PepsiCo.
American soft drink company
- Reports this week
- 12
- Active events
- 10
- Connections
- 460
What's happening
Active this week
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A beverage company filed its Q3 2026 results with the SEC, highlighting competitive pressures from PepsiCo and key customer relationships with Coca-Cola Europacific Partners.Some support1 report
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KFC previously utilized PepsiCo drinks in the United States.Some support5 reports
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PepsiCo strengthened its partnership with Celsius, sold Rockstar Energy, and integrated Alani Nu, while CPI data fueled FED rate cut hopes.Well supported7 reports1 development inside
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PepsiCo launched Doritos options under the NKD line on November 3, 2026.Some support1 report
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PepsiCo held its Sustainability Innovation Hub in Mexico City, while plant design in the Netherlands was informed by a Canadian pilot plant.Some support1 report2 developments inside
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PepsiCo began testing for a European rollout in the Netherlands, led by VP Karen Scott.Some support1 report
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PepsiCo, Walmart, and Amgen are confirmed to be listed on the Nasdaq exchange.Some support1 report
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A major trade show was held in Dhaka, Bangladesh, featuring participation from global companies like PepsiCo, ExxonMobil, and Mastercard.Some support1 report
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Adverse weather conditions due to El Niño are hurting sales volumes for Varun Beverages, one of PepsiCo's largest franchise bottlers in India.Well supported4 reports
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KFC in China is replacing PepsiCo soft drinks with Coke, while Beijing also seeks to constrain US financial sanctions.Some support1 report
Earlier this month
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Varun Beverages has secured the exclusive bottling partnership for PepsiCo in India, leveraging it as a key market for growth.Well supported3 reports2 developments inside
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PepsiCo's Sting and Coca-Cola's Thums Up Charged are sold in India.Some support2 reports
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EU rules from Brussels affect Indonesian palm oil suppliers, prompting criticism from industry figures like Andrew Puzder.Some support1 report
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PepsiCo, Meta, Toyota, Google, and Pfizer contributed founding council members to the Peerworks initiative led by Zero100.Some support1 report
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Major FMCG companies, including PepsiCo, Coca-Cola, and Unilever, reported strong performance and strategic shifts in international markets like India.Some support1 report
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Coca-Cola and PepsiCo's market share and revenue growth were compared on July 25, 2026.Well supported6 reports
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Hormel, PepsiCo, and Clorox are identified as consumer staples companies facing market headwinds.Some support5 reports1 development inside
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PepsiCo now owns the Quaker Oats facility.Well supported11 reports
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MarketBeat has listed IBM, Chevron Corporation, Accenture, AT&T, and PepsiCo as dividend stocks.Some support4 reports
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A former leader from PepsiCo has joined B&G Foods.Some support1 report
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Ramon Laguarta noted the international profit share for PepsiCo.Some support1 report
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CM Himanta Biswa Sarma launched a youth empowerment scheme in Assam, alongside references to a potential PepsiCo plan.Some support3 reports1 development inside
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PepsiCo partners with the Assam government to improve credit access for potato farmers.Some support1 report
-
Omnicom won the North America media account and secured PepsiCo's global media business, while Publicis resigned the contract.Some support1 report
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PepsiCo received a restated buy rating from Citigroup, while Taco Bell's recent win helped reassure investors, alongside partnership extensions.Some support1 report
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Cava and PepsiCo have both announced strategies targeting health-conscious consumers.Some support1 report
-
Union negotiated a contract with PepsiCo, which operates a plant in Prince George's County, Maryland.Some support1 report
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Mars combined its Snickers assets with Kellanova, aligning its portfolio structure with that of PepsiCo.Some support1 report
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PepsiCo and Costco are identified as consumer goods companies.Some support1 report
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Director Robert C. Pohlad purchased significant shares of PepsiCo stock on October 17, 2026.Some support2 reports
