10/14/2025

Is PepsiCo Prepared to Make Changes?

Food Business News (10/14/25) Gelski, Jeff

Executives of PepsiCo, Inc. (PEP) are discussing the company’s future with Elliott Investment Management, which listed steps to revive PepsiCo’s performance in a 75-page deck issued Sept. 2. “We had a couple of interactions very constructive and collaborative, and we're trying to understand each other,” said Ramon Laguarta, chief executive officer of PepsiCo, in an Oct. 9 earnings call to discuss third-quarter financial results. “I think we’re aligned on one thing, which is critical, which is PepsiCo is undervalued.” Elliott is taking a $4 billion stake in PepsiCo, or about 2% of the company’s outstanding shares. Elliott called PepsiCo’s stock “deeply undervalued” and said changes were needed at Frito-Lay North America and that numerous PepsiCo brands should be considered for potential divestiture. “So, I think we both want to create shareholder value,” Laguarta said. “We're as interested as any of our investors to do this. So we're aligned. Now of all the ideas that Elliott mentioned in the document, most of them are included in our Strategy 2030, and we're acting on it. So I think we’re acting with a sense of urgency on both portfolio transformation, simplification of the portfolio, cost reduction to invest in future growth, etc., etc.” BofA Global Research kept PepsiCo's rating at “neutral” and raised its EPS estimate for the fiscal year to $8.12 per share from $8.04 per share, due in part to PepsiCo's outlook for a lower foreign-exchange headwind. “From here questions around incremental improvement in the organic sales/demand for North America are likely to dictate share performance given new product/innovation/re-launches occurring in 4Q and beyond,” said Peter T. Galbo, research analyst for BofA. In PepsiCo Foods North America, organic revenue in the third quarter decreased by 3% to $6.53 billion, with acquisitions and divestitures accounting for 2.5%. Volume fell by 4%, which reflected challenging prior-year comparisons when promotional activity was elevated for Frito-Lay and certain Quaker products returned to the market following recalls in late 2023. Market share gains in this year's third quarter came in subcategories, including tortilla chips, pretzels, snack mixes, wavy grain chips, pork rinds, snack bars, grits, and ready-to-eat cereal. In PepsiCo Beverages North America, organic revenue increased 2% to $7.31 billion, even though volume fell 3%. Pepsi Zero Sugar's net revenue growth in double-digit percentages drove the increase. Also, Pepsi Wild Cherry & Cream varieties continued to gain market share in the third quarter, and Mountain Dew Baja Blast is on track to exceed $1 billion in retail sales this year, according to the company. Poppi, a soft drink containing prebiotic fibers that PepsiCo acquired earlier this year, had year-to-date estimated retail sales of $525 million, an increase of over 50% versus the previous year. “We're very optimistic how Poppi is now in our system, and we're already seeing benefits of the physical availability of the product,” Laguarta said. Over the first nine months of the fiscal year, companywide net income of $5.70 billion, or $4.15 per diluted share on the common stock, was down 29% from $8.06 billion, or $5.84 per diluted share, in the same time of the previous year. Nine-month net revenue increased 0.8% to $64.58 billion from $64.07 billion.

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10/14/2025

BP Expects Boost From Higher Upstream Production But Warns of Weak Oil Trading Result

