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Elliott Presses PepsiCo With $4 Billion Stake, Urges Bottling Refranchising

Elliott’s campaign centers on refranchising bottling to sharpen focus during a period of North American softness.

Overview

  • Elliott disclosed an approximately $4 billion activist position and urged immediate changes led by a review and potential refranchising of PepsiCo’s bottling operations.
  • The investor’s plan seeks SKU cuts, asset sales, tighter board oversight, and new financial targets to address margin erosion in North America, while PepsiCo said it is focused on building the Pepsi brand including Zero Sugar and Wild Cherry.
  • Q2 2025 results showed $22.73 billion in revenue and $2.12 adjusted EPS, with net income falling to $1.26 billion after a $1.86 billion impairment and North America volume declines.
  • Market data show the Coke–Pepsi valuation gap widened to about $132 billion in June and remains unusually large at roughly $93 billion.
  • Coverage notes U.S. soda share losses for Pepsi and increased scrutiny of its snacks, which make up about 58% of revenue, with the New York Times reporting moves toward smaller portions and lower sodium and fat.