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A Few Key Takeaways From Clorox's Analyst Presentation
Wednesday, December 12, 2018 - 4:13pm | 547Read More...Clorox Co (NYSE: CLX) earlier this week hosted a sell-side presentation. Here is a summary of how three analysts reacted to the event. The Analysts Wells Fargo's Bonnie Herzog maintains a Market Perform rating on Clorox with a price target lifted from $145 to $160. Raymond James' Joseph...
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Bernstein: Colgate's Got A Target On Its Back For Activist Investors
Thursday, May 24, 2018 - 3:09pm | 350Read More...A little over a year ago, Colgate-Palmolive Company (NYSE: CL) confessed it was considering selling itself. Nothing came of the remarks except the Street’s short-lived speculation of suitors, but one analyst suspects a near-term revival of talk around strategic alternatives. The Rating...
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2 Sell-Side Reactions To The Nelson Peltz-Procter & Gamble Proxy Play
Thursday, November 16, 2017 - 3:11pm | 421Read More...Activist investor Nelson Peltz shocked Procter & Gamble Co (NYSE: PG) investors after his Trian Partners won a vote recount for a board seat on Wednesday by 43,000 votes. P&G acknowledged the victory in a statement on Wednesday. “The results are still preliminary and are subject to a...
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Buffett's Soda Empire: If Kraft Heinz Acquired Pepsi, What Share Of The Soda Market Would 'The Oracle' Own?
Thursday, March 2, 2017 - 5:11pm | 448Read More...After he oversaw the highly-publicized mega merger that created Kraft Heinz Foods Co (NYSE: KHC) in 2015, Warren Buffett may not be finished with his food shopping just yet. In a new note, Bernstein analyst Ali Dibadj speculates that Kraft Heinz could target PepsiCo, Inc. (NYSE: PEP). Dibadj...
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Kraft Heinz Might Have Its Eyes On PepsiCo
Thursday, March 2, 2017 - 11:30am | 404Read More...It may seem like an unusual business combination but Kraft Heinz Co (NASDAQ: KHC), most notably known for ketchup and macaroni and cheese, could be eyeing an acquisition of the beverage and snack maker, PepsiCo, Inc. (NYSE: PEP) — at least according to Bernstein's Ali Dibadj. In a research...
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Bernstein Gives Investors A Glimpse Of How Coca-Cola, Pepsi Are Faring In Europe This Summer
Monday, August 8, 2016 - 8:45am | 348Read More...Beverages & Snacks sales in Western Europe declined by 5 percent in the 4-week period ended July 10, 2016, with volumes down 4 percent, Bernstein’s Ali Dibadj said in a report. While sales of beverages in Western Europe were down 8.1 percent, with a 7.4 percent decline in volumes, sales...
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Sum-Of-The-Parts Analysis Suggests J&J Stock Price Of $124
Tuesday, March 8, 2016 - 9:49am | 323Read More...The Board of Johnson & Johnson (NYSE: JNJ) received a letter from Artisan Partners Asset Management Inc (NYSE: APAM) urging the former company to consider separating its three divisions - Consumer, Pharmaceutical and Medical Devices - into standalone entities. Artisan Partners, which owns...
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Sanford Bernstein Analyst On PepsiCo Rumor: 'This Is Not New Thinking About 3G's Strategy'
Wednesday, January 7, 2015 - 12:35pm | 142Read More...Speaking to Benzinga, Sanford Bernstein analyst Ali Dibadj said that a rumor coming from The Wall Street Journal that 3G Capital Partners is interested in acquiring food and beverage companies including PepsiCo, Inc. (NYSE: PEP) is not new thinking about 3G’s strategy. “They...
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Bloomberg: Will Anheuser-Busch Explore M&A Opportunity Outside Of Alcohol?
Monday, October 13, 2014 - 11:56am | 245Read More...According to Bloomberg, alcoholic beverage maker Anheuser-Busch Inbev SA (NYSE: ABI) may have its eyes focused on acquiring SABMiller (NYSE: SAB), but could accept a consolation prize of PepsiCo, Inc. (NYSE: PEP). Anheuser-Busch has spent $90 billion in M&A activity over the last 10 years...
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Does America Have A Sugar Addiction?
Thursday, February 6, 2014 - 2:29pm | 606Read More...Starbucks (NASDAQ: SBUX) vanilla Frappuccino grande: 58 grams of sugar. 20 ounce bottle of vitamin water: 33 grams of sugar. Eight ounce bottle Tropicana 100 percent orange juice: 25 grams of sugar. These are three small examples of common, regular items that are being cited by scientists to...
