Peltz has amassed a big position in Pepsi and a big position in Mondelez (MDLZ, Financial).
He thinks Pepsi has two different businesses. One is a cash business and the other is a growth business.
Peltz has a plan where Pepsi buys Mondelez and then does a spin-off of the beverage business.
He walks through the details in the interview below:
He thinks Pepsi has two different businesses. One is a cash business and the other is a growth business.
Peltz has a plan where Pepsi buys Mondelez and then does a spin-off of the beverage business.
He walks through the details in the interview below:
