América Retail | Homepage
Saturday, March 25, 2017

La primera comunidad del retail en Latinoamérica

Finanzas: PepsiCo continues to grow and strengthen the positive investment case

Finanzas: PepsiCo continues to grow and strengthen the positive investment case

Octubre 7, 2016

👤Periodista: Dayana Vazquez 🕔07.Oct 2016

 

PEP’s H1 2016 performance impressed me immensely, especially with regard to volume growth performance.

Encouragingly, Q3 2016 appears to have continued that positive volume growth momentum.

LEA TAMBIÉN: Finanzas: Constellation Brands Reports Second Quarter Fiscal 2017 Results

With strong cash flow generation and shareholder return potential combined with volume growth, PEP is looking increasingly attractive for long-term investors.

Back at H1 2016 time, snacks and beverages giant PepsiCo (NYSE:PEP) impressed me a great deal. I must admit to having largely overlooked the company up to that point. Yet PepsiCo was certainly thrust firmly back onto my watch list after its first-half performance.

What particularly appealed was the strength of its volume growth performances, which underpinned the more consistent appeal of its cash flow. Yet has PEP managed to stretch this attractive performance across Q3 2016 as well?

I argue that it has, and it would seem that (combined with other considerations) this leaves the increasingly positive investment case for this consumer defensive giant stronger than ever. Let me explain why here.

Top and Bottom Line Strength

A pleasant surprise to begin with. PepsiCo managed some very robust looking figures both from a reported and organic basis:

Needless to say, the practically doubled operating income catches anyone’s eye quite quickly. Unsurprisingly, there was an extraordinary catalyst to this particular leap: Venezuela. Operating income was lifted massively, courtesy of the Venezuela write-down last year. Indeed, 91% of the lift in Q3 2016 was due to this.

Fuente: Seeking Alpha

Articulos relacionados

Finanzas: J&J retira anuncios de YouTube por videos ofensivos

Finanzas: J&J retira anuncios de YouTube por videos ofensivos

Marzo 24, 2017

  El conglomerado estadounidense de cuidados de la salud Johnson & Johnson se convirtió en la

Finanzas: Mercadotransaccional latinoamericano

Finanzas: Mercadotransaccional latinoamericano

Marzo 24, 2017

  Capital movilizado en el mercado M&A de América Latina crece un 11% en febrero de

Finanzas: Ventas de Nike decepcionan

Finanzas: Ventas de Nike decepcionan

Marzo 23, 2017

  Las ganancias de Nike cayeron más de 7% este miércoles, luego de que el gigante

Finanzas: Sears bordea la quiebra

Finanzas: Sears bordea la quiebra

Marzo 23, 2017

  Sears Holdings cuenta en la actualidad con 1.400 hipermercados y su plantilla se redujo tras

Finanzas: Sears: My Price Target Is $0

Finanzas: Sears: My Price Target Is $0

Marzo 23, 2017

  Summary Sears burned almost two times its market capitalization during its fiscal year of 2016.

Últimas Noticias

Newsletter

SECTIONS

América Retail