Nestle

PepsiCo: Ready for inflation

2022-06-21T19:22:59+02:00

Use the podcast player below to listen to our discussion on PepsiCo and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 16 February 2022) Cognitive biases are dangerous. South Africans aren't terribly familiar with Pepsi as a drink, so our subscribers in our home country tend to skip over PepsiCo in favour of other food and beverages groups. This is a pity, as PepsiCo has a proper business that is well worth consideration in an inflationary environment. The group owns brands like Lays, Fritos, Doritos, Lipton and Tostitos. A recent acquisition is the Rockstar energy drink. As [...]

PepsiCo: Ready for inflation2022-06-21T19:22:59+02:00

PREMIUM: Nestle – Escaping JAWS

2022-06-21T19:24:36+02:00

Use the podcast player below to listen to our discussion on Nestle and its Q3’21 result, which accompanies the detailed write-up below: (Date of report: 22 December 2021) Nestle has been under new leadership since 2017 and is a prime example of a lumbering giant that needed to become sharper and more efficient. FMCG and especially grocery categories are hyper-competitive, fraught with risk for producers and challenging to manage on a global scale. With over 30 "billionaire brands" in the stable, Nestle is usually ranked as the largest consumer goods company in the world (measured by sales). In the decade before [...]

PREMIUM: Nestle – Escaping JAWS2022-06-21T19:24:36+02:00
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