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The Pepsi Challenge
In this episode of Communication Breakdown, Steve Dowling and Craig Carroll dissect activist investor Elliott Management’s $4 billion stake in PepsiCo — and the rival business plan they rolled out to reframe the company’s strategy. The hosts analyze how activists weaponize contradictions, use timing to hijack the news cycle, and tell Pepsi’s story better than Pepsi itself. They also look at Harvard’s restraint in the face of a legal victory over the Trump administration, and the reputational freefall of a Polish CEO who sparked global outrage by snatching a souvenir hat from a child at the US…
The skinny
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