2026년 2월 6일 · Unknown · financial · 출처 Yahoo Finance
PepsiCo chairman and CEO Ramon Laguarta sits down with Yahoo Finance Executive Editor Brian Sozz to address how the snack company is adapting to rapid consumer adoption of GLP-1 weight-loss drugs.
Also be sure to watch Yahoo Finance's full interview with Ramon Laguarta.
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Video Transcript
00:00 Speaker A
You seem to be tackling these GLP-1 issues. You and I have talked about this in the past before, but this is really the first quarter that you hopped on this earnings call, so this is how we're addressing GLP-1s. Take us through where you are testing this and does it go beyond just uh putting out more single-serve packs and portion control.
00:23 Speaker B
Yeah, it it is a uh I mean the the way we're thinking about this is we assume that uh consumers will sequentially adopt more GLP uh medication in their lives and either for real medical reasons or lifestyle reasons. And and obviously, this is creates an opportunity for us, an opportunity, but it could be also a threat if we don't react. So, we're we're we're leaning into action, we're leaning into, as you said, portion control for parts of the portfolio. We see that consumers are uh continuing to be engaged in our categories, but in the smaller portions. They don't want to eat too much. They want their favorites at at smaller portion. That is a key strategic bet for us, multipacks, uh assortment and and and getting the right the right price point.
01:21 Speaker B
Now, there are many more things, right? There is there is uh hydration and I talk about hydration, consumers need functional hydration, they want uh to drink more, their body needs more liquids. I think we have tremendous platforms like Gatorade and Propel and and and we're we're leaning into those platforms to provide even more uh uh uh bespoke solutions for GLP consumers. We know that consumers want more fiber because of the digestive uh uh, you know, uh not problems but but they need they need more help with digestion. So, we're providing whole grains, we're providing more fiber, not only in uh in our food business, but also in our beverage business. We're we're leaning in with prebiotics, obviously, as you put there with Pepsi prebiotics and Poppy. So, we're we're providing holistic solutions.
02:26 Speaker B
Protein being one clear category where there where there's an increasing consumption and we're we're also providing uh uh you know, with the relaunch of muscle milk, but also in the snack business with Quaker, we're providing uh more a higher protein solution. So, it is a holistic response. We're approaching it as an opportunity for the company, but also with a sense of urgency that we need to adapt the portfolio to capture this opportunity ahead of other competitors that will also be leaning into those same spaces.
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