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11.02.26 - 02:51
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When Government Subsidies Stopped, Doritos Got 15% Cheaper (ZeroHedge)
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When Government Subsidies Stopped, Doritos Got 15% Cheaper
Authored by James Hickman via SchiffSovereign.com,
PepsiCo spent $2.8 million last year lobbying to keep junk food eligible for food stamps.
But last week - after Health and Human Services Secretary Robert F. Kennedy Jr. got 18 states to ban SNAP purchases of products like soda, candy, and processed snacks - PepsiCo announced price cuts of up to 15% on Doritos, Lay's, Tostitos, and other Frito-Lay products.
The company's official explanation was “affordability.” CEO Ramon Laguarta cited low-income consumers are switching to store brands.
But the timing tells the real story.
The Supplemental Nutrition Assistance Program— food stamps— is a $100 billion per year program serving roughly 42 million Americans. And according to the USDA's own data, about 20 cents of every SNAP dollar goes to sweetened beverages, candy, salty snacks, and sugar.
In fact soft drinks alone are the single largest category of SNAP purchases.
And, until l...
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10.02.26 - 22:36
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Celsius Holdings Appoints Christy Jacoby and John Short to the Company′s Board of Directors (Business Wire)
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BOCA RATON, Fla.--(BUSINESS WIRE)--$CELH #LiveFit--Celsius Holdings, Inc. (Nasdaq: CELH) (“Celsius Holdings” or “the Company”) today announced the appointment of Christy Jacoby and John Short to its Board of Directors. Jacoby and Short were nominated by PepsiCo, Inc. (“PepsiCo”) following the resignation of Israel Kontorovsky and Michael Del Pozzo from the Celsius Holdings Board, effective immediately.
“We thank Israel and Mike for their service and contributions during an important period of growth and evolution for Celsius Holdings,” said John Fieldly, Chairman and Chief Executive Officer of Celsius Holdings. “As we continue to scale with discipline, operating rigor and portfolio clarity, we believe Christy and John bring highly relevant expertise that will further strengthen our Board and support our long-term value creation strategy.”
Jacoby currently serves as Senior Vice President and Chief Financial Officer of PepsiCo North America Operations, where she oversees financial strate...
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07.02.26 - 17:27
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Guac Relief: Avocado Prices Tumble Ahead Of Super Bowl (ZeroHedge)
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Guac Relief: Avocado Prices Tumble Ahead Of Super Bowl
Guacamole, wings, pizza, chips, and beer dominate the typical Super Bowl menu, as the weekend becomes one of the world's highest food-consumption sporting events.
We have good news for consumers. First, as we reported earlier, PepsiCo announced it will slash prices by 15% on snack brands such as Lay's and Doritos.
The second piece of good news is on the avocado front. Prices in Mexico have plunged, down more than 19% from a year earlier as of the end of December.
Bloomberg reports a bumper Mexican harvest after heavy rainfall has driven record US imports ahead of the Super Bowl, pushing supplies higher while driving prices lower, a perfect mix for millennials in the K-shaped economy.
The US sources nearly 90% of its avocados from Mexico, mostly Hass, with current retail prices ranging from 70 cents to $1.50 each, well below Covid-era highs.
"That has never happened before," said Alvaro Luque, president and chief executive officer of Avo...
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06.02.26 - 16:16
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PepsiCo Aktie: Volumen-Wende und 2026-Fantasie treiben den Kurs (Aktiencheck)
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San Francisco (www.aktiencheck.de) - PepsiCo-Aktienanalyse von Wells Fargo Advisors:
Wells-Fargo-Analyst Chris Carey habe das Kursziel für die PepsiCo-Aktie (ISIN: US7134481081, WKN: 851995, Ticker-Symbol: PEP, NASDAQ-Symbol: PEP) von 154 auf 165 USD angehoben und das Rating "equal weight" beibehalten die. [mehr]...
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04.02.26 - 22:21
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PepsiCo Declares Quarterly Dividend (PR Newswire)
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PURCHASE, N.Y., Feb. 4, 2026 /PRNewswire/ -- The Board of Directors of PepsiCo, Inc. (NASDAQ: PEP) today declared a quarterly dividend of $1.4225 per share of PepsiCo common stock, a 5 percent increase versus the comparable year-earlier period. Today's action is consistent with PepsiCo's......
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04.02.26 - 17:01
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Walmart Aktie: Preiskrieg mit Pepsi als Chance - Kursziel bei 132 USD (Aktiencheck)
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New York (www.aktiencheck.de) - Walmart-Aktienanalyse von Jefferies & Co:
Der Analyst Corey Tarlowe von Jefferies hat die "buy"-Empfehlung für die Aktie von Walmart Inc. (ISIN: US9311421039, WKN: 860853, Ticker-Symbol: WMT, NYSE-Symbol: WMT) bestätigt und ein Kursziel von 132 USD ausgesprochen.
Der Analyst werte die jüngste Entscheidung von PepsiCo, die Preise für Snacks zu senken, als mögliches Signal für breiter angelegte Preisrücknahmen bei Markenprodukten. [mehr]...
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