Pepsi's Refresh: Can Elliott's Stake Spark a Turnaround?
Update: 2025-09-10
Description
PepsiCo in the spotlight! Billion-dollar activist investor Elliott Management is shaking things up, demanding a strategic refresh to close the performance gap with rivals like Coca-Cola. Can Elliott's pressure unlock hidden value in the global snack and beverage giant, or will Pepsi's challenges, including slowing North American growth, continue to weigh it down? Despite recent underperformance, Pepsi's strong dividends, international success, and potential for aggressive cost-cutting make it a compelling turnaround story to watch.
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