How Investors May Respond To Yum! Brands (YUM) KFC Soda Switch

yf_tkr_PEP · 2026-10-22

$YUM $PEP

KFC, part of Yum! Brands, plans to end its long running PepsiCo beverage relationship. Mountain Dew Sweet Lightning will leave U.S. restaurants after December 31, 2026, as the chain moves to a Coca-Cola lineup that is expected to be fully available by spring 2027. The shift from PepsiCo to Coca-Cola reshapes a core part of KFC’s customer offering, with implications for fountain mix choices, marketing partnerships, and future menu development across Yum! Brands’ largest chicken concept. We...

Sector coverage: Consumer Cyclical · Restaurants · Consumer Defensive · Beverages - Non-Alcoholic

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