Wall Street Journal (10/14/25) Whittaker, Adam

BP Plc (BP) expects a rise in upstream production and higher refining margins in its products segment to boost earnings, but warned of a weak contribution from its oil trading division. The company is in the midst of a strategic reset and review of its portfolio as it seeks to shore up its balance sheet amid declining profitability and pressure from an activist investor. The British energy major said Tuesday that upstream production for the third quarter will be higher than the previous three months, driven by increased gas production at its U.S. shale business BPX energy and from its gas and low-carbon energy segment. BP had previously guided for upstream production in the quarter to be slightly lower than in the second quarter. The rise in production will be complemented by a slight rise in average Brent crude prices, which ticked up to $69.13 a barrel from $67.88 in the prior quarter. However, BP warned that its oil trading result is expected to be weak and will, therefore, drag on earnings, reversing the unit’s strong performance in the second quarter. BP said its gas marketing and trading result is expected to be average. The company has scrapped its push into low-carbon energy and is doubling down on oil-and-gas production in an effort to boost shareholder valuations as its shares lag behind rivals. Elliott Investment Management has taken a stake in the company and is seeking significant changes. In a recognition of this pressure, the company’s new chairman Albert Manifold told staff in early October that it must act with urgency to simplify its overly complex portfolio. One division earmarked for disposal is its lubricants business Castrol. Within its downstream division, higher refining margins will deliver a $300 million to $400 million boost in its products segment, BP said. It said it expects net debt to remain broadly flat on-quarter at around $26 billion, a guidance that should be well received by investors, Jefferies analysts Mark Wilson and Kai Ye Loh wrote in a note. BP is targeting $14 billion-$18 billion in net debt by the end of 2027. The company has made debt reduction a core target and is seeking to deliver billions through structural cost cuts and divestments. It is aiming for $20 billion of asset sales by 2027 and has announced several sales already this year. BP said it expects to book up to $500 million in asset impairments across its portfolio.

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10/14/2025

Shah Capital Pushes for Novavax's Sale on Persistent Underperformance, Marketing Missteps

Reuters (10/14/25) S K, Sneha; Satija, Bhanvi

Shah Capital has urged Novavax's (NVAX) board to pursue a sale of the biotech, citing a third consecutive year of poor roll-out of its COVID-19 shot, the hedge fund said on Tuesday. In its letter, shared exclusively with Reuters, the company's second largest shareholder recommended that Novavax's capabilities will "have far greater potential in the hands of a large capable pharma entity." Shah Capital owns a 7.2% stake in Novavax. Himanshu Shah, founder and chief investment officer of the fund, told Reuters that Novavax could get a valuation of "at least $5 billion" based on the commercial potential of the company's vaccines. He also believes that the "political picture" and scientific evidence were in Novavax's favor. Novavax has a market valuation of about $1.35 billion, as per LSEG data. The company was not immediately available for comment outside of business hours. The fund's latest move is its second attempt to push for change at the company. Last year, Shah Capital had withdrawn its campaign against the re-election of three directors on Novavax's board, after the company struck a licensing deal with Sanofi (SNY). "The problem has been the sales," Shah told Reuters. A series of critical marketing missteps have led to Nuvaxovid, the biotech's protein-based COVID-19 shot, taking only 2% of market share last season, Shah said in his letter. As of October 2, Novavax has rolled out about 7,000 shots, while its mRNA rivals Pfizer (PFE) and Moderna (MRNA) had rolled out nearly 6 million shots, Shah said. He sees Sanofi, Merck (MRK), GSK (GSK), and AstraZeneca (AZN) among the potential buyers for Novavax, adding that he has not been in touch with any of these drugmakers. Novavax's protein-based vaccine was approved in May, but the U.S. FDA limited its use to older adults and at-risk people over the age of 12.

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10/14/2025

Southwest Airlines Debuts Next Step in Airline’s Transformation; New Cabin Interior with Premium Seating