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A candidate named Reeves has been identified as working for PepsiCo.Some support1 report
-
Neil Campbell served as Tropicana North America president, while Arnell Group designed the packaging for the best-selling Tropicana Pure Premium.Some support1 report
-
Aduro Clean Technologies Inc. provided knowledge to Saipem's plant and engaged with PepsiCo regarding value chains.Some support3 reports
-
The Delhi High Court ruled on a label usage dispute involving PepsiCo in the Indian market.Well supported5 reports
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AES, PepsiCo, Warburg Pincus, and Philip Morris International made statements regarding industry cooperation and regulatory improvements.Some support1 report
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Brad White works for Pilgrim's, a brand owned by PepsiCo.Some support1 report
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PepsiCo, ABM, and United Airlines were noted as previous attendees or sponsors in London.Some support1 report
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Skehan previously served at PepsiCo.Some support1 report
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Coca-Cola and PepsiCo are leveraging the dirty soda trend, which originated on TikTok and was pioneered by Swig.Some support2 reports
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Trump's trade policy and tariffs are increasing costs for multinational companies like PepsiCo and Netflix.Well supported4 reports2 developments inside
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PepsiCo commands a powerful position across demographics, involving its brands Gatorade and Lay's.Well supported4 reports1 development inside
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McCormick, PepsiCo, Hormel, and Hershey are consumer staples companies facing market headwinds.Some support2 reports
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PepsiCo reported regional financial results, noting sluggish North American volumes offset by EMEA growth and 16% revenue growth in Latin America Foods.Well supported3 reports2 developments inside
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PepsiCo is facing headwinds in North America, leading to a 2% drop in food sales and resulting in price cuts on brands like Lay's.Well supported8 reports
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PepsiCo is facing activist pressure from Elliott Management while also being compared to its archrival, The Coca-Cola Company.Well supported25 reports2 developments inside
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PepsiCo and General Mills cut product prices while Starbucks incorporates protein trends into its lattes in North America.Well supported4 reports2 developments inside
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PepsiCo and General Mills are facing strained profit margins due to rising input costs.Some support1 report
One to three months ago
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Graham trained Buffett in investing, while Coca-Cola's sales growth outpaced PepsiCo's, alongside Nvidia's stock performance signal.Some support8 reports
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PepsiCo plans to deploy Agentforce platform while AI stocks benefit from Trump-era tariffs, and Harris Associates advises Oakmark Funds.Some support4 reports3 developments inside
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Analysis of fuel levy increases in freight markets and the role of PepsiCo and Ingham as grocery suppliers.Some support1 report
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PepsiCo, Amazon, PayPal, and Google are noted for operating in large consumer markets and following a playbook to dominate ignored markets.Some support3 reports
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Leaders from PepsiCo, Daimler Truck North America, and Tucker attended a conference in Dallas on October 6, 2026.Some support1 report
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FSSAI mandated label changes for beverages and announced stock seizures of products in states including Rajasthan and Ladakh.Well supported15 reports
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Several major companies control significant market shares across cereal, beef, and soda sectors.Some support1 report
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Wells Fargo cut its price objective from $140 to $135, while Bank of America dropped its price objective from $173 to $164, based on MarketBeat aggregation.Some support2 reports
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Brand Finance has determined that food brands are facing significant vulnerabilities in the current market.Some support2 reports
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PepsiCo uses Tesla Semi for deliveries, while the company faces a public feud over clean energy strategy amid its Gigafactory location in Austin.Well supported5 reports
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PepsiCo announced a $1 billion investment over five years in Colombia.Some support1 report
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MarketBeat's screener has identified a list of dividend stocks.Well supported18 reports1 development inside
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PepsiCo owns Frito-Lay, while Coca-Cola has reportedly sidestepped inflationary problems that are plaguing PepsiCo.Well supported4 reports
No events began in the chosen period. Widen it, or reset.
