Pepsi

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jan 26, 2015 by Peter Csathy · said 9 times in 5 episodes since 2016 · across every show →

Mentions by year

brought up most by Bob Pittman (4), Justin Ishbia (2), Scott Galloway (1), Ilir Sela (1), Greg Bettinelli (1)

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Everything said about Pepsi, oldest first

Jan 26, 2015 bullish
Prediction Held up
Brand-Owned Content Studios From GoPro, Marriott, and Pepsi Will Accelerate
“And we've now seen that GoPro is going that same direction. You're seeing Marriott Hotels, of all things, has just significantly financed its own studios to do exactly the same thing, and Pepsi is making those noises, and so that is a trend that I absolutely s…”
Peter Csathy Jan 26, 2015 ▶ 14:35 20 VC 007: The Evolution of Content and the Venture Capital Industry with Peter Csathy
Jan 20, 2023
Assertion Contradicted
Four conglomerates control 98% of the retail beverage market
“Four or five big players literally own 98% of the market between Coke, Pepsi, Anheuser-Busch, Molson Coors. I mean, that is 98% of the beverages you see on a shelf in a store anywhere.”
Mike Cessario Jan 20, 2023 ▶ 39:10 Liquid Death CEO Mike Cessario: How I Turned Canned Water to a $700M Company | E968 · 20VC with Harry Stebbings
Feb 26, 2024
Insight
Ishbia: High-performing organizations need respected rivals to excel
“I really believe that the best and most talented organizations and people have a rival they really respect. I think the Red Sox are better because they hate the Yankees. I think Duke hates basketball against North Carolina. I think Coke hates Pepsi. And they a…”
Justin Ishbia Feb 26, 2024 ▶ 50:18 Justin Ishbia: The Three Traits Required to Succeed in Private Equity | E1119 · 20VC with Harry Stebbings
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