PEP · News · 20261001N

Customer Dynamics

PEPSICO INC · 2026-10-01 · Importance 23 · Surprise 24

PepsiCo is identified as a fleet customer receiving Tesla’s Semi electric trucks. Tesla has begun high-volume production at a Nevada factory designed for annual capacity of up to 50,000 units. The redesigned Semi uses Tesla’s 4680 battery cells and is marketed as a lower-cost, diesel-free option for freight fleets, potentially supporting PepsiCo’s transportation-electrification efforts.

Key facts

• Analysts are expecting PepsiCo to report $24.98 billion in revenue for Q3 2026. source
• PepsiCo is projected to release its Q3 2026 earnings before market open on Thursday, October 8th. source
• Analysts are expecting PepsiCo to report $2.30 earnings per share for Q3 2026. source
• Tesla's redesigned Semi is being delivered to fleets including PepsiCo. source
• PepsiCo's latest quarterly results exceeded estimates. source
• PepsiCo shares are predicted to move 3.3% when the company releases its earnings report on October 8, according to options data. source
• PepsiCo shares hit a new 52-week low of $126.12 after several analysts lowered their price targets. source
• PepsiCo maintains a quarterly dividend of $1.48. source