Who supplies PepsiCo, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever PepsiCo files 8-Ks, announces contracts, or beats guidance.
14 companies with a disclosed relationship to PepsiCo · 2 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Retail Channel (4) | ||||||||||
| AMZN | E-commerce distribution | channel | - | - | - | - | - | 8 | 15% exp77 | |
| WMT | Largest retail customer | channel | - | - | - | - | - | 8 | 15% exp77 | |
| TGT | Retail distribution | channel | - | - | - | - | - | 7 | 15% exp77 | |
| KR | Grocery distribution | channel | - | - | - | - | - | 2 | 15% exp77 | |
| Packaging (3) | ||||||||||
| BALL | Aluminum cans | supplier | - | - | - | - | - | 14 | 25% exp82 | |
| AMCR | Flexible packaging | supplier | - | - | - | - | - | 10 | 25% exp82 | |
| CCK | Beverage cans | supplier | - | - | - | - | - | 5 | 25% exp82 | |
| Agriculture (1) | ||||||||||
| ADM | Agricultural inputs | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Foodservice (1) | ||||||||||
| YUM | Fountain contracts | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (5) | ||||||||||
| KDP | Beverages | competitor | - | - | - | - | - | 48 | 20% exp79 | |
| GIS | Packaged food | competitor | - | - | - | - | - | 45 | 20% exp79 | |
| KO | Beverages | competitor | - | - | - | - | - | 39 | 20% exp79 | |
| CELH | Energy drinks | competitor | - | - | - | - | - | 35 | 20% exp79 | |
| MDLZ | Snacks | competitor | - | - | - | - | - | 24 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.