Strategy Simplified
Strategy Simplified
Management Consulted
S19E8: PepsiCo Pops Despite Headwinds – What Earnings Reveal About F&B Battles (July 17, 2025)
28 minutes Posted Jul 17, 2025 at 6:00 pm.
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Send us a text PepsiCo’s latest earnings surprised Wall Street, sending shares up even as U.S. demand slipped. In today's Market Outsiders, Namaan and Jenny Rae unpack what’s driving the numbers, from price increases and consolidation to the rise of challenger brands and new distribution models. They break down how shifting consumer tastes, global supply chains, and strategic M&A are shaping the future of food and beverage. If you want to understand the levers big players are ...