When PepsiCo frames Doritos price cuts as a "victory," smart investors should hear alarm bells. Here's a company with 8.8% net margins forced to sacrifice profitability just to keep products moving off shelves — that's not strategic positioning, that's desperation. This isn't just PepsiCo's problem. The entire consumer sector is staring down a pricing power collapse. $KO's fat net margins make it an even juicier target for the same pressure cooker.

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