WFAA.com (10/14/25) Forte, Janel

Southwest Airlines (LUV) on Tuesday unveiled its first aircraft equipped with a redesigned cabin and new Recaro seats, marking another major step in what the Dallas-based carrier calls an “elevated onboard experience” amid sweeping changes to its business model. The new cabin is rolling out on a Boeing 737 MAX 8, tail number N8972S, which is scheduled to enter service Oct. 16, and they invited WFAA along for an exclusive first look at the new aircraft. The plane features Recaro R2 seats, in-seat power at every seat, larger overhead bins, redesigned tray tables, and refreshed lighting and carpet. Southwest said the new design reflects customer research and testing intended to create a more modern, comfortable, and brand-focused onboard environment. The aircraft also debuts a new “Extra Legroom” section, with enhanced snack options, complimentary premium beverages, and earlier boarding positions once the airline begins offering premium and assigned seating in 2026. Southwest said the section is designed to meet demand for a more premium product while maintaining its low-cost identity. The reveal represents the latest phase in what Southwest executives have called an unprecedented period of transformation. Over the last year, the airline has announced a series of sweeping changes, including the end of open seating in favor of assigned seats, the introduction of premium seating, and the launch of redeye flights for the first time in its history. Southwest also began charging for checked bags back in May, ending its long-standing “bags fly free” policy. Other recent moves include a foray into third-party online platforms by listing flights on Expedia, Google Flights and others, layoffs of about 1,700 employees at its Dallas headquarters — the first corporate cuts in company history — and a new partnership with T-Mobile that will provide free Wi-Fi for Rapid Rewards members beginning Oct. 24, 2025. The rapid evolution follows pressure from activist investor Elliott Management, which took an 11% stake in Southwest in June 2024 and sharply criticized the airline’s leadership for “poor execution” and a “stubborn unwillingness” to modernize. Elliott’s campaign pushed Southwest to abandon several hallmark policies that once distinguished it from rivals and embrace practices long associated with larger U.S. carriers. Southwest says the transformation is necessary to compete in today’s airline industry. The rollout of Recaro seating and an updated cabin, executives said, is part of a broader fleet modernization plan that will eventually touch most of its aircraft. In addition to the MAX 8 deliveries, Southwest plans to retrofit select Boeing 737-800s with Recaro seats later this year. The airline also expects to begin upgrading more than half of its 737-700 fleet with in-seat power starting in 2026, a project slated for completion by mid-2027. Uniforms for frontline employees are also being refreshed, with a rollout planned in 2027. “Each of these enhancements brings us closer to creating an elevated experience our customers told us they wanted,” the airline said in a statement. The debut of the new cabin comes as Southwest seeks to reassure investors and customers that its transformation will position it for long-term growth — even as it continues to face criticism from those who believe the airline has lost its unique identity.

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10/13/2025

Starboard Builds Stake in Keurig Dr Pepper After Unpopular Peet’s Deal

Financial Times (10/13/25) Barnes, Oliver; Pollard, Amelia; Fontanella-Khan, James

Starboard Value has built a stake in Keurig Dr Pepper (KDP) in the wake of its poorly received plan to acquire European coffee maker JDE Peet’s (JDEPF) for €15.7 billion, which pummeled the beverage group’s shares. The hedge fund began building a stake following August’s deal announcement and has been holding private negotiations with KDP’s management and board in recent weeks, according to people briefed on the matter. KDP’s shares have tumbled by more than 25% since it unveiled an all-cash acquisition of JDE Peet’s as well as announcing a plan to separate its coffee and soft drink operations, in effect reversing the 2018 merger that created Keurig Dr Pepper. There is no avenue for Starboard to push to stop the deal as there is not a shareholder vote. Shares in KDP were up by nearly 3% on Monday afternoon, giving the company a market value of $36 billion, following the report on Starboard’s stake. Investors had wanted KDP to carve out its coffee business to give it greater scale in the highly competitive sector, but some industry analysts highlighted how the biggest beneficiary of the deal was JAB Holdings, the investment firm that masterminded the merger that created KDP and was JDE Peet’s biggest shareholder. Instead of opting for a cash-and-stock deal or choosing to spin out the coffee business using a tax-free spin-off, known as a reverse Morris trust, KDP used a €16 billion bridge loan to finance an all-cash deal with a hefty premium, which will leave the company with a debt-to-earnings ratio of more than fivefold. JAB, which has been selling off chunks of its consumer-focused assets as it retreats from the sector, will retain a 5% stake in KDP’s coffee and beverage businesses after the break-up. It owns a 68% stake in JDE Peet’s. The exact size of Starboard’s stake in KDP and its demands of the company could not immediately be established. Starboard’s discussions with KDP had so far focused on improving execution and restoring investor confidence, rather than the threat of a public campaign, the people said. KDP has faced slowing sales in its coffee systems division and rising competition in ready-to-drink beverages. The company owns coffee brands Green Mountain Coffee Roasters as well as soft drinks brands Dr Pepper, Canada Dry, and Snapple. After the acquisition and split, the beverages business is expected to generate more than $11 billion in annual sales, while the coffee unit would contribute about $16 billion a year. JDE Peet’s owns more than 50 brands, including café chain Peet’s Coffee and retail coffee brands Douwe Egberts and Kenco.

