Cracker Jack candy coated popcorn
Chester`s popcorn
Grandma`s cookies
Munchos potato crisps
Smartfood popcorn
Baken-ets fried pork skins
Oberto meat snacks
Frito-Lay dips & salsa

Outside the U.S.


Bocabits wheat snacks
Crujitos corn snacks
Fandangos corn snacks
Hamkas snacks
Niknaks cheese sticks
Quavers potato snacks
Sabritas potato chips
Twisties cheese snacks
Walkers potato crisps
Jack`s snacks
Simba snacks

Pepsi-Cola Brands


Pepsi-Cola
Diet Pepsi
Pepsi ONE
Wild Cherry Pepsi
Mountain Dew
Mountain Dew Code Red
Slice
Mug
Sierra Mist
FruitWorks
Lipton Brisk (Partnership)
Lipton`s Iced Tea
(Partnership)
Aquafina
Frappuccino (Partnership)
SoBe

Outside the U.S.


Mirinda
7UP
Pepsi Max

Tropicana Brands


Tropicana Pure Premium
Tropicana Season`s Best
Tropicana Twister
Dole (Under license)
Tropicana Pure Tropics

Outside the U.S.


Loóza
Copella
Frui`Vita
Tropicana 100

[metabash]

Pepsico ist ein Wachstumswert. Die Zahlen des zweiten Quartals beweisen es. Gewinnsteigerungsraten, die so machen Technologiewert vor Neid rot werden lassen:

Second Quarter 2001

PEPSICO Q2 EPS INCREASES 14%


COMPANY MARKS 7TH CONSECUTIVE QUARTER OF DOUBLE-DIGIT EARNINGS GROWTH



Every division reports healthy volume gains

Net income advances 16% to $652 million

EPS increases 14% to 44¢ per share

Core business is strong despite Quaker integration planning

Purchase, New York (July 19, 2001) -- PepsiCo today reported another consecutive quarter of double-digit earnings growth, with earnings per share increasing 14% to $0.44 for the second quarter of 2001.


Momentum in PepsiCo`s base business continued to be strong, with every division reporting healthy volume gains. Net sales rose 7%, despite a one percentage point reduction as a result of the strong dollar. Division operating profits increased 12% for the quarter to $986 million, while net income grew a robust 16% to $652 million.


Chairman and Chief Executive Officer Steve Reinemund said: “We are pleased with our performance this quarter. We believe our strategies are on target and we are clearly focused on execution in the marketplace. Our results were fueled by innovative new products such as Mountain Dew Code Red and Lay’s Bistro, a new gourmet potato chip. Looking ahead, we expect to continue to drive growth with strong retail execution behind our product innovation agenda and exciting promotional news.”


Reinemund added, “We are pleased that we achieved our seventh consecutive quarter of double digit earnings growth, reflecting our commitment to consistent financial performance. Our people have done a great job in maintaining momentum in our core business as we plan for the integration of Quaker.”


The merger of PepsiCo with The Quaker Oats Company has been approved by the shareholders of both companies, as well as by antitrust authorities outside the United States. The transaction remains subject to approval by the Federal Trade Commission.


Frito-Lay North America (FLNA)
(in millions)



Twelve Weeks
Twenty-four Weeks


2001
2000
% Chng
2001
2000
% Chng

Net Sales
$2,132
$2,011
+6%
$4,078
$3,854
+6%

Operating Profit
$477
$433
+10%
$894
$812
+10%



FLNA delivered another excellent performance this quarter, reporting its tenth consecutive quarter of double-digit operating profit growth. Volume increased 3%, driven by Lay`s (including incremental growth from the new Lay`s Bistro gourmet potato chips), as well as Cheetos and Fritos. For its 14th consecutive quarter, FLNA gained market share in the U.S. salty snack market, as measured by IRI. FLNA`s market share improved by one full point and was above 60%, as of the most recent measurement period.


The healthy volume growth and higher effective net pricing were the key drivers of FLNA`s excellent revenue and operating profit results. Operating profits also benefited from decreases in the costs of key commodities such as potatoes, oil and packaging, which more than offset higher energy costs.


In the third quarter FLNA has an array of exciting news scheduled. For example, the new Tostitos "Scoops" are just beginning to be shipped and are available in about 50% of the country. The successful promotion tied to the new movie "Atlantis" is in stores now, and college football and back-to-school promotions begin at the end of the quarter.


Frito-Lay International (FLI)
(in millions)



Twelve Weeks
Twenty-four Weeks


2001
2000
% Chng
2001
2000
% Chng

Net Sales
$1,071
$1,025
+5%
$2,051
$1,943
+6%

Operating Profit
$134
$115
+16%
$267
$214
+25%



Frito-Lay`s international snack operations also performed well, with total kilo volume up 7%, based on salty kilo growth of 7% and sweet kilo growth of 5%. In Europe, every market turned in outstanding volume gains, again driven by Pokemon promotions. Successful promotions, as well as new products such as Walker`s "Squares" and "Hint of Garlic" potato chips, drove solid volume growth in the U.K., while the value strategy in Brazil yielded strong volume gains there. Volume at Sabritas declined, reflecting a difficult comparison with last year when volume surged almost 30%.


FLI`s net sales growth of 5%, driven about equally by pricing and volume, would have been 8% but for the adverse impact of foreign currency exchange rates. Operating profits increased 16%, driven principally by pricing and mix.


For the balance of the year FLI also expects to benefit from product and promotional news. Third quarter promotions include the continuation of Pokemon in Europe and several other promotion events and in-the-bag offers in Latin America.


Pepsi-Cola North America (PCNA)
(in millions)



Twelve Weeks
Twenty-four Weeks


2001
2000
% Chng
2001
2000
% Chng

Net Sales
$962
$798
+20%
$1,733
$1,437
+21%

Operating Profit
$249
$224
+11%
$431
$382
+13%



PCNA`s strong performance was principally driven by its non-carbonated beverage portfolio and by new products. Bottler case sales (BCS) grew 3%, while concentrate shipments and equivalents (CSE) increased 6%. The volume growth was driven primarily by:


The acquisition of SoBe brand beverages (which added about 1 point of growth to BCS and CSE);

The successful introduction of Code Red, the new flavor of Mountain Dew;

Continued gains from products introduced at the end of last year, such as the popular single-serve Dole juices and juice drinks, and Sierra Mist, which has proved a successful entry into the lemon-lime category; and

Continued strong double-digit growth of Aquafina, the number one single-serve bottled water brand in the country.

PCNA`s 20% net sales growth reflects the volume gains--particularly of the new, full-revenue SoBe and Dole products--as well as higher concentrate pricing. Operating profit growth of 11% also reflected the volume and pricing gains, net of the higher costs associated with the full revenue products.


