PepsiCo unveils bold rebranding amid restructuring and leadership shifts
PepsiCo has revealed a new brand identity, aiming to diversify beyond its iconic Pepsi-Cola brand. The company is also adjusting its product offerings and restructuring operations, with significant changes in its Frito-Lay division and leadership team.
PepsiCo's new brand identity reflects its expansion into areas like snacks, beverages, and even plant-based foods. The company is introducing alternative oils and smaller, more affordable package sizes to cater to evolving consumer preferences.
The Frito-Lay division, however, has seen a 2% drop in product volume and sales in 2025. This follows the closure of two facilities in Orlando, Florida, affecting around 500 employees. The division's performance is under scrutiny as the company works to turn things around.
Steve Schmitt will take over as the new CFO from Jamie Caulfield on November 10, 2025, marking a significant change in the company's leadership. Schmitt's appointment comes as PepsiCo is undergoing restructuring efforts, including plant closures and layoffs across the U.S.
Analysts currently rate PepsiCo stock as 'Hold' to 'Moderate Buy', indicating uncertainty about the company's future performance. The fourth-quarter and full-year 2025 results will provide a clearer picture of the effectiveness of PepsiCo's restructuring efforts. Despite challenges, PepsiCo is positioning itself for broader growth and remains a significant player in the food and beverage industry.
