The severance package gave me some financial breathing room when I was laid off, but it hasn't made the experience feel any less personal. I cared about the work and gave PepsiCo years of my life. Being let go with almost no acknowledgment has left a... — read more
Speculation
November was the last we’ve heard for major restructuring. It’s gone very, very quiet. Big operational changes are coming if you listened to the Q3 townhall, that has to be soon. Ramon owes Elliot a plan by end of year per some reports. Thinking it... — read more
The top!
Can we talk about all the top leaders running GTM and transformation? Did you watch the townhall? The only respectful leader who presented was Anthony Cinterino! The RA-RA campaign they are trying to show house is just hysterical. PEPNA…can we talk... — read more
POPPI payout
https://finance.yahoo.com/markets/stocks/articles/pepsico-slashes-valuation-poppi-bonus-212254759.html
Closing time
Another facility gone Knoxville Tennessee. https://www.msn.com/en-us/news/other/pepsi-plant-in-knoxville-to-close-employees-to-get-paid-notice-period-pepsico/ar-AA2fAfsk?ocid=BingNewsSerp
Ramon open to all options?
Does that mean he doesn't have a f'ing plan? What about the retirement option, what about that one. shtshow!
Project mustang
Project Mustang, Poppi, and Planetary Boundaries: No One Is in Charge at PepsiCo If this is true entire company needs to be broken into... — read more
Having a hard time
Anyone else having a hard time getting through this call. Is everyone so out of touch? Is anyone more comfortable now with our direction? What is our direction? Someone ask Viva Engage. I’m so confused.
We need leaders who know how to win.
PEPSICO DOESN'T NEED ANOTHER HEADCOUNT REDUCTION. IT NEEDS LEADERS WHO KNOW HOW TO WIN. With the reported loss of the KFC fountain beverage business and the continuing struggles in Frito-Lay sales, PepsiCo finds itself in an alarming position. But... — read more
A Few Thoughts From the Maintenance Department
Maintenance guy’s perspective here... Pepsi Blue. MTN DEW Flamin’ Hot. Clearly somebody at Pepsi isn’t afraid to start pulling tools out of the toolbox. And honestly, I like that. Big brands have to experiment. Not everything is going to work... — read more
I came here for layoff rumors
I came here for layoff rumors and somehow left with an MBA. In 10 minutes I learned how to fix the culture, reorganize PEPNA, merge with KDP, fix AFH, outsmart McKinsey, and develop a new corporate strategy. I’ve also picked up some golf lessons... — read more
Pepsi: Where Consultants Transform Money into PowerPoints
R & A have apparently perfectd the art of transformation: hire McKinsey to define the strategy, Accenture to execute it, and an army of employees to create PPTs explaining why nothing has changed. Got a few simple questions: How much was spent on... — read more
We are trending on the layoff chart
https://x.com/TheLayoff/status/2112283930716209655?s=20
Armchair Analysts
All the armchair MBAs having a field day with PEP. Poor Ramon getting challenged by the the McKinsey wannabes with well detailed analysis and insights on all PEPs missteps. Now we learn there is no plan. PEPNA is fluid and we will make it up as we... — read more
One North America: Mulligans May Vary by Region
Interesting read from SupplyChain360 on PepsiCo’s distribution transformation across North America. Different markets. Different models. Whatever drives growth, execution and margins. One North America... please see your local North America for... — read more
Public Embarrassment
Nothing from our fearless leaders as is the status quo. “Execute better!” shouts Ramon. Article after article ripping their leadership to shreds, all sharing the same sentiment of the employees. It silent in the field. Ruderless as PEP spins out of... — read more
Got a text - it’s begun
One of my boys got the severance today. Gone effective today. It’s starting
PEP/KDP
Only way Pepsi will compete in AFH is by joining with KDP. Pepsi provides the cola KDP doesn’t have, 7up the lemon lime pepsi doesn’t have, and Dr Pepper is the icing on the cake. Pepsi has equipment services at scale. Not if, but when
What Happened to PepsiCo S&T?
