Thread regarding PepsiCo Inc. (Pepsi) layoffs

No Performance & No Purpose

  1. Continued market share losses across beverages and snacks, last four weeks, last 12 weeks, last 52 weeks, last 5 years
  2. GLP-1 adoption accelerating in US, rest of the world is just getting started.
  3. A disappointing M&A track record that generates negative shareholder value
  4. Executive Leadership that you wouldn’t trust to look after your dog and even worse bench of leaders

You can solve the first three but you can’t solve the fourth one. Investors also have just given up.


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| 3 views | | 3 replies (last 5 days ago) | Reply
Post ID: @OP+1kxqmqka3

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I never would have predicted that Ramon would end up being a weaker CEO than Indra, or that Digital Transformation (Athina) could be mishandled more than Portfolio Transformation (Mahmood Khan).

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Post ID: @mq+1kxqmqka3

Agreed

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Post ID: @de+1kxqmqka3

All true! Wait for SNAP to be the next reason sales are tanking. Executives do not realize how hard this is going to hurt. They are too far away from the case to understand. Let’s not forget some of us make such a low salary we qualify for food stamps. How pitiful is that?

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Post ID: @cf+1kxqmqka3

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