PEP · News · 20261104N

Market Demand Trends

PEPSICO INC · 2026-11-04 · Importance 20 · Surprise 24

PepsiCo 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 improvement in organic revenue and volume trends, with volume share gains in U.S. savory and salty snacks. The U.S. salty snacks category grew in volume for four consecutive quarters, and PepsiCo reported year-to-date improvements in household penetration, purchase frequency and sales velocity. The report notes that competitive pricing remains challenging amid inflation and elevated marketing expenses.

Key facts

• PepsiCo Foods North America had volume share gains across U.S. savory and salty snacks in third-quarter 2026. source
• The U.S. salty snacks category recorded volume growth for four consecutive quarters. source
• PepsiCo management noted year-to-date improvements in household penetration, purchase frequency and sales velocity. source