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10/11/2025

Irenic Takes a Stake in Atkore, Urges Company to Consider a Sale

CNBC (10/11/25) Squire, Kenneth

Atkore (ATKORE) is a manufacturer of electrical products for construction and renovation markets, and safety and infrastructure products for the construction and industrial markets. The company’s segments include electrical and safety & infrastructure. The company has a stock market value of $2.09 billion ($61.97 per share). Irenic Capital Management, founded in October 2021 by Adam Katz, a former portfolio manager at Elliott Investment Management, and Andy Dodge, a former investment partner at Indaba Capital Management, has a 2.5% stake in Atkore. Irenic has thus far focused on strategic activism, recommending spinoffs and sales of businesses. On Sept. 30, Irenic announced its new stake in Atkore and that it is urging the company to pursue a potential sales process. The pandemic catalyzed a surge in construction and, in turn, the demand for Atkore’s electrical products that are essential in the wiring processes. As a result, the company got aggressive in pricing and, from fiscal year 2019 to 2022, revenue grew from $1.9 billion to $3.9 billion, and EBITDA grew alongside from $300 million to $1.3 billion. However, as we have seen with many companies, demand ultimately normalized after Covid and revenue stopped growing. To make matters worse, Atkore’s aggressive pricing strategy backfired, as it invited import competition into a market that had long been protected by high freight costs and distributor preference for local supply. By raising prices too sharply, they effectively undermined their own market position. As a result, revenue has declined to $2.9 billion and EBITDA to $462 million. Moreover, despite a $1 billion decrease in revenue, SG&A has increased, and the company’s headcount has risen over 40%. On top of this is a misallocation of capital. Instead of using Covid-era windfalls to invest into the core electric business, management has pursued non-core ventures such as water infrastructure and fiber conduit for rural broadband, many of which projects never materialized. Now, a company that once traded at the top of the market around $190 per share in early 2024, has fallen all the way down to around $60 per share; and amid this underperformance, in late August, CEO Bill Waltz unexpectedly announced his retirement without a successor in place. With no CEO, operational and capital challenges, and a poor market perception, Atkore is now at a critical inflection point where the board will have the biggest decision it will ever make that will determine the outcome for shareholders. Kenneth Squire, founder and president of 13D Monitor, notes that the most important thing a board does is identify and retain a CEO, and says Atkore is now at that point. However, when a company faces similar issues to Atkore and is on the precipice of a serious restructuring, the board needs to make one more decision before hiring a new CEO — whether the company should remain independent or not. We would expect that Irenic would want one or two new directors identified by them on the board to take part in this analysis and decision, likely independent directors with relevant experience. Atkore currently trades at approximately 6.5x EBITDA but offers clear cost cutting and divesture opportunities that private equity may be able to more effectively execute. Thus, it is fair to assume a takeout at multiple turns above the company’s current valuation, potentially 8 to 10 times EBITDA. If a review of strategic alternatives concludes that an acquisition would happen in that range, then the board would need to use that as the benchmark against a standalone plan. The first step in a standalone plan would be identifying the right CEO who would be tasked with realigning the company’s operational and capital focus with its core electrical business, divesting non-core assets, cutting costs, and implementing pricing discipline. There is definitely at least $100 million of costs that could be cut from SG&A, according to Squire, and the headwinds that caused the decline in revenue have now reversed, with pricing low enough to once again discourage importers even before the issuance of tariffs, which is a tailwind for Atkore. "But it is worth repeating that none of this is possible without the right CEO and it is important to have the best possible board to make that decision, and this board has given shareholders the right to be worried," Squire adds. "Currently, both the company's chairman and former CEO come from water industry backgrounds, likely contributing to the strategic shift away from the company's core. Moreover, Atkore recently announced a strategic review focused on non-core asset sales, including its water conduit business. While this might be the right decision, launching a strategic review without a permanent CEO seems rushed and poorly timed, and conducting such a review at this time without weighing the possibility of a full sale is even more perplexing. A refreshed board with directors who bring in relevant electrical industry expertise that can guide the CEO succession process, and the sale analysis would be an essential first step." Squire concludes by emphasizing Irenic's significant experience in strategic activism, identifying companies that are struggling in the public markets and helping implement spinoffs and sales of businesses. "The nomination window for directors opened on Oct. 2 and we do not think it is a coincidence that Irenic went public with their campaign the day prior to the nomination window opening. We expect that they will be talking to the company about board composition. Ideally, shareholders would benefit most with the addition of a couple of new independent directors with relevant experience and having Irenic as an active shareholder to support the board in its analysis."

