The company is beating expectations despite weakness in some key markets, and if those markets stabilize, there could be more significant upside.
More Quotes from John Faucher:
We were especially pleased with the Pepsi Beverages North America volume number, which had been a slight concern heading into the quarter given the holiday shifts.John Faucher
A lot of this is about variety. Consumers want new exciting beverages.
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Fusion is a significant announcement for Gillette, ... but somewhat more muted than usual given the acquisition with PG will close by the time Fusion hits the shelves.
John Faucher
The cost situation and trends in Europe are looking less bad than some had feared.
John Faucher
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