https://www.opportimes.com/en/the-competition-between-the-coca-cola-company-and-pepsico-the-gap-widens/
12 replies (most recent on top)
This company has plenty of money. I love the earlier comment about leadership gaslighting us to think nothing can be afforded. This is spot on. Hire some people, fix your processes, and pay us fairly.
Diet Coke is leading the charge for Coke.
@ay "just the wrong leadership and direction for now" ? , how long is "for now" ? . PEP's YTD, 1, 3, and 5 year return are all bigtime negative while the market has been positive. A money market is a better investment of time and money than PEP. Who has time to wait around for PEP to get their act together, which is doubtful they ever will. Life is only so long. Go and order another drink and worry about your bonus while the SS PEP begins to tilt into the water at 30 degrees and the PEP vending machines and Frito displays starting sliding and crashing down the deck rolling over panicked employees looking for a lifeboat and a way off.
@am PEP made $3B in Q3. Not quite going out of business, just the wrong leadership and direction for now. They will surely get their raise and bonus though
I love how PEP is circling the drain and people are still worried about / expecting big raises and bonuses. Same people that smugly sat in the lounge/bubble of the Titanic playing cards, ordering drinks apparently still believing that the Titanic was too big to fail even as the floor began to tilt and there was chaos everywhere else
We can’t afford recognition events wait until 2027. Pay raises WILL su-k. Good luck with even a 50% bonus at this point. If your morale is bad now just be happy you still have a job after the bloodbath you will see by mid November
Ramon and Ram need to go. Ram is too busy reading self help books and trying to be a LinkedIn influencer while the company tanks and his people have lost all confidence in his leadership and have no clue where we are headed. Ramon too busy making CNBC appearances gaslighting hard working employees when he is the failure. They both live in some narcissistic fantasy land.
@a nearly a 100 Billion dollar company that acts like they can’t afford the utility bills. The woe is me from leaders is gaslighting. They have failed and continue to fail the employees of this organization. You treat your employees this way then the results are competitors winning. Our biggest asset is our people but leadership and HR don’t see it that way.
PepsiCo= $94 billion in revenue. Also PepsiCo, oooo we can’t afford to give you all proper raises.
PepsiCo's hubris and disdain for their customers / consumers has put them in this foxhole
All those marketing cuts (and blunders) over the past 5+yrs are manifesting themselves as well ….
AI will fix all of this
yep. summarized:
- Coca-Cola widens its lead: U.S. soft drink market share was 20% for Coca-Cola versus 16% for PepsiCo in 2025.
- PepsiCo losing ground: Its market share fell from 20% in 2022 to 16% in 2025, while Coca-Cola slipped from 21% to 20%.
- Gap quadrupled: Coca-Cola's lead expanded from 1 to 4 percentage points in three years.
- PepsiCo remains strong: Generated $93.9 billion in 2025 revenue, up 2%, supported by Lay's, Doritos, Gatorade, and Pepsi.
- Global competition intensifies: Coca-Cola leads in many international markets, while PepsiCo invests in R&D and product innovation.