HALISTER: PepsiCo Boosts Yr Core EPS View After 2Q Tops Highest Est.

PepsiCo Boosts Yr Core EPS View After 2Q Tops Highest Est.

(Bloomberg) -- PepsiCo forecasts yr core EPS $4.71, had seen $4.66 (first given Feb. 11), vs est. $4.72.
  • Still sees ~4% yr organic rev. growth, excluding impact of 53rd week, structural changes
  • Still sees yr net capex ~$3b, over $10b in cash flow from operating activities, >$7b in FCF (ex. certain items)
    • Sees returning ~$7b to shareholders through $4b in divs., $3b in buybacks in 2016
  • 2Q core EPS $1.35 vs est. $1.29 (range $1.25-$1.34)
  • 2Q net rev. $15.4b vs est. $15.4b (range $15.2b-$15.61b); FX had 4% unfavorable impact on reported rev., Venezuela deconsolidation hurt by 2.5ppts
  • 2Q organic rev. growth up 3.3%; est. +3.4% (avg of 3)
  • 2Q core gross margin expanded 75bps; core operating margin increased 80bps
  • 2Q global volume food/snacks +2.5%, bev. +2%
  • Segment organic rev./organic vol. results:
    • FLNA +4%/+2%
    • QFNA +3%/+3%
    • NAB +1%/-1%
    • LatinAmer +9%/snacks vol. +2%, bev. -2%
    • ESSA +3%/snacks +3%, bev. +4%
    • AMENA +4%/snacks +4%, bev. +5%
  • Call 8am, 800-540-4194, pw 28537019
  • See PREVIEW PEPSICO 2Q: Organic Sales, Volume, FX, Productivity
Statement {NSN O9XX673MMTC1 }
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
PEP US (PepsiCo Inc)

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UUID: 7947283

HALISTER: Dimon Warns of Job Losses as Property Pain Spreads (Correct)

Dimon Warns of Job Losses as Property Pain Spreads (Correct)

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
JPM US (JPMorgan Chase & Co)

People
James Dimon (JPMorgan Chase & Co)
Andrea Leadsom (United Kingdom of Great Britain and Northern Ireland)
Benoit Potier (Air Liquide SA)
David Cameron (United Kingdom of Great Britain and Northern Ireland)
Jim Reid (Deutsche Bank AG)

Topics
Who's News - People

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UUID: 7947283

HALISTER: QuickTake Q&A: Why Italy’s Bank Problem Challenges the Rulebook

QuickTake Q&A: Why Italy’s Bank Problem Challenges the Rulebook

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
BMPS IM (Banca Monte dei Paschi di Siena SpA)
UCG IM (UniCredit SpA)

People
Angela Merkel (Federal Republic of Germany)
Matteo Renzi (Republic of Italy)

Topics
Subordinated Debt

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UUID: 7947283

HALISTER: Dimon Warns of Job Losses as Post-Brexit Property Pain Spreads

Dimon Warns of Job Losses as Post-Brexit Property Pain Spreads

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
JPM US (JPMorgan Chase & Co)

People
James Dimon (JPMorgan Chase & Co)
Andrea Leadsom (United Kingdom of Great Britain and Northern Ireland)
Benoit Potier (Air Liquide SA)
David Cameron (United Kingdom of Great Britain and Northern Ireland)
Jim Reid (Deutsche Bank AG)

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UUID: 7947283

HALISTER: JPMorgan’s Dimon Says Not Too Late to ‘Go Back on Brexit’

JPMorgan’s Dimon Says Not Too Late to ‘Go Back on Brexit’

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
JPM US (JPMorgan Chase & Co)
CS FP (AXA SA)

People
James Dimon (JPMorgan Chase & Co)
Christoph Stanger (Goldman Sachs Group Inc/The)
Henri Castries (AXA SA)

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UUID: 7947283

HALISTER: Italy-EU Bank Talks Said Stuck Over Investor Burden Sharing (1)

Italy-EU Bank Talks Said Stuck Over Investor Burden Sharing (1)

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
JPM US (JPMorgan Chase & Co)
BMPS IM (Banca Monte dei Paschi di Siena SpA)

People
Claudio Costamagna (Cassa Depositi e Prestiti SpA)
James Dimon (JPMorgan Chase & Co)
Lorenzo Smaghi (Societe Generale SA)
Matteo Renzi (Republic of Italy)

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UUID: 7947283