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Campaigns / Trian Partners → PepsiCo, Inc.
Trian Partners vs. PepsiCo, Inc.

PepsiCo, Inc. · PEP

1 deck published between 2014-02-19 and 2014-02-19 — 41 pages, 41 analysed slides total. Outcome: lost.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2014-02-19 follow up

    2014 02 Trian PepsiCo White Paper Feb 2014

    41pp · research_note

    PepsiCo has chronically underperformed because its 'Power of One' holding-company structure suffocates Frito-Lay and Pepsi; separate them into two focused companies and the combined value will re-rate materially higher.