PEP · Consumer
PEPSICO INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window
News · 2026-11-08
- Guidance / OutlookImportance 43 · Surprise 48A third-party report says PepsiCo lowered its 2026 EPS growth outlook. The report attributes the change to margin pressures in North America. It does not provide the revised outlook or quantify the expected impact.
News · 2026-11-07
- Market Demand TrendsImportance 20 · Surprise 24The article reports weak domestic growth and customer losses, indicating demand and customer-retention challenges in PepsiCo’s home market. It contrasts those challenges with strong international sales. The report does…
- Capital Return ProgramImportance 13 · Surprise 6The article reports PepsiCo’s forward dividend yield at 4.1% and says the company has increased payouts for 54 consecutive years. It estimates that about 85 shares, costing just over $12,000, would generate $500 in…
News · 2026-11-06
- KFC Beverage Partnership RenewalImportance 34 · Surprise 42PepsiCo renewed its beverage partnership with KFC across eight international markets: the UK, India, Australia, Germany, France, Spain, the Netherlands and Belgium. The renewal follows KFC’s decision to switch its U.S.…
- Customer DynamicsImportance null · Surprise nullPepsiCo renewed its beverage partnership with KFC across eight international markets: Australia, India, Spain, Germany, France, the Netherlands, Belgium and the UK. The renewal follows KFC’s decision to switch its U.S.…
- Acquisition / Partnership / DivestitureImportance null · Surprise nullPepsiCo renewed its beverage partnership with KFC across eight international markets: Australia, India, Spain, Germany, France, the Netherlands, Belgium, and the United Kingdom. The renewal follows KFC’s decision to…
News · 2026-11-05
- Guidance / OutlookImportance 62 · Surprise 68PepsiCo lowered its fiscal 2026 core constant-currency EPS growth outlook to 1–2%, from the prior low-end expectation of 4–6%. Core EPS growth guidance fell to 2.5–3.5%, from the previously indicated low end of 5–7%.…
- Revenue Performance and MixImportance 31 · Surprise 32PepsiCo’s Europe, Middle East, and Africa segment recorded significant organic revenue increases in fiscal Q3 2026, while North American sales growth slowed. International operations accounted for 45% of PepsiCo’s…
- Operating Margin DriversImportance 20 · Surprise 24Third-quarter reporting described weaker North American profitability as a continuing pressure on PepsiCo’s earnings outlook. Rising input costs and the expiration of hedges were reported as potential challenges to…
- Geographic Market CommentaryImportance 20 · Surprise 24PepsiCo’s recent growth was driven largely by international business, particularly its Europe, Middle East and Africa segment, which reported significant organic revenue increases in fiscal Q3 2026. North American…
News · 2026-11-04
- Acquisitions / Divestitures (PBNA & Poppi)Importance 59 · Surprise 82PepsiCo reduced Poppi’s earnout valuation from $278 million to $12 million, a decline of $266 million. The report links the reassessment to questions about Poppi’s growth prospects in the prebiotic soda category,…
- India Energy Drink RegulationImportance 47 · Surprise 60India's food regulator has accused PepsiCo and Monster Beverage of misleading consumers by marketing high-caffeine beverages as “energy drinks.” The allegations are detailed in court filings reviewed by Reuters. The…
- KFC Beverage Partnership LossImportance 40 · Surprise 42KFC will switch from PepsiCo to Coca-Cola in its U.S. restaurants beginning in 2027. The report describes the deal as having a significant financial impact for PepsiCo but gives no dollar estimate. It says future…
- Revenue Performance and MixImportance 20 · Surprise 24In the third quarter of 2026, PepsiCo Foods North America recorded sequential improvement in organic revenue and volume trends. The improvement was supported by volume share gains across U.S. savory and salty snacks.…
- Market Demand TrendsImportance 20 · Surprise 24PepsiCo Foods North America is using portion-controlled packs, diversified offerings and targeted investment to improve affordability and stimulate demand. In the third quarter of 2026, the segment recorded sequential…
