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Companies

PepsiCo

Mentioned in 23 analyzed podcast episodes across 10 shows

A major consumer packaged goods and beverage company known for brands including Doritos, Frito-Lay, and Cheetos that podcasts discuss in relation to market trends, product innovation, and business strategy. Recent mentions focus on the company's positioning as a consumer staples beneficiary during market rotations away from tech, new protein snack launches, and reformulation efforts to remove artificial ingredients. The company also appears in discussions about regulatory dynamics, crisis management, and industry resistance to health-focused product changes.

Episode Mentions

Morning Brew Daily

Morning Brew Daily · Apr 13, 2026

US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

Reporting Q1 earnings this week alongside other major corporations

Strait of Hormuz Blockade StrategyIran Nuclear NegotiationsOil Price Volatility and Energy Markets
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Fell Into Food

Fell Into Food · Apr 13, 2026

FURQAN MEERZA: FUGITIVE CHEFS / HEAD OF KETCHUP FOR THE WORLD / CHEF IDENTITY CRISIS

Mentioned as employer of Pat Clifford, principal R&D designing chip products for Gen Z consumers

Chef career transitions outside fine diningNoma workplace culture and abuse allegationsFood company R&D and innovation roles for chefs
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 10, 2026

Mad Money w/ Jim Cramer 4/10/26

Second-best packaged food company; navigating weight loss drug trends and health-conscious consumers effectively

Iran Ceasefire Geopolitical RiskDefense Contractor Stock ValuationsMissile and Munitions Supply Chain
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Omni Talk Retail

Omni Talk Retail · Apr 8, 2026

Retail Daily Minute | PepsiCo's Pricing Blunder, Ace Hardware Teams With Uber Eats & Old Navy Sport Is Reportedly in the Works

Frito Lay division missed $1B+ revenue targets due to pricing resistance on Doritos and chips, forcing 15% price cuts.

Pricing strategy and price elasticity in salty snacksPrivate label competition and consumer trade-down behaviorLast-mile delivery expansion in home improvement retail
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 28, 2026

Mad Money w/ Jim Cramer 2/27/26

Consumer staples winner in February market rotation away from tech stocks

Data Center Construction EconomicsPrediction Markets vs. Sports BettingTech Stock Selloffs and Sector Rotation
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Morning Brew Daily

Morning Brew Daily · Feb 27, 2026

Netflix Walks Away From WBD Deal & Why is Everyone Leaving America?

Launched Doritos Protein snacks with 10g protein per serving in nacho cheese and barbecue flavors

Media Merger Regulation and AntitrustAI-Driven Workforce OptimizationAmerican Emigration Trends
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 25, 2026

Mad Money w/ Jim Cramer 2/24/26

Consumer packaged goods company benefiting from HALO rotation as understandable, in-demand business

AI Disruption of Enterprise SoftwareMemory and Storage Supply ShortageSemiconductor Capital Equipment Demand
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ZOE Science & Nutrition

ZOE Science & Nutrition · Feb 12, 2026

The #1 diet change to make today to fight chronic disease | Dr Mark Hyman

CEO Indra Nooyi fired after attempting to improve product health; represents pattern of industry resistance to reformulation

Ultra-processed food addiction and biological mechanisms of food engineeringChronic disease reversal through dietary intervention and root cause analysisFood industry lobbying, regulatory capture, and policy misalignment
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A Hot Dog Is a Sandwich

A Hot Dog Is a Sandwich · Feb 11, 2026

Taste Testing Doritos Naked

Parent company of Frito-Lay; launched Simply Naked reformulated Doritos and Cheetos without artificial dyes/flavors

Artificial food dye regulation and FDA complianceFood reformulation and product innovationClean label and natural ingredient trends
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The Remnant with Jonah Goldberg

The Remnant with Jonah Goldberg · Feb 7, 2026

‘Complexity is a Subsidy’ | Ruminant

Referenced alongside Coca-Cola as incumbent beneficiary of regulatory complexity that protects market position

Regulatory Complexity as Economic BarrierAmericans with Disabilities Act Compliance CostsTariff Policy and Corporate Lobbying Access
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 5, 2026

Mad Money w/ Jim Cramer 2/4/26

Beverage company expected to benefit from GLP-1 market decline; stock rising on AI productivity narrative

GLP-1 Drug Competition and Pricing StrategyEnterprise Software Industry Disruption by AIMarket Rotation from Growth to Value Stocks
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The Bobby Bones Show

The Bobby Bones Show · Feb 4, 2026

WEDS PT 2: Bobby Captured A Road Rage Incident + Bobby Rattled By Social Media Comments + Bobby Gets Called Out By A Listener

