The Hustle Daily Show The steep decline of Pepsi
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Sep 16, 2025 PepsiCo faces a steep stock decline as investor pressure mounts to simplify its sprawling portfolio. The company's struggles are highlighted by contrasting operating margins with Coca-Cola. Amidst this, Tesla's stock sees a surge after Musk's significant investment. In a playful debate, hosts discuss soda preferences, revealing a surprising bias toward Coke and Dr. Pepper. Additionally, insights into corporate culture shifts and the impact of high fructose corn syrup on Pepsi's strategy keep the conversation lively and engaging.
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Pepsi's Stock Slide Signals Investor Frustration
- PepsiCo stock fell ~20% over two years while Coca-Cola gained ~15%, showing diverging investor sentiment.
- Investors now pressure PepsiCo for radical changes because its portfolio performance lags rivals.
Pepsi Losing Market Position In Soda
- PepsiCo's beverage business has lost ground and now trails Dr. Pepper and Sprite in U.S. sales.
- The decline reflects both shifting consumer tastes and weakened brand positioning versus Coca-Cola.
Coke's Marketing Edge Over Pepsi
- Coca-Cola outspends Pepsi on marketing and leans into classic positioning while Pepsi's youth-focused playbook fits less with today's audiences.
- Lower soda consumption overall amplifies the advantage of stronger, simpler branding.