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
CEO Indra Nooyi Business in Latin America performing well in spite of the challenges “in Latin America we continue to see very challenging macroeconomic conditions, geopolitical instability, and high levels of inflation in key markets, including Brazil and Argentina, which … Continued
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
PepsiCo’s CEO (PEP) Indra Nooyi on Q3 2016 Results 3% volume growth in snacks “we had more than 3% organic volume growth in global snacks and more than 2% organic volume growth in global beverages. While foreign-exchange translation continued to … Continued
Vivek Sankaran If you want to know where consumer taste is headed look at college campuses “We have a great deal of consumer research that tells us where the [indiscernible] consumer is going and the millennial moms those are two … Continued
PepsiCo CEO (PEP) Indra Nooyi on Q2 2016 Results – Earnings Call Transcript 2% volume growth I’m pleased to report that our businesses continued to perform well in the second quarter. We had more than 2% organic volume growth in … Continued
PepsiCo (PEP) Indra K. Nooyi on Q1 2016 Results It’s a difficult environment indeed “Most of the developed world outside the United States is grappling with slow growth. GDP growth in developing and emerging markets is also challenged with many … Continued
Indra Nooyi – Chairman and CEO Constant currency op profit +12% “In the third quarter, organic revenue grew 7.4%, with Global Snacks up 10% and Global Beverages up 5%. Core gross margin improved by 120 basis points. Core constant currency … Continued
Increasing growth outlook “Based on the strength of the quarter, our overall first half results and our outlook for the remainder of the year, we are increasing our full year of core constant currency 2015 EPS growth outlook to 8%.” … Continued
Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important quotes about the economy and industry trends from the transcripts that I read this week. … Continued