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10/10/2025

PepsiCo Taps Walmart Executive as New CFO

Wall Street Journal (10/10/25) Williams, Jennifer; Hart, Connor

PepsiCo (PEP) is shaking up its finance chief ranks as the company looks to turn around slowing snack and soda sales and contends with an activist investor pushing for changes. Steve Schmitt, a Walmart (WMT) executive, will step in as chief financial officer on Nov. 10, succeeding PepsiCo insider Jamie Caulfield, who plans to retire after more than three decades at the company. Schmitt has served as finance chief of Walmart’s U.S. arm since 2021. Prior to joining the retail giant in 2016, he held several roles of increasing leadership during a decade-long tenure at Yum Brands (YUM), operator of KFC, Taco Bell and Pizza Hut. In his new role, Schmitt will join a leadership team tasked with turning around a struggling business while up against Elliott Investment Management. In recent years, PepsiCo has struggled to win back soda drinkers after ceding market share to rivals, while its food business—once an engine for growth—has stalled as inflation-weary shoppers cut back on snacks. PepsiCo’s sales have been down or roughly flat for six of the last eight quarters. Its difficulties have weighed on the company’s share price, which is down over 15% from a year ago. Elliott, which has built a roughly $4 billion stake in PepsiCo, is pushing the beverage and snacks giant to refranchise its bottling business and make other changes to boost its sagging share price.

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10/10/2025

Six Flags Leadership Exodus Continues with Executive Chairman’s Departure

Cleveland.com (10/10/25) Glaser, Susan

Selim Bassoul, the former Six Flags Entertainment (FUN) CEO who helped orchestrate the merger with Cedar Fair, is stepping down from his role as executive chairman of the company. It marks the second departure in the past three months of a top executive from the struggling amusement park company. Land & Buildings Investment Management, which has a 2% stake in the company, has been pressuring it to spin out or sell its real estate and make other changes that could boost the theme-park operator’s stock price. In August, Richard Zimmerman, the president and CEO of Six Flags, announced his departure after a disappointing second-quarter earnings report, which showed steep attendance and revenue losses. Zimmerman, who will step down at the end of the year, was president and CEO of Sandusky-based Cedar Fair, which merged with Six Flags last year. The merger, it’s safe to say, has been a major disappointment to investors. Since July 2024, when the merger was completed, the company’s stock price has dropped more than 64% to $20.55 as of noon Friday. Bassoul, who also will step down at the end of 2025, said in a statement that leading the Six Flags board through this period of transition has been rewarding. “Together, we built a stronger, more innovative company – one that successfully completed the industry’s largest merger, expanded its growth opportunities, and refined the guest experience through technology and creativity,” he said. Bassoul will continue to work for the company as a consultant next year to help with Six Flags Qiddiya City in Saudi Arabia, the company’s first park outside North America, which is expected to open later this year. Also on Friday, Six Flags announced that long-time board member Daniel J. Hanrahan will step down at the end of the year. Replacing Bassoul as non-executive chair of the board will be Marilyn Spiegel, a board member since 2023 and a long-time leader in the hospitality and gaming industry. Spiegel is the former president of Wynn Las Vegas and also served as president of several Harrah’s Entertainment properties in Las Vegas, including Bally’s, Paris Las Vegas and Planet Hollywood. In a statement, Spiegel said the board is “focused on delivering exceptional guest experiences and operating parks as efficiently as possible.” She also noted that the process to replace Zimmerman “is underway and we are excited for Six Flags to achieve its full potential in the years ahead.”

