Summary
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PepsiCo has disclosed it is running 35 autonomous trucks in real commercial service on public highways and surface streets in Arizona and Texas, moving product between bottling plants, warehouses, and Walmart and Dollar General stores. The deployment makes PepsiCo the first major CPG company to publicly confirm large-scale driverless trucking operations, going beyond pilot programs to active commercial revenue lanes. The autonomous fleet is operated in partnership with technology providers and is integrated into existing transportation planning systems. The development accelerates Wall Street interest in autonomous freight economics and validates the Sunbelt-to-Sunbelt hub-to-store model as commercially viable at scale.