Beijing Pepsi has confirmed cases! Impact of emergency shutdown on A-share market

category:Finance
 Beijing Pepsi has confirmed cases! Impact of emergency shutdown on A-share market


In terms of stock price reaction, PepsiCo has rebounded with US stocks since March 20, with a rebound of more than 10% as of last Friday.

(1) Most of the production links in modern factories do not need manual contact, especially the cola liquid requires aseptic operation, even if the employee has the opportunity to contact, the virus can only fall on the outer packaging;

(2) Even if the employee has access to coke, it will take a while for coke to leave the factory and reach consumers. You can have a look at the coke in your hand, few of which have a production date within two or three days.

Of course, from a health point of view, or suggest that we drink less coke.

In the more than 100 years of struggle between Coca Cola and Pepsi Cola, the two brands have been growing. Brand finance, a British brand evaluation agency, released the list of the 25 most valuable soft drink brands in the world in 2019. Coca Cola, Pepsi Cola and Red Bull are still in the top three. Brands from Pepsi, Coca Cola and Nestle group dominate the list.

According to Euromonitor, Pepsi Cola accounts for 17% of the top 10 carbonated drinks in 2019, while Coca Cola accounts for nearly 40%. There is still a big gap between the two.

In the domestic market, Coca Colas leading advantage has been magnified. In 2018, Coca Cola accounted for more than 70% of Chinas carbonated beverage market, while Pepsi only accounted for 25.4%.

To expand to soft drinks, Pepsi Cola only has an advantage in sports drinks (it has Gatorade brand).

Obviously, if Pepsis shutdown has a big impact, it will be the first profit maker or Coca Cola. However, from the salmon board to the confirmed case of Pepsi, it is not clear whether the epidemic will impact the food and beverage industry as a whole.

In fact, novel coronavirus pneumonia was also shut down and shut down this year due to the outbreak of new crown pneumonia. In February, Coca Cola Co shut down some domestic offices and factories due to the outbreak, but it will be re launched in other factories and supplied to the market in a safe way. In February,

According to the experience of SARS epidemic, the management expects that the epidemic will not have a long-term impact on the company. Looking forward, management expects the company to achieve 5% endogenous revenue growth in 2020.

After Pepsi Cola was diagnosed, many investors on the Internet first thought of benefiting Maotai.

1. Xiangpiao beverage giant, the largest solid beverage manufacturer

2. Baiyunshan herbal tea giant

3. Nutritious beverage, vegetable protein beverage industry giant (six cores)

4. Qingdao beer giant

5. Bairun Co., Ltd. domestic pre blending leader (PIO Ruiao)

7. Yili Co., Ltd. milk leader, global health food leader

8. Bright Dairy national dairy products

9. Bainmei domestic milk powder leader

PepsiCos acquisition of Haoxiang your assets have just completed the delivery

On the evening of June 1 this year, Id like you to announce that the companys sale of 100% of Holmes equity has been successfully completed. The company has received $698 million from counterparties (base amount less $10 million in withholding).

On the domestic side, in 2011, Master Kong and PepsiCo reached an agreement to establish a strategic alliance in China. Master Kongs drinks will become a bottler of PepsiCo in China. Since the cooperation with PepsiCo in 2011, PepsiCos carbonated drinks began to contribute revenue to Master Kong Holdings. By 2019, the sales revenue of carbonated drinks and other products was 12.237 billion yuan, an increase of 11.91% year-on-year, accounting for 34% of the total beverage revenue. Driven by the growth of carbonated beverage revenue, the beverage business revenue of Master Kong increased by 0.81% year on year. (article source: e company) (original title: Beijing Pepsi has confirmed cases! What is the impact of emergency shutdown and product sealing on A-share market? Source: e company editor in charge: Chen Hequn_ NB12679

On the domestic side, in 2011, Master Kong and PepsiCo reached an agreement to establish a strategic alliance in China. Master Kongs drinks will become a bottler of PepsiCo in China.

Since the cooperation with PepsiCo in 2011, PepsiCos carbonated drinks began to contribute revenue to Master Kong Holdings. By 2019, the sales revenue of carbonated drinks and other products was 12.237 billion yuan, an increase of 11.91% year-on-year, accounting for 34% of the total beverage revenue. Driven by the growth of carbonated beverage revenue, the beverage business revenue of Master Kong increased by 0.81% year on year.

(original title: Beijing Pepsi has confirmed cases! What is the impact of emergency shutdown and product sealing on A-share market? Maotai and lying gun)