In the third quarter PCNA expects new products to continue to drive growth, aided by the regional-roll out of Pepsi Lemon Twist, which is sold in both regular and diet versions. The Pepsi Challenge is appearing in high traffic sites and this summer the Challenge is linked with Major League Baseball, including the successful All Star game. As the quarter ends, Mountain Dew will be featured in a back-to-school promotion.


Pepsi-Cola International (PCI)
(in millions)



Twelve Weeks
Twenty-four Weeks


2001
2000
% Chng
2001
2000
% Chng

Net Sales
$532
$541
-2%
$807
$800
+1%

Operating Profit
$73
$61
+21%
$98
$82
+21%



PCI posted a solid performance in the second quarter with bottler case sales growing 4%. While ahead year-to-date, net sales decreased this quarter, reflecting a 4 percentage point impact from adverse foreign currency exchange rates. Operating profits grew 21%, driven by scale improvements in key countries. The impact of unfavorable foreign currency exchange rates was partially offset by gains from the sale of land associated with the Japanese concentrate plant, which was closed last year.


Tropicana
(in millions)



Twelve Weeks
Twenty-four Weeks


2001
2000
% Chng
2001
2000
% Chng

Net Sales
$584
$553
+6%
$1,151
$1,058
+6%

Operating Profit
$53
$51
+5%
$113
$111
+2%



The Tropicana growth story continued in the second quarter with equivalent case volume up a solid 7%. The gains were led by consistently strong growth in Tropicana Pure Premium nutritionals as well as in Twister, Tropicana`s ambient juice drink.


Tropicana continued to gain market share across all regions, even amid continued competitive activity that stepped up in the third quarter of last year. Year-to-date, Tropicana`s market share of the refrigerated juice category rose 1.3 points to 26.4%, as measured by IRI.


Tropicana`s operating profits grew 5%, reflecting the volume gains, net of the adverse impact of higher energy costs and lower fruit yields, which collectively reduced operating profits by more than 10 percentage points.


In the third quarter, Tropicana expects to benefit from the introduction of Low Acid Orange Juice. Acidity is the number one barrier to orange juice consumption and this new product has received very strong consumer scores. Because Low Acid Orange Juice appeals to adults and kids who may not otherwise drink orange juice, Tropicana expects sales of the product to be incremental.


Corporate


Corporate Unallocated Expense. Corporate unallocated expense increased slightly in the second quarter.

Equity Income. Equity income from bottling interests grew 16%, principally driven by the continuing outstanding performance delivered by The Pepsi Bottling Group. Impairment charges relating to bottling equity investments, principally our bottling investment in Turkey, exceeded the gain from the sale of PBG stock.

Net Interest. Net interest expense for the quarter declined 21% from the prior year to $27 million, reflecting significantly lower average debt levels, higher investment balances, and the reclassification last quarter of the contracts used to hedge a portion of the Company`s deferred compensation liability.

Shares Outstanding. The weighted average diluted number of shares outstanding during the quarter increased to 1.491 billion. In April, 2001, the Company issued 13.2 million shares in order for the transaction with The Quaker Oats Company to satisfy "pooling-of-interests" accounting requirements.

Cash EPS. Cash earnings per share, computed using net income before amortization of intangibles and shares outstanding assuming dilution, grew 14% in the second quarter to $0.46, compared to $0.41 in the year-earlier quarter.

Quaker. The Company continues to have active and productive conversations with the FTC regarding its proposed merger with The Quaker Oats Company. On the conference call scheduled for later this morning, the Company will not give any additional guidance as to the timing of the transaction or the status of the conversations with the FTC.

Conference Call


At 11:00 a.m. (Eastern time) today, management will host a conference call with investors to discuss second quarter results. For details, visit our site on the internet at www.pepsico.com.


Cautionary Statement


This release may discuss expectations regarding PepsiCo`s future performance. Any forward-looking statements based on current expectations and projections about future events are subject to risks, uncertainties and assumptions. As a result, forward-looking statements discussed in this release could turn out to be significantly different from expectations or may not occur.



PepsiCo, Inc. and Subsidiaries
Consolidated Statement of Income
($ in millions except per share amounts, unaudited)

12 Weeks Ended 24 Weeks Ended
6/16/01 6/10/00 6/16/01 6/10/00

Net Sales $5,281 $4,928 $9,820 $9,119

Cost and Expenses
Cost of sales 2,031 1,891 3,822 3,568
Selling, general and administrative expenses 2,305 2,196 4,277 4,023
Amortization of intangible assets 36 32 71 64

Operating Profit 909 809 1,650 1,464

Bottling equity income, net 63 54 68 59
Interest expense (38) (56) (81) (103)
Interest income 11 21 30 28

Income Before Income Taxes 945 828 1,667 1,448

Provision for Income Taxes 293 265 517 463

Net Income $ 652 $ 563 $1,150 $ 985

Net Income Per Share - Basic $ 0.45 $ 0.39 $ 0.79 $ 0.68

Average Shares Outstanding - Basic 1,462 1,443 1,455 1,446

Net Income Per Share - Assuming Dilution $ 0.44 $ 0.38 $ 0.77 $ 0.67

Average Shares Outstanding - Assuming Dilution 1,491 1,468 1,468 1,470

Percentage changes in text are based on unrounded amounts.





PepsiCo, Inc. and Subsidiaries
SUPPLEMENTAL NET SALES AND OPERATING PROFIT INFORMATION
(in millions, unaudited)

12 Weeks Ended 24 Weeks Ended
6/16/01 6/10/00 6/16/01 6/16/00
Net Sales
Frito-Lay
-North America. $2,132 $2,011 $4,078 $3,854
-International 1,071 1,025 2,051 1,943
3,203 3,036 6,129 5,797
Pepsi-Cola
-North America 962 798 1,733 1,437
-International 532 541 807 800
1,494 1,339 2,540 2,237

Tropicana 584 553 1,151 1,085

Total Net Sales $5,281 $4,928 $9,820 $9,119


Operating Profit
Frito-Lay
-North America. $ 477 $ 433 $ 894 $ 812
-International 134 115 267 214
611 548 1,161 1,026
Pepsi-Cola
-North America. 249 224 431 382
-International 73 61 98 82
322 285 529 464

Tropicana 53 51 113 111

Combined Segments 986 884 1,803 1,601

Corporate Unallocated (77) (75) (153) (137)

Total Operating Profit $ 909 $ 809 $1,650 $1,464





PepsiCo, Inc. and Subsidiaries
Condensed Consolidated Statement Of Cash Flows
(in millions, unaudited)



12 Weeks Ended
6/16/01 6/10/00

Cash Flows - Operating Activities
Net income $1,150 $ 985
Adjustments to reconcile net income
to net cash provided by operating activities
Bottling equity income, net (68) (59)
Depreciation and amortization 425 418
Deferred income taxes (3) 79
Other noncash charges and credits, net 65 118
Net change in operating working capital (997) (445)

