How PepsiCo’s North America Supply Chain Overhaul Will Impact PepsiCo (PEP) Investors

Simply Wall St.01-06

In late 2025, PepsiCo announced a major North America supply chain overhaul following engagement with activist investor Elliott Investment Management, including plans to cut nearly 20% of its U.S. ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2601281903?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/32854-main-header/1756253168883","is_english":true,"pubTime":"2026-01-06 22:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2601281903","market":"us","top_or_hot":-1,"title":"How PepsiCo’s North America Supply Chain Overhaul Will Impact PepsiCo (PEP) Investors","media":"Simply Wall St.","content":"<div>\n<p>In late 2025, PepsiCo announced a major North America supply chain overhaul following engagement with activist investor Elliott Investment Management, including plans to cut nearly 20% of its U.S. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nasdaq-pep/pepsico/news/how-pepsicos-north-america-supply-chain-overhaul-will-impact\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How PepsiCo’s North America Supply Chain Overhaul Will Impact PepsiCo (PEP) Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow PepsiCo’s North America Supply Chain Overhaul Will Impact PepsiCo (PEP) Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-06 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/food-beverage-tobacco/nasdaq-pep/pepsico/news/how-pepsicos-north-america-supply-chain-overhaul-will-impact><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late 2025, PepsiCo announced a major North America supply chain overhaul following engagement with activist investor Elliott Investment Management, including plans to cut nearly 20% of its U.S. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nasdaq-pep/pepsico/news/how-pepsicos-north-america-supply-chain-overhaul-will-impact\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PEP","symbol_name":"百事可乐","start_time":0,"source_url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nasdaq-pep/pepsico/news/how-pepsicos-north-america-supply-chain-overhaul-will-impact","article_id":"2601281903","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/32854-main-header/1756253168883"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nasdaq-pep/pepsico/news/how-pepsicos-north-america-supply-chain-overhaul-will-impact","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2601281903","pubTimestamp":1767709334,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In late 2025, PepsiCo announced a major North America supply chain overhaul following engagement with activist investor Elliott Investment Management, including plans to cut nearly 20% of its U.S. product lines, increase automation, and pursue core operating margin expansion over the next three fiscal years.\nThis sweeping SKU reduction and productivity push signals a willingness to simplify PepsiCo’s portfolio and reshape its cost base, with potential long-term effects on how its core...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"PEP":"百事可乐","ISBC":"投资者银行"},"translate_title":"百事公司北美供应链改革将如何影响百事公司(PEP)投资者","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PEP":1.5,"ISBC":1.5},"content_text":"In late 2025, PepsiCo announced a major North America supply chain overhaul following engagement with activist investor Elliott Investment Management, including plans to cut nearly 20% of its U.S. product lines, increase automation, and pursue core operating margin expansion over the next three fiscal years. This sweeping SKU reduction and productivity push signals a willingness to simplify PepsiCo’s portfolio and reshape its cost base, with potential long-term effects on how its core beverage and snacks businesses are run and evaluated. Next, we’ll examine how PepsiCo’s planned 20% SKU reduction in the U.S. could reshape its investment narrative and long-term appeal. AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.AdvertisementPepsiCo Investment Narrative RecapTo own PepsiCo, you need to believe its scale in beverages and snacks, plus disciplined capital returns, outweigh slower expected growth and recent margin pressure. The North America supply chain overhaul and 20% SKU cut fit directly into the current productivity push, and may influence how quickly PepsiCo can stabilize margins, but they also raise execution risk if cuts bite into future growth capacity. The most relevant recent announcement is PepsiCo’s plan to simplify its U.S. portfolio and increase automation while targeting core operating margin expansion over the next three fiscal years. This ties directly to the near term catalyst of improving profitability after a year of weaker margins, but also interacts with the key risk that aggressive cost actions, plant changes, and integration efforts could constrain flexibility just as consumer preferences and input costs remain in flux. Yet investors should be aware that PepsiCo’s drive to streamline and automate comes with meaningful execution risk if... Read the full narrative on PepsiCo (it's free!)PepsiCo's narrative projects $101.5 billion revenue and $11.8 billion earnings by 2028. This requires 3.4% yearly revenue growth and roughly a $4.2 billion earnings increase from $7.6 billion today.Uncover how PepsiCo's forecasts yield a $155.91 fair value, a 11% upside to its current price.Exploring Other PerspectivesPEP 1-Year Stock Price Chart Forty two fair value estimates from the Simply Wall St Community span roughly US$116 to US$247 per share, underlining how widely opinions can differ. Against that backdrop, PepsiCo’s ambitious cost cutting and automation plans, and the associated execution risks, give you several distinct scenarios for how its future performance could unfold, so it is worth weighing multiple viewpoints before forming a view.Explore 42 other fair value estimates on PepsiCo - why the stock might be worth 17% less than the current price!Build Your Own PepsiCo NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your PepsiCo research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.Our free PepsiCo research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate PepsiCo's overall financial health at a glance.Searching For A Fresh Perspective?Every day counts. These free picks are already gaining attention. See them before the crowd does:Uncover the next big thing with financially sound penny stocks that balance risk and reward.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 38 best rare earth metal stocks of the very few that mine this essential strategic resource.Explore 29 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601281903","isCrawlerRequest":true}