Ca$htag$: Pepsi’s (PEP) Shelf Space Battle Intensifies Ahead of Earnings

LikeFolio's Andy Swan shares fresh consumer sentiment data on PepsiCo (PEP) ahead of earnings. He argues Pepsi faces multiple headwinds, including the rise of GLP-1 weight-loss drugs, growing competition from healthier beverage brands, and increased consumer trade-down to private-label products. Swan says Pepsi must adapt to changing consumer preferences and get ahead of emerging trends if it hopes to reignite growth and improve investor sentiment.

Fast Market

07 Oct 2026

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