Net Cash Provided by Operating Activities 572 1,096

Cash Flows - Investing Activities
Capital spending (399) (376)
Acquisitions and investments in unconsolidated
Affiliates (415) (12)
Sales of PP&E 41 28
Short-term investments (547) 13
Other, net 196 (185)

Net Cash Used for Investing Activities (1,124) (532)

Cash Flows - Financing Activities
Proceeds from issuances of long-term debt 11 100
Payments of long-term debt (243) (702)
Short-term borrowings (13) 559
Cash dividends paid (405) (391)
Share repurchases - (814)
Proceeds from issuance of shares in connection
with proposed Quaker merger 524 -
Proceeds from exercises of stock options 160 251

Net Cash Provided by (Used for) Financing Activities 34 (997)

Effect of Exchange Rate Changes on Cash and Cash
Equivalents (2) (3)
Net Decrease in Cash and Cash Equivalents (520) (436)
Cash and Cash Equivalents - Beginning of year 864 964
Cash and Cash Equivalents - End of period $ 344 $ 528





PepsiCo, Inc. and Subsidiaries
Condensed Consolidated Balance Sheet
(in millions)


(Unaudited)
6/16/01 12/30/00
Assets

Cash and cash equivalents $ 344 $ 864

Short-term investments, at cost 1,013 466

Other current assets 4,067 3,274

Total Current Assets 5,424 4,604

Property, plant and equipment, net 5,550 5,438

Intangible assets, net 4,778 4,485

Investments in unconsolidated affiliates 2,896 2,978

Other assets 882 834

Total Assets $19,503 $18,339

Liabilities and Shareholders` Equity

Short-term borrowings $ 198 $ 72

Current liabilities 3,787 3,863

Long-term debt 1,933 2,346

Other liabilities 3,603 3,448

Deferred income taxes 1,344 1,361

Total Liabilities 10,865 11,090

Shareholders` Equity 8,638 7,249

Total Liabilities and Shareholders` Equity $19,503 $18,339

[metabash]

Die Aquisition von Quaker Oats wirkt sich positiv auf Pepsico aus:


PepsiCo Raises Estimate of Quaker Merger Synergies to $400 Million

Sees EPS growing 13-14% annually,
Operating cash flow hitting $4 billion
By 2005, an increase of $1.5 billion


PURCHASE, N.Y., Aug. 13 -- PepsiCo today said it has raised to $400 million its estimate of annual synergies from its recently completed merger with The Quaker Oats Company.


In a webcast presentation to investors, PepsiCo said that, based on analysis since merger plans were announced in December, it has identified ongoing merger-related cost savings and revenue enhancement opportunities that will reach $400 million a year by 2005. That is $170 million more than the company`s initial estimate of $230 million. Between $140 million and $175 million of the synergies are expected to be achieved by the end of 2002.


"We knew last year that the merger of PepsiCo and Quaker created lots of great opportunities," said PepsiCo Chairman and Chief Executive Officer Steve Reinemund. "After months of detailed analysis, it is clear that the opportunities are even greater than we initially projected."


PepsiCo shared ongoing financial targets for its "base business" -- that which existed before the merger. On that pre-merger basis, the company expects revenues to grow 6%, operating profits to grow 10% and earnings per share to grow 12-13%.


The company also reiterated previous guidance that it is very comfortable with the consensus estimate of full-year 2001 earnings per share of $1.65-1.66.


PepsiCo outlined its long-term post-merger growth plans, providing details on its targets for 2002-2005, based on the new lines of business it will use for purposes of financial reporting. Those targets, which do not include the benefit of merger synergies, are:


Frito-Lay North America -- Volume growth of 4-5% and revenue growth of 7-8%.

Pepsi-Cola North America -- Volume (bottler case sales) growth of 3-4% and revenue growth of 6-7%.

Gatorade/Tropicana -- Volume and revenue growth of 8-10%.

Frito-Lay International -- Volume and revenue growth of 8-9%.

PepsiCo Beverages International -- Volume growth of 4-5% and revenue growth of 6-7%.

Quaker Foods North America -- Volume growth of 1-2% and revenue growth of 2-3%.

The company said those division growth targets are expected to result in the following growth rates for the corporation overall:


Revenues, "7% plus" -- which is the high end of the target range before merger plans were announced.

Operating profits, 11-12% -- which raises the bottom and top of the range by one percentage point from before the merger announcement.

Earnings per share, 13-14% -- which raises the bottom and top of the range by one percentage point from before the merger announcement.

In addition, the company provided several other pieces of financial guidance:


Operating cash flow is expected to rise by $1.5 billion to $4 billion by 2005.

Corporate unallocated expenses, currently about 1.25% of sales, are not expected to rise over the next two years.

PepsiCo`s ongoing tax rate is expected to be 32%

Operating margins are expected to grow by three percentage points by 2005

Capital spending is expected to remain between 5% and 5.5% of sales, although spending will be higher in 2001-2002 to capture merger synergies.

Return on invested capital is expected to be 25% by the end of 2001, and 30% by the end of 2005.

The company said it did not raise its earnings per share targets based on the additional merger synergies because they will be largely offset by the adoption next year of FAS 142, a required accounting change that will reduce PepsiCo`s EPS growth rate by one-half of one point.


PepsiCo also detailed previously announced plans to take one-time charges related to the merger. It expects to take charges of $125 million in transaction costs in 2001 and $450-550 million in restructuring and integration costs. The charges are "in the range of costs that are typical for transactions of this size," the company said.


Anyone interested in gaining access to the webcast may do so via PepsiCo`s corporate website at www.pepsico.com. The webcast will be archived at www.ccbn.com for 90 days.



# # #

[metabash]

Computer viren nützen vor allem Internetsicherheitsunternehmen ? Think again ?
Vom Virus Code red hat vor allem Pepsi profitiert .
Warum ? Darum:

Pepsico profitiert von computervirus code red....
August 18 2001 at 8:12 PM
No score for this post Pepsiworld (no login)


--------------------------------------------------------------------------------

Virus Gave Pepsi`s New Drink
Free Global Brand Recognition
By Maureen Tkacik and Betsy McKay
Staff Reporters of The Wall Street Journal
When two Orange County, Calif., computer programmers last month named a computer virus they had discovered "Code Red," after the cherry soda they had been chugging, they gave PepsiCo `s new soft drink global brand recognition money can`t buy.
The supersweet, cherry-flavored brand extension of Mountain Dew, which hit shelves in May, became the fifth-most-popular soft drink sold at convenience stores and gas stations in July. That`s a feat, considering Code Red is only available in single-serve sizes and has yet to be advertised on television.

