PepsiCo's bet on price cuts, brand refreshes pays off; flags Iran war cost risks - Reuters
PepsiCo's bet on price cuts, brand refreshes pays off; flags Iran war cost risks Reuters
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Notable Quotes
"Working with Elliott is a positive signal."
— Stephanie Link , Executive
"Pepsi’s price-cutting strategy … can work as a temporary stabilisation of the business – not as a sustainable solution."
— Kai Lehmann , Executive
"Quite a few distributors have independently told us on the phone that PepsiCo field reps have been unusually non-committal."
— Mark Pacitti , Executive
"The consumer is coming back multiple times to our brands, responding to our holistic value plus execution, plus advertising, plus innovation strategy."
— Ramon Laguarta , Executive
"So two types of consumers are coming into the category, because both of a stronger core and also innovation."
— Ramon Laguarta , Executive
Key People
Kai Lehmann is a senior research analyst at Flossbach von Storch.
Mark Pacitti is the founder and managing director of primary research platform Woozle.
Nik Modi is an analyst at RBC Capital Markets.
Ramon Laguarta is the CEO of PepsiCo.
Stephanie Link is the chief investment strategist at Hightower Advisors.
Steve Schmitt is a former Walmart executive and was appointed as PepsiCo's chief financial officer.
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<a href="https://news.google.com/rss/articles/CBMi3gFBVV95cUxONU5MR0N3TXpBcERkX0dvT1M4Z1hfZE9DTFBJeHdDYkJwSWt0eXJIVGIxNzhmRVJIeWlYSGRwQVA1eEYtZ1BhQWd0MENibGdMUnExWVBmSldRcjBPZ3htOXdqNTYwdTZCTHpfbFozOUw1UkRZOTk2UzZuakc3NHV6akxYdWFkS3BsZnFwaEwyQ3N0MWptckRDZTVCMm9BUm9PeXYwRV9IT3g2eUVpaWFmQm5mUE16UkhfblcyUEplcnRzSkJQSWdDSkp3Z05wQ29ORUU2SmNROFE1NXZTS0E?oc=5" target="_blank">PepsiCo's bet on price cuts, brand refreshes pays off; flags Iran war cost risks</a> <font color="#6f6f6f">Reuters</font>
PepsiCo is under pressure to demonstrate that its turnaround strategy, including price cuts and brand relaunches, is effectively boosting volume growth, following a $4 billion investment by Elliott Investment Management.
PepsiCo reported an 8.5% increase in revenue to $19.44 billion in Q1 2026, attributing the growth to price cuts and reduced artificial ingredients in its products.
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