激进投资者Elliott斥资40亿美元入股百事

Core Insights - Activist investor Elliott Management has invested $4 billion in PepsiCo and proposed a reform plan to the board, suggesting the evaluation of core business refranchising, divestiture of non-core assets, and streamlining the product portfolio [1] - Elliott believes that through these reforms, PepsiCo's stock price has the potential to increase by at least 50% [1] - PepsiCo's soda sales in the U.S. have dropped to fourth place, and the food business is under pressure, leading to a decline in the company's market value from its peak [1] Company Response - PepsiCo has stated that it will evaluate Elliott's views and engage in constructive communication with its shareholders while expressing confidence in its existing sustainable growth strategy [1] - Since the CEO took office, PepsiCo has implemented several measures, including cost-cutting, logistics integration, marketing expenditure assessment, and a relaunch of core brands, expecting a rebound in weak North American demand as strategic adjustments take effect [1]