Ryan Permeh, a programmer at eEye Digital Security, Aliso Viejo, Calif., says he and his colleague were "inches away" from calling the new virus they discovered the "tequila worm." But Code Red, which he had bought "like six bottles of" to keep awake through the night, seemed appropriate given what the virus did: wipe out Web pages and replace them with the message "Hacked by Chinese." PepsiCo later sent Mr. Permeh and the other programmer five cases of Code Red in appreciation.

Pepsi`s own "guerrilla" marketing campaign for Code Red was well under way by the time the Code Red worm began infecting about 750,000 computers. The brand has boosted the Mountain Dew name in what has traditionally been its toughest market, the urban and minority set. While "green Dew," the traditional brand, has long been a hit with computer geeks and other largely white audiences, Code Red is more popular among black consumers, according to Pepsi.

Pepsi officials attribute some of the drink`s success in minority markets to the fact that -- according to their customer data -- blacks and Hispanics generally prefer cherry-flavored beverages. But the Code Red name also helped. PepsiCo considered calling the drink Wild Cherry Mountain Dew, until urban and ethnic focus groups said they preferred Code Red.

Even prior to the virus, the Code Red name also gave Pepsi`s advertising agency for the soda, UniWorld Group, a gimmick. UniWorld, a minority advertising agency based in New York, recorded a rap radio jingle called "Crack the Code" featuring rappers Fatman Scoop and Busta Rhymes. The agency also put the slogan on graffiti-cartoon magazine ads it ran in hip-hop magazines such as Vibe and the Source.

UniWorld pumped up the word-of-mouth buzz by sending out compilation CDs and free cases of Code Red to hip-hop celebrities such as producer Jermaine Dupri and radio deejay Funkmaster Flex. Spearheading the effort was Pepsi`s director of urban and ethnic marketing, Charlee Taylor-Hines, who has also been responsible for luring hip-hop stars Mary J. Blige and Wyclef Jean to shill for Pepsi. "With the urban youth audience, you really have to gain street credibility first, and you can`t do that with a typical mass-marketing campaign," Ms. Taylor-Hines says.

Code Red`s success illustrates that splashy, expensive launches aren`t the only way to introduce a new soft drink. An element of mystery can make a brand more desirable, says Dawn Hudson, Pepsi`s senior vice president for strategy and marketing. "It creates a niche feeling," she says.

But part of the lure of an urban audience and image is that the general public follows the trend. Pepsi`s plan is to broaden its target audience. Bottles of Code Red showed up in the decidedly suburban summer movie "American Pie 2," which recently premiered. Pepsi also plans to introduce Code Red in multipacks in grocery stores beginning in October, and is working on a TV commercial with New York-based Omnicom Group `s BBDO Worldwide, which has traditionally handled Mountain Dew, to begin airing at roughly the same time.

[metabash]

Kann die schwache Konjunktur Pepsico belasten: NEIN:

Tuesday September 25, 2:31 pm Eastern Time
U.S. soft drink cos expected to post solid profits
By Jessica Wohl

NEW YORK, Sept 25 (Reuters) - Coca-Cola Co. (NYSE:KO - news) and PepsiCo Inc. (NYSE:PEP - news) are expected to post solid results for the third quarter, despite the U.S. economic slowdown, and the soft drink giants` top bottlers are also expected to show strong quarterly profits, analysts said.

Coke, the industry leader, on Tuesday gave a tempered outlook on its volume growth for the year, but said it still expects to meet earnings targets for the year, even though it has seen lower U.S. growth rates since the Sept. 11 attacks.

``In the aftermath of September 11, from everyone I`ve talked to, consumers spent much, much less time at restaurants, sporting events, (and) movies,`` said John Sicher, editor of industry newsletter Beverage Digest.

Even so, analysts assert that beverage sales are typically not as vulnerable to consumers` spending cuts as other goods.

``In September, as consumers spent much less time at these venues -- restaurants, movies and sporting events -- that would have adversely affected Coke`s North American volume growth,`` Sicher said. According to Sicher, Coke controls about 65 percent of the fountain business in the United States.

So will Pepsi feel a similar impact?

``A much greater proportion of Coke`s North American volume moves through the fountain channel then does Pepsi`s, so a slowdown in the fountain channel would have less impact on Pepsi,`` he said. ``Conversely, as the fountain business comes back, that will benefit Coke.``

UBS Warburg beverage analyst Caroline Levy said Pepsi still seems to be positioned to deliver on its outlook for strong near- and long-term earnings per share growth, boosted by a ``large bucket of savings from synergies with Quaker.``

Another area of strength, analysts said, is the Frito-Lay unit, which accounts for more than half of PepsiCo`s profits.

Levy recently called PepsiCo ``perhaps the only stock in our group with minimal risk of downward EPS (earnings per share) revisions`` and said its ``major businesses`` are doing well.

In August, Purchase, New York-based PepsiCo, which recently acquired Quaker Oats Co., said it still sees annual earnings growth of 13 percent to 14 percent from 2002 through 2005.

Plus, PepsiCo said last week that it will buy up to $2 billion worth of its common stock, which could lend it a cushion for its earnings per share, according to analysts.

Industry watchers also still see Pepsi`s top bottler, Pepsi Bottling Group Inc. (NYSE:PBG - news), as a strong player. ABN Amro`s Mark Swartzberg said he thinks expectations are still high that the bottler and distributor will continue to perform well.

``Pepsi Bottling has been getting rightly rewarded for executing very well and performing well in North America,`` Swartzberg said. By comparison, he called expectations for Coke bottler Coca-Cola Enterprises Inc. (NYSE:CCE - news) ``pretty modest.``

On Sept. 5, Somers, New York-based Pepsi Bottling said it was on track to meet third-quarter and full-year earnings targets it lifted in July. A day later, Atlanta-based Coca-Cola Enterprises said it sees its full-year profits on track as it gears up for new promotions and consolidates some operations.

Analysts also expect a strong showing from Pepsi`s No. 2 bottler, PepsiAmericas Inc. (NYSE:PAS - news), which is pegged to post an EPS jump of more than 14 percent for the quarter based on the consensus estimate from Thomson Financial/First Call.

The following table lists current earnings per share estimates for the third quarter of 2001 compared with actual results from the third quarter of 2000.


Q3 2001 Q3 2001 Q3 2000
Company Estimate Est. range Actual
Coca-Cola $0.40 $0.37 - $0.44 $0.42
Coca-Cola Enterprises $0.11 $0.08 - $0.12 $0.27
PepsiAmericas $0.24 $0.23 - $0.24 $0.21
Pepsi Bottling Group $0.95 $0.94 - $0.97 $0.82
PepsiCo $0.46 $0.44 - $0.48 $0.40
NOTE: Analysts` estimates are provided by research firm

Thomson Financial/First Call.

