PEP · News · 20261019N
Guidance / Outlook
PEPSICO INC · 2026-10-19 · Importance 56 · Surprise 68 · In source text
PepsiCo 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 business-mix shifts, including the expected loss of KFC’s long-running U.S. beverage contract beginning in January 2027.
Key facts
- PepsiCo cut its fiscal 2026 core EPS growth outlook to 2.5% to 3.5%. source
- PepsiCo said rising input costs and softer U.S. performance are weighing on margins. source
- Shares of PepsiCo Inc. (PEP) advanced 1.58% to $133.57 on Monday, marking its second consecutive day of gains. source
- PepsiCo recently reported higher third quarter and nine month sales and earnings year on year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | negative | probable | — | PepsiCo cut its fiscal 2026 core EPS growth outlook to 2.5% to 3.5%. |