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PepsiCo Bets on Affordability and Brand Relaunches to Fuel North American Growth

In its Q4 2025 earnings call, PepsiCo detailed a multi-pronged strategy to reignite growth in its core North American market. Plans include targeted price adjustments for Frito-Lay snacks, major brand overhauls for Lay's and Gatorade, and leveraging productivity gains to fund commercial investments, with leadership expressing confidence in a stronger second half for 2026.