◆ Contrarian Corpus
Campaigns / Trian Partners → PepsiCo, Inc.
Trian Partners vs. PepsiCo, Inc.

PepsiCo, Inc. · PEP

1 deck published between 2013-07-01 and 2013-07-01 — 59 pages, 59 analysed slides total. Outcome: lost.

initial thesis

Timeline

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

  1. 2013-07-01 initial thesis

    2013 07 Trian PepsiCo Presentation Jul 2013

    59pp · full_deck

    PepsiCo's snacks and beverages are structurally incompatible — Trian demands a Mondelez merger plus beverage spin (or a clean snacks/beverages separation), unlocking up to $175/share by 2015 vs. $85 today.