NasdaqGS:PEPBeverage
Is PepsiCo’s Portfolio Pruning And Activist Pressure Altering The Investment Case For PepsiCo (PEP)?
In recent months, PepsiCo has begun a major reshaping of its portfolio and strategy, including cutting about one-fifth of its snacks and beverages from 2026, quietly discontinuing some niche flavors, and integrating acquisitions such as Siete and Poppi while expanding distribution partnerships like Alani Nu.
At the same time, activist investor Elliott Investment Management has taken a multi-billion-dollar stake and, alongside PepsiCo’s refreshed sustainability and marketing focus, is pushing...