Announced 15% price cuts on Lay's, Doritos, and Cheetos products in response to consumer complaints about inflation

Road Rage Incidents and Traffic SafetySocial Media Criticism and Public PerceptionMissing Persons Investigation (Nancy Guthrie case)
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Farm Gate

Farm Gate · Feb 3, 2026

'Insects are a powerful tool for food production'

Supply chain partner supporting sustainable cereal production through private funding initiatives

Integrated Pest Management (IPM)Organic farming systemsBiodiversity conservation
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On Purpose with Jay Shetty

On Purpose with Jay Shetty · Jan 26, 2026

Dr. Gabrielle Lyon: #1 Blueprint for Building Muscle That Will Change How You Age! (This Will Transform Your Long-Term Health!)

Referenced as example of processed food company with $2B marketing budget vs $750M for all commodity whole foods combined

Skeletal Muscle as Metabolic Control CenterProtein Timing and Dosing for Muscle SynthesisResistance Training Programming for Muscle Hypertrophy
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NXT Chapter with T.D. Jakes

NXT Chapter with T.D. Jakes · Jan 19, 2026

Bernice King on Martin Luther King Jr.’s Legacy & The Urgency Of Now | NXT Chapter With T.D. Jakes

Kendall Jenner's Pepsi ad criticized by Dr. King for trivializing civil rights struggle by suggesting a soft drink could bridge racial divides.

Economic Justice and ReparationsBlack Entrepreneurship and Enterprise BuildingMinority Depository Institutions (MDIs) and Banking
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LONGEVITY with Nathalie Niddam

LONGEVITY with Nathalie Niddam · Jan 13, 2026

#403: What's REALLY In Your Food? | Dark Secrets of Ultra-Pasteurized Milk, Natural Flavors & Microplastics EXPOSED With Ben Katz

Mentioned as major food science engineering company using modified pepper compounds and processing techniques

Mass spectrometry analysis of food compositionUltra-pasteurization and milk reflavoringNatural flavors regulatory loopholes
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We Fixed It. You're Welcome.

We Fixed It. You're Welcome. · Dec 30, 2025

REPLAY: American Eagle: Jeans, Genes, and Controversy

Lola Bakari's former employer; referenced as brand that recovered from marketing missteps

Brand Crisis Management and Response StrategyInclusive Marketing as Revenue StrategyDiversity and Inclusion in Creative Decision-Making
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We Fixed It. You're Welcome.

We Fixed It. You're Welcome. · Dec 16, 2025

Campbell’s in Hot Water: Simmering the Brand Back Down

Javier Farfan shared parallel crisis experience with controversial Mountain Dew ad that impacted stock price, illustrating crisis management lessons

Executive Misconduct and Corporate AccountabilityWhistleblower Retaliation and Legal ExposureInternal Culture and Psychological Safety
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Biohack-it

Biohack-it · Dec 11, 2025

Leading Doctor Warns: Fix This Before It’s Too Late

CEO Indra Nooyi attempted healthier product shift but was fired due to shareholder value pressure

Industrial Food System ReformChronic Disease Reversal Through NutritionFood Policy and Regulatory Change
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Acquired

Acquired · Nov 24, 2025

Coca-Cola

Parent company of Pepsi that acquired Frito-Lay (1965) and Quaker Oats/Gatorade (2001), diversifying beyond beverages

Patent medicines and the birth of American advertising (1880s-1890s)Trademark protection and legal defense against copycat cola brandsBottling franchise system design and incentive alignment
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The Dr. Hyman Show

The Dr. Hyman Show · Oct 29, 2025

Former White House Chef Sam Kass: How to Overcome the Coming Food Crisis

CEO Indra Nooyi removed after attempting reformulation and supply chain improvements for health

Regenerative Agriculture and Soil HealthFood System Climate Impact and EmissionsCarbon Sequestration in Agricultural Soils
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We Fixed It. You're Welcome.

We Fixed It. You're Welcome. · Aug 5, 2025

American Eagle: Jeans, Genes, and Controversy

Referenced as example of major brand that recovered from marketing misstep; Lola's alma mater and early career employer

Brand Crisis Management and AccountabilityInclusive Marketing Strategy and Revenue ImpactGen Z Consumer Behavior and Boycott Activism
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Perceived Reality

Perceived Reality · Jul 1, 2025

He Came to America with $50—Now He's Rewiring an $11 Trillion Industry

Guest worked for PepsiCo as part of his experience at major companies before founding his logistics platform

AI in Supply Chain ManagementLast-Mile Delivery OptimizationLogistics Industry Consolidation
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