PepsiCo Rebuffed Peltz. Will They Do the Same Now?
September 8, 2025
Independent Pepsi Bottlers Want Path to Long-term Security
But Win For Elliott Doesn’t Have to Include Bottler Refranchising
Twelve years ago, activist investor Nelson Peltz and his Trian Fund Management accumulated a $1.3 billion stake in PepsiCo and publicly pressed the company to hive off its beverage business to improve lackluster performance. Today, PepsiCo finds itself in a...
I’m through saying that any given year in the US beverage business is wilder than the previous year. These days, it’s always true. Social media. Fickle and adventurous consumers. A willingness by companies to blur lines when it comes to product categories and distribution methods. The breakneck evolution of...
Consumer demand for protein was a hot topic during the second-quarter earnings cycle. On PepsiCo’s July 17 call with beverage analysts, Chairman and CEO Ramon Laguarta teased “big launches” related to protein beverages late this year and early next year. “We will be participating in the...
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