4 ms·

PepsiCo Inc (PEP, Nasdaq) isn't merely a beverage company - as explained in this strategy document - it is a space company. The Pepsi Universe, with respect to

by shoo 4y ago

PepsiCo Inc (PEP, Nasdaq) isn't merely a beverage company - as explained in this strategy document - it is a space company. The Pepsi Universe, with respect to its 8 light year characteristic length, reflects the scale of the total addressable market (TAM) that PepsiCo can expand into. Noted short-seller and equity valuation skeptic Jim Chanos once described the TAM of space companies as infinite, because space itself is infinite. This pessimistic take anchors our low-end fair value estimate of PEP to $infinity / share. Since PEP currently trades at around $170 / share, we believe there is considerable upside to the long term buy and hold investor.

deleted 4y ago
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swyx 4y ago
i'd like to have whatever the author of this document is having
- askafriend 4y ago
  Looks like you'll be having a Pepsi.
- Anaminus 4y ago
  I've been calling it Pepsi Logo Kool-Aid.
- IncRnd 4y ago
  Quite possibly that is coke.
  - aaronbrethorst 4y ago
    They're required to call it "nose candy" when they work on the PepsiCo account. /s
- iancmceachern 4y ago
  This is good stuff, you can't make it up. It looks like lots was going on at the Arnell group at this time. In this article it even quotes Arnell as saying this work for Pepsi in OP as "Bullshit" https://www.cbsnews.com/news/why-the-firing-of-weird-design-guru-peter-arnell-was-a-long-time-coming/#app https://www.cbsnews.com/news/why-the-firing-of-weird-design-... You can't make this stuff up
  - rob74 4y ago
    Quote from the article about the "Breathtaking Design Strategy" document: > February 2009: Arnell sold Pepsi a pretentious, mostly made-up brand ideology document linking Pepsi to the Mona Lisa, De[s]cartes and Hinduism, as part of a successful logo redesign. Price: $1 million, reportedly.
    - _def 4y ago
      Well if I pay someone 1 million $ to redesign a logo... It better comes with some life changing philosophy
      - throwoutway 4y ago
        Well the end of it mentions the “gravitational pull of Pepsi” .it has some life changing physics at least
    - onion2k 4y ago
      The amount of media coverage they've had since (we're still posting about it 14 years later...) makes that $1m a bit of a bargain.
    - bobthechef 4y ago
- dchest 4y ago
  Oranges. Lots of oranges. https://www.fastcompany.com/1661802/the-secret-to-peter-arnells-insanity-he-eats-50-oranges-a-day https://www.fastcompany.com/1661802/the-secret-to-peter-arne...
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spaceman_2020 4y ago
Imagine trying to conquer space when you can't even conquer Coca-Cola!
- retcon 4y ago
  Remember that John Sculley has been the only one who could. Kinda. Sculley invented the Pepsi Challenge, (and infamously failed it on camera) signed Michael Jackson to promote and went off to Cupertino and did some interesting things there too. But Coca-Cola Company had Michael Bay and still does. If you're dealing in visual impact imagination Michael Bay's a trump card.
jahller 4y ago
you missed a chance here by using "pepsimistic"
tonmoy 4y ago
It will also take infinite time unfortunately
bambax 4y ago
The document broke my BS detector; the needled appears to be stuck in the red.
mherdeg 4y ago
I imagine Pepsi's corporate culture LOVES this stuff. They must drink it up like, well.... I'm inspired by Jello Biafra's H2K2 keynote where he brought along a vinyl record of corporate training songs: https://www.youtube.com/watch?v=foFCd5xOrh0 https://www.youtube.com/watch?v=foFCd5xOrh0 Check it out @ 2:11:28 ; the crowd goes wild for Pepsi: "Out there It's a Pepsi universe Thriving since time began On a steady course At a steady pace Bringing pleasure everywhere All through time and space And up here In the Pepsi enterprise We have one perfect plan: To bring Pepsi refreshment to all constellations And if anyone can succeed We know we can It's all there on history's pages One refreshment through the ages [Spoken] Pepsi is the universal refreshment, but has it always been that way, Professor? [Spoken] As far as I can remember. We're proud that the Pepsi enterprise Never, ever stands still 'Cause the company's working Side by side with our bottlers And if anyone can succeed We know we WILL! "