- Product Launch and TransitionImportance 18 · Surprise 24The prebiotic soda category has reached $1.3 billion in sales, but the report questions whether consumer interest is broadening beyond gut health toward other functions and distinctive flavors. Beverage brands are…
- Customer DynamicsImportance null · Surprise nullKFC will switch from PepsiCo to Coca-Cola in its U.S. restaurants beginning in 2027, ending a significant beverage account for PepsiCo. The report says the change highlights how future pouring-rights agreements may…
News · 2026-11-03
- Customer DynamicsImportance 34 · Surprise 42PepsiCo renewed and expanded its long-term beverage partnership with Taco Bell across U.S. and international markets. PepsiCo remains Taco Bell’s exclusive beverage partner, and the agreement widens distribution of…
- Product Launch and TransitionImportance 34 · Surprise 42PepsiCo is expanding its portfolio of functional foods and beverages to address consumers’ personalized health and nutrition goals. The company is incorporating more protein and fiber into products such as Doritos and…
- Distribution Channels and PartnershipsImportance 34 · Surprise 42PepsiCo renewed and expanded its long-term beverage partnership with Taco Bell for U.S. and international markets. PepsiCo remains Taco Bell’s exclusive beverage partner under the refreshed agreement. The collaboration…
- Functional Portfolio ExpansionImportance 34 · Surprise 42PepsiCo is broadening its portfolio to address consumers’ personalized health and nutrition goals through functional foods and beverages. It is adding protein and fiber to products such as Doritos and Propel, with…
News · 2026-11-02
- Revenue Performance and MixImportance 20 · Surprise 24PepsiCo reported quarterly revenue of $25.27 billion and EPS of $2.34, exceeding expectations. The digest gives no year-over-year or sequential revenue comparison and does not break revenue down by segment. The report…
News · 2026-11-01
- Guidance / OutlookImportance 60 · Surprise 68Third-party reporting says PepsiCo lowered its 2026 core EPS growth forecast to 1%–2%. The report attributes the lower forecast to margin pressure. It also cites weakness in North America.
- Q3 Revenue Performance and MixImportance 20 · Surprise 24PepsiCo reported Q3 2026 revenue of $25.27 billion, which exceeded expectations. Adjusted EPS was $2.34, also above expectations. PepsiCo lowered its 2026 core EPS growth forecast to 1%–2%, citing margin pressure and…
- North America Demand TrendsImportance 13 · Surprise 12The report cited weakness in North America as a factor behind PepsiCo’s lowered 2026 core EPS growth forecast. It did not provide specific North American demand, volume, or order data. No further market detail was…
News · 2026-10-22
- Revenue Performance and MixImportance 52 · Surprise 42PepsiCo’s North American snacks portfolio includes a multipack business exceeding $3 billion in annual sales. The 100-calorie and 120-calorie snack-pack formats emphasize affordability and portion control. PepsiCo is…
- Market Demand TrendsImportance 44 · Surprise 24PepsiCo is expanding its North American snacks business around affordability, portion control and additional consumption occasions. Its 100-calorie and 120-calorie snack-pack platform exceeds $3 billion, indicating a…
- Distribution Channels and PartnershipsImportance 40 · Surprise 42PepsiCo renewed its beverage partnership with Taco Bell for 11 additional years through 2036. The agreement covers participating Taco Bell, Taco Bell Cantina and Live Más Cafe locations in the United States, plus Taco…
- Customer DynamicsImportance 40 · Surprise 42PepsiCo renewed its beverage partnership with Taco Bell for 11 years through 2036. The agreement covers participating Taco Bell, Taco Bell Cantina and Live Más Cafe locations in the United States, plus Taco Bell…
- Acquisition / Partnership / DivestitureImportance 40 · Surprise 42PepsiCo renewed its beverage partnership with Taco Bell for 11 years, extending the agreement through 2036. The arrangement covers participating Taco Bell, Taco Bell Cantina, and Live Más Cafe locations in the United…
