PepsiCo
Organization
PepsiCo, Inc. is an American multinational food and beverage corporation headquartered in Harrison, New York. Formed in 1965 through the merger of the Pepsi-Cola Company and Frito-Lay, Inc., the company oversees the manufacturing, distribution, and marketing of a diverse range of global food and beverage brands.
What experts have said about PepsiCo
2 statements · 2 negative
Pepsi’s North American snacks sales growth missed estimates because lower prices reduced revenue.
“organic sales growth in North America's snacks business missed estimates as lower prices cut into revenue”
Open the episode · Pepsi Reports; AstraZeneca and Levi Strauss FallListen at 1:00
PepsiCo’s North American food revenue declined despite price cuts of up to 15%.
“a decline in revenue in the North American food business and a flat volume even after they cut prices by as much as 15% in some brands”
Open the episode · Micron Gains, Paramount Drops, PepsiCo Falls As Weak US Business Clouds VisibilityListen at 3:08
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
16 episodes featuring PepsiCo

Tomorrow, Today
Natalia Olson urges governments to innovate without abandoning public trust
The episode connects open data, experimentation and AI governance to a central question: how can public institutions modernize while protecting democracy and citizens?
Sep 15, 2026 · 1h 20m

Coffeez with Joe Shalaby
Crowdfunding turns customers into private-market owners
As employment becomes less secure, the episode examines whether broader access to private-company ownership can expand opportunity while exposing investors to serious risk.
Sep 10, 2026 · 1h 21m

Tomorrow, Today
Rinpoche links inner clarity to AI’s moral future
The conversation asks whether technological power can serve humanity without the compassion, awareness, and freedom from conditioning that make wisdom possible.
Sep 8, 2026 · 2h 50m

We Fixed It, You're Welcome
Apple’s next CEO must evolve without breaking its operating model
John Ternus inherits a healthy but closely watched company whose next phase depends on preserving Apple’s culture while making room for new categories and technologies.
Sep 1, 2026 · 1h 4m

We Fixed It, You're Welcome
Smucker’s Hostess deal exposes the limits of nostalgia
Hostess’s struggle shows how a famous brand can falter when operations, customer targeting, product strategy, and cultural relevance pull apart.
Aug 25, 2026 · 57 min

Tomorrow, Today
Brands earn value through consistent action
As AI and market pressure reshape business, the episode argues that brand value depends on culture, leadership, and behavior—not logos alone.
Aug 25, 2026 · 1h 30m

Tomorrow, Today
Why strong projects still fail without human judgment
Organizations increasingly depend on projects to create future value, but plans and tools cannot compensate for weak sponsorship, unclear priorities, or political blind spots.
Aug 18, 2026 · 1h 51m

Stock Movers
Consumer giants stumble as Starbucks rewrites its AI strategy
The episode connects Starbucks’ cost-focused technology pivot with signs that tighter budgets and geopolitical uncertainty are pressuring major consumer brands.
Jul 9, 2026 · 6 min

Stock Movers
AI infrastructure lifts Meta as consumer pressure hits PepsiCo
The episode connects a technology-driven market rally with weakening consumer demand and rising input costs across defensive stocks.
Jul 9, 2026 · 8 min

Stock Movers
AI investment lifts Micron as consumer spending pressures retailers
The episode captures a market split between AI-driven expansion and companies exposed to inflation-weary consumers.
Jul 9, 2026 · 8 min

Stock Movers
Micron bets big on US chips as consumer demand weakens
The episode connects a major domestic semiconductor investment with mounting uncertainty in media and consumer businesses.
Jul 9, 2026 · 6 min

Stock Movers
Consumer brands expose the pressure on household budgets
Costco, PepsiCo, and Levi Strauss show how changing spending habits can move stocks even when companies beat expectations.
Jul 9, 2026 · 7 min

Stock Movers
Drug trial failure jolts AstraZeneca as mixed earnings reshape market bets
The episode shows how company-specific surprises and sector-wide concerns can quickly outweigh otherwise solid results in premarket trading.
Jul 9, 2026 · 7 min

Stock Movers
SpaceX joins Nasdaq 100 as earnings season tests consumer demand
The upcoming week of market activity will test whether tech index reshuffling and consumer spending shifts can sustain the stock market's momentum.
Jul 4, 2026 · 9 min

Investor's Champion Podcast
FCA listing overhaul tests London’s appeal to growth companies
The episode connects UK policy, interest rates and company-level execution to the prospects for London-listed smaller businesses.
Jul 13, 2024 · 35 min

Investor's Champion Podcast
Small-cap investors weigh bargains against business-model risk
The discussion tests whether cheap valuations signal opportunity or reflect deeper problems in governance, profitability, regulation, and sustainable growth.
Jun 29, 2024 · 33 min
