PEP · News · 20261020N

Competition and Market Share

PEPSICO INC · 2026-10-20 · Importance 42 · Surprise 64

PepsiCo’s U.S. soft drink market share has fallen to 8.1%, described as nearly half its level in 2000. The decline highlights sustained competitive pressure from Coca-Cola in carbonated soft drinks. The report also characterizes PepsiCo’s operating margin as materially below Coca-Cola’s, indicating weaker competitive economics in the category.

Key facts

• PepsiCo's soft drink market share has nearly halved since 2000 to 8.1% (as reported by 24/7 Wall St.). source
• PepsiCo's stock has dropped 7% (as reported by 24/7 Wall St.). source