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S19E8: PepsiCo Pops Despite Headwinds – What Earnings Reveal About F&B Battles (July 17, 2025)

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Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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PepsiCo’s latest earnings surprised Wall Street, sending shares up even as U.S. demand slipped. In today's Market Outsiders, Namaan and Jenny Rae unpack what’s driving the numbers, from price increases and consolidation to the rise of challenger brands and new distribution models.

They break down how shifting consumer tastes, global supply chains, and strategic M&A are shaping the future of food and beverage.

If you want to understand the levers big players are pulling - and what it means for your own decisions - this conversation is for you.

Additional Resources:

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

  • Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team

Connect With Management Consulted

  continue reading

Chapters

1. S19E8: PepsiCo Pops Despite Headwinds – What Earnings Reveal About F&B Battles (July 17, 2025) (00:00:00)

2. [Ad] A Case Study In Corporate Fear (00:20:32)

3. (Cont.) S19E8: PepsiCo Pops Despite Headwinds – What Earnings Reveal About F&B Battles (July 17, 2025) (00:21:20)

593 episodes

Artwork
iconShare
 
Manage episode 495017890 series 2661694
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

PepsiCo’s latest earnings surprised Wall Street, sending shares up even as U.S. demand slipped. In today's Market Outsiders, Namaan and Jenny Rae unpack what’s driving the numbers, from price increases and consolidation to the rise of challenger brands and new distribution models.

They break down how shifting consumer tastes, global supply chains, and strategic M&A are shaping the future of food and beverage.

If you want to understand the levers big players are pulling - and what it means for your own decisions - this conversation is for you.

Additional Resources:

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

  • Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team

Connect With Management Consulted

  continue reading

Chapters

1. S19E8: PepsiCo Pops Despite Headwinds – What Earnings Reveal About F&B Battles (July 17, 2025) (00:00:00)

2. [Ad] A Case Study In Corporate Fear (00:20:32)

3. (Cont.) S19E8: PepsiCo Pops Despite Headwinds – What Earnings Reveal About F&B Battles (July 17, 2025) (00:21:20)

593 episodes

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