- Manufacturing Footprint OptimizationImportance 35 · Surprise 42PepsiCo is closing its Knoxville, Tennessee bottling plant as it responds to pressure in its North American beverage business. The closure affects more than 120 roles. The facility action is reported alongside…
- Product Launch and TransitionImportance 31 · Surprise 42PepsiCo showcased Pepsi Strawberry Shortcake, Gatorlyte Longer Lasting and Mountain Dew Baja Blast Berry Sol at the 2026 NACS Show. The products target demand for bold flavors and functional benefits, including…
News · 2026-10-21
- Customer DynamicsImportance 40 · Surprise 42Marriott ended its 34-year beverage partnership with PepsiCo and selected Coca-Cola for a new global agreement. The replacement agreement will introduce Coca-Cola’s soft drinks, waters, and sports drinks to nearly…
- Manufacturing Footprint OptimizationImportance 40 · Surprise 42PepsiCo immediately closed its Knoxville, Tennessee, bottling plant, affecting approximately 112–122 employees whose salaries and benefits will end January 1. Sales and delivery staff in the Knoxville area are not…
- KFC Beverage Partnership LossImportance 40 · Surprise 42KFC plans to begin serving Coca-Cola beverages at its U.S. restaurants in January 2027, replacing PepsiCo. The change would remove PepsiCo’s beverage presence from KFC’s U.S. restaurant network and follows the loss of…
- Distribution Channels and PartnershipsImportance 40 · Surprise 42Marriott International ended its 34-year beverage partnership with PepsiCo and selected Coca-Cola for a new global agreement. The replacement will introduce Coca-Cola’s soft drinks, waters, and sports drinks to nearly…
- Headcount / RestructuringImportance 38 · Surprise 42PepsiCo immediately closed its Knoxville, Tennessee, bottling plant and notified 122 employees that their salaries and benefits would end on January 1. A separate report described the closure as affecting 112 layoffs,…
- Product Launch and TransitionImportance 31 · Surprise 42PepsiCo expanded its Good Warrior meat-snack brand into protein bars. The new bars contain 15 grams of protein, up to 7 grams of sugar, and up to 7 grams of fiber, with three flavors offered. The launch targets demand…
News · 2026-10-20
- Competition and Market ShareImportance 42 · Surprise 64PepsiCo’s U.S. soft drink market share has fallen to 8.1%, described as nearly half its level in 2000. The decline highlights sustained competitive pressure from Coca-Cola in carbonated soft drinks. The report also…
- Q3 Revenue Performance and MixImportance 36 · Surprise 14PepsiCo reported third-quarter fiscal 2026 net revenue of $25.27 billion, up 5.6% year over year from $23.94 billion. Organic revenue increased 3.1%, while acquisitions and divestitures contributed 1.7 percentage…
- Manufacturing Footprint OptimizationImportance 31 · Surprise 42PepsiCo closed its Knoxville, Tennessee, bottling plant amid weakness in its soft drinks business. The closure resulted in 112 layoffs, while PepsiCo is retaining sales and delivery operations in the Knoxville market.…
- Product Launch and TransitionImportance 31 · Surprise 42PepsiCo is launching limited-edition banana-flavored products across Brisk and Gatorade beverages and a high-protein Quaker oatmeal product. The company is using consumer listening and R&D capabilities to adapt one…
- Headcount / RestructuringImportance 31 · Surprise 42PepsiCo closed its bottling plant in Knoxville, Tennessee, as part of a turnaround of its underperforming soft-drinks business. The closure resulted in 112 layoffs, while PepsiCo retained sales and delivery operations…
News · 2026-10-19
- Guidance / OutlookImportance 56 · Surprise 68PepsiCo lowered its fiscal 2026 core EPS growth outlook to 2.5%–3.5%. The company cited rising input costs and softer U.S. performance as pressures on margins. The outlook also reflects competitive pressure and…
- Customer DynamicsImportance 40 · Surprise 42KFC U.S. is ending its roughly 40-year beverage partnership with PepsiCo and will switch to Coca-Cola products beginning in January 2027. The transition is expected to reach all approximately 3,700–4,000 U.S. KFC…
