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A selection of research reports from just-foodjust-food's research round-up: Seafood processing in the UK, ethnic/traditional US snacks market

21 December 2012

The latest batch of reports from the just-food research store includes seafood processing in the UK, the ethnic/traditional snack market in the US and functional food and drinks.

US: PepsiCo Q1 profits drop on one-time costs

26 April 2012

PepsiCo has booked a drop in first-quarter profits as restructuring costs weighed on earnings.

US: PepsiCo, Muller to establish New York yoghurt facility

27 February 2012

PepsiCo has teamed up with German privately-owned dairy firm Unternehmensgruppe Theo Müller to open a US$206m yoghurt facility in New York, US.

In the spotlight: Analysts look beyond Danone 2012 caution

20 February 2012

Danone, the French food giant, came to the market this week in cautious mood. It may be watching the horizon carefully, and it may face challenges in the fresh dairy sector, but investors and analysts, even if some have immediate concerns, are confident about Danone's medium-term prospects.

US: PepsiCo lines up more Gatorade NPD

1 December 2011

PepsiCo has told just-food that it is looking to innovate further with its Gatorade sports brand.

Best bits: Nooyi has PepsiCo on the right track

21 November 2011

Investors and analysts clamouring for change at PepsiCo should beware the pull of short-term financial gain and recognise the long-term benefit of the company's focus on nutrition, writes Dean Best.

Focus: Crunch time on horizon for PepsiCo

16 November 2011

PepsiCo's chairman and CEO, Indra Nooyi, is under pressure, the group's strategic review has been extended and, this week, talk of a business split has been fuelled by the arrival of activist investor Nelson Peltz. So, asks Michelle Russell, what's eating PepsiCo?

RUSSIA: PepsiCo eliminates Wimm-Bill-Dann board

25 October 2011

PepsiCo has fully terminated the powers of Wimm-Bill-Dann's (WBD) board of directors.

Best bits: Wal-Mart, Danone demonstrate pitfalls of emerging markets

24 October 2011

In the US, economists are growing more pessimistic about the country's growth prospects. In Europe, political disputes over the eurozone, rather than solutions to the crisis, are making the headlines. Against this backdrop, the emerging markets seem a more attractive prospect than ever. However, there are risks as well as rewards.

Best bits: Why PepsiCo could be eyeing US yoghurt

20 October 2011

Yoghurt is a growing category in a challenging US market and PepsiCo is reportedly looking to enter the sector. However, if PepsiCo is interested in yoghurt, it will need to act quickly.

SWEDEN: Tetra Pak CEO admits dairy consolidation pressure

17 October 2011

Tetra Pak CEO Dennis Jönsson has said the consolidation in the dairy sector is putting new demands on the packaging company.

UPDATE: US: PepsiCo, Muller silent on yoghurt JV talk

14 October 2011

PepsiCo and German dairy Müller have refused to be drawn on reports that they could be set to team up in the yoghurt sector.

US: PepsiCo linked to yoghurt JV with Muller

14 October 2011

PepsiCo could be set to join forces with German dairy giant Müller as part of its plans to enter the rapidly-growing US yoghurt market and grow its global dairy arm.

On the money: PepsiCo rebuffs split speculation

13 October 2011

PepsiCo CFO Hugh Johnston has quashed suggestions that the global snacks and beverage giant could split into two.

US: PepsiCo profits climb in Q3

12 October 2011

PepsiCo has booked an increase in third-quarter profits driven by top-line gains in its snacks and drinks divisions and reaffirmed its full-year earnings guidance.

US: "Stagflation" hurting FMCG companies - PepsiCo CFO Johnston

8 September 2011

PepsiCo CFO Hugh Johnston has claimed a "stagflationary environment" is harming consumer product manufacturers.

RUSSIA: PepsiCo, Danone trademark hearing postponed

31 August 2011

The latest stage of the Russian trademark battle between Danone and PepsiCo has been postponed.

RUSSIA: PepsiCo, Danone in battle over yoghurt trademarks

30 August 2011

PepsiCo and Danone have become embroiled in a yoghurt trademark battle in Russia.

Best bits: Premier, PepsiCo, Ralcorp grab attention amid Q1s

3 May 2011

After consecutive four-day weekends here in the UK, this column again arrives on a Tuesday, adding to the 'what-is-the-day-today?' feeling here at just-food Towers today.

RUSSIA: Wimm-Bill-Dann appoints Ivanov CEO

3 May 2011

Russian dairy giant Wimm-Bill-Dann has appointed a new CEO.

On the money: Future of PepsiCo's Quaker brand in doubt

28 April 2011

Analysts have suggested that the future of PepsiCo's Quaker breakfast cereals business could be in jeopardy after the unit reported declining first-quarter sales.

US: PepsiCo profits sink 20% on costs

28 April 2011

US snack food giant PepsiCo has booked a 20% decline in first-quarter net income despite strong sales gains during the period.

BRICs and beyond: PepsiCo's potential in Russia stands out

4 April 2011

The Consumer Analyst Group Europe (CAGE) conference last week heard from a number of the world's leading food makers keen to emphasise their plans for expansion in emerging markets. One company, Dean Best writes, had a particularly compelling narrative for analysts and investors.

Best bits: Food makers' commodity caution at CAGE

4 April 2011

just-food's exclusive partnership with the Consumer Analyst Group Europe conference last week provided us with the chance to hear how the likes of Nestle, Danone and Unilever viewed the current trading environment - and many of the companies presenting struck a somewhat cautious tone.

CAGE: PepsiCo throws down gauntlet in Russia

31 March 2011

PepsiCo has vowed to "accelerate away from the rest of the pack" in Russia, which has become the US food and drinks giant's largest international market after the acquisition of Wimm-Bill-Dann.

Quote, unquote: CAGNY 2011

25 February 2011

At the CAGNY analyst conference in Florida this week, two trends seemed to dominate the presentations: rising commodity costs - and manufacturers' ability to push them through - plus expansion into emerging markets. Here's the best of what was said at CAGNY:

CAGNY: PepsiCo hails WBD buy as "slam dunk"

25 February 2011

Food and drinks giant PepsiCo has used the CAGNY investment conference in Florida to emphasise the benefits of its acquisition of Russian dairy business Wimm-Bill-Dann, with one executive labelling the deal a "slam dunk".

Best bits: Manufacturers look to manage margins as commodities rise

14 February 2011

"It does feel a bit like mountain climbing."

RUSSIA: Wimm-Bill-Dann chief Maher to step down

10 February 2011

The CEO of Russian dairy giant Wimm-Bill-Dann (WBD) has announced his intention to step down.

RUSSIA: PepsiCo to borrow from Wimm-Bill-Dann for remaining stake

9 February 2011

PepsiCo is to receive a loan from Wimm-Bill-Dann (WBD) to purchase the remaining shares in the Russian dairy firm.

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