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KFC switches from Pepsi to Coca‑Cola after 40 years — full US rollout in 2027
KFC will replace Pepsi with Coca‑Cola across U.S. restaurants starting 2027 to regain customers and expand its beverage menu; PepsiCo faces pressure as Coca‑Cola gains fast‑food market share.
Editorial companion
What stands out
The clip shows KFC’s decision to drop PepsiCo and sign with Coca‑Cola for U.S. restaurants beginning in 2027, a move that ends a 40‑year supply relationship and expands KFC’s drink lineup. The concrete details, timing (start in 2027, full rollout by the end of Q1) and the strategic rationale (win back customers from Chick‑fil‑A and Popeyes), make this more than a marketing swap: it shifts a major distribution channel that affects two beverage giants’ sales and competitive positioning in fast food.
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Bullish Gator Snapshot
Current ratings and signals
Coca-Cola Company (The) (KO)
Bullish
KO rates Bullish overall. The fundamental read is bullish: the company passes 6 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 5.47); revenue is growing about 3.7% per year; net income is growing about 11.6% per year. The technical picture is bullish: price is 14.7% above the 200-day moving average; 4.3% above the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is bullish (composite 78/100), based on 7 news articles and 1 qualified video from recent coverage.
PepsiCo (PEP)
Neutral
PEP rates Neutral overall. The fundamental read is neutral: the company passes 5 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 3.40); revenue is growing about 2.9% per year; net income is declining about 2.2% per year. The technical picture is neutral: price is 5.6% below the 200-day moving average; 1.6% above the 50-day; the 50/200 relationship is in a Death cross. Sentiment is bearish (composite 28/100), based on 8 news articles and 5 TV segments from recent coverage.