What's reaching PepsiCo
Events traced to PepsiCo, step by step, newest first- PepsiCo may gain from investor search for stability amid political uncertaintyPepsiCo may benefit from investor flight to stable consumer staples stocksPossible
- PepsiCo may face higher costs amid Cedar Rapids budget cutsPepsiCo may face increased operational costs due to Cedar Rapids budget cutsPossible
- Coca-Cola's Monster stake could intensify rivalry with PepsiCoCoca-Cola's stake in Monster may increase competitive pressure on PepsiCo.Possible
- Taco Bell's Manhattan expansion may boost PepsiCo's beverage demandTaco Bell's Manhattan expansion may boost PepsiCo's beverage demand.Possible
- Coca-Cola's strong quarter may increase competitive pressure on PepsiCoCoca-Cola's strong growth may increase competitive pressure on PepsiCo.Possible
- PepsiCo may benefit from bumper cranberry crop and stable pricingPepsiCo may see revenue boost from strong Ocean Spray performanceLikely
See all 17 explainers
- PepsiCo may face reduced demand amid consumer spending squeezePepsiCo may face reduced demand as consumer spending tightens on snacks and beveragesPossible
- Coca-Cola's resilience in staples could pressure PepsiCoCoca-Cola's growth in consumer staples may increase competitive pressure on PepsiCoPossible
- Quaker Oats plant fire may disrupt PepsiCo's supply chainPepsiCo may face supply chain instability due to Quaker Oats plant firePossible
- SLMG's expansion in UP and Bihar may intensify rivalry for PepsiCoIncreased competition from SLMG's expansion may pressure PepsiCo's market share in UP and BiharPossible
- Sticky inflation and rising rates may challenge PepsiCo's salesPepsiCo may face challenges if sticky inflation reduces consumer spending power.Possible
- PepsiCo's stability may be judged against Coca-Cola's dividend recordPepsiCo's stability may be judged against Coca-Cola's dividend recordPossible
- Coca-Cola's resilience may increase competitive pressure on PepsiCoCoca-Cola's resilience may increase competitive pressure on PepsiCoPossible
- PepsiCo may face pressure from economic uncertainty and inflationPepsiCo may face pressure from economic uncertainty and inflation risksPossible
- PepsiCo may face pressure from investor focus on defensive staplesPepsiCo may face competitive pressure as investors favor defensive consumer staplesPossible
- PepsiCo may face higher costs as potato and diesel prices riseRising input costs for Frito-Lay may increase PepsiCo's cost of goods soldLikely
- PepsiCo may face pressure from rivals' stable brand powerPepsiCo may face increased competitive pressure from rivals' stable brand powerPossible
Explainers that pass through PepsiCo
PepsiCo is a step on the way to someone else- Celsius's reliance on Pepsi and digital platforms influences UBS ratingsCelsius's market dynamics influence UBS investment ratingsPossible
- Celsius's growth could intensify competition for Monster BeverageCelsius's rapid growth intensifies competition for Monster Beverage's market sharePossible
- PepsiCo's LatAm growth may support Mercado pago's consumer demandStrong international revenue growth may boost Mercado pago's consumer demand in Latin AmericaPossible
- Court ruling eases label restrictions for Indian energy drink marketEnergy drink label ruling provides breather for Indian beverage companiesReported
Around PepsiCo this week
News at the entities that move PepsiCo most-
Pizza Hut TransactionalA major corporate divestiture is underway, concentrating Yum! Brands' focus on KFC and Taco Bell, with Taco Bell identified as the primary U.S. growth engine.Moves PepsiCo
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Taco Bell StructuralBJ's Wholesale Club plans to open a gas station in New Hartford, near a Taco Bell site, with Tom McGee consulting on the project.Moves PepsiCo
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Varun Beverages StructuralHSBC and Motilal Oswal reiterated 'Buy' ratings for Varun Beverages, a PepsiCo bottler.Moves PepsiCo
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Elliott Investment Management StructuralActivist investors, including Elliott Investment Management, are engaging in corporate boardroom fights involving companies like Procter & Gamble and AT&T.Moves PepsiCo
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Coca-Cola OperationalStandard pours are incorporating Coca-Cola into whiskey-based drinks in Charleston.Moves PepsiCo
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Keurig Dr Pepper OperationalKeurig Dr Pepper announced the purchase of JDE Peet, while Jim Cramer offered negative commentary on the deal.Moves PepsiCo
Connections
The 40 strongest of 460, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Poppi - Ponte A Poppi Structural
PepsiCo acquired Poppi, establishing it as a subsidiary brand.
