PepsiCo

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Nov 24, 2025 by Ben Gilbert · said 125 times in 10 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (82), Ben Gilbert (36), Howard Schultz (7)

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2026 4 mentions in 2 episodes 2 per episode

The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired Jun 23, 2026 · 3 mentions · from 3:15:50
Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired Apr 14, 2026 · 1 mention · from 1:53:34
every mention in 2026, scene by scene →

2025 107 mentions in 4 episodes 27 per episode

Coca-Cola: The Complete History & Strategy (Audio) · Acquired Nov 24, 2025 · 104 mentions · from 1:22:18
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired Oct 27, 2025 · 1 mention · from 1:39:04
Indian Premier League Cricket (Audio) · Acquired Mar 24, 2025 · 1 mention · from 28:37
Rolex (Audio) · Acquired Feb 24, 2025 · 1 mention · from 4:25:13
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2024 11 mentions in 2 episodes 6 per episode

Starbucks (with Howard Schultz) · Acquired Jun 4, 2024 · 10 mentions · from 1:23:33
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired Apr 22, 2024 · 1 mention · from 3:24:09
every mention in 2024, scene by scene →

2022 3 mentions in 2 episodes 2 per episode

Amazon.com · Acquired Aug 16, 2022 · 2 mentions · from 2:33:37
SONY (75 years of electronics history in 3 hours) · Acquired Mar 7, 2022 · 1 mention · from 1:14:26
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Everything said about PepsiCo, 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

Assertion Supported

Studies reveal Coca-Cola is the world's number one ocean plastic polluter

“I was looking up studies recently, and the Coca-Cola company is the number one polluter globally of Crap in the ocean. Pepsi's very close behind all the big drink companies.”

Ben Gilbert Nov 24, 2025 ▶ 2:22:04 Coca-Cola: The Complete History & Strategy (Audio) · Acquired

PepsiCo

Mentions by year

Everything said about PepsiCo, oldest first

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