Elliott Management just invested $4 billion in PepsiCo, betting it can fix what fizzled. The activist investor envisions a turnaround – assuming legacy brands can still thrive in a GLP-1 world.
Constellation Brands blames weak beer sales on tariffs and shifting Hispanic demographics, but Wall Street sees deeper cracks. With alcohol consumption trending down, investors aren’t buying the company’s optimism.
Garage Beer, backed by NFL stars and Taylor Swift buzz, is gunning for shelf space in a margin-thin market. But without distributor loyalty and retail muscle, this celebrity-fueled brand may fizzle fast, according to industry insiders.
Energy drinks are thriving as price-conscious consumers pivot from costly coffee to functional, flavorful alternatives. With wellness claims and nostalgic flavors, the category is stealing share from traditional caffeine formats.
