On October 15, KFC said it will switch from Pepsi to Coca-Cola products across its 4,000 U.S. locations, a deal PepsiCo is expected to cost about $50 million in revenue. It is the third major account PepsiCo has lost to Coca-Cola this year, following Marriott and Costco, as KFC tries to win back customers from rivals. PepsiCo's third-quarter revenue was $25.3 billion, up 5.6%, with EPS of $2.34, slightly above forecasts, but management lowered its full-year 2026 guidance for organic revenue and earnings growth. The article also points to pressure from consumers cutting processed snacks and from GLP-1 drug use, while about 68% of Coca-Cola's portfolio is low- or no-calorie. PepsiCo shares are down 8.7% this year, while Coca-Cola is up 34%.
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• NeutralSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/16/2026 | 763.31 |
| Change that session | -1.10% |
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