Pepsico Earnings Calls
| 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% |
| Release date | Jul 17, 2025 |
| EPS estimate | $2.03 |
| EPS actual | $2.12 |
| EPS Surprise | 4.43% |
| Revenue estimate | 22.271B |
| Revenue actual | 22.726B |
| Revenue Surprise | 2.04% |
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 | Jul 17, 2025 |
| Price on release | $145.44 |
| EPS estimate | $2.03 |
| EPS actual | $2.12 |
| EPS surprise | 4.43% |
| Date | Price |
|---|---|
| Jul 11, 2025 | $135.26 |
| Jul 14, 2025 | $135.57 |
| Jul 15, 2025 | $133.81 |
| Jul 16, 2025 | $135.35 |
| Jul 17, 2025 | $145.44 |
| Jul 18, 2025 | $143.24 |
| Jul 21, 2025 | $141.70 |
| Jul 22, 2025 | $146.04 |
| Jul 23, 2025 | $145.66 |
| 4 days before | 7.53% |
| 4 days after | 0.151% |
| On release day | -1.51% |
| Change in period | 7.69% |
| 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% |
Pepsico Earnings Call Transcript Summary of Q1 2026
PepsiCo reported solid Q1 2026 performance with early signs of recovery in North America Foods (PFNA) and continued strength in International and North America Beverages (PBNA). The company reiterated full-year guidance (organic revenue growth 2%–4%) and said it expects to mitigate near-term cost pressures through a combination of volume growth/operational leverage, accelerated productivity, and price-pack actions. PFNA showed a volume inflection driven by shelf resets, multipack value, innovation and away‑from‑home gains; management highlighted ~2% volume growth and an incremental ~300 million consumption occasions in Q1 versus a year ago. PBNA grew ~9% driven by organic growth plus newly distributed platforms (energy and acquired brands) and the business expects case-pack water normalization to drive positive volumes in coming quarters. Management emphasized supply chain resilience, hedging that provides 6–12 months of visibility, ongoing productivity programs (digital/AI, shared services, route/transport optimization), and a focus on preserving flexibility to allocate investment across segments. They see no material demand impacts from the Iran conflict to date and are activating for the World Cup as a global commercial opportunity.
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