What has happened to the culture in S&T? Teams that should be working together have become each other’s enemies. Instead of collaboration, it feels like constant internal politics, power struggles, and competition for credit. It almost seems like... — read more
Continuing to ruin lives and communities with layoffs
Pepsi was a small town’s biggest employer. Layoffs left it blindsided. In Cheverly, Maryland, officials worry about the aftermath from the significant job reduction at a production... — read more
Take the Brand Name and Run
Not going to sugarcoat it. Pepsi is not what people think it is behind the scenes. The dysfunction, the decisions from leadership, and the way things are handled make you question why you stay. I’m glad I’m moving on. Having Pepsi on your resume... — read more
Refranchising almost certain
Kaumil Gajrawala Analyst, Jefferies LLC Q Hey, everybody. First of all, Jamie, thank you for all your help over the, I guess, what's now been decades. And Ramon, a question on the asset base and sort of following on with some of the answers to your... — read more
PepsiCo layoff outlook - Next 12 months
PEPSICO LAYOFF OUTLOOK — NEXT 12 MONTHS (Oct 2026 – Oct 2027) Prepared Oct 16, 2026. Public sources only. Sources numbered in brackets; full links at bottom. BOTTOM LINE A meaningful round of PepsiCo workforce reductions is very likely before the Q4... — read more
Hiring Freeze
I thought we were on a hiring freeze or did I get the wrong email. Tell me why every day you look on linkedin and there are 30 people posting about new roles they were just awarded? Not to mention, teams are doing interviews and telling folks they... — read more
Did Ramon really say that anybody not contributing to growth will be gone?
He should start with himself!!!
Not Rock Bottom Yet
The hits keep coming, but this isn’t even rock bottom. Rumors are more losses in the pipeline. KFC is significant. Marriott was significant. 35 year Pepsi partners calling it quits is really bad PR for PEP and a major red flag. Poppi not going to... — read more
KFC to switch to Coke!
KFC to switch from Pepsi to Coca-Cola in 2027 https://share.google/e23EH4tBKyLxgbsX4
Another One Bites The Dust
....KFC changing to Coke. Way to go commisary/foodservice. Give them another raise!
Layoff predictions. No date. (soon)
Abstract. A restructuring along the lines of the McKinsey span-of-control model would permit the organisation to eliminate managerial layers without reference to any single function. The principal requirement is that every leader directly manage no... — read more
Savvy Priorities
Using Savvy as a rep is something else. 😂 Same priority loaded twice at a monthly store, stuff gets added after I’ve already made my last visit, and some priorities are buried where the planograms are supposed to be. It’s basically a scavenger hunt... — read more
Idea: Trim down Comms and Lobbyists
Here’s a thought … instead of laying off the supposed backbone of our company (frontline), why don’t they trim the massive fat across the hundreds of “Communications” people at PEP? Or marketing … because clearly that’s not working? Or those... — read more
Day 1 ready execution. No Debate. Maniacal focus. Relentless effort. 100% perfect.
I can’t believe all the buzzwords. Do the MDs and ASMs even realize most of the team is still at the bar AT Midnight? I’m at 50% savvy on my route and beating our location by 25 points. You think I’m going to give any more? My pay hasn’t increased... — read more
Strawberry Shortcake Pepsi: Approved at the 19th Hole
Just got off a rally call. Somebody said "Strawberry Shortcake Pepsi" with a straight face and nobody questioned it. That's a guy who hit one down the middle on #1 and spent the next 17 holes giving lessons.
Poppi: Now Available in Every Category
Nothing like watching us spend nearly $2 billion on Poppi, seeing the earnout estimate fall from $278M to $12M, and then launching Poppi Lift, Poppi Chill, and every other spin-off imaginable to make the original investment work. At this pace, it... — read more
Hiring quality is poor
Especially in D&AI hiring is a joke. I.e. process taking weeks and months and at the end you get no feedback from hiring manager. If you disagree then write your thoughts down here.
On the eve of one of the largest layoffs ever
Allegedly! This forum is silent. Have you all lost the fight? Disappointing.
Fleet culling today???
I heard there was another big layoff of fleet team today…to go 3rd Party Vendor…news???
Carlsberg to Acquire PepsiCo Bottlers in Armenia and Georgia
Danish brewing group Carlsberg has agreed to acquire JI Pepsi Cola Bottler Armenia and Georgia-based Iberia Refreshments from investment group Revery, marking an expansion of its business in the South... — read more
WFH - update
I would like to see an audit of the miles expense leaders are claiming. The policy states you must deduct your miles from home to your Report location. Hope you haven’t been submitting miles for your local commute.Report your directors and Sr... — read more
PepsiCo cuts earnings forecast as North American turnaround takes longer than expected
https://www.cnbc.com/2026/10/08/pepsico-pep-q3-2026-earnings.html