分析师表示，肯德基决定在美国餐厅将百事可乐换成可口可乐的决定可能会引发人们对百事公司其他长期食品服务合作伙伴关系的质疑，尽管他们预计财务影响将是可以控制的。
KFC's decision to switch from Pepsi sodas to Coca-Cola at its US restaurants could raise questions about PepsiCo's other longstanding food service partnerships, analysts said, even as they expect the financial hit to be manageable.
肯德基的流失正值百事公司在北美面临需求疲软和成本上升的挑战之际，该地区的增长和利润率复苏进展比预期更慢，促使公司加深成本削减力度。
The loss of KFC comes as PepsiCo grapples with sluggish demand and higher costs in North America, where a recovery in growth and margins is taking longer than expected and has prompted the company to deepen cost cuts.
美国银行分析师估计，失去肯德基账户代表约5亿美元的年度销售额，相当于百事饮料北美地区浓缩液销售额大约3%的损失，同时将使可口可乐的北美销售额提升约2.5%。杰富瑞证券表示，百事公司更大的担忧是“品牌互动和公众形象的损失”，而非直接的财务影响。“一家长期的百事客户转换引发了人们的质疑：那些历来被视为禁区的其他客户账户是否现在也可能被争夺，”杰富瑞分析师表示。
“投资者认为此举（对百事公司而言）更像是自然秩序的一部分——（一个品牌）重新确立自身，而非一次毁灭性的商业损失，”独立创意机构Joint的创始人兼合伙人理查德·埃克森说道。
BofA analysts estimate the loss of the KFC account represents about $500 million in annual sales, equivalent to roughly a 3% hit to Pepsi Beverages North America's concentrate sales, while boosting Coca-Cola's North America sales by about 2.5% Brokerage Jefferies says the bigger concern for PepsiCo is the "loss of brand interaction and public perception" rather than the immediate financial impact "A longstanding Pepsi customer switching raises questions whether other accounts that have been historically off-limits are now up for grabs," Jefferies analysts said "Investors see this (move) less as a seismic commercial loss for PepsiCo and more as the natural order of... (a brand) reasserting itself," says Richard Exon, founder and partner at Joint, an independent creative agency