Siebert Williams Shank’s Post

If you were following PepsiCo’s $1.2 billion aquisition yesterday of Siete Family Foods, you probably noticed that there was a lot of information out there about it. A lot of stories, a lot of people talking about the pros and cons, a lot of noise. But for those who work with Industry Intelligence Inc.. there was only the right information and without the noise. Click on my video to learn more!

In light of Diageo's acquisition of Ritual Zero Proof last week—alongside other significant acquisitions this year like Mars acquisition of Kellanova, Campbell's acquisition of Sovos, and J&J Snack Foods Corp' acquisition of THINSTERS—we're reminded of the dynamic nature of our industry. We've had the privilege of working with many of the brands that Diageo has acquired, helping them seamlessly integrate into the Diageo digital ecosystem including 21Seeds, Astral Tequila, Balcones Distilling, Belsazar, Casamigos Tequila, Copper Dog, Kikori Whiskey, Loyal 9, Mr Black Spirits, Seedlip Drinks, SIA Scotch Whisky, Yuzuri. We'd like to think it's as easy as "give me your website code and we'll throw it onto our hosting environment." However, the truth is that integrating a brand or company into a parent company is far more involved. It requires: - Staying focused on the goal of the acquisition - Putting together a comprehensive plan - Empowering people to execute the plan - Setting a realistic timeline - Integrating all functions—talent/HR, marketing, sales, technology, accounting/finance, legal, operations, etc. - Very important: Communicate! Communicate! Communicate! If you're interested in learning how we can help your organization navigate similar transitions—let's connect! 🤝 #PostMergerIntegration #PMI #DigitalTransformation #DigitalStrategy #BrandIntegration #MergersAndAcquisitions #DigitalEcosystem #Collaboration #ThoriumPowered #AstralTequila #Belsazar #CopperDog #Loyal9Cocktail Thorium Digital

Pepsi vs. Coca Cola! Both companies are also celebrated as Dividend Aristocrats, so this is an interesting performance comparison to run. While Coca-Cola remains a popular choice for a refreshing afternoon drink, PepsiCo's stock has delivered more to its shareholders over the past five years, outperforming Coca-Cola significantly. Take a look at this data visualisation. I ran it back to June 1972 as that was the furthest I could go. I haven't used a log scale because I wanted to look at the long-term spread, not the short-term bumps and events. So what’s going on here? Both companies boast impressive dividend histories and similar metrics. But PepsiCo's portfolio extends beyond beverages to include snacks and foods through its Frito-Lay and Quaker Oats divisions. These segments, constituting a significant portion of Pepsi's revenue and operating profit, provide resilience and potential for growth, particularly in international markets where Pepsi's scale translates to higher profits. That’s not to say Coca-Cola is a bad stock, it’s just Pepsi seems to have had a marginally stronger long-term runway for growth. Any thoughts on this comparison? #Investing #Equities

PepsiCo vs. The Coca-Cola Company Both companies are also celebrated as Dividend Aristocrats, so this is an interesting performance comparison to run. While Coca-Cola remains a popular choice for a refreshing afternoon drink, PepsiCo's stock has delivered more to its shareholders over the past five years, outperforming Coca-Cola significantly. Take a look at this data visualisation. I ran it back to June 1972 as that was the furthest I could go. I haven't used a log scale because I wanted to look at the long-term spread, not the short-term bumps and events. So what’s going on here? Both companies boast impressive dividend histories and similar metrics. But PepsiCo's portfolio extends beyond beverages to include snacks and foods through its Frito-Lay and Quaker Oats divisions. These segments, constituting a significant portion of Pepsi's revenue and operating profit, provide resilience and potential for growth, particularly in international markets where Pepsi's scale translates to higher profits. That’s not to say Coca-Cola is a bad stock, it’s just Pepsi seems to have had a marginally stronger long-term runway for growth. Any thoughts on this comparison? #Investing #Equities

Even when Mr. Peltz’s investments have been successful, those companies succeed in spite of his guidance — not because of it. PepsiCo ignored Mr. Peltz, refusing to part ways with Frito Lay, divest North American and International beverages, or marry Pepsi with Peltz’s losing investment in Mondelez. At Procter & Gamble, executives ignored Mr. Peltz’s calls to move its Cincinnati headquarters or decentralize M&A to the business units. These companies succeeded because they ignored Mr. Peltz. Will Mr. Peltz put The Walt Disney Company shareholders and executives in the same position? #thefutureofdisney #disneydeservesthebest