[metabash]

Pepsico tut Gutes und spendet 5 Millionen Dollar für die Opfer des Terroranschlags:


Related Quotes

PEP
48.50
-0.39

delayed 20 mins - disclaimer



Wednesday September 26, 4:08 pm Eastern Time
Press Release
SOURCE: PepsiCo, Inc.
PepsiCo Foundation Pledges $5 Million for Disaster Relief
PURCHASE, N.Y., Sept. 26 /PRNewswire/ -- PepsiCo said that the PepsiCo Foundation will contribute $5 million to assist those affected by the disasters of September 11.

``Our hearts go out to the victims of these tragic events and to their families,`` said Steve Reinemund, chairman and chief executive officer. ``We welcome the opportunity to lend our support to the relief effort.``

To determine where the funds would be most effective, the PepsiCo Foundation is working to identify needs related to the disasters that are not currently being met by other charitable efforts.

In addition to the $5 million, the PepsiCo Foundation earlier contributed $100,000 to the Salvation Army to support immediate humanitarian needs associated with tragic events. PepsiCo also is making ongoing donations of food and drinks to relief workers in New York, Washington and Pennsylvania.

SOURCE: PepsiCo, Inc.

[metabash]

Und pepsico schützt auch seine Investoren duch ein massives Aktienrückkaufprogramm:


PepsiCo Says It Plans to Resume Share Repurchases Immediately

Company to spend up to $2 billion on its shares under terms of emergency order by the SEC; CEO "very confident" about growth prospects


PURCHASE, N.Y., Sept. 17 - PepsiCo, Inc. said today it will resume share repurchases immediately under the terms of the emergency relief order announced Friday by the Securities and Exchange Commission.


PepsiCo said it has been authorized by its board of directors to buy-back up to $2 billion worth of its common stock during the term of the SEC`s emergency relief.


PepsiCo had rescinded its share repurchase program in December to qualify its planned merger with The Quaker Oats Company for pooling-of-interests accounting treatment. The merger was completed on August 2.


However, the SEC`s emergency order allows companies which had accounted for business combination transactions as a pooling of interests to repurchase shares for five business days following the reopening of U.S. equities markets after Sept. 11, 2001. Therefore, repurchases under the emergency order will not compromise PepsiCo`s ability to account for its acquisition of Quaker as a pooling of interests.


"We are deeply saddened by the tragic events of the last week," said PepsiCo Chairman and Chief Executive Officer Steve Reinemund. "Nonetheless, we remain very confident in PepsiCo`s growth prospects and the stability of the marketplace. We welcome the opportunity to support that stability by buying back shares in a disciplined fashion

[metabash]

Warum Pepsico ein besseres Investment ist als Coca Cola ( Zahlen etwas veraltet, da vor der Quaker Aquisition, Fakten stimmen aber):

Coke vs. Pepsi

Rule Maker holding Coca-Cola may no longer be the dominant consumer product growth company. PepsiCo has reshaped its business over the past few years and has proven much more capable of growing its business than has Coke. Also, PepsiCo has the edge over Coke in most of our Rule Maker financial criteria. Nevertheless, Coca-Cola maintains its premium valuation.





Is Pepsi Beating Coke?



For years, number-two soda maker PepsiCo (NYSE: PEP) has lived in Coca-Cola`s (NYSE: KO) shadow. Perhaps it`s the perceived golden touch in Warren Buffett`s 8% stake in The Coca-Cola Company. Perhaps it`s the stories of common folk who became millionaires today by holding just one share of Coca-Cola stock acquired in 1919 at the company`s initial public offering. Perhaps it`s simply because for years Coca-Cola executed a smarter business strategy by selling just the high-margin cola syrup, in contrast to PepsiCo who floundered in the low-margin and capital-intensive restaurant business.

Whatever the reasons behind Coca-Cola`s legacy of superiority over PepsiCo, the fact is that today these two businesses look remarkably similar, with one key exception -- price. Coca-Cola carries a market capitalization of $111 billion versus PepsiCo`s $64 billion. There`s a myth to dispel here.


Rule Maker Metrics
During 2000, these two companies turned in a remarkably similar set of financial results. Coca-Cola generated $20.5 billion in sales; PepsiCo did $20.4 billion in sales. Coca-Cola earned $2.2 billion in net profits; PepsiCo also earned $2.2 billion in net profits. Coca-Cola generated free cash flow of $2.9 billion; PepsiCo cranked out $2.9 billion in free cash flow, too. Is this uncanny or what?! Based on their 2000 financial results, here`s how the two companies stack up on our quantitative Rule Maker criteria:


Rule Maker Criteria Coca-Cola PepsiCo
Sales Growth 2.8% 12.0%
Gross Margin 69.6% 61.1%
Net Margin 10.6% 10.7%
Cash King Margin 14.2% 14.2%
Cash-to-Debt 0.33 0.55
Foolish Flow Ratio 1.05 0.85


For those of you who`ve read our Rule Maker Criteria, you can quickly see that PepsiCo is either tied or has the edge over Coke in every category except for gross margins. PepsiCo is growing sales four times faster than Coke; PepsiCo has a better ratio of cash versus debt; and, PepsiCo has superior working capital management as indicated by a lower Flow Ratio. There`s no doubt which company is running the better operation here.


If you were part of our just-completed Rule Maker 2001 seminar, you know that PepsiCo ranked quite well in our Rule Maker Top 25 Special Report (available for purchase on April 11). You also know that Coca-Cola was notably absent from our list. To quote a paragraph from our analysis on PepsiCo:


"Though Pepsi may be number two in soft drinks, the company is the clear leader in salty snack products. Indeed, Frito-Lay, PepsiCo`s snack-food division, owns 58% of the market for salty snacks in the United States. Worldwide, Frito-Lay holds a 40% market share and is more than seven times the size of its next-largest competitor."


Valuation
So on one side we have Coca-Cola composed of the world`s leading beverage business, and on the other side we have PepsiCo with a strong number-two global beverage business and the world`s leading salty-snack business as well. Again, these companies have almost identical profit margins, yet look at the valuation disparity:


Price and Valuation Coca-Cola PepsiCo
Share Price $44.52 $43.25
Market Cap $111.1B $64.0B
2000 Sales $20.5B $20.4B
2000 Free Cash Flow $2.9B $2.9B
Price-to-FCF 38.40 22.10

Coca-Cola has a market cap almost twice as high as Pepsi`s. Similarly, Coca-Cola sells at a price-to-free cash flow ratio of almost twice Pepsi`s. By way of comparison, the S&P 500 is currently selling for a price-to-free cash flow ratio of 26.9 according to Barra.


