Pepsico Inc (NASDAQ: PEP) |
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Pepsico Inc's Customers Performance
PEP
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PEP's Source of Revenues |
Pepsico Inc's Corporate Customers have recorded an advance in their cost of revenue by 1.61 % in the 4 quarter 2024 year on year, sequentially costs of revenue were trimmed by -16.04 %. During the corresponding time, Pepsico Inc sequentially revenue grew by 19.15 %. While revenue at the Pepsico Inc 's corporate clients recorded rose by 3.55 % year on year, sequentially revenue fell by -14.28 %.
• List of PEP Customers
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Pepsico Inc's Customers have recorded an advance in their cost of revenue by 1.61 % in the 4 quarter 2024 year on year, sequentially costs of revenue were trimmed by -16.04 %, for the same period Pepsico Inc sequentially revenue grew by 19.15 %.
• List of PEP Customers
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FLNA |
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25.25 % |
of total Revenue |
QFNA |
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2.78 % |
of total Revenue |
PBNA |
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30.77 % |
of total Revenue |
LatAm |
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12.5 % |
of total Revenue |
Europe |
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16.92 % |
of total Revenue |
AMESA |
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6.66 % |
of total Revenue |
APAC |
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5.12 % |
of total Revenue |
Select the Relationship:
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Select the Category:
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Customers Net Income grew in Q4 by |
Customers Net margin grew to |
86.36 % |
5.38 % |
Customers Net Income grew in Q4 by 86.36 % |
Customers Net margin grew to 5.38 % |
Pepsico Inc's Comment on Sales, Marketing and Customers
Our primary customers include wholesale and other distributors, foodservice
customers, grocery stores, drug stores, convenience stores, discount/dollar
stores, mass merchandisers, membership stores and authorized independent bottlers.
We normally grant our independent bottlers exclusive contracts to sell and manufacture
certain beverage products bearing our trademarks within a specific geographic
area. These arrangements provide us with the right to charge our independent
bottlers for concentrate, finished goods and Aquafina royalties and specify
the manufacturing process required for product quality. We also grant distribution
rights to our independent bottlers for certain beverage products bearing our
trademarks for specified geographic areas.
Since we do not sell directly to the consumer, we rely on and provide financial
incentives to our customers to assist in the distribution and promotion of our
products. For our independent distributors and retailers, these incentives include
volume-based rebates, product placement fees, promotions and displays. For our
independent bottlers, these incentives are referred to as bottler funding and
are negotiated annually with each bottler to support a variety of trade and
consumer programs, such as consumer incentives, advertising support, new product
support, and vending and cooler equipment placement. Consumer incentives include
coupons, pricing discounts and promotions, and other promotional offers. Advertising
support is directed at advertising programs and supporting independent bottler
media. New product support includes targeted consumer and retailer incentives
and direct marketplace support, such as point-of-purchase materials, product
placement fees, media and advertising. Vending and cooler equipment placement
programs support the acquisition and placement of vending machines and cooler
equipment. The nature and type of programs vary annually.
Retail consolidation and the current economic environment continue to increase
the importance of major customers. Sales to Wal-Mart (including Sam’s)
represented approximately 11% of our total net revenue. Our top five retail
customers represented approximately 30% of our North American net revenue, with
Wal-Mart (including Sam’s) representing approximately 17%. These percentages
include concentrate sales to our independent bottlers which were used in finished
goods sold by them to these retailers.
Our products are brought to market through DSD, customer warehouse and distributor
networks. The distribution system used depends on customer needs, product characteristics
and local trade practices.
We, our independent bottlers and our distributors operate DSD systems that
deliver snacks and beverages directly to retail stores where the products are
merchandised by our employees or our bottlers. DSD enables us to merchandise
with maximum visibility and appeal. DSD is especially well-suited to products
that are restocked often and respond to in-store promotion and merchandising.
Customer Warehouse
Some of our products are delivered from our manufacturing plants and warehouses
to customer warehouses and retail stores. These less costly systems generally
work best for products that are less fragile and perishable, have lower turnover,
and are less likely to be impulse purchases.
Distributor Networks
We distribute many of our products through third-party distributors. Third-party
distributors are particularly effective when greater distribution reach can
be achieved by including a wide range of products on the delivery vehicles.
For example, our foodservice and vending business distributes snacks, foods
and beverages to restaurants, businesses, schools and stadiums through third-party
foodservice and vending distributors and operators.
Pepsico Inc's Comment on Sales, Marketing and Customers
Our primary customers include wholesale and other distributors, foodservice
customers, grocery stores, drug stores, convenience stores, discount/dollar
stores, mass merchandisers, membership stores and authorized independent bottlers.
We normally grant our independent bottlers exclusive contracts to sell and manufacture
certain beverage products bearing our trademarks within a specific geographic
area. These arrangements provide us with the right to charge our independent
bottlers for concentrate, finished goods and Aquafina royalties and specify
the manufacturing process required for product quality. We also grant distribution
rights to our independent bottlers for certain beverage products bearing our
trademarks for specified geographic areas.
Since we do not sell directly to the consumer, we rely on and provide financial
incentives to our customers to assist in the distribution and promotion of our
products. For our independent distributors and retailers, these incentives include
volume-based rebates, product placement fees, promotions and displays. For our
independent bottlers, these incentives are referred to as bottler funding and
are negotiated annually with each bottler to support a variety of trade and
consumer programs, such as consumer incentives, advertising support, new product
support, and vending and cooler equipment placement. Consumer incentives include
coupons, pricing discounts and promotions, and other promotional offers. Advertising
support is directed at advertising programs and supporting independent bottler
media. New product support includes targeted consumer and retailer incentives
and direct marketplace support, such as point-of-purchase materials, product
placement fees, media and advertising. Vending and cooler equipment placement
programs support the acquisition and placement of vending machines and cooler
equipment. The nature and type of programs vary annually.
