November 10, 2026

Kraft Heinz is scaling back cream cheese discounts, while PepsiCo is cutting about 1,000 jobs after North American beverage volume fell 2%. With Democrats preparing to scrutinize price hikes, can you back every pricing change with numbers?

GLP-1 Drugs Reshape Eating Behavior Across the Entire Food Market

• Among consumers who have acted on weight concerns, only 9% used medication; most exercised (64%) or cut calories (46%).
• Smaller portions raise demand for protein, fiber, and micronutrient density per serving.
• Mid-market brands face the most pressure and should lead with attributes rather than GLP-1 references.

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Democratic Congress Prepares Investigations Into Food Price Hikes

• Democrats, now controlling both chambers, plan to probe sector-wide pricing and cost increases tied to tariffs, supply chains, and geopolitics.
• Companies should prepare for document requests on pricing, margins, and tariff-related contacts with the administration; subpoenas are possible.
• Investigations could lead to new laws, though overriding a presidential veto takes two-thirds of each chamber; scrutiny alone can change corporate behavior.

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PepsiCo Cuts 1,000 North American Jobs Amid Lagging Home-Market Sales

• PepsiCo will cut about 1,000 North American jobs to streamline operations and connect teams.
• Third-quarter North American beverage volume fell 2%, while food volume was flat.
• PepsiCo cut its full-year earnings outlook in October, and its CFO said the turnaround is taking longer than expected.

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Kraft Heinz Turnaround Spending Delivers Mixed Early Returns

• Kraft Heinz raised turnaround investment to $700 million across marketing, personnel, and R&D.
• Mac and cheese liquids showed encouraging early results, while cream cheese price cuts underperformed and part of that investment is being pulled back.
• Revenue gaining or holding share improved from 21% in 2025 to 31% year to date.

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WHO Draft Targets Added Colors and Sweeteners, Drawing Industry Pushback

• WHO draft guidance for the first time includes added colors, flavors, and sweeteners designed to make products more appealing.
• The model could guide warning labels or taxes on foods to be consumed in moderation.
• Industry warns it may undermine reformulation and raise costs; consultation runs until November 27.

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