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Poppi Structural
PepsiCo acquired Poppi, establishing a parent-subsidiary relationship and planning future investments.
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Sabra Transactional
PepsiCo acquired Sabra in multiple stages to align and transform its corporate portfolio.
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Taco Bell Structural
PepsiCo owns Taco Bell and maintains a long-term, renewed partnership for beverage supply and operations.
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Varun Beverages Structural
Varun Beverages functions as a global franchise and exclusive bottling partner utilizing the PepsiCo brand and product portfolio.
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Lay’s Structural
PepsiCo owns and operates the Lay's brand portfolio, which is a core revenue-generating component of its snack division.
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SodaStream Structural
SodaStream is formally included as part of PepsiCo's convenient foods portfolio.
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Celsius Network Structural
The relationship is a high-stakes strategic partnership involving significant financial investment, operational integration, and strategic acquisitions.
Show all 40 connections
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Ramon Laguarta Structural
Ramon Laguarta serves as the Chairman and CEO of PepsiCo, directing its corporate strategy and operations.
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Frito-Lay Structural
Frito-Lay is a subsidiary and key operational division owned by PepsiCo, serving as a major profit driver.
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Elliott Investment Management Structural
Elliott Investment Management holds a significant stake in PepsiCo and actively pressures management for strategic and financial improvements.
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Coca-Cola Operational
The two beverage giants are engaged in a fierce, long-standing market rivalry, constantly influencing each other through competitive strategies and market share battles.
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Gatorade Structural
PepsiCo owns Gatorade, integrating it as a core brand within its beverage portfolio.
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Monica Bauer Structural
Monica Bauer serves as a senior executive, SVP of Social Impact, within PepsiCo.
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Cheetos Structural
Cheetos is formally included within PepsiCo's convenient and snacks portfolio.
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Walkers Structural
PepsiCo operates as the parent company, marketing and relying on the production of Walkers products as part of its portfolio.
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Pizza Hut Transactional
PepsiCo acquired Pizza Hut in 1977, establishing a parent-subsidiary relationship that subsequently dissolved.
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Indra Nooyi Structural
Indra Nooyi served as the CEO of PepsiCo for 12 years.
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Keurig Dr Pepper Operational
Keurig Dr Pepper and PepsiCo are direct, high-stakes competitors in the global beverage market, constantly vying for market share and consumer relevance.
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Ocean Spray Structural
PepsiCo owns Ocean Spray as a beverage brand.
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Cedar Rapids Structural
PepsiCo maintains a physical plant and owns a Quaker Oats facility located in Cedar Rapids.
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General Mills Operational
PepsiCo and General Mills are active competitors in the consumer staples market, coordinating market actions like price cuts and responding to shared industry pressures.
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Yum! Brands Transactional
PepsiCo initiated the spin-off of Yum! Brands, transitioning it from a subsidiary to an independent company.
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Ram Krishnan Structural
Ram Krishnan holds the executive role of CEO for PepsiCo's US drinks business division.
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KFC Operational
PepsiCo and KFC maintain an ongoing operational relationship where PepsiCo supplies beverages and innovation to KFC, while they also compete in the market.
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Procter & Gamble Operational
Both companies are major consumer goods corporations that actively compete in the consumer staples market and face shared input cost pressures.
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Food Safety and Standards Authority of India Structural
PepsiCo's operations are subject to mandatory labeling and safety regulations enforced by the FSSAI, which PepsiCo frequently challenges legally.
