Evening links — October 15, 2026

KFC is finally breaking a 40-year habit: its U.S. restaurants will swap Pepsi for Coke by the end of March 2027, ditching the drinks supplier that once owned the chain. [Amelia Lucas]

ThredUp’s CEO was surprised by its AI costs and “didn’t care at all,” betting that future productivity gains will justify today’s bill. [Dani James]

Universal Music’s €250 million-a-year savings drive is thinning the executive ranks: Def Jam boss Tunji Balogun is among the departures, with the cost-cutting program due to run through 2027. [Tim Ingham]