KFC announced it will replace Pepsi with Coca-Cola at about 3,700 U.S. locations starting January 2027, ending a 40-year partnership with Pepsi. While the financial terms were not disclosed, the move highlights Coca-Cola's growing strength in the restaurant sector, especially as PepsiCo faces challenges in its North American drink business. Coca-Cola has recently regained major accounts like Marriott and is seeing volume and earnings growth, while PepsiCo has lowered its profit outlook amid declining U.S. drink volumes. This switch underscores Coca-Cola's stronger market position heading into its October earnings report, while PepsiCo works to stabilize its U.S. operations.
Coca-Cola's market cap stands at $395.83 billion with a dividend yield of 2.3%, compared to PepsiCo's $174.95 billion market cap and higher dividend yield of 4.61% as of Oct 16, 2026 20:11 WIB. On Pluang, Coca-Cola shares are up 0.85% while PepsiCo shares rose 0.72%, reflecting active trading volumes of 19.6 million and 11.6 million respectively. This data highlights Coca-Cola's larger scale and steady investor interest amid its recent gains in major restaurant partnerships.
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KFC has signed a new beverage partnership with Coca-Cola for its US stores, ending a nearly 40-year relationship with PepsiCo. The switch affects 3,718 US KFC locations and marks a significant change as PepsiCo had been KFC's beverage partner since a...
KFC announced it will replace PepsiCo with Coca-Cola as its beverage supplier in U.S. restaurants by the end of Q1 2027. This marks the first major drink supplier change since Pepsi acquired KFC in 1986. The switch aims to help KFC regain U.S. custom...
KFC U.S. announced a new partnership with The Coca-Cola Company, transitioning its beverage supply to Coca-Cola starting January 2027, with full rollout by spring 2027. This move aims to refresh KFC's menu and beverage offerings, enhance customer exp...