Part of the disparity in the above analysis is due to the fact that Coca-Cola`s reported profits in 2000 were held down by a number of unusual restructuring charges, inventory write-offs, and a litigation settlement. Looking at forward earnings estimates adds some clarity to the situation. The First Call consensus earnings per share estimate for Coke in 2001 is $1.63. That means Coca-Cola is trading for 27.3x 2001 earnings. This estimate implies a return to Coca-Cola`s traditional higher net margin level of around 18%. Pepsi is selling for 26.4x its 2001 EPS estimate of $1.64.


Growth Outlook
The forward-earnings valuation analysis is only meaningful if these companies deliver on their growth expectations. Over-promising and under-delivering has been the way of Coca-Cola for the past three years. That said, new CEO Doug Daft has been shaking things up internally in order to right the ship. On Thursday, Coca-Cola announced that its first-quarter unit case volume (the company`s standard measure of beverage shipments) would grow 4-5%. The company is counting on accelerating growth in the remaining quarters of this year in order to meet its full-year 2001 target of 6-7% unit case volume growth. One can`t help but be jaded by the fact that Coke`s sales have grown only 4.3% annually since 1998.


In contrast, the rejuvenated PepsiCo -- now free of its bottling and restaurant businesses -- has grown sales 18.0% annually since 1998. PepsiCo continues to expect "double-digit" earnings growth for 2001, with the recent Quaker Oats acquisition being immediately accretive to earnings. Most importantly, the Quaker acquisition gives PepsiCo the Gatorade brand, which owns 80% of the sports drink market -- a market which Coca-Cola has been notably unable to penetrate with its Powerade brand.

The Quaker acquisition will also allow PepsiCo to better distribute its Tropicana products through Gatorade`s more-extensive distribution network. Back in December, the Drip Portfolio, which owns PepsiCo, wrote in detail about the Quaker acquisition and the benefits it brings to the table.


Conclusion
By all appearances, PepsiCo bests Coca-Cola with a more diversified business, better growth potential, and a more attractive valuation.

[metabash]

Fazit: Pepsico ist sicher nicht die billigste Aktie , die man jetzt kaufen kann, aber mit Sicherheit eine der Besten und eine mit der man ruhig schlafen kann , ruhiger als mit den meisten Fonds. Eine Aktie, für Menschen, denen eine langfristige , gute Rendite lieber ist als ein Zock aufs schnelle Geld mit großem Risiko.
Im Moment stufen von 11 Analysten 6 die Aktie mit strong buy und 5 mit buy ein.
Ich persönlich empfehle die Aktie zum Kauf und sehe auf Sicht von 12 Monaten 20 % Kurspotential bei unterdurchschnittlichem Risiko.

Schönes Wochenende !

[Vinzenz69]

cola schmeckt besser,aus.

[Budworld]

Keine Frage, eine Aktie wie Pepsico gehört in jedes anständige Depot.
Ich halte auch einige, auch wenn mir meine Anheuser Busch mehr am Herzen liegen.

Anheuser Busch im Vergleich zum NASDAQ comp.
Ist das nicht ein schönes Bild:

[DolbyDigital5.1]

und immer noch gibt es leute die aktien kaufen die 2500 prozent hinlegen!

nur so kann börse funktionieren

[Budworld]

Ja natürlich, wenn die Gewinne genauso schnell wachsen wie der Kurs steigt, ist das kein Problem.
Es gibt sogar Leute , die Aktien kaufen, die über 30.000 % gestiegen sind:

[DolbyDigital5.1]

weil die gewinne bei mircosoft um 60.000 prozent gestiegen sind ?

[Budworld]

Nö, habe ich dad behauptet.Ich habe keine Microsoft Aktien. Davon abgesehen, daß ich deine kindischen smilies als sehr störend empfinde, ist es bei der Bewertung einer Aktie völlig unerheblich wie stark sie schon gestiegen ist.
ich würde mich jedenfalls davor hüten, Aktien zu kaufen, die 90 % gefallen sind, denn das hat dann meist auch seinen Grund. Wenn eine Aktie wie BUD aber 2500 % innerhalb von 20 Jahren gestiegen ist und sich trotz zweijähriger Baisse stabil gehalten hat, dann zeigt das nur, daß diese Firma langfristig eine sehr gute Geldanlage war und erweckt zumindest die Vermutung, daß sie das in der Zukunft auch sein wird.

[metabash]

Monday October 1, 12:48 pm Eastern Time
Press Release
SOURCE: Pepsi-Cola North America
PepsiStuff.com Launches Today
Drink Pepsi and Mountain Dew, Get Stuff from Sony Music, Universal Music Group, EA Video Games, Sony Pictures Entertainment, Sam Goody, Yahoo! Shopping and Others
Pepsi and Yahoo! Joint Program Features Millions of Downloads and Merchandise Valued at Nearly $20 Million
PURCHASE, N.Y., Oct. 1 /PRNewswire/ -- Pepsistuff.com, one of the year 2000`s most successful online promotions, is back. The program allows consumers to earn points for music downloads, online gaming subscriptions, discounts and many other digital awards or consumers can instantly win merchandise from some of the world`s biggest brands: Pepsi, Sony Music, Universal Music Group, Electronic Arts, Sam Goody, Sony Pictures Entertainment, Vans, Yahoo! Shopping, Ch@tables and many others.


Here`s how it works:

* Purchase any of the 1.2 billion specially marked 20-ounce and 1-liter
bottles and/or fountain cups of Pepsi, Diet Pepsi, Pepsi ONE, Mountain
Dew, Diet Mountain Dew, Wild Cherry Pepsi, Mug Root Beer and Orange
Slice. Bottles and cups are marked with a "Pepsistuff.com, powered by
Yahoo!" logo.

* Check under each cap (or on fountain cup game pieces) for a unique
10-digit alphanumeric code.

* Log on to Pepsistuff.com or Dewstuff.com, set up your Yahoo! account
and enter your code(s). Pepsistuff.com will tell you what each code is
worth. You could receive anywhere from 100 to 1000 points or you could
win merchandise instantly.

* Redeem your points for digital music, digital awards, and online
retailer discounts. You may add points to your account and redeem at
any time until the end of the program (January 31, 2002).


PepsiStuff.com 2001 marks the latest effort in a marketing alliance between Pepsi-Cola North America and Yahoo! (Nasdaq: YHOO - news). Two new television commercials featuring the bands Smashmouth and 3LW begin airing next week and continue through the fall. In the spots, produced by BBDO New York, the bands make surprise appearances in a teenager`s bedroom. Additionally, rising stars City High, Christina Milian and Play are featured in three radio spots.

Headquartered in Purchase, N.Y., Pepsi-Cola North America (http://www.pepsi.com) is the beverage division of PepsiCo, Inc. (www.pepsico.com) in the United States and Canada. Its brands in the U.S. include Pepsi, Diet Pepsi, Pepsi ONE, Mountain Dew, Mountain Dew Code Red, Mug, Sierra Mist, Slice, Wild Cherry Pepsi, Aquafina, FruitWorks and SoBe. The company also makes and markets North America`s #1 ready-to-drink iced teas and coffees, respectively, via joint ventures with Lipton and Starbucks.

