KO · News · 20261104N
Customer Dynamics
COCA COLA CO · 2026-11-04 · Importance 36 · Surprise 42 · In source text
KFC is switching from PepsiCo to Coca-Cola in its U.S. restaurants starting in 2027, giving Coca-Cola a notable restaurant pour-rights win. The report says the deal reignites competition between Coca-Cola and PepsiCo. It also notes that future pouring-rights agreements may increasingly depend on innovation beyond traditional cola brands, as both companies invest in functional drinks and other emerging categories.
Key facts
- KFC decided to switch from PepsiCo to Coca-Cola in its U.S. restaurants starting in 2027. source
- Coca-Cola North America was among Omnicom Media's client wins in October, according to the report. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | KFC decided to switch from PepsiCo to Coca-Cola in its U.S. restaurants starting in 2027. |