PEP · Consumer
PEPSICO INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Strategic InitiativesImportance 26 · Surprise 30PepsiCo is using a five-part consumer engagement model centered on scrolling, streaming, searching, shopping and sensing to reach consumers across a fragmented media landscape. The company is emphasizing cultural…
News · 2026-09-22
- Headcount / RestructuringImportance 31 · Surprise 42CB Manufacturing Inc., a PepsiCo subsidiary operating as Pepsi Beverages, will close its Cheverly, Maryland, bottling plant by November 13, 2026. The closure will eliminate 143 jobs. PepsiCo attributed the decision to…
- Manufacturing And CapacityImportance 31 · Surprise 42CB Manufacturing, a PepsiCo subsidiary doing business as Pepsi Beverages, will close its Cheverly, Maryland, bottling plant by November 13. The closure will eliminate 143 jobs and reflects shifting consumer demand and…
- ESG and SustainabilityImportance 31 · Surprise 42PepsiCo is investing in paper bottles as plastic regulations tighten and recycling requirements increase. The initiative is being supported by Pulpex, a packaging technology company co-founded by Diageo, which has…
- Manufacturing Footprint OptimizationImportance 31 · Surprise 42CB Manufacturing Inc., a PepsiCo subsidiary operating as Pepsi Beverages, will close its Cheverly, Maryland, bottling plant by November 13, 2026. The closure will eliminate 143 jobs and is attributed to shifting…
- Product Launch and TransitionImportance 26 · Surprise 30PepsiCo is expanding its zero-sugar beverage portfolio to address changing consumer preferences. The strategy combines product innovation, pricing and broad distribution. The company is positioning zero-sugar drinks as…
- Capital Return ProgramImportance 9 · Surprise 6PepsiCo pays a quarterly dividend of $1.48 per share. The dividend was cited alongside the company's recent earnings and revenue performance. The digest does not provide a new authorization, payment date, or change in…
News · 2026-09-19
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share. The dividend represents a 4.6% annualized yield based on the reported share price. The company also reported quarterly earnings that slightly exceeded analyst…
News · 2026-09-18
- North America Demand TrendsImportance 11 · Surprise 24Third-party analysts cited softer North American demand as a current challenge for PepsiCo. The reports also flagged the potential for GLP-1 weight-loss drugs to reduce demand for snack products. These factors were…
News · 2026-09-17
- Distribution Channels and PartnershipsImportance 31 · Surprise 42PepsiCo became the official beverage provider for The Great Greek Mediterranean Grill, a fast-casual restaurant chain operating nationwide in the United States. The partnership will offer Pepsi, Aquafina, Pure Leaf,…
- Product Launch and TransitionImportance 31 · Surprise 42PepsiCo launched its first corporate brand campaign, “House of Brands.” The campaign highlights PepsiCo’s portfolio beyond Pepsi, including Doritos, Lay’s, Gatorade, and Quaker. The initiative is intended to strengthen…
- AI Marketing TransformationImportance 31 · Surprise 42PepsiCo launched its first corporate brand campaign, called “House of Brands,” on September 17, 2026. The campaign is designed to increase consumer awareness that Doritos, Lay’s, Gatorade, and Quaker are part of…
- Manufacturing Footprint OptimizationImportance 25 · Surprise 42PepsiCo is reportedly scaling back operations at one of its East Coast bottling facilities. The facility action was cited as reinforcing market caution about the company’s operating outlook. The report did not identify…
- North America Demand TrendsImportance 17 · Surprise 24Third-party reporting cited softer demand in North America as a factor behind PepsiCo’s recent yearly share-price low. The reported weakness was discussed alongside rising input costs and margin concerns. The digest…
News · 2026-09-16
- Manufacturing Footprint OptimizationImportance 65 · Surprise 82PepsiCo is closing its Cheverly, Maryland bottling plant and eliminating 98 of 143 positions, affecting fleet, transport, manufacturing, production warehouse, and salaried roles. The closure will end manufacturing…
- Headcount / RestructuringImportance 59 · Surprise 82PepsiCo is closing manufacturing operations at its Cheverly, Maryland, bottling plant and eliminating 143 positions. The reported workforce reduction represents approximately 69% of the facility’s 143 employees,…
- ESG and SustainabilityImportance 43 · Surprise 42PepsiCo has joined Nestlé, Colgate-Palmolive, Mars, Procter & Gamble, and Unilever in the PaperFlex Consortium. Convened by the Ellen MacArthur Foundation, the consortium is pursuing paper-based alternatives to…
News · 2026-09-15
- Headcount / RestructuringImportance 65 · Surprise 82PepsiCo is laying off 98 of 143 employees, or nearly 70% of the workforce, at its Cheverly, Maryland, facility. The September 15, 2026 report said the reductions affect fleet, transport, manufacturing, and warehouse…
- Manufacturing Footprint OptimizationImportance 65 · Surprise 82PepsiCo is laying off 98 of 143 employees at its Cheverly facility, reducing the site workforce by nearly 70%. The affected roles span fleet, transport, manufacturing, and warehouse operations. The scale of the…
News · 2026-09-14