Yahoo! Inc. is a leading global Internet communications, commerce and media company that offers a comprehensive branded network of services to more than 200 million individuals each month worldwide. As the first online navigational guide to the Web, www.yahoo.com is the leading guide in terms of traffic, advertising, household and business user reach. Yahoo! is the No. 1 Internet brand globally and reaches the largest audience worldwide. The company also provides online business and enterprise services designed to enhance the productivity and Web presence of Yahoo!`s clients. These services include Corporate Yahoo!, a popular customized enterprise portal solution; audio and video streaming; store hosting and management; and Web site tools and services. The company`s global Web network includes 24 World properties. Headquartered in Sunnyvale, Calif., Yahoo! has offices in Europe, Asia, Latin America, Australia, Canada and the United States.

Yahoo! and the Yahoo! logo are trademarks and/or registered trademarks of Yahoo! Inc.

All other names are trademarks and/or registered trademarks of their respective owners.

SOURCE: Pepsi-Cola North America

[DolbyDigital5.1]

kindischen smilies


was ist kindischer?

smilies posten oder sich Budworld nennen ?

[Einzelverkauf]

Wenn man nichts beizutragen hat außer dummen Kommentaren, sollte man es vielleicht sein lassen.
Ich habe mir jetzt einige Deiner Beiträge auch zu anderen Themen angeschaut und muß auch sagen, daß die Bezeichnung "kindisch" Dich schon sehr gut trifft, auch wenn ich die Bezeichnung " infantil" bevorzugen würde.
Sprachlich scheinst Du ( noch) nicht in der Lage zu sein Deine Gefühle auszudrücken und bedienst Dich daher stets eines smily.

[metabash]

Thursday October 4, 12:00 pm Eastern Time
RESEARCH ALERT-Morgan Stanley starts beverage coverage
NEW YORK, Oct 4 (Reuters) - Morgan Stanley said on Thursday it has started research coverage of several beverage companies, including Coca-Cola Co. (NYSE:KO - news) at ``neutral`` and its archrival PepsiCo Inc. (NYSE:PEP - news) at ``outperform.``

Anheuser-Busch Cos. Inc. (NYSE:BUD - news), the world`s largest brewer, was also rated ``outperform,`` with a price target of $51.

``Neutral`` ratings were also assigned to brewer Adolph Coors Co. (NYSE:RKY - news) and bottlers Coca-Cola Enterprises Inc. (NYSE:CCE - news) and Pepsi Bottling Group Inc. (NYSE:PBG - news).

The ratings were made by widely watched analyst William Pecoriello, who recently moved to Morgan Stanley from Sanford Bernstein.

Other price targets include Coca-Cola at $51, PepsiCo at $56, Coors at $48, Coca-Cola Enterprises at $17 and Pepsi Bottling at $53.

[DolbyDigital5.1]

Username: Einzelverkauf
Registriert seit: 15.04.2001
User ist momentan: Offline
Letztes Login: 03.10.2001 14:48:18
Threads: 0
Postings: 1063
Interessen keine Angaben







ich hab wenigstens den dax im dreier bereich gesehen, als andere noch ...............

[DolbyDigital5.1]

mein gott, haben die ein hohes KGV !

http://aktien.onvista.de/snapshot.html?ID_OSI=85546


und hohe umsätze haben die auch nur wenn es fällt!






(der zweite smilie für meinen freund den einzelverkäufer)

[DolbyDigital5.1]

und alle banalysten schreien schrtong bei :


http://aktien.onvista.de/analysts_recommendation.html?ID_OSI…

[Kostolany4]

Pünktlich 1 Tag nach den Analystenempfehlungen kommt die Gewinnwarung.
Man kennt das ja mittlerweile. Man könnte die Uhr danach stellen.

PEPSI WARNS, BLAMES POOR QUALITY OF COKE
Pepsi today announced a sharp drop in sales of its core product, Pepsi Cola. "It is Coke`s fault," the Pepsi chairman insisted. "Coke just does not taste good enough anymore. If
Coke would make a more appealing product, Pepsi sales would soar."

[DolbyDigital5.1]

gewinnwarnung und ein ohnehin schon hohes KGV .........

[pepsiplanet]

KEINE GEWINNWARNUNG!!!!!!!!
das ist wohl mehr wunschdenken einiger spinner hier im board!!!
WO gibt es die meldung über eine gewinnwarnung???
kann nichts finden,ist wohl ne selbsterfundene meldung!!!

HAVE A PEPSI-DAY!!!!!!!!

[pepsiplanet]

KEINE GEWINNWARNUNG!!!!!!!!
das ist wohl mehr wunschdenken einiger spinner hier im board!!!
WO gibt es die meldung über eine gewinnwarnung???
kann nichts finden,ist wohl ne selbsterfundene meldung!!!

HAVE A PEPSI-DAY!!!!!!!!

[Budworld]

Natürlich keine Gewinnwarnung, das ist Wunschdenken einiger Spinner die ihr Geld mit technoschrott verzockt haben.
Es gibt drei Firmen von denen man auch bei der anstehenden earnings season 100 prózentig sicher sein´kkann, xdaß keine Gewinnwarnung kommen wird:

Anheuser Busch

Pepsico

und Philip Morris

alles feine Firmen und erstklassige Langfristanlagen !

[metabash]

Der größte Abfüller von Pepsi hat schon mal die Erwartungen geschlagen:

Tuesday October 9 6:58 AM ET
Pepsi Bottling Net Income Up 22 Percent



SOMERS, N.Y. (Reuters) - Pepsi Bottling Group Inc. (NYSE:PBG - news) said Tuesday third-quarter net income jumped 22 percent, boosted by PepsiCo Inc.`s (NYSE:PEP - news) Aquafina bottled water and Mountain Dew Code Red.

The largest bottler of PepsiCo drinks posted third-quarter net income of $150 million, or 96 cents per share, up from $123 million, or 82 cents a share, a year earlier. The current year`s results exclude a gain of $9 million, or 6 cents per share. Net revenues climbed 7 percent to $2.27 billion from $2.13 billion a year earlier.

On Sept. 5, the company said it expected earnings of 93 cents to 95 cents a share for the quarter. Analysts forecasts range from 94 cents to 97 cents, with a consensus of 95 cents, according to market research firm Thomson Financial/First Call.

The company said it still sees full-year volume and net revenue per case growth of 3 percent, and narrowed its full-year earnings estimate to $1.86 to $1.88 per share, up from a previous view of $1.84 to $1.88 per share.

