NasdaqGS:PEPBeverage
PepsiCo (PEP) Turnaround with Elliott: Reassessing Valuation After Cost Cuts, Price Changes and 2026 Targets
PepsiCo (PEP) just laid out a sweeping turnaround plan with activist investor Elliott that combines price cuts, a leaner US product lineup, and aggressive cost savings, and JPMorgan has already responded by turning more optimistic on the stock.
See our latest analysis for PepsiCo.
The flurry of activism news, refreshed guidance for 2025 and 2026, and even splashy marketing moves like the Mercedes F1 partnership help explain why PepsiCo’s recent 30 day share price return of 4.96% contrasts...