- Product Launch and TransitionImportance 31 · Surprise 42PepsiCo is expanding its ready-to-drink beverage portfolio into the growing “dirty soda” trend with Dirty Mountain Dew and Mug Vanilla Howler. The products are designed to provide the creamy, customized experience…
News · 2026-09-11
- Revenue Performance and MixImportance 36 · Surprise 14PepsiCo reported second-quarter 2026 revenue growth of 6.4% year over year. The reported revenue increase exceeded the 3% materiality threshold relative to the company’s $24,181 million reference revenue. The report…
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share in connection with its reported second-quarter 2026 results. The dividend was cited alongside revenue growth of 6.4% year over year and earnings per share that…
News · 2026-09-10
- Supply Chain OptimizationImportance 17 · Surprise 24PepsiCo hosted its 2026 Global Agro University in Hannover, Germany, bringing together more than 140 growers, suppliers, agronomists, and agriculture experts from over 35 countries. The program focused on practical…
News · 2026-09-09
- Revenue Performance and MixImportance 18 · Surprise 14PepsiCo reported quarterly revenue growth of 6.4% year over year, exceeding the cited expectations. Quarterly earnings also came in above estimates, with reported EPS of $2.20. The same quarterly report announced a…
News · 2026-09-08
- Product Launch and TransitionImportance 31 · Surprise 42PepsiCo is expanding beyond traditional processed snacks into fresh foods such as guacamole, hummus, and gazpacho. The company launched Tostitos guacamole and is bringing the Alvalle gazpacho brand to the United…
News · 2026-09-07
- Operating Margin DriversImportance 15 · Surprise 24PepsiCo's core operating margins were reported to be under pressure in the second quarter. Margin pressure was associated with weak North American volumes, costs from shifting toward fresher food offerings, and ongoing…
News · 2026-09-06
- Revenue Performance and MixImportance 31 · Surprise 6PepsiCo reported quarterly revenue of $24.18 billion and adjusted earnings of $2.20 per share in its latest quarter. International operations provided stronger growth, while North American demand remained soft.…
- Operating Margin DriversImportance 15 · Surprise 24PepsiCo's core operating margins were reported to be under pressure in the second quarter. Margin pressure was associated with weak North American volumes, costs from shifting toward fresher food offerings, and ongoing…
News · 2026-09-04
- Guidance / OutlookImportance 40 · Surprise 42Third-party reporting says PepsiCo reaffirmed its fiscal 2026 guidance. Analysts and commentary indicate that full-year earnings per share could land toward the low end of the range, depending on fourth-quarter…
- Revenue Performance and MixImportance 31 · Surprise 6PepsiCo reported quarterly revenue of $24.18 billion and adjusted earnings of $2.20 per share in its latest quarter. International operations provided stronger growth, while North American demand remained soft.…
- Distribution ChannelsImportance 31 · Surprise 42PepsiCo plans a 21,417-square-foot Frito-Lay distribution warehouse at 565 Aviation Blvd near Charles M. Schulz–Sonoma County Airport in Santa Rosa, California. The facility is expected to employ 38 people and supports…
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share. The dividend implies an annualized payout of approximately $5.92 per share and a reported yield of about 4.2% to 4.3%. Commentary also referenced a large…
News · 2026-09-03
- Guidance / OutlookImportance 40 · Surprise 42Third-party reporting says PepsiCo reaffirmed its fiscal 2026 guidance. Analysts and commentary indicate that full-year earnings per share could land toward the low end of the range, depending on fourth-quarter…
- Revenue Performance and MixImportance 31 · Surprise 6PepsiCo reported quarterly revenue of $24.18 billion and adjusted earnings of $2.20 per share in its latest quarter. International operations provided stronger growth, while North American demand remained soft.…
- AI Marketing TransformationImportance 31 · Surprise 42PepsiCo shifted its global media account from Omnicom to Publicis Groupe. Publicis will establish a “One PepsiCo” global media operating model integrating media, data, and technology. The move follows Publicis’s win of…
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share. The dividend implies an annualized payout of approximately $5.92 per share and a reported yield of about 4.2% to 4.3%. Commentary also referenced a large…
News · 2026-09-01
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share. The dividend implies an annualized yield of approximately 4.2% based on the reported market price. The company’s recent quarterly results exceeded analyst…
News · 2026-08-28
- Geographic Market CommentaryImportance 10 · Surprise 24Third-party reporting describes PepsiCo’s North American market as still soft. International results are characterized as improving meaningfully. No quantitative regional growth, backlog, or order data was provided in…
- Macroeconomic Consumer PressureImportance 10 · Surprise 24Third-party reporting characterizes PepsiCo’s North American demand environment as soft in 2026. The same reporting says international results are improving meaningfully, indicating geographic divergence in consumer…
News · 2026-08-26
- Revenue Performance and MixImportance 36 · Surprise 14PepsiCo reported second-quarter 2026 revenue of $24.18 billion, exceeding analyst expectations. Revenue increased 6.4% year over year. The reported results were described as strong, but the digest did not provide…
