Geopolitics Alpha

Pepsi loses more ground in the soda wars, as KFC switches to Coke

Published . Updated .

As more people switch to Coke, some analysts are getting more worried about the state of archrival Pepsi.

Directly affected

  • PPLI People

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
PPLI———————
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

As more people switch to Coke, some analysts are getting more worried about the state of archrival Pepsi.

Source: MarketWatch

Defense

SPY
XLI

How solid the defense case looks

12 out of 100

“Pepsi loses more ground in the soda wars, as KFC switches to Coke” scores 12 out of 100. The score uses 1 sources.