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Pepsi vs. Coca-Cola Both are celebrated as Dividend Aristocrats, but Pepsi's stock has historically outperformed Coca-Cola. This advantage stems from Pepsi's diversified portfolio, including Frito-Lay and Quaker Oats, which contributes to its resilience and growth potential, especially internationally. Coca-Cola remains strong, but Pepsi shows a stronger long-term growth trajectory. We can all join hands in making our world a better place by leveraging the right technology, the right way. Join the Academy and read the Book: https://zurl.co/91Z3 Thoughts on this comparison? Source: James Eagle #Investing #Equities

Pepsi vs. Coca-Cola Both are celebrated as Dividend Aristocrats, but Pepsi's stock has historically outperformed Coca-Cola. This advantage stems from Pepsi's diversified portfolio, including Frito-Lay and Quaker Oats, which contributes to its resilience and growth potential, especially internationally. Coca-Cola remains strong, but Pepsi shows a stronger long-term growth trajectory. We can all join hands in making our world a better place by leveraging the right technology, the right way. Join the Academy and read the Book: https://zurl.co/91Z3 Thoughts on this comparison? Source: James Eagle #Investing #Equities

Pepsi vs. Coca-Cola! Both companies are also celebrated as Dividend Aristocrats, so this is an interesting performance comparison to view. While Coca-Cola remains a popular choice for a refreshing afternoon drink, PepsiCo's stock has delivered more to its shareholders over time, outperforming Coca-Cola significantly. Take a look at this data visualization by James Eagle. So what’s going on here? Both companies boast impressive dividend histories and similar metrics. But PepsiCo's portfolio extends beyond #beverages to include #snacks and #foods through its Frito-Lay and Quaker Oats divisions. These segments, constituting a significant portion of Pepsi's #revenue and operating #profit, provide resilience and potential for #growth, particularly in #international markets where Pepsi's scale translates to higher #profits. That’s not to say Coca-Cola is a bad stock, it’s just Pepsi seems to have had a marginally stronger long-term runway for growth. JSesko@meridianfinance.com 818-914-9271 #tradecreditinsurance

Pepsi vs Coca-Cola: A rivalry that has existed for decades, but who is the ultimate winner? Before we dive into any analysis, let me admit that I have always been a #CocaCola fan, and hardly I have chosen #Pepsi drinks for consumption. But to my surprise, PepsiCo has given 2.5 times the value that Coca-Cola has given its shareholders, as per the information I read in one of the posts on Eeagli built by James Eagle. Even my close connections have agreed that Coca-Cola products are preferable to PepsiCo products. So, what changed around the whole story? Here is what I read. - The picture in the first comment shows that the cumulative returns of PepsiCo (calculated from June 1972) turned out to be 10865.9% as against Coca-Cola for the same period, which was 4412.5%. - Started with a mere drink, the growth story of Pepsi started taking rapid stride in 1965, when Pepsi-Cola Company and Frito-Lay merged to form the new company PepsiCo. Since then, Frito-Lay has remained a wholly-owned subsidiary of Pepsi. Current brands include LAYS, Doritos, Cheetos, and 15 others. - Other major #acquisitions for PepsiCo include: > Sabritas in 1966 > Pizza Hut in 1977 (ultimately spun off in 1997 to Yum! Brands) > Taco Bell in 1978 (ultimately spun off in 1997 to Yum! Brands) > KFC in 1986 (ultimately spun off in 1997 to Yum! Brands) > Gamesa in 1990 > Tropicana Brands Group in 1998 > Acquisition of a lot of other brands like Bare Snacks, Soda Stream, BFY Brands, Pioneer Foods, Rockstar Energy, and more - One of the most famous acquisitions of PepsiCo was of Quaker Oats Beverage Company in 2001, which bought the renowned brand #Gatorade way back in 1983. Today, the Gatorade drink is manufactured by PepsiCo and distributed in over 80 countries. The famous "Be Like Mike" ad campaign of Michael Jordan for Gatorade in 1991 became a household phrase in the United States. Even today, - However, in 2021, PepsiCo encashed the earnings by selling off its 61% stake in Tropicana Brands Group to PAI Partners for approximately $3.3 Billion (~ INR 27,000 Cr). The deal emphasized good returns for their existing shareholders, as well as helping them with the funds to develop and grow its portfolio of health-focused snacks and zero-calorie beverages. The value addition of PepsiCo for its shareholders over the years has been immense compared to Coca-Cola. Just a couple of days ago, at the Berkshire Hathway annual meeting, Buffet said that Coca-Cola (along with Apple and American Express) would always be in the company's portfolio. Jokingly enough, how I wonder what would have been the returns for Berkshire Hathway had they owned PepsiCo shares instead of Coca-Cola😉!