No displays up. Store is almost empty. I’m sure I’ll hear about how this location is the worst in the market for online service metrics. Looking forward to lunch, too—except virtually every restaurant within five miles serves Coke, so apparently I... — read more 

Cut entire transformation group and anyone with transformation in their title Corporate sent all the salespeople could not sell there for instance, especially from foodservice

we need less expensive peacock vanity projects coming from our Strategy & Transformation and more actual transformation, otherwise stock will be down 50% very soon! a new visionary CEO is long overdue!

What other big accounts will Pepsi lose this year or next? Picked up Subway and lost Costco, Marriott…what’s next?

To all those requesting information be shared. That's NOT how business works. Legally they cannot share impacted work groups or reduction figures until after it settles down. To do otherwise would be stupid. I put up with it for 30+ years and... — read more 

Pepsi employees, how does it feel to be publicly scolded by your CEO? C-suite has the right plans, employees su-k. Ramon fires public warning about imminent restructure and cost (employee) cuts. Have a great Friday and get to work! Also, don’t... — read more 

Well, not for themselves, just you. Cesar Conde:$350,000 $160,000 + $200,000 stocks Susan Diamond: $363,333 $143,133 + $200,000 stocks + $20,000 allowances Darren Walker: $371,277 $150,000 + $200,000 stocks + $21,277 Edith Cooper:... — read more 

Another bad move that will only accelerate PEP's decline and push consumers to private label https://www.foxbusiness.com/retail/pepsico-raising-prices-doritos-ruffles-sunchips-some-sodas-after-recent-cuts

WRONG ON EVERY BIG CALL: THE RAMON RECORD Forget personality. Judge the decisions. CALL #1: Keep and integrate bottling. Dec 2025: refranchising "not under consideration." Oct 2026: "open to revisiting every option." Result: 10 months to reverse... — read more 

https://www.nytimes.com/2026/10/08/business/pepsico-earnings-splitting.html And cut all this corporate bloat on frito lay...how many "transformation" people needed?

Well, how many of us are getting wiped out at Plano HQ?

1) CEO, Zero U.S. Operating Experience 2) Strategy & Transformation Officer, Zero Business Experience 3) 50% employee time spent on reporting the news to each other/powerpoint Get rid of these three, and see real results

https://www.yahoo.com/news/articles/vance-says-microsoft-adobe-barred-152414764.html

If you are at the point where you are like “f this”, could you please ask how FIFA performed and impacted sales in the US. I’ll get my popcorn.

These North America numbers are terrible as expected. How long can leadership be able to stay while we have no growth in our top market? Ramon gold CNBC the company will cut costs to pay for innovation and marketing investments. Maybe he should start... — read more 

CB Manufacturing, Inc., dba Pepsi Beverages Mass Layoff - No Recall Hyattsville, Maryland 143 9/14/26 11/13/26 PepsiCo Beverages Sales LLC Layoff Columbia, South Carolina 105 8/18/26 10/18/26 Frito Lay, Inc. Closure Raleigh, North... — read more 

Leadership keeps blaming policies like tariffs, and international issues like diesel, aluminum, and such prices. Meanwhile, KO sells products for cheaper, and is performing well with share and stock. The difference is not that consumers got more... — read more 

Why do I have to watch a recent college grad fast-track PepsiCo re-leveling all while I’ve exceeded my objectives for the twelve years I’ve worked here, yet there’s no budget for me to get the raise I was “promised” for the last five years? Make it... — read more 

Earnings Could Bring Another 3.75% Swing https://www.tradingview.com/news/gurufocus:792b355f7094b:0-pepsico-stock-is-down-10-and-earnings-could-bring-another-3-75-swing/

If true, who is the deep throat? I encourage everyone who hears a rumor to contact the speak up line and report who said what, when and where. Only HR and VP+ are likely under the tent. If roles were reversed there would be no mercy cast on you.

Top down to Tara - R&D and Athena - S&T they have been told to bring in the McKinsey model -Only 7 layers in the business and you either have 0 direct reports or 5 or more. This is going to be brutal for both organisations. Major changes could lead... — read more 

Transformation cost. How much has the transformation cost so far, and how many roles have moved to shared services and Indians offshore locations? We're told every quarter that headcount is tight, yet the work doesn't disappear. It just lands... — read more 

How does Texas shake out in the next reorg?

It is awfully quiet in Plano and on this platform. Anyone has new info?

https://www.thelayoff.com/t/1m23p4sxn#

Excellent entry point. Buy Buy Buy!!! Finally at a 5Y low

What I wanted to say: Yes. When they took back my company car, that stung. When they cut coverage for the one prescription I rely on, that hurt. When I got a 1.5% raise in the face of runaway inflation: ouch. The role was posted as mobile, live... — read more 

PepsiCo to buy Chobani Yogurts? Hearing deal is nearly done. Any one else heard this?

Please don't drag me for this one. Sitting at $128.69. Seems like a great time to roll the dice on options.

Some folks have been so conditioned by small or no raises, that they're at the point now where they comfort themselves by countering with the fact that at least we're not getting pay cuts. That's the level of sad that's hard to even comprehend.

Stock downgraded by JPM…Stock trading at 52 week low

Team, As many of you know, we are navigating an unprecedented convergence of commodity headwinds. Aluminum prices have skyrocketed. Diesel remains stubbornly uncontrollable. Inflation continues, regrettably, to inflate. In light of these macro... — read more 

PepsiCo Market Cap and comparison to KO (%) Enrico: $45.6B → $85.5B, from 35% to 73% of KO Reinemund: $85.5B → $102.5B, from 73% to 92% of KO Nooyi: $102.5B → $155.7B, from 92% to 77% of KO Laguarta: $155.7B → $174.9B, from 77% to 47% of KO

CEO Period PEP Market Cap PEP/KO Start → End Start → End Start →... — read more 

Only strategy that leadership has in their playbook. In conjunction with layoffs. It’s embarrassing…….

Over the course of the next few months and into 2027, PepsiCo will deliver a masterclass on putting profits over people. The pressure from Elliott and the BOD are mounting. $8B in profits and a solid dividend will not quench the thirst of blood... — read more 

I'm just curious.

Brace up big change soon to be announced in the board and c-suite layer.