XNAS · Consumer Staples · Beverages - Non-Alcoholic
PepsiCo is a global leader in snacks and beverages, owning well-known household brands including Pepsi, Mountain Dew, Gatorade, Lay's, Cheetos, and Doritos, among others. The company dominates the global savory snacks market and also ranks as the second-largest beverage provider in the world (behind Coca-Cola) with diversified exposure to carbonated soft drinks, or CSD, as well as water, sports, and energy drink offerings. Convenience foods account for approximately 58% of its total revenue, with beverages making up the rest. Pepsi owns the bulk of its manufacturing and distribution capacity in the US, but uses bottlers overseas for beverages. International markets made up 41% of total sales and 46% of operating profits before corporate expenses in 2025.
PepsiCo delivered a solid top-line beat with **$24.2B** revenue, but EPS of **$2.20** narrowly missed, suggesting margin pressure is still capping earnings quality in staples. Management’s **2%-4%** revenue and **4%-6%** core EPS growth outlook implies steady but unspectacular execution.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-09 | Q2 2026 | 2.21 | 2.20 | -0.45% | $24.18B | ❌ Miss | +0.70% | +1.14% | — |
| 2026-04-16 | Q1 2026 | 1.55 | 1.61 | +3.87% | $19.44B | ✅ Beat | +0.10% | -1.69% | -5.85% |
| 2026-02-03 |
| Q4 2025 |
| 2.24 |
| 2.26 |
| +0.89% |
| $29.34B |
| ✅ Beat |
| -0.98% |
| +2.53% |
| -1.32% |
| 2025-10-09 | Q3 2025 | 2.26 | 2.29 | +1.33% | $23.94B | ✅ Beat | — | — | — |
| 2025-07-17 | Q2 2025 | 2.03 | 2.12 | +4.43% | $22.73B | ✅ Beat | — | — | — |
| 2025-04-24 | Q1 2025 | 1.49 | 1.48 | -0.67% | $17.92B | ❌ Miss | — | — | — |
| 2025-02-04 | Q4 2024 | 1.94 | 1.96 | +1.03% | $27.78B | ✅ Beat | — | — | — |
| 2024-10-08 | Q3 2024 | 2.29 | 2.31 | +0.87% | $23.32B | ✅ Beat | — | — | — |
Showing last 8 quarters.