I think 8 regions would align with Pepsi, and thats been a consistent theme since the 2012 layoff and before. IKNs vision of fully integrating all the lines of business to make the company less attractive to activist investors looking to break it off into profitable pieces. And save her own job and “legacy” in the process.
If that’s what’s coming, frankly that’d make the company more stable in the long run. You think next week is going to be carnage, imagine if Frito went to mondelez. Doubt it’ll make the company healthier, but in that respect IKNs interests and the interests of the rest of us are aligned. May not be what’s best for the stockholders, though, they’d make out better if we were dismantled and sold off to the highest bidder.