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Frito-Lay

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Nov 24, 2025 by Ben Gilbert · said 8 times in 3 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (5), Ben Gilbert (3)

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2025 7 mentions in 2 episodes 4 per episode
2022 1 mention in 1 episode

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Everything said about Frito-Lay, oldest first

Nov 24, 2025 bullish
Assertion Supported
Frito-Lay produces twice as much profit for PepsiCo as Pepsi beverages do
“While the revenues are a little bit smaller than the Pepsi business by revenue, Frito-Lay generates twice as much profit inside the parent company, PepsiCo.”
Ben Gilbert Nov 24, 2025 ▶ 2:09:59 Coca-Cola: The Complete History & Strategy (Audio) · Acquired
Nov 24, 2025 negative
Opinion
Gilbert: Coca-Cola made a giant mistake passing on Frito-Lay
“Made a giant mistake not buying it.”
Ben Gilbert Nov 24, 2025 ▶ 2:09:34 Coca-Cola: The Complete History & Strategy (Audio) · Acquired
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