PEP · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
PEPSICO INC · 2026-07-09 · Importance 36 · Surprise 14 · No source text
Consolidated net revenue was $43,624 million for the 24 weeks ended June 13, 2026, versus $40,645 million in the prior-year period, an increase of $2,979 million (≈7.3%).,For the 12 weeks ended June 13, 2026, consolidated net revenue was $24,181 million versus $22,726 million a year earlier, an increase of $1,455 million (≈6.4%).,Management attributes a meaningful portion of the 24-week net revenue improvement to favorable foreign exchange (about 3 percentage points, driven primarily by the Mexican peso and Russian ruble) and effective net pricing across multiple segments, partially offset by adverse organic volume and net-pricing dynamics in some markets.
Key facts
- Net income attributable to PepsiCo for the 12 weeks ended June 13, 2026 was $2,981 and for the 12 weeks ended June 14, 2025 was $1,263. source
- Net income attributable to PepsiCo for the 24 weeks ended June 13, 2026 was $5,308 and for the 24 weeks ended June 14, 2025 was $3,097. source
- Consolidated net revenue for the 12 weeks ended June 13, 2026 was $24,181 and for the 12 weeks ended June 14, 2025 was $22,726. source
- Consolidated net revenue for the 24 weeks ended June 13, 2026 was $43,624 and for the 24 weeks ended June 14, 2025 was $40,645. source
- Net income attributable to PepsiCo per common share – diluted for the 12 weeks ended June 13, 2026 was $2.18 and for the 12 weeks ended June 14, 2025 was $0.92. source
- Net income attributable to PepsiCo per common share – diluted for the 24 weeks ended June 13, 2026 was $3.88 and for the 24 weeks ended June 14, 2025 was $2.25. source
- For the 24 weeks ended June 13, 2026 reported, GAAP cost of sales was $19,782 and gross profit was $23,842. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +12.3% | Consolidated net revenue for the 24 weeks ended June 13, 2026 was $43,624 and for the 24 weeks ended June 14, 2025 was $40,645. |
| net_income | positive | realized | +9.1% | Net income attributable to PepsiCo for the 24 weeks ended June 13, 2026 was $5,308 and for the 24 weeks ended June 14, 2025 was $3,097. |
| net_income | positive | realized | +7.1% | Net income attributable to PepsiCo for the 12 weeks ended June 13, 2026 was $2,981 and for the 12 weeks ended June 14, 2025 was $1,263. |
| revenue | positive | realized | +6.0% | Consolidated net revenue for the 12 weeks ended June 13, 2026 was $24,181 and for the 12 weeks ended June 14, 2025 was $22,726. |
| net_income | positive | realized | — | Net income attributable to PepsiCo per common share – diluted for the 12 weeks ended June 13, 2026 was $2.18 and for the 12 weeks ended… |
| net_income | positive | realized | — | Net income attributable to PepsiCo per common share – diluted for the 24 weeks ended June 13, 2026 was $3.88 and for the 24 weeks ended… |