PepsiCo (PEP) · page 3 of 6
This is a text-heavy press release slide summarizing the investment thesis.
Press release · executive_summary · summarize · overcrowded density
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1. Review PBNA’s Structure and Portfolio: PepsiCo should evaluate the potential refranchising of PBNA’s operationally intensive bottling network
Problem-Agitate-Solve (PAS) slide · 70%For years, the disappointing performance of PepsiCo’s beverage business was more than offset by its resilient and high-performing foods business, PFNA.
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