PEP · 10-Q · 2026Q2 · Full report

Digital Channel and Delivery Growth

PEPSICO INC · 2026-07-09 · Importance 29 · Surprise 30

PepsiCo highlights an ongoing shift in the retail landscape toward e-commerce, mobile commerce and integrated physical-digital retail models, including subscription services and online-to-offline fulfillment. Management is expanding direct-to-consumer capabilities and global e-commerce/digital capabilities to address changes in consumer purchasing and to distribute products through emerging channels. The filing notes that hard discounters are expanding internationally and that retailers are integrating digital operations, which can affect assortment and go-to-market execution. PepsiCo states it continues to monitor channel changes and to take actions to build e-commerce and digital capabilities to mitigate potential adverse impacts on future results.