Retail consolidation and the current economic environment continue to increase
the importance of major customers. Sales to Wal-Mart (including Sam’s)
represented approximately 11% of our total net revenue. Our top five retail
customers represented approximately 30% of our North American net revenue, with
Wal-Mart (including Sam’s) representing approximately 17%. These percentages
include concentrate sales to our independent bottlers which were used in finished
goods sold by them to these retailers.
Our products are brought to market through DSD, customer warehouse and distributor
networks. The distribution system used depends on customer needs, product characteristics
and local trade practices.
We, our independent bottlers and our distributors operate DSD systems that
deliver snacks and beverages directly to retail stores where the products are
merchandised by our employees or our bottlers. DSD enables us to merchandise
with maximum visibility and appeal. DSD is especially well-suited to products
that are restocked often and respond to in-store promotion and merchandising.
Customer Warehouse
Some of our products are delivered from our manufacturing plants and warehouses
to customer warehouses and retail stores. These less costly systems generally
work best for products that are less fragile and perishable, have lower turnover,
and are less likely to be impulse purchases.
Distributor Networks
We distribute many of our products through third-party distributors. Third-party
distributors are particularly effective when greater distribution reach can
be achieved by including a wide range of products on the delivery vehicles.
For example, our foodservice and vending business distributes snacks, foods
and beverages to restaurants, businesses, schools and stadiums through third-party
foodservice and vending distributors and operators.
PEP's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Pepsico Inc |
197,609.99 |
91,854.00 |
9,626.00 |
318,000 |
Walmart Inc |
840,851.28 |
636,983.00 |
15,432.00 |
2,100,000 |
The Campbells Company |
11,618.60 |
9,890.00 |
551.00 |
14,400 |
Dollar General Corp oration |
16,376.57 |
36,293.40 |
2,354.29 |
185,800 |
Target Corporation |
59,016.62 |
107,570.00 |
4,370.00 |
415,000 |
The Kroger Co |
47,414.64 |
148,098.00 |
2,857.00 |
414,000 |
Costco Wholesale Corp |
476,856.42 |
258,805.00 |
9,882.00 |
333,000 |
Berkshire Hathaway Inc |
498,855.52 |
295,722.00 |
-481.00 |
360,000 |
Big Lots Inc |
14.73 |
4,514.02 |
-469.46 |
30,300 |
Treehouse Foods Inc |
1,743.75 |
3,353.40 |
26.90 |
7,400 |
Yum Brands Inc |
41,853.05 |
7,223.00 |
3,362.00 |
25,000 |
Cava Group Inc |
15,522.62 |
1,116.57 |
51.61 |
8,100 |
Darden Restaurants Inc |
23,535.49 |
9,984.40 |
908.90 |
191,105 |
Mcdonald s Corporation |
222,156.00 |
25,938.20 |
8,245.00 |
150,000 |
Host Hotels and Resorts Inc |
11,199.83 |
5,579.00 |
732.00 |
1,030 |
Chipotle Mexican Grill Inc |
78,889.19 |
11,313.85 |
1,534.11 |
112,572 |
Noodles and Company |
70.74 |
501.89 |
-26.12 |
4,900 |
Coca Cola Co |
297,725.01 |
46,366.00 |
10,422.00 |
82,500 |
Keurig Dr Pepper Inc |
43,104.14 |
15,148.00 |
2,278.00 |
25,000 |
The Cheesecake Factory Incorporated |
2,610.78 |
3,401.40 |
70.08 |
42,000 |
Bloomin Brands Inc |
956.42 |
4,547.16 |
0.43 |
87,000 |
Wingstop Inc |
8,952.71 |
591.04 |
100.78 |
4,300 |
Brinker International Inc |
7,207.20 |
4,825.70 |
558.90 |
68,852 |
Sweetgreen Inc |
3,120.12 |
668.95 |
-88.76 |
6,186 |
Amc Entertainment Holdings Inc |
1,284.58 |
4,435.20 |
-399.00 |
33,812 |
Cinemark Holdings Inc |
5,150.99 |
2,851.70 |
243.20 |
25,000 |
Marcus Corp |
702.93 |
756.01 |
3.46 |
7,780 |
Reading International Inc |
35.73 |
197.27 |
-42.50 |
260 |
Jack In The Box Inc |
768.83 |
1,571.31 |
-36.70 |
6,000 |
Papa John s International Inc |
1,614.89 |
2,099.94 |
95.68 |
10,600 |
Restaurant Brands International Inc |
29,292.08 |
7,930.00 |
1,810.00 |
9,000 |
Dine Brands Global inc |
386.88 |
813.84 |
90.23 |
1,748 |
El Pollo Loco Holdings Inc |
375.47 |
801.35 |
27.13 |
5,000 |
Denny s Corporation |
286.93 |
443.22 |
105.40 |
50,000 |
Flanigan S Enterprises Inc |
46.91 |
187.86 |
2.98 |
1,900 |
Gen Restaurant Group Inc |
26.74 |
242.70 |
10.27 |
0 |
SUBTOTAL |
2,749,624.39 |
1,660,764.38 |
64,581.81 |
4,819,545 |
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