Shera Avi-Yonah

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197 appearances 4 recordings 1 series first heard May 2026 last heard 13 Aug

Shera Avi-Yonah’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 4 in all, peaking in Aug 2026 with 2.

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The Intelligence from The Economist · Duo’s lingo: what to watch for in Trump-Xi summit · 13 May 2026 podcast

They've used advertisements, publicity stunts, but today one of those two soft drinks giants has begun to lose its fizz.

So a few years ago, the value of the two rival businesses, Coca-Cola and Pepsi, began to diverge.

Coca-Cola has been doing pretty well, and Pepsi has been struggling.

For a while it even prompted fears that Dr.

Pepper might knock Pepsi off its spot as the US's second largest producer of soft drinks.

So the state of play today is that all of Coca-Cola's brands together account for about 17% of the American soft drink market and Pepsi's just eleven percent.

But if you look at their market value, it tells an even starker story.

So since the start of twenty twenty three, Coca-Cola's market capitalization has risen about twenty percent.

At the same time, Pepsi's has slumped by fifteen percent.

One key thing to understand is that Coke and Pepsi have become quite different businesses from one another.

So in addition to producing drinks, Pepsi actually makes more than half of its revenues from packaged food because it owns Fritoly and sells things like Lay's chips and Quaker oats.

And like many other food companies, in the kind of post-pandemic period, as they experience rising cost of inputs.

They raised prices on many packaged foods well above the average of its competitors, but also above food inflation as a whole, and shoppers in response fled.

Well, there's actually more to it.

So another thing that has really hurt Pepsi is that

As of late, consumers have become very concerned about ultra-processed food in particular.

And more recently, as we've seen a boom in the use of weight loss drugs, that has also been starting to affect both food and soda consumptions.

So we know, for example, that uh Americans who are taking GLP1s seem to reduce their purchases of soft drinks by about 7%.

But

The kind of health-conscious consumer isn't stopping buying soda totally.

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