# If PepsiCo moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/pepsico · Facet: ripple · Updated: 2026-09-24T12:56:02.024646+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, PepsiCo is directly linked to 13 companies (7 supply, 6 revenue relationships) and reaches 20 companies within two hops; the links are backed by 20 dated sources, 3 of them primary filings (as of 2026-09-24).

PepsiCo operates across Global snacks and beverages giant (Frito-Lay, Pepsi), a dividend-aristocrat defensive with no AI exposure. It remained weak at -1.8% in 2025 and -2.2% in 2026. Demand side (avg -4.5%), the stock (-2.2%) and supply side (avg -1.6%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Costco Wholesale (+6.7%) and the furthest behind is E-mart Inc. (-17.1%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It is a defensive consumer name placed alongside Coca-Cola.

## Demand chain (leading)
- T1 Costco Wholesale (https://valuechain.wiki/costco.md)
- T1 Walmart Inc (https://valuechain.wiki/walmart.md)
- T2 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T1 E-mart Inc. (https://valuechain.wiki/emart.md)
- T1 Sysco Corporation (https://valuechain.wiki/sysco.md)
- T1 Dollar General Corporation (https://valuechain.wiki/dollar-general.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)
- T2 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 Domino's (https://valuechain.wiki/dominos.md)
- T1 Casey's (https://valuechain.wiki/caseys.md)

## Supply chain (benefiting)
- T1 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T2 Amazon (https://valuechain.wiki/amazon.md)
- T3 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Seagate Technology (https://valuechain.wiki/seagate.md)
- T3 Credo Technology (https://valuechain.wiki/credo.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T3 SanDisk (https://valuechain.wiki/sandisk.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T3 IonQ (https://valuechain.wiki/ionq.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T3 D-Wave Quantum (https://valuechain.wiki/d-wave.md)
- T3 Eaton (https://valuechain.wiki/eaton.md)
- T3 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T3 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 Vistra (https://valuechain.wiki/vistra.md)
- T3 Quantum Computing Inc (https://valuechain.wiki/qubt.md)
- T3 Talen Energy (https://valuechain.wiki/talen-energy.md)
- T3 Ciena (https://valuechain.wiki/ciena.md)
- T3 Corning (https://valuechain.wiki/corning.md)
- T3 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T3 Globalstar (https://valuechain.wiki/globalstar.md)
- T3 Cummins (https://valuechain.wiki/cummins.md)
- T3 ABB (https://valuechain.wiki/abb.md)
- T3 Caterpillar (https://valuechain.wiki/caterpillar.md)
- T3 Celestica (https://valuechain.wiki/celestica.md)
- T3 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T3 Nike (https://valuechain.wiki/nike.md)
- T3 Amorepacific (https://valuechain.wiki/amorepacific.md)
- T3 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T3 ArianeGroup (https://valuechain.wiki/arianegroup.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T3 Jabil (https://valuechain.wiki/jabil.md)
- T3 Exelon (https://valuechain.wiki/exelon.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T3 United Parcel Service, Inc. (https://valuechain.wiki/united-parcel-service.md)
- T3 FedEx (https://valuechain.wiki/fedex.md)
- T3 Colgate-Palmolive Company (https://valuechain.wiki/colgate-palmolive.md)
- T3 Norfolk Southern (https://valuechain.wiki/norfolk-southern.md)
- T3 Occidental Petroleum (https://valuechain.wiki/occidental-petroleum.md)
- T3 Entergy (https://valuechain.wiki/entergy.md)
- T3 The Estée Lauder Companies Inc. (https://valuechain.wiki/est-e-lauder-companies.md)
- T3 Ameren Corporation (https://valuechain.wiki/ameren.md)
- T3 Church & Dwight Co., Inc. (https://valuechain.wiki/church-dwight.md)
- T3 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T2 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Intel (https://valuechain.wiki/intel.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 TeraWulf (https://valuechain.wiki/terawulf.md)
- T3 NextEra Energy (https://valuechain.wiki/nextera-energy.md)
- T3 Berkshire Hathaway (https://valuechain.wiki/berkshire-hathaway.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 Flex Ltd. (https://valuechain.wiki/flex-ltd.md)
- T3 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Duke Energy Corporation (https://valuechain.wiki/duke-energy.md)
- T3 Xcel Energy (https://valuechain.wiki/xcel-energy.md)
- T3 Fox Corporation (https://valuechain.wiki/fox.md)
- T1 Archer-Daniels-Midland Company (https://valuechain.wiki/archer-daniels-midland.md)
- T1 Keurig Dr Pepper Inc. (https://valuechain.wiki/keurig-dr-pepper.md)
- T2 McDonald's (https://valuechain.wiki/mcdonalds.md)
- T3 The Coca-Cola Company (https://valuechain.wiki/coca-cola.md)
- T3 Ecolab Inc. (https://valuechain.wiki/ecolab.md)
- T3 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T1 The Kroger Co. (https://valuechain.wiki/kroger.md)
- T2 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 Chipotle Mexican Grill (https://valuechain.wiki/chipotle-mexican-grill.md)
- T3 Dollar General Corporation (https://valuechain.wiki/dollar-general.md)
- T3 Casey's (https://valuechain.wiki/caseys.md)
- T3 Dollar Tree, Inc. (https://valuechain.wiki/dollar-tree.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Kia (https://valuechain.wiki/kia.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 Aurora Innovation (https://valuechain.wiki/aurora.md)
- T3 Darden Restaurants (https://valuechain.wiki/darden-restaurants.md)
- T1 Bunge Global SA (https://valuechain.wiki/bunge-global.md)
- T2 Evergy (https://valuechain.wiki/evergy.md)
- T1 Smurfit Westrock plc (https://valuechain.wiki/smurfit-westrock.md)
- T1 LyondellBasell Industries N.V. (https://valuechain.wiki/lyondellbasell.md)

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Full node: https://valuechain.wiki/pepsico.md · JSON: https://valuechain.wiki/pepsico.json