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GLG News by this Author

Pepsi International Expansion May Drive Local Innovation

August 13, 2009

Analysis of:PepsiCo Agrees to Acquire Amacoco, Brazil's Largest Coconut Water Company | www.flex-news-food.com

Pepsi have purchased a successful Coconut Water brand in Brazil, but will probably have interest in launching it in the USA as the category grows in the USA. Coca Cola and Dr Pepper Snapple will now have to closely look at the US players to see if this is an incubation opportunity they would want to undertake. Overall a good move from Pepsi to bolster their international business, and give them options in the USA

Energy Shots: Growing but fFragmenting the Segment

July 13, 2009

Analysis of:‘Energy Shots’ Stimulate Power Drink Sales | www.nytimes.com

Much of the profitable growth in beverages over the past decade has been in energy drinks. The economics of the category have been especially rewarding for public stocks (HANS) and for some of the major beverage distribution businesses (PBG, CCE, AB).

Gatorade Redesign Reflects PEP Hopes That New Looks Will Help Growth

January 6, 2009

Analysis of:Gatorade(R) Unleashes New Attitude in Canada | biz.yahoo.com

Innovation across the entire Pepsi beverage portfolio is underway as the business seeks to respond to the disappointing results of this year - and the stepped up competitive efforts of KO. Gatorade is increasingly under pressure from Coke's Vitamin Water, and its source of growth from line extension is being cut off. The result has been new names for line extensions, and a new look for the brand. Is this enough in a crowded, increasingly undifferentiated category?

The Holy Grail of Beverages...

December 19, 2008

Analysis of:Coke Set to Unveil Natural New Drink | online.wsj.com

The natural non-nutritive sweetener has been sought after by all beverage companies since the first non-sugar sweetener hit the market. Stevia has been identified as the next great hope: but it has its challenges.

Its not easy being a Bottler...

October 9, 2008

Analysis of:Pepsi Bottling Cuts Where It Can | www.forbes.com

While PBG has the Pepsi portfolio to sell, it remains at core a low margin soft drink bottler. PBG is heavily reliant on the US for its business where the high price of oil is impacting both supply costs Similarly high priced gasoline has impacted consumer demand in PBG's highest margin channels. As strong as the Pepsi portfolio is, and as positive as many of the moves Pepsi has made, PBG has gaps in its high margin portfolio positions. The future may look better for PBG though.

Will Moderating Input Costs Really Halt Food Inflation?

October 6, 2008

Analysis of:Food Inflation "beginning to ease." | www.thinkmoney.com

There is a good case to be made that a combination of the falling commodity costs, softening consumer demand and retail channel switching  are likely to reduce the pressure on food inflation in the USA: However, there are other dynamics that will continue to put upward pressure on the industry. - Food manufacturer and distributor profit needs - Retailer Profit needs - Falling immigrant labor force - Increasing benefit costs

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