Shares of Pepsi Bottling climbed 62 cents to $47.82 in Monday trading on the New York Stock Exchange (news - web sites). Pepsi Bottling`s shares have climbed about 21 percent since the beginning of the year, and are trading near a 52-week high of $48.63. They have outperformed shares of Coca-Cola Co.`s (NYSE:KO - news) top bottler, Coca-Cola Enterprises Inc. (NYSE:CCE - news), which have fallen about 13 percent in the same period.

[metabash]

Und Pepsico hat es geschafft, die durchschnittliche Analystenerwartung wurde um 2 cents geschlagen:





Wednesday October 10, 7:17 am Eastern Time
PepsiCo third-quarter profits up 14 percent
PURCHASE, N.Y., Oct 10 (Reuters) - Soft-drink, cereal and snack-food giant PepsiCo Inc. (NYSE:PEP - news) said on Wednesday its third-quarter profits jumped 14 percent, and said it sees earnings per share growing 13 percent to 14 percent in 2002 and beyond.

The world`s fifth-largest food-and-beverage company, whose products include Pepsi and Mountain Dew sodas and Gatorade sports drinks, said it earned $866 million, or 48 cents per share, compared with $759 million, or 43 cents a share, a year earlier. Year-ago results account for PepsiCo and Quaker as if the two companies had already merged at that time.

Analysts had expected PepsiCo, which closed its acquisition of Quaker Oats on Aug. 2, to earn 44 cents to 48 cents per share, with an average estimate of 46 cents, according to tracking firm Thomson Financial/First Call.

PepsiCo, No. 2 in soft drinks behind perennial leader Coca-Cola Co. (NYSE:KO - news), said net sales climbed 8 percent to $6.91 billion from $6.42 billion a year earlier.

Shares of PepsiCo closed up 31 cents at $48.93 on Tuesday. The stock has slipped less than 1 percent since the beginning of the year, outperforming shares of rival Coca-Cola, which have fallen about 24 percent in that time.

[DolbyDigital5.1]

na dann

[metabash]

Das ist ein schöner smily und so durstig.

Den Analysten schmeckt Pepsi auch, die Kursziele werden heraufgesetzt:

Thursday October 11, 12:00 pm Eastern Time
RESEARCH ALERT-PepsiCo target, EPS view raised
CHICAGO, Oct 11 (Reuters) - UBS Warburg on Thursday raised its price target on soda, snack and cereal company PepsiCo Inc. (NYSE:PEP - news) to $61 from $56, while Lehman Brothers raised its 2002 earnings estimate for the world`s fifth-largest food-and-beverage company.

Lehman said it raised its 2002 estimate to $1.95 a share from $1.84, citing expectations for enhanced operating performance and for the more favorable treatment of goodwill amortization. About half of the raised estimate is due to operating performance and the company`s recent share repurchases, analyst Michael Branca said in a research report.

The analysts` moves come a day after PepsiCo posted a 14 percent rise in third quarter profits before merger related and other charges and said it was committed to 13 percent to 14 percent earnings growth in 2002 and beyond.

[DolbyDigital5.1]

banalysten

die gibt´s noch ?

[metabash]

Pepsi reiterates profit projections
By Jennifer Waters, CBS.MarketWatch.com
Last Update: 4:36 PM ET Jan. 9, 2002

PURCHASE, N.Y. (CBS.MW) -- PepsiCo crowed Wednesday that it had an "excellent" year, is at ease with Wall Street`s profit projections for 2001 and expects double-digit growth this year.

Analysts polled by Thomson Financial/First Call have a consensus earnings estimate of $1.66 per share for 2001.

"Our business generated strong, healthy growth throughout 2001, which enabled us to deliver our targets and to reinvent in the business to ensure that growth continues into the future," chief executive Steve Reinemund said in a statement after the bell.

He expects to see earnings advance at a 13-14 percent clip this year, he said. Pepsi is expected to report fourth-quarter results Feb. 6.

[traumsuse]

Hallo Thread,
stimmt, Pepsi hat sich super entwickelt bzw gehalten, auch wenn man sie mit CocaCola vergleicht. Ich habe sie schon seit ewigen Zeiten und werde sie behalten.
Gruss,
T.

[Simonswald]

Bei Wal-Mart Deutschland gibts jetzt die Lay`s Kartoffelchips. Es scheint, als gelänge es Pepsico damit, weitere Absatzgebiete für ihre Knabberartikelsparte zu gewinnen.

[Simonswald]

Wie viel % des Aktienkapitals an Tricon Global hält Pepsico eigentlich noch?
Wäre es möglicherweise eine sinnhaftige Option, in Pepsico und damit indirekt in Tricon Global (Restaurantketten Pizza Hut, KFC, Taco Bell) zu investieren?

[Simonswald]

Habe Fundamentalanalyse betrieben.

Pepsi und Coca-Cola schmecken gleich. Ich konnte bei einem wiederholten Testen keinen Unterschied fest stellen.
Pepsi hat zur Zeit das coolere Image. Pepsi ist preiswerter als Coca-Cola.

Die Lay`s Chips sind o.K, aber auch kein "Superbringer".

[Simonswald]

Ich war gestern in Frankreich. In einem Lebensmittelladen gab es Tropicana-Fruchtsäfte. Die kosten 2Euro je Liter!! Bei Aldi kostet ein Liter Orangensaft vielleicht 0,60Euro. Ich kann mir zur Zeit schwer vorstellen, dass Pepsico mit seinen Tropicana-Säften im preisbewussten Europa (im Vergleich zu den USA jedenfalls) große Erfolge haben kann.
Bei McDonalds Frankreich gibt es bereits MinuteMaid-Fruchtsäfte des Konkurrenten Coca-Cola- Außerdem führt Wal-Mart Germany bereits Powerade Sportgetränke, ebenfalls von Coca-Cola.

[Insolvenzverwaltung]

Tropicana Fruchtsäfte gibt es auch in Deutschland, allerdings nur im Kühlrefgal und zu horrenden Preisen, trotzdem verkaufen sie sich, wie ich mir habe sagen lassen, recht gut.
Allerdings muss man sagen, dass der europäische Markt für Pepsi nie so wichtig war wie der asiatische und der südamerikanische. Gerade in Deutschland waren die Marketingbemühungen bisher mehr als halbherzig.
Im Bereich Sportgetränke dürfte die Marktsetellung von Pepsi unerreichbar sein. Coca Cola war ebenfalls an der Übernahme von Quaker ( Gatorate) interessiert und auch bereit dafür Powerade zu verkaufen.

[wolaufensie]

#41
...Deine Geschmacksnerven scheinen ja schon einiges
mitgemacht zu haben, wenn sie den Unterschied nicht
schmecken. Ich empfinde ihn schon als ziemlich gross. Bei
Coke kommt noch hinzu, dass sich der Geschmack manchmal
verändert, während er bei Pepsi immer gleich ist.