Nelson Peltz's Trian Fund Management has reportedly spent at least $2B in buying stakes in Pepsi (PEP) and Mondelez (MDLZ), prompting fevered speculation as to what the activist investor is up to. One theory is that Peltz will push a merger of the companies, another is that he'll press Pepsi to break up, or that he'll just sit there and do nothing.
Nelson Peltz's Trian Fund Management has reportedly spent at least $2B in buying stakes in Pepsi...
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