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

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: PepsiCo's 10-Q quarterly report for Q2 2025 Previous Market Outsiders episode: Inside Ferrero's $3.1 Billion Play for WK Kellogg Samsung vs Hershey Business Breakdown Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Subscribe to the Market Outsiders feed for daily episodes ( Apple , Spotify ). Follow Management Consulted on LinkedIn and subscribe on YouTube Connect with Namaan and Jenny Rae on LinkedIn Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team Connect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube ! Follow us on LinkedIn , Instagram , and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us ( team@managementconsulted.com ) with questions or feedback.