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Lipton Structural
PepsiCo owns the beverage brand Lipton.
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The Coca-Cola Company Operational
The Coca-Cola Company and PepsiCo are active, direct competitors battling for market share and brand dominance in the global beverage industry.
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Food Standards Agency Structural
The Food Standards Agency regulates PepsiCo's products, monitoring compliance and mandating recalls to ensure food safety standards are met.
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Michael Smith Structural
Michael Smith serves as a Vice President of Marketing for PepsiCo.
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Salesforce Structural
PepsiCo is integrating and deploying Salesforce's AI and Agentforce platforms to enhance its operational efficiency.
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Neil Campbell Structural
Neil Campbell served as the president of Tropicana North America, a division of PepsiCo.
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SPRITE Structural
PepsiCo is the parent company of the Sprite brand, leading to active market competition.
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Amazon.com Structural
Amazon provides fulfillment and technology services to PepsiCo, establishing a critical supply chain dependency.
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Assam Structural
PepsiCo operates a manufacturing facility in Assam and sources raw materials, such as potatoes, from the state.
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Walmart Structural
PepsiCo relies heavily on Walmart for revenue, while Walmart leverages its market power to dictate pricing and terms for PepsiCo products.
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B&G Foods Structural
A former leader from PepsiCo joined B&G Foods, indicating a transfer of high-level human capital.
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Rajasthan Transactional
Rajasthan seized products of PepsiCo during a drive.
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Hormuz Structural
PepsiCo relies on the Strait of Hormuz for the sourcing of raw materials.
History
Events by the month they beganNovember 2026
6 events- A beverage company filed its Q3 2026 results with the SEC, highlighting competitive pressures from PepsiCo and key customer relationships with Coca-Cola Europacific Partners.
- PepsiCo launched Doritos options under the NKD line on November 3, 2026.
- PepsiCo began testing for a European rollout in the Netherlands, led by VP Karen Scott.
- PepsiCo, Walmart, and Amgen are confirmed to be listed on the Nasdaq exchange.
- A major trade show was held in Dhaka, Bangladesh, featuring participation from global companies like PepsiCo, ExxonMobil, and Mastercard.
- KFC in China is replacing PepsiCo soft drinks with Coke, while Beijing also seeks to constrain US financial sanctions.
October 2026
32 events- KFC previously utilized PepsiCo drinks in the United States.
- EU rules from Brussels affect Indonesian palm oil suppliers, prompting criticism from industry figures like Andrew Puzder.
- PepsiCo, Meta, Toyota, Google, and Pfizer contributed founding council members to the Peerworks initiative led by Zero100.
- Major FMCG companies, including PepsiCo, Coca-Cola, and Unilever, reported strong performance and strategic shifts in international markets like India.
- Hormel, PepsiCo, and Clorox are identified as consumer staples companies facing market headwinds.
- PepsiCo now owns the Quaker Oats facility.
- A former leader from PepsiCo has joined B&G Foods.
- Ramon Laguarta noted the international profit share for PepsiCo.
- PepsiCo partners with the Assam government to improve credit access for potato farmers.
- Omnicom won the North America media account and secured PepsiCo's global media business, while Publicis resigned the contract.
- PepsiCo received a restated buy rating from Citigroup, while Taco Bell's recent win helped reassure investors, alongside partnership extensions.
- Cava and PepsiCo have both announced strategies targeting health-conscious consumers.
- Union negotiated a contract with PepsiCo, which operates a plant in Prince George's County, Maryland.
- Mars combined its Snickers assets with Kellanova, aligning its portfolio structure with that of PepsiCo.
- PepsiCo and Costco are identified as consumer goods companies.
- Director Robert C. Pohlad purchased significant shares of PepsiCo stock on October 17, 2026.
- A candidate named Reeves has been identified as working for PepsiCo.
