Pepsi 3Q17 Earnings Call Notes

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Indra Nooyi Significant investments in e-commerce business unit “Our success is underpinned by the significant investments we’ve made in attracting talents to and building capabilities in our dedicated global e-commerce business unit. So today, we have a team of roughly … Continued

Coca Cola at Barclays Conference Notes

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Sandy Douglas – Executive Vice President and President, Coca-Cola North America Bifurcated consumer environment “What we’re seeing broadly is kind of a bifurcated consumer environment. The upper part of the economy is healthy and vibrant, positive expectations for investor performance, … Continued

Pepsi 4Q16 Earnings Call Notes

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Indra K. Nooyi Demonetization had a significant impact “And on demonetization, across the board for pretty much all of industry and CPG in particular, because it hit the individual retailers significantly, demonetization had a significant impact on our India business … Continued

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