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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Mar Vista's U.S. Quality | PepsiCo, Inc. $PEP• NASDAQ | BeveragesBeverages | Short PEP (PepsiCo, Inc.) The position in PepsiCo was completely liquidated due to structural headwinds facing the carbonated soft drink and snack food businesses, including potential school regulations and GLP-1 drug adoption. The manager believes... | BEAR | View Pitch → |
| Feb 25, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | PepsiCo, Inc. $PEP• NASDAQ | BeveragesBeverages | ACATIS Investment 2025 Q3 (PEP) The activist investor Elliott Management is pushing PepsiCo towards a strategic re-alignment of its business, including re-franchising the filling business and portfolio adjustments, with the aim of significant improvements in internal efficiency and profit margins. These measures signal... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Terry SmithFundsmith Equity Fund | PepsiCo, Inc. $PEP• NASDAQ | BeveragesBeverages | Fundsmith Equity Fund 2025 Q4 (PEP) Brown-Forman and PepsiCo's snack business seem to us to be directly in the crosshairs of the impact of reduced appetites from weight loss drugs. Whether or not... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Brent JacksonRiverPark Large Growth Fund | PepsiCo, Inc. $PEP• NASDAQ | BeveragesBeverages | RiverPark Large Growth 2025 Q2 (PEP) PepsiCo was a modest detractor in Q2, as soft beverage volume and margin pressure led to a weaker-than-expected results. The company reported... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Marc Steinberg & Jesse CohnElliott Management | PepsiCo, Inc. $PEP• NASDAQ | BeveragesBeverages | Elliott Management 2025 Q2 (PEP) PepsiCo is undoubtedly one of the world's great consumer franchises, whose leading scale and iconic brands have propelled it to over 100 years of exceptional performance. Yet, the Company's... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Stephen Yacktman, Jason Subotky, Adam SuesAMG Yacktman Focused Fund | PepsiCo, Inc. $PEP• NASDAQ | BeveragesBeverages | AMG Yacktman Focused Fund 2025 Q2 (PEP) Pepsi was a detractor for the quarter with concerns about tariff impacts to its global beverage and snack businesses. However, Pepsi continues... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.