Pepsico Earnings Calls
| Release date | Jul 09, 2026 |
| EPS estimate | $2.19 |
| EPS actual | $2.20 |
| EPS Surprise | 0.457% |
| Revenue estimate | 23.947B |
| Revenue actual | 24.181B |
| Revenue Surprise | 0.98% |
| Release date | Apr 16, 2026 |
| EPS estimate | $1.54 |
| EPS actual | $1.61 |
| EPS Surprise | 4.55% |
| Revenue estimate | 18.946B |
| Revenue actual | 19.443B |
| Revenue Surprise | 2.63% |
| Release date | Feb 03, 2026 |
| EPS estimate | $2.24 |
| EPS actual | $2.26 |
| EPS Surprise | 0.89% |
| Revenue estimate | 28.977B |
| Revenue actual | 29.343B |
| Revenue Surprise | 1.26% |
| Release date | Oct 09, 2025 |
| EPS estimate | $2.26 |
| EPS actual | $2.29 |
| EPS Surprise | 1.33% |
| Revenue estimate | 23.838B |
| Revenue actual | 23.937B |
| Revenue Surprise | 0.416% |
Last 4 Quarters for Pepsico
Below you can see how PEP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 09, 2025 |
| Price on release | $144.71 |
| EPS estimate | $2.26 |
| EPS actual | $2.29 |
| EPS surprise | 1.33% |
| Date | Price |
|---|---|
| Oct 03, 2025 | $141.98 |
| Oct 06, 2025 | $139.70 |
| Oct 07, 2025 | $140.79 |
| Oct 08, 2025 | $138.84 |
| Oct 09, 2025 | $144.71 |
| Oct 10, 2025 | $150.08 |
| Oct 13, 2025 | $148.89 |
| Oct 14, 2025 | $151.54 |
| Oct 15, 2025 | $151.16 |
| 4 days before | 1.92% |
| 4 days after | 4.46% |
| On release day | 3.71% |
| Change in period | 6.47% |
| Release date | Feb 03, 2026 |
| Price on release | $162.85 |
| EPS estimate | $2.24 |
| EPS actual | $2.26 |
| EPS surprise | 0.89% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $148.48 |
| Jan 29, 2026 | $148.69 |
| Jan 30, 2026 | $153.68 |
| Feb 02, 2026 | $155.20 |
| Feb 03, 2026 | $162.85 |
| Feb 04, 2026 | $166.18 |
| Feb 05, 2026 | $167.53 |
| Feb 06, 2026 | $170.44 |
| Feb 09, 2026 | $166.47 |
| 4 days before | 9.68% |
| 4 days after | 2.22% |
| On release day | 2.04% |
| Change in period | 12.12% |
| Release date | Apr 16, 2026 |
| Price on release | $158.38 |
| EPS estimate | $1.54 |
| EPS actual | $1.61 |
| EPS surprise | 4.55% |
| Date | Price |
|---|---|
| Apr 10, 2026 | $157.06 |
| Apr 13, 2026 | $155.88 |
| Apr 14, 2026 | $155.72 |
| Apr 15, 2026 | $154.85 |
| Apr 16, 2026 | $158.38 |
| Apr 17, 2026 | $157.67 |
| Apr 20, 2026 | $156.99 |
| Apr 21, 2026 | $154.92 |
| Apr 22, 2026 | $153.79 |
| 4 days before | 0.84% |
| 4 days after | -2.90% |
| On release day | -0.448% |
| Change in period | -2.08% |
| Release date | Jul 09, 2026 |
| Price on release | $137.86 |
| EPS estimate | $2.19 |
| EPS actual | $2.20 |
| EPS surprise | 0.457% |
| Date | Price |
|---|---|
| Jul 02, 2026 | $144.22 |
| Jul 06, 2026 | $143.29 |
| Jul 07, 2026 | $144.98 |
| Jul 08, 2026 | $142.51 |
| Jul 09, 2026 | $137.86 |
| Jul 10, 2026 | $137.38 |
| 4 days before | -4.41% |
| 4 days after | -0.348% |
| On release day | -0.348% |
| Change in period | -4.74% |
Pepsico Earnings Call Transcript Summary of Q2 2026
PepsiCo reported solid first-half results driven by strong international performance and volume recovery in several categories, while North America (particularly convenience/gas channels) lagged versus expectations. Key positives: global net revenue grew ~7% in H1; global food volumes up 3% and beverage volumes up 2% (strongest since 2022); international organic/net growth remains robust and margin-accretive; portfolio transformation (no-sugar beverages, functional hydration, energy, portion-control foods) and recent M&A (Siete, Poppi) are contributing to growth. Key challenges: North America foods and beverages underperformed in Q2 with flat or softer-than-expected volumes in certain channels, partly driven by higher gasoline prices impacting impulse/away-from-home traffic and the need to optimize affordability investments. Management reiterated full-year guidance, expects the back half to show gradual improvement (international staying strong; North America improving more slowly), will continue investing in affordability, innovation and away-from-home expansion, and plans to fund investments through ongoing productivity and certain tariff refund benefits (~1 point of EPS). Operational initiatives include optimizing commercial tactics by channel/customer, scaling permanent shelf and display gains in H2, automation and logistics integration (mixing centers/delivery) in the U.S., and continued emphasis on productivity to avoid top-line damaging cost cuts.
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