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10/10/2025

Dye & Durham Stock Hits Record Low After Credit Agency Downgrades

Toronto Globe and Mail (10/10/25) Silcoff, Sean

Dye & Durham Ltd. (DYNDF) stock hit an all-time low Friday after S&P Global Ratings and Moody’s Ratings cut their credit ratings on the real estate software company, citing its high debt, rising costs and weak earnings in a subdued Canadian residential housing market. Both agencies also flagged concerns about Toronto-based D&D’s continuing leadership and governance issues following consecutive costly shareholder activist campaigns. “Governance is a key driver of the rating action, which is influenced by management turnover, ongoing shareholder activism, delayed filing of fiscal 2025 financial statements” plus an investigation by the Competition Bureau into alleged anti-competitive behavior, Moody’s said Thursday as it cut D&D’s rating by a notch, to B3 from B2. Moody’s increased its “probability of default” rating and downgraded D&D’s liquidity rating, meaning it believes the company has adequate liquidity but depends upon external financing or possible debt relief. “Ongoing distractions to the board and management have limited the company’s ability” to win clients, expand earnings and reduce debt, Moody’s said. The stock closed at a record low of $6.72 on Friday, down 8.6% on the day, and 70% off its one-year high from last December. The company went public at $7.50 a share in July 2020, and peaked above $50 in early 2021. S&P cut its rating to B- from B after D&D’s debt-to-operating-earnings ratio worsened to 7.6-times in March. It blamed D&D’s lower earnings on scant revenue growth and higher costs, which included separation pay to former chief executive officer Matt Proud and proxy-related costs due to the activist campaign that led to the board’s replacement last year. S&P said that even when D&D completes a just-announced sale of a British business for $146-million and pays down debt with the proceeds, its ability to deleverage will be uncertain. D&D enacted a poison pill Wednesday to prevent a “creeping” takeover after Mr. Proud offered to buy the company for $10.25 a share in a deal backed by his brother, ex-chairman Tyler Proud, and past director Ronnie Wahi. Matt Proud left last December in the latter stages of a campaign led by Engine Capital LP to overhaul the board – only to then launch his own activist campaign. D&D agreed in July to appoint a nominee of Mr. Proud’s to the board and launch a strategic review. Tyler Proud and Mr. Wahi have also called for board changes. In an interview, Matt Proud blamed the new regime for the rating cuts, noting D&D has had several CEOs and chief financial officers. “There has been a lot of mismanagement,” he said. “You’re watching earnings implode, which puts the company in a very precarious situation. “The company was in much better shape a year ago,” he added. “They’re not doing the blocking and tackling. They’re spending a lot and not getting return on their investment.” But David Barr, CEO of PenderFund Capital Management, blamed the downgrades on how D&D was managed under Mr. Proud, including a debt-fueled acquisition spree and aggressive price hikes that angered customers. He cited the real estate market slowdown, which reduced demand for D&D’s software used to process deals, and blamed its delay in filing annual financial statements on the former regime for not writing down goodwill “when it should have.” D&D spokeswoman Amy Freedman said the company, now led by George Tsivin, “is focused on addressing a plethora of legacy issues,” product innovation and “charting a clear path to responsible deleveraging.” D&D had faced mounting criticisms from shareholders, including PenderFund, about its management, governance and deal-making even before Engine’s campaign, which resulted in Mr. Proud’s departure and the board overhaul. Mr. Barr said a downgrade “is never good but the new regime is doing the right things to fix the balance sheet.”

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