News Focus
News Focus
icon url

jbog

03/24/13 11:33 PM

#6767 RE: DewDiligence #6766

I think Mondelez could be the buyer of some components but it certainly wouldn't want probably 80% of the existing components. Who would want Quaker, Gatorade or FritoLay if growth is your goal? Pepsi's global food group is no more promising than old Kraft.

Many people really don't realize how big and diversified Pepsi is (22 brands). The main problem is that most of their components lack future growth.