- KFC Beverage Partnership LossImportance 40 · Surprise 42KFC U.S. is ending its approximately 40-year beverage partnership with PepsiCo and switching to Coca-Cola products. The transition is expected to begin in January 2027 and be completed across U.S. restaurants by spring…
News · 2026-10-17
- Customer DynamicsImportance 40 · Surprise 42KFC announced that Coca-Cola will replace PepsiCo as its exclusive beverage supplier across thousands of U.S. locations beginning in January 2027. The change ends PepsiCo’s multidecade U.S. fountain partnership with…
News · 2026-10-16
- Customer DynamicsImportance 40 · Surprise 42Yum! Brands’ KFC will replace PepsiCo with Coca-Cola as the exclusive beverage provider at approximately 3,600–3,700 U.S. restaurants beginning in January 2027, with rollout expected by spring. The change ends a nearly…
News · 2026-10-15
- Customer DynamicsImportance 40 · Surprise 42KFC will replace PepsiCo with Coca-Cola as the exclusive beverage provider across its 3,718 U.S. restaurants. The transition is scheduled to begin in January 2027 and is expected to be completed by spring 2027, or the…
- Regulatory RiskImportance 40 · Surprise 42PepsiCo told the Delhi High Court that an ongoing Indian ban on labeling products as "energy drinks" could cause nationwide stock shortages within two months. The restriction affects Sting and Adrenaline Rush, while…
- India Energy Drink SupplyImportance 40 · Surprise 42PepsiCo warned an Indian court that a continued ban on using the “energy drink” label could cause its Sting and Adrenaline Rush products to run out nationwide within two months. The restriction affects PepsiCo products…
- Product Taxes and RegulationsImportance 40 · Surprise 42Indian authorities have barred PepsiCo from using the “energy drink” label and certain ingredient-related claims on its Sting and Adrenaline Rush products. PepsiCo told the Delhi High Court that continued enforcement…
- Distribution Channels and PartnershipsImportance 40 · Surprise 42KFC signed Coca-Cola as the exclusive beverage partner for its 3,718 U.S. restaurants, ending PepsiCo’s nearly four-decade relationship with the chain. The transition is scheduled to begin in January 2027 and is…
News · 2026-10-14
- Acquisitions / Divestitures (PBNA & Poppi)Importance 71 · Surprise 82PepsiCo reduced the earnout value for its Poppi prebiotic soda acquisition to $12 million from an initial $278 million, a $266 million or approximately 95.7% decrease. The reduction indicates Poppi is not meeting its…
News · 2026-10-13
- Acquisitions / Divestitures (PBNA & Poppi)Importance 90 · Surprise 100PepsiCo acquired full ownership of Poppi for $1.9 billion in cash, plus $200 million of contingent consideration valued at the acquisition date. As of September 5, 2026, PepsiCo estimated performance-based Poppi…
- Market Demand TrendsImportance 45 · Surprise 64PepsiCo’s Poppi prebiotic soda brand is reportedly falling short of the growth targets tied to its performance-based payments. The estimated Poppi earnout has declined from $278 million in December and $117 million in…
- Product Launch and TransitionImportance 31 · Surprise 42PepsiCo is repositioning its snack portfolio toward products with added nutritional benefits, simpler ingredients, and smaller portions. Reported examples include protein-packed Doritos and fiber-rich SunChips, which…
News · 2026-10-12
- Product Launch and TransitionImportance 39 · Surprise 50PepsiCo is intensifying efforts to revive its underperforming North American soft-drink business, where beverage volumes declined 2% in the latest quarter. The company plans increased investment behind Mountain Dew and…
- Functional Portfolio ExpansionImportance 26 · Surprise 30PepsiCo is expanding its functional food and beverage portfolio in response to consumer demand for healthier and more nutritious products. Key areas include zero-sugar beverages, functional hydration, protein-rich…
- Macroeconomic Consumer PressureImportance 22 · Surprise 32U.S. consumer sentiment fell to 46.3 in October from 48.1 in September, reaching a five-month low. Households are facing higher costs for gas, fuel, car insurance, cable bills, and medical insurance. Third-party…