🏢 Company

PepsiCo

📍 Purchase, New York
2 stories · First covered Jul 1, 2026 · Latest Jul 4
PepsiCo Coverage
Marriott Just Dumped Pepsi After 34 Years. Every Owner's Beverage P&L Is About to Move.

Marriott Just Dumped Pepsi After 34 Years. Every Owner's Beverage P&L Is About to Move.

Marriott's new global Coca-Cola deal across nearly 10,000 properties isn't a beverage swap... it's a procurement reset that will ripple through every owner's F&B line items, vendor contracts, and rebate structures in ways the press release conveniently doesn't quantify.

Marriott Just Dumped Pepsi After 34 Years. Your Bar Program Is About to Get Complicated.

Marriott Just Dumped Pepsi After 34 Years. Your Bar Program Is About to Get Complicated.

Coca-Cola replaces PepsiCo as Marriott's global beverage partner across 10,000 properties, ending a relationship that predates most GMs' careers. The press release talks about "guest preference" and "economic benefits for owners," but nobody's talking about what happens in the next 90 days at property level.