- Neil Campbell served as Tropicana North America president, while Arnell Group designed the packaging for the best-selling Tropicana Pure Premium.
- Aduro Clean Technologies Inc. provided knowledge to Saipem's plant and engaged with PepsiCo regarding value chains.
- The Delhi High Court ruled on a label usage dispute involving PepsiCo in the Indian market.
- AES, PepsiCo, Warburg Pincus, and Philip Morris International made statements regarding industry cooperation and regulatory improvements.
- Brad White works for Pilgrim's, a brand owned by PepsiCo.
- PepsiCo, ABM, and United Airlines were noted as previous attendees or sponsors in London.
- Skehan previously served at PepsiCo.
- McCormick, PepsiCo, Hormel, and Hershey are consumer staples companies facing market headwinds.
- PepsiCo and General Mills are facing strained profit margins due to rising input costs.
- Analysis of fuel levy increases in freight markets and the role of PepsiCo and Ingham as grocery suppliers.
- PepsiCo, Amazon, PayPal, and Google are noted for operating in large consumer markets and following a playbook to dominate ignored markets.
- Leaders from PepsiCo, Daimler Truck North America, and Tucker attended a conference in Dallas on October 6, 2026.
- Several major companies control significant market shares across cereal, beef, and soda sectors.
- Wells Fargo cut its price objective from $140 to $135, while Bank of America dropped its price objective from $173 to $164, based on MarketBeat aggregation.
- Brand Finance has determined that food brands are facing significant vulnerabilities in the current market.
September 2026
4 events- PepsiCo held its Sustainability Innovation Hub in Mexico City, while plant design in the Netherlands was informed by a Canadian pilot plant.
- CM Himanta Biswa Sarma launched a youth empowerment scheme in Assam, alongside references to a potential PepsiCo plan.
- Coca-Cola and PepsiCo are leveraging the dirty soda trend, which originated on TikTok and was pioneered by Swig.
- PepsiCo announced a $1 billion investment over five years in Colombia.
Show 3 earlier months
August 2026
2 eventsJuly 2026
7 events- Adverse weather conditions due to El Niño are hurting sales volumes for Varun Beverages, one of PepsiCo's largest franchise bottlers in India.
- Varun Beverages has secured the exclusive bottling partnership for PepsiCo in India, leveraging it as a key market for growth.
- PepsiCo's Sting and Coca-Cola's Thums Up Charged are sold in India.
- Coca-Cola and PepsiCo's market share and revenue growth were compared on July 25, 2026.
- MarketBeat has listed IBM, Chevron Corporation, Accenture, AT&T, and PepsiCo as dividend stocks.
- PepsiCo is facing headwinds in North America, leading to a 2% drop in food sales and resulting in price cuts on brands like Lay's.
- PepsiCo and General Mills cut product prices while Starbucks incorporates protein trends into its lattes in North America.
June 2026
9 events- PepsiCo strengthened its partnership with Celsius, sold Rockstar Energy, and integrated Alani Nu, while CPI data fueled FED rate cut hopes.
- Trump's trade policy and tariffs are increasing costs for multinational companies like PepsiCo and Netflix.
- PepsiCo commands a powerful position across demographics, involving its brands Gatorade and Lay's.
- PepsiCo reported regional financial results, noting sluggish North American volumes offset by EMEA growth and 16% revenue growth in Latin America Foods.
- PepsiCo is facing activist pressure from Elliott Management while also being compared to its archrival, The Coca-Cola Company.
- PepsiCo plans to deploy Agentforce platform while AI stocks benefit from Trump-era tariffs, and Harris Associates advises Oakmark Funds.
- PepsiCo uses Tesla Semi for deliveries, while the company faces a public feud over clean energy strategy amid its Gigafactory location in Austin.
- MarketBeat's screener has identified a list of dividend stocks.
- PepsiCo owns Frito-Lay, while Coca-Cola has reportedly sidestepped inflationary problems that are plaguing PepsiCo.