Pepsico (PEP) 2025 Valuation Model and Risk Framework

PEP Activism Thesis (Elliott Management), Operating Model, and Valuation, along with 2Q/3Q earnings recap, analysis, and discussion. The company is positioned to reposition itself after trading at a material discount to competitors like KO over the past 3 years.
 
Overall SSR Risk Ranking: 3 out of 5 (Low-Moderate)
 
NOT FINANCIAL ADVICE - FOR EDUCATIONAL USE ONLY
 
Free to Silver and Gold subscribers (see Plans & Pricing): https://www.specialsitsresearch.com/plans-pricing