Consumer Edge Research

Consumer Edge News

Consumer Edge Research Launches CER China Consumer Tracker

May 17, 2011

STAMFORD, CT, May 16, 2011-- Consumer Edge Research announced today the inaugural publication of the firm’s CER China Consumer Tracker, which will help Consumer Edge’s clients keep on top of key consumer trends in the most important emerging market in the world. The CER China Consumer Tracker captures the views of 2,000 Chinese consumers...
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7-Eleven’s Impulse Shoppers Fuel Recovery for Hershey, PepsiCo

Bloomberg

May 03, 2010

April 30, 2010, 12:16 AM EDT April 30 (Bloomberg) -- Impulse buyers are heading back to convenience stores for sodas and Hershey bars. PepsiCo Inc. and Coca-Cola Co. say the volume declines at convenience stores slowed last quarter for the first time in at least a year. Hershey Co.’s first-quarter chocolate, mint and gum sales in those stores...
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Pass the Chips. It’s Party Time at Pepsi

Barron's

Mar 20, 2010

PEPSICO SHARES HAVE BEGUN TO BUBBLE up in response to bold moves the company has made in recent months to increase shareholder value. Pepsi (ticker: PEP) announced last week that it will raise its dividend 7%, to $1.92 a share, and buy back $15 billion of its shares in the next three years. These moves follow the beverage and snack-food...
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ConsumerEdge Research Announces Consumer Discretionary Team

Mar 01, 2010

CONNECTICUT, Mar. 1 — Consumer Edge Research LLC, a preeminent investment research and consulting boutique, announced today that Faye Landes – 24 year veteran analyst and product manager from the retail and consumer products industry — has joined the firm as Managing Director to head up the firm’s retail sector coverage. Consumer Edge Research...
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Consumer Analyst Leaves Behind Wall Street Turf Issues

Thomson Reuters

Feb 19, 2010

  • Star consumer goods analyst enjoys freedom in own firm
  • Doing broader reports than he could at a bank
  • Sees tough year, pricing pressure on suppliers in 2010
  • Top 2010 picks include Avon, Dr Pepper, Coke Enterprises
By Martinne Geller and Jessica Wohl BOCA RATON, Fla., Feb 18 (Reuters) - When star...
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New York Soda Tax Proposal Pours a Big Glass of Controversy

Atlanta Journal-Constitution

Feb 12, 2010

At first glance, it doesn't sound like much: A tax of one cent per ounce on sodas in New York. But the line item in New York Governor David Paterson's budget reverberates from Albany, N.Y., to Washington, D.C., and down to Atlanta. Ripples could be felt across the country. Paterson wants to slap a new tax on sodas to raise $1 billion per year...
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Bottled-Water Price War Heats Up as Demand Falls

Wall Street Journal

Aug 31, 2009

Bottled-water makers have stepped up a months-long price war this summer to win back customers who have turned on the tap to save money and reduce environmental waste. This month, PepsiCo Inc.'s Aquafina brand sold at some grocery stores for as little as $2.99 for a 24-pack of half-liter bottles -- less than a penny an ounce and about half of...
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Household Chores for P&G's Incoming CEO

Business Week

Aug 06, 2009

Robert McDonald arrives just as the consumer products giant faces a price gap with rivals and a need to regain turf with lower-end brands August 5, 2009 Procter & Gamble's (PG) new CEO, Robert McDonald, steps into power just as the consumer products company faces a price gap with competitors—and a need to regain turf with new, less-premium...
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Large Research Firms May Lose Share to Small Companies

Reuters

Jul 27, 2009

July 27 - Small U.S. equity research firms may gain market share from their larger rivals through next year, helped by the dislocation of some large investment banks and the exodus of talent to these smaller firms amid the financial crisis, according to a survey of buy-side analysts released on Monday. Small firms' market share jumped this...
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Pepsi Bottling Beats Street Despite Light Volume

Reuters

Jul 08, 2009

Wed Jul 8, 2009 10:05am EDT

  • Q2 EPS 78 cents ex-items vs Street estimate 73 cents
  • Revenue, volume lighter than Street expected
  • Sees 2009 profit at high end of prior forecast
  • Gives no update on bid from PepsiCo
  • Shares down less than 1 percent
CHICAGO, July 8 (Reuters) - Pepsi Bottling...
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