# PepsiCo is seeing early signs of a turnaround as price cuts, smaller packaging and healthier product changes help stabilize snack demand.

*business · news · 2026-04-16 · Bnn Bloomberg*

## Key points

- PepsiCo's North American food sales and volumes have finally increased after years of decline.
- Taiwan Semiconductor raised earnings guidance after a 58% profit jump, reinforcing strong AI chip demand.
- Freight market indicators, like tighter trucking capacity, suggest a recovery in goods demand after a freight recession.
- Canadian retail REITs with grocery-anchored assets are quietly gaining investor momentum and outperforming housing.

**Companies:** PepsiCo, Taiwan Semiconductor, JB Hunt Transport, Brompton Group
**Countries:** Canada, Taiwan, United States

[Read the full story on Bnn Bloomberg](https://www.bnnbloomberg.ca/investing/market-outlook/2026/04/16/market-outlook-pepsico-rebound-builds-as-tsmc-rides-ai-surge/)

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