百事：明年年初前拟削减近两成产品

Core Insights - PepsiCo has announced a plan to reduce its product line by nearly 20% and lower prices, aiming to enhance product value for consumers and allocate savings towards marketing [2][3] - The adjustments are driven by Elliott Investment Management, which invested $4 billion in PepsiCo and expressed concerns over the company's unclear strategic direction and declining profitability [3][4] - PepsiCo expects organic revenue growth of 2% to 4% by 2026, with a 1.5% growth in the first nine months of the current year [6] Group 1 - PepsiCo will eliminate certain products and lower prices to improve market performance and financial results [2][3] - The company plans to accelerate the launch of simplified and functional products, such as protein-based snacks and those without artificial ingredients [2] - Elliott's partner, Marc Steinberg, expressed confidence that the new plan will create value for shareholders and drive stronger revenue and profit growth [3] Group 2 - PepsiCo's CEO, Ramon Laguarta, emphasized the urgency of implementing actions to enhance market performance and financial results [6] - The company is reviewing its supply chain and adjusting its board to include global leaders who can help achieve growth and profitability goals [6] - PepsiCo is expanding the distribution of its value brands to counteract perceptions of high pricing [6]