PepsiCo (PEP) — What Changed
Material changes in the AI committee's view · 11 events tracked · Detected nightly
2026-08-01 MAJOR
▼ Agreement ShiftPEP's Committee agreement moved from 71.40% to 42.90% (-28.50pp, 1 day(s) apart).
71.40 → 42.90 (-28.5)
2026-08-01 MINOR
▼ Score ChangePEP's Committee score moved from 56.62 to 56.00 (-0.62, 1 day(s) apart).
56.62 → 56.00 (-0.6)
2026-08-01 MATERIAL
— Conviction ChangePEP's Committee conviction moved from moderate to contested (1 day(s) apart).
moderate → contested
2026-07-31 MATERIAL
▲ Agreement ShiftPEP's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).
57.10 → 71.40 (+14.3)
2026-07-31 MINOR
▼ Score ChangePEP's Committee score moved from 58.31 to 56.62 (-1.69, 1 day(s) apart).
58.31 → 56.62 (-1.7)
2026-07-31 MATERIAL
— Conviction ChangePEP's Committee conviction moved from contested to moderate (1 day(s) apart).
contested → moderate
2026-07-30 MATERIAL
▲ Agreement ShiftPEP's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).
42.90 → 57.10 (+14.2)
2026-07-30 MINOR
▲ Score ChangePEP's Committee score moved from 54.58 to 58.31 (+3.73, 1 day(s) apart).
54.58 → 58.31 (+3.7)
2026-07-28 MINOR
▲ Score ChangePEP's Committee score moved from 54.32 to 54.58 (+0.26, 1 day(s) apart).
54.32 → 54.58 (+0.3)
2026-07-24 MINOR
▲ Score ChangePEP's Committee score moved from 52.58 to 52.89 (+0.31, 1 day(s) apart).
52.58 → 52.89 (+0.3)
2026-07-18 MINOR
▼ Score ChangePEP's Committee score moved from 54.01 to 51.96 (-2.05, 1 day(s) apart).
54.01 → 51.96 (-2.0)
How Change Detection Works
Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →