Most PepsiCo employees will skim past the recent board appointment Joaquin Duarte. This appointment is part of Elliot Managements activist investment influence. PepsiCo is being reshaped and transformed with Pepsi/Frito merged distribution. 3rd party logistics are the future of their supply chain. Shareholder value will reach peak meaning soon. Job cuts will continue and likely be rolling job eliminations as duplicate roles will be targeted first. Macro economics are not favorable, but employees are dispensable in the short term. Anything is on the table to save share price. Don’t get comfortable and have your resume updated.
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All of this motivates me to really go above and beyond.
@a8 all corporate roads lead to shareholder value
So you are saying we should buy some stock and hold it until Elliot rights the stock price ship.
wage inflation pressure will continue across the country as inflation runs above 3% once again. Watch closely for any big labor contracts coming due. Don’t expect managers to get anything close to front line as they are not represented by unions, who have actually done a good job of pressuring the company to pay employees better wages. However, doesn’t pay for itself, so once again it’s going to come from somewhere.