PepsiCo plans to roll out 100 of the heavy-duty Tesla Semis it reserved in 2023, when it will start making deliveries to customers like Walmart and Kroger , the soda maker's top supply chain official told Reuters on Friday.
PepsiCo’s plans to use the Semis have been reported, but O’Connell provided new details on how the company is using them and its timeline for deploying them.
"Dragging a trailer full of chips around is not the most intense, tough ask," said Oliver Dixon, senior analyst at consultancy Guidehouse. PepsiCo declined to share details on the price of the trucks, a figure that Tesla has kept quiet. Competing vehicles sell for $230,000 to $240,000, said Mark Barrott of consulting firm Plante Moran. He added that the 500-mile range Tesla Semi could be priced higher because its 1,000-kilowatt-hour battery pack is about twice the size of many of its rivals.
The company is targeting rolling out the Semis in the central U.S. next, then the East Coast, O'Connell said.
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