
"Elliott sees a path for a price increase of more than 50% from today's level. Ticker is PEP."
Activist investor Elliott Management has taken a significant $4 billion stake in PepsiCo (PEP), positioning itself as one of the largest shareholders. The activist letter criticizes PepsiCo's strategic and financial posture, suggesting a potential separation of its global food, snacks, and beverages businesses. This catalyst is expected to drive the stock price up by over 50% from today’s level, making PEP an actionable trade for investors who want to capitalize on a major turnaround opportunity.
TSMC ADRs Drop, PepsiCo Rises, Caterpillar Falls on Tariff Outlook
September 2, 2025
Stock Idea