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Ca$htag$: Pepsico (PEP) Squarely in GLP-1 Crosshairs

Ca$htag$: Pepsico (PEP) Squarely in GLP-1 Crosshairs

Schwab Network · Schwab Network

July 16, 20259m 34s

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Show Notes

Likefolio’s Andy Swan talks Pepsico (PEP). With GLP-1s “taking the world by storm,” Andy argues, creating a structural and “profound” shift in consumer behavior. Pepsi’s core products are squarely in the crosshairs. “It might be time to start betting against the American eater.”


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