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Team A05-3: Oren Kidanian Lianna Lam Jesse Lederman Tae Kyung Lee Christopher Logan Ethan Schiffmiller

The document discusses Team A05-3's stock portfolio which focuses on the food and beverage industry. The portfolio includes stocks from companies such as McDonald's, Chipotle, B&G Foods, Domino's Pizza, Coca-Cola, Fresh Del Monte Produce, YUM! Brands, PepsiCo. It provides an overview of each company and its financial performance. While the portfolio value has decreased, the team believes the stocks will increase in value long-term and were short-term impacted by economic problems facing the overall economy.

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Wynnie Pouh
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73 views19 pages

Team A05-3: Oren Kidanian Lianna Lam Jesse Lederman Tae Kyung Lee Christopher Logan Ethan Schiffmiller

The document discusses Team A05-3's stock portfolio which focuses on the food and beverage industry. The portfolio includes stocks from companies such as McDonald's, Chipotle, B&G Foods, Domino's Pizza, Coca-Cola, Fresh Del Monte Produce, YUM! Brands, PepsiCo. It provides an overview of each company and its financial performance. While the portfolio value has decreased, the team believes the stocks will increase in value long-term and were short-term impacted by economic problems facing the overall economy.

Uploaded by

Wynnie Pouh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Team A05-3

Oren Kidanian
Lianna Lam
Jesse Lederman
Tae Kyung Lee
Christopher Logan
Ethan Schiffmiller

Type of Industry Chosen


Food and Beverage Industry

Purpose

Companies are globalized making it a safer

investment
Large target market
Room for profit margin
Pay dividends to stockholders

Portfolio Value

Portfolio Value Chart


McDonalds Corp
Chipolte
Mexican Grill
Inc

$565.62$1,305.75
6%
13%
$948.25
$958.87
9%10%

$1,754.75
18%

$2,209.50
22%

$1,371.70
14%

B&G Food Inc

$873.90
9%

YUM! Brands
Inc.
PepsiCo Inc
The Coca-Cola
Co
Domino's Pizza
Inc.
Fresh Del Monte
Produce Inc

Coca-Cola

Largest producer of soft drink


syrups and concentrates in the
world

#1 producer of juice and juicerelated products in the world

Sells its products throughout the


world in over 200 countries

Trademark Cola-Cola beverages


ac- counted for approximately
49% of worldwide case volume
with sparkling beverages.

46542 (in millions)

Yum! Brands Inc.

A quick service restaurant company

Develops, operates, franchises and licenses


a worldwide system of restaurants, which
prepare, package and sell a menu of
competitively priced food item

Primarily works with KFC, Pizza Hut and


Taco Bell

Each concept has branded menu items and


emphasizes the preparation of food with
new and innovative ingredients

12626 (in millions)

Dominos Pizza

Market leader in the U.S. pizza delivery market,


and the second largest pizza company in the
world

The company has three business segments

1.

Domestic stores- mostly franchised and a smaller


number of company-owned restaurants.

2.

Domestic Supply Chain- manufacturing and


supply chain centers that manufacture fresh
dough and deliver pizza-related food products

3.

International- encompasses both supply chain and


franchised restaurants in international markets.

1652.19 (in millions)

Fresh Del Monte

Produces, markets and distributes fresh fruits

and vegetables
Produces and distributes pre-prepared fruits

and vegetables, juices, beverages and snacks


The Del Monte brand is known as a symbol of

product innovation, quality, freshness and


reliability
It distributes its products in North America,

Europe, Asia, the Middle East, Africa and


South America.
3589.7 (in millions)

McDonalds

Serves more than 69 million people


Restaurants all over the world
5 point plan

People

Products

Place

Price

Promotion

27006 (in millions)

PepsiCo

Four divisions
PepsiCo Americas Foods (PAF)
PepsiCo Americas Beverages (PAB)
PepsiCo Europe
PepsiCo Asia, Middle East, and Africa

(AMEA).
Responsible corporate citizens
Right thing to do in terms of ethics
Right thing to do in terms of business
Gatorade, 7UP, Aquafina
66504 (in millions)

B&G Foods

Sells shelf-stable foods and care products in the U.S., Canada,


and Puerto Rico

B&G Foods competes in the retail grocery, food service, and


mass merchandiser channels of distribution.

B&G Foods markets under already recognized brands

Don Pepino

Emerils

Wrights

543.87 (in millions)

Chipotle

Differentiation of location

End-caps

In-line

Free-standing

A few things, thousands of ways

Fast casual

Natural ingredients/Organic Produce

2269.55 (in millions)

What-if Analysis

Net Income (in millions)


2007

McDonalds 2,395.10 5,503.10

Chipotle 70.56 214.95

B&G

Dominos 37.88 105.36

Coca-Cola

Fresh Del Monte179.8 92.5

Yum! 909

PepsiCo 5,682 6,443

17.83 50.24

19.86 28.61

1,319

2011

Current State of
Investments

Conclusion/Questions
Although a decrease in portfolio value was evident we

believe our stocks will increase in the long-run


Prospective fiscal cliff damaged stock price in short-

run
Economy-wide problem

Team A05-3
Oren Kidanian
Lianna Lam
Jesse Lederman
Tae Kyung Lee
Christopher Logan
Ethan Schiffmiller

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