Results are starting to improve, but the company is still a work in progress.
Quaker Oats' grain-based snacks could show real growth within the Frito-Lay marketing and distribution system,
The airline business in terms of volume is tiny. It's more important in terms of presence, visibility and a little bit of prestige.
Gatorade would do even better under PepsiCo than it has under Quaker Oats because of better marketing and distribution.
Though not specifically part of management succession, this move, like Mary Minnick's promotion last year, elevates another strong executive and makes them both people to watch.
The sale of sugar-carbonated sodas in schools is a tiny, tiny part of their overall volume. The impact is more in terms of responsibility and accountability to the consumer.
It started out with young consumers ? late teens, people in their 20s ? but it's getting much broader than that.
We estimate that the diet category could actually surpass the regular soda category in about 12 to 15 years,
on and off. Some if it has been good. Some has been somewhat less than good.
But soft drinks sales overall are holding up well. If you're looking at the first-quarter U.S. volume growth this year for both Coca-Cola and PepsiCo, it's important to consider that other factors were at play including bad weather and anti-U.S. sentiment around the world.