by shoo 4y ago

deleted 4y ago

[deleted]

swyx 4y ago

i'd like to have whatever the author of this document is having

askafriend 4y ago
Looks like you'll be having a Pepsi.
Anaminus 4y ago
I've been calling it Pepsi Logo Kool-Aid.
IncRnd 4y ago
Quite possibly that is coke.
- aaronbrethorst 4y ago
  They're required to call it "nose candy" when they work on the PepsiCo account. /s
iancmceachern 4y ago
This is good stuff, you can't make it up. It looks like lots was going on at the Arnell group at this time. In this article it even quotes Arnell as saying this work for Pepsi in OP as "Bullshit" https://www.cbsnews.com/news/why-the-firing-of-weird-design-guru-peter-arnell-was-a-long-time-coming/#app https://www.cbsnews.com/news/why-the-firing-of-weird-design-... You can't make this stuff up
- rob74 4y ago
  Quote from the article about the "Breathtaking Design Strategy" document: > February 2009: Arnell sold Pepsi a pretentious, mostly made-up brand ideology document linking Pepsi to the Mona Lisa, De[s]cartes and Hinduism, as part of a successful logo redesign. Price: $1 million, reportedly.
  - _def 4y ago
    Well if I pay someone 1 million $ to redesign a logo... It better comes with some life changing philosophy
    - throwoutway 4y ago
      Well the end of it mentions the “gravitational pull of Pepsi” .it has some life changing physics at least
  - onion2k 4y ago
    The amount of media coverage they've had since (we're still posting about it 14 years later...) makes that $1m a bit of a bargain.
  - bobthechef 4y ago
dchest 4y ago
Oranges. Lots of oranges. https://www.fastcompany.com/1661802/the-secret-to-peter-arnells-insanity-he-eats-50-oranges-a-day https://www.fastcompany.com/1661802/the-secret-to-peter-arne...

deleted 4y ago

[deleted]

spaceman_2020 4y ago

Imagine trying to conquer space when you can't even conquer Coca-Cola!

retcon 4y ago
Remember that John Sculley has been the only one who could. Kinda. Sculley invented the Pepsi Challenge, (and infamously failed it on camera) signed Michael Jackson to promote and went off to Cupertino and did some interesting things there too. But Coca-Cola Company had Michael Bay and still does. If you're dealing in visual impact imagination Michael Bay's a trump card.

jahller 4y ago

you missed a chance here by using "pepsimistic"

tonmoy 4y ago

It will also take infinite time unfortunately

bambax 4y ago

The document broke my BS detector; the needled appears to be stuck in the red.

mherdeg 4y ago

I imagine Pepsi's corporate culture LOVES this stuff. They must drink it up like, well.... I'm inspired by Jello Biafra's H2K2 keynote where he brought along a vinyl record of corporate training songs: https://www.youtube.com/watch?v=foFCd5xOrh0 https://www.youtube.com/watch?v=foFCd5xOrh0 Check it out @ 2:11:28 ; the crowd goes wild for Pepsi: "Out there It's a Pepsi universe Thriving since time began On a steady course At a steady pace Bringing pleasure everywhere All through time and space And up here In the Pepsi enterprise We have one perfect plan: To bring Pepsi refreshment to all constellations And if anyone can succeed We know we can It's all there on history's pages One refreshment through the ages [Spoken] Pepsi is the universal refreshment, but has it always been that way, Professor? [Spoken] As far as I can remember. We're proud that the Pepsi enterprise Never, ever stands still 'Cause the company's working Side by side with our bottlers And if anyone can succeed We know we WILL! "