HomeIndustriesFood & BeverageCa$htag$: Pepsico (PEP) Squarely in GLP-1 Crosshairs

Ca$htag$: Pepsico (PEP) Squarely in GLP-1 Crosshairs

Likefolio’s Andy Swan talks Pepsico (PEP). With GLP-1s “taking the world by storm,” Andy argues, creating a structural and “profound” shift in consumer behavior. Pepsi’s core products are squarely in the crosshairs. “It might be time to start betting against the American eater.”

Fast Market

16 Jul 2025

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