The pricing era had ended. PepsiCo needed an activist to admit it.

PepsiCo cut Doritos prices by up to 15 percent. That single decision defines Q2 2026.
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Growth, Brands and More
Growth, Brands and More
Growth, Brands, and More is the FMCG Growth Operating System in newsletter and podcast form. Hosted by Filiberto Amati. Guests are operators, not theorists from Heineken, Diageo, Coca-Cola, Unilever, P&G, Danone, and more
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Growth, Brands and More

Growth, Brands, and More is the FMCG Growth Operating System in newsletter and podcast form. Hosted by Filiberto Amati. Guests are operators, not theorists from Heineken, Diageo, Coca-Cola, Unilever, P&G, Danone, and more

Growth, Brands and More