- Employee Healthcare Cost ControlsImportance 31 · Surprise 42Third-party reporting alleges that PepsiCo cut healthcare benefits for employees using weight-loss medications such as Ozempic and Wegovy. The reported action is linked to rising use of GLP-1 drugs and associated…
- Guidance / OutlookImportance 17 · Surprise 24Third-party reports state that PepsiCo reaffirmed its fiscal 2026 EPS guidance. The reports do not provide a revised EPS figure, revenue outlook, margin target, or capex forecast. The reaffirmation indicates that…
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share. The dividend equates to an annualized yield of approximately 4.2% at the reported market price. The digest did not report a new buyback authorization or…
News · 2026-08-25
- Employee Healthcare Cost ControlsImportance 37 · Surprise 42PepsiCo will stop covering weight-loss drugs for some employees under its company health insurance beginning in October 2026. Management attributed the change to skyrocketing costs, identifying the medications as one…
- Product Launch and TransitionImportance 36 · Surprise 50PepsiCo expanded its Mountain Dew–Trolli collaboration into a broader distribution test across multiple retail channels. The test includes both regular and Zero Sugar products and is intended to measure consumer trial.…
- Autonomous Trucking PartnershipImportance 31 · Surprise 42PepsiCo has a commercial agreement with Gatik, a self-driving truck startup focused on middle-mile delivery. The agreement is associated with Gatik’s transition from pilot programs to full-scale commercial driverless…
- Revenue Performance and MixImportance 18 · Surprise 14PepsiCo reported second-quarter 2026 revenue of $24.18 billion and adjusted EPS of $2.20. The reported results exceeded analyst expectations for both revenue and earnings. PepsiCo’s latest quarter included a 4% decline…
- Distribution Channels and PartnershipsImportance 17 · Surprise 24Pepsi and Pizza Hut launched a national football-season marketing campaign featuring quarterback Josh Allen. The promotion spans Pizza Hut’s restaurant and consumer channels, with a $10 large three-topping pizza and a…
- Capital Return ProgramImportance 10 · Surprise 6PepsiCo announced a quarterly dividend of $1.48 per share. The dividend was cited alongside second-quarter 2026 revenue of $24.18 billion and EPS of $2.20. The reported dividend provides an ongoing cash return to…
News · 2026-08-24
- Geographic Market CommentaryImportance 44 · Surprise 24PepsiCo’s growth is increasingly international, with overseas operations contributing significantly to beverage and food volumes. International markets are benefiting from lower per-capita consumption and market-share…
- Revenue Performance and MixImportance 43 · Surprise 32PepsiCo reported second-quarter revenue of $24.18 billion, up 6.4% year over year. North American beverage revenue increased 7%, supported by pricing and acquisitions, while beverage volume declined 4%. International…
- Product Launch and TransitionImportance 36 · Surprise 50PepsiCo launched Mountain Dew Trolli Mango Pineapple Punch as a limited-edition flavor. The product is being distributed through U.S. retail, Pizza Hut, and Walmart.com, providing a multi-channel test of consumer…
- Guidance / OutlookImportance 29 · Surprise 24Third-party reporting states that PepsiCo reaffirmed its fiscal 2026 EPS guidance. The report does not provide the numerical guidance range or identify a change to the company’s revenue, margin, or capital-spending…
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share. The dividend implies an annualized payout of $5.92 per share and a reported yield of approximately 4.1% at the cited share price. The dividend announcement was…
News · 2026-08-23
- Revenue Performance and MixImportance 43 · Surprise 32PepsiCo reported second-quarter revenue of $24.18 billion, up 6.4% year over year. North American beverage revenue increased 7%, supported by pricing and acquisitions, while beverage volume declined 4%. International…
- Guidance / OutlookImportance 29 · Surprise 24Third-party reporting states that PepsiCo reaffirmed its fiscal 2026 EPS guidance. The report does not provide the numerical guidance range or identify a change to the company’s revenue, margin, or capital-spending…
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share. The dividend implies an annualized payout of $5.92 per share and a reported yield of approximately 4.1% at the cited share price. The dividend announcement was…
News · 2026-08-22
- Product Taxes and RegulationsImportance 34 · Surprise 42India's Food Safety and Standards Authority of India (FSSAI) issued more than 150 notices to major food companies, including PepsiCo, over allegedly misleading advertisements, false claims, and labeling violations. The…
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share. The dividend was reported as producing an annualized yield of approximately 4.2%. The digest did not disclose a new share-repurchase authorization or the…
News · 2026-08-21
- Capital Return ProgramImportance 13 · Surprise 6PepsiCo declared a quarterly dividend of $1.48 per share. The dividend was reported as producing an annualized yield of approximately 4.2%. The digest did not disclose a new share-repurchase authorization or the…