PEP · News · 20261104N
Customer Dynamics
PEPSICO INC · 2026-11-04 · Importance null · Surprise null · In source text
KFC will switch from PepsiCo to Coca-Cola in its U.S. restaurants beginning in 2027, ending a significant beverage account for PepsiCo. The report says the change highlights how future pouring-rights agreements may depend increasingly on innovation beyond traditional cola brands. Both companies are investing in functional drinks and other emerging categories, while classic soft drinks are expected to remain important.
Key facts
- PepsiCo renewed and expanded its beverage partnership with Taco Bell for 11 years in the U.S. and several international markets. source
- The renewed Taco Bell partnership keeps Mountain Dew Baja Blast exclusive on Taco Bell menus. source
- PepsiCo will contribute $25,000 toward Casey's annual campaign supporting veterans, service members and military families. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | PepsiCo renewed and expanded its beverage partnership with Taco Bell for 11 years in the U.S. and several international markets. |