Pepsico's CEO Discusses Q4 2011 Results - Earnings Call Transcript

Pepsico (PEP)

Q4 2011 Earnings Call

February 09, 2012 8:00 am ET

Executives

Jamie Caulfield - Senior Vice President of Investor Relations

Indra K. Nooyi - Chairman and Chief Executive Officer

Hugh F. Johnston - Chief Financial Officer

Albert P. Carey - Chief Executive Officer of Pepsico Americas Beverages

Saad Abdul-Latif - Chief Executive Officer of PepsiCo Asia, Middle East & Africa

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John C. Compton - Chief Executive Officer of Pepsico Americas Foods & Global Snacks Group and Member of Liquid Refreshment Beverage Oversight Council

Zein Abdalla - Chief Executive Officer of PepsiCo Europe

Analysts

Unknown Analyst

Caroline S. Levy - Credit Agricole Securities (USA) Inc., Research Division

Judy E. Hong - Goldman Sachs Group Inc., Research Division

Damian Witkowski - Gabelli & Company, Inc.

Eric R. Katzman - Deutsche Bank AG, Research Division

Presentation

Operator

Ladies and gentlemen, please welcome Senior Vice President, Investor Relations, PepsiCo, Jamie Caulfield.

Jamie Caulfield

Good morning, and thank you for attending PepsiCo's Investor Meeting. Presenting today will be Indra Nooyi, PepsiCo's Chairman and CEO; and Hugh Johnston, PepsiCo's CFO. Following the presentation, Indra and Hugh will joined for Q&A by John Compton, CEO PepsiCo Americas Foods and Global Snacks Group; Al Carey, CEO PepsiCo Americas Beverages; Zein Abdalla, CEO of PepsiCo Europe; and Saad Abdul-Latif, PepsiCo Asia and Middle East Africa.

Before we begin, please take note of our cautionary statement. This presentation includes forward-looking statements, including statements regarding 2012 guidance and our long-term growth targets based on currently available information. Forward-looking statements inherently involve risks and uncertainties that could cause our actual results to differ materially from those projected in such forward-looking statements. Statements made during the meeting should be considered together with cautionary statements and other information contained in today's earnings release and in our most recent periodic reports filed with the SEC. And unless otherwise indicated, all references to revenue, EPS growth, ROIC and division and total operating profit, growth are on a core constant-currency basis.