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PepsiCo (DE:PEP)
XETRA:PEP
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.32Last Year’s EPS
1.26Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple positive, actionable drivers—targeted affordability investments, double‑digit shelf gains, productivity funding, large brand restagings, innovation successes and incremental growth from acquisitions—while acknowledging headwinds such as a large advertising decline in 2025, GLP‑1 adoption risk, some brand (Mountain Dew) and regional softness, and execution complexity in distributor/integration work. On balance, management painted a constructive outlook with several near‑term growth levers and manageable risks.Company Guidance
PFNA: Planned Volume, Net Revenue and Margin Growth
Management expects Frito-Lay North America (PFNA) to grow volume, net revenue and operating margin in 2026 driven by targeted affordability investments, innovation and productivity funding; leadership said volume and net revenue growth will come early in the year.
Double‑Digit Shelf Space Gains for Frito‑Lay
Company reported average double‑digit space gains in Frito‑Lay at new store resets (main aisle and perimeter), which management expects to materially increase throughput and support volume growth.
Productivity Funding Reinvestment
Strong productivity in Q4 is expected to carry over and fund commercial investments (pricing/affordability, A&M and restaging) rather than requiring incremental margin dilution.
Brand Restaging and Innovation Momentum
Large global relaunches planned (Lay’s, Tostitos, Gatorade, Quaker) plus successful newer innovations (Naked, Pepsi Prebiotic). Management cited specific product moves (e.g., Lay’s with avocado/olive oil, removal of artificials) and multi‑vector innovation in fiber, protein and portion control to drive penetration and frequency.
Energy Portfolio Progress (CELSIUS, Alani Nu)
Energy strategy showing early traction: CELSIUS continuing to grow and integration of Alani Nu is positive so far; full portfolio participation was described as roughly 20% share in the energy profit pool.
International Stability and Selected Market Improvement
International business expected to perform mid‑single‑digit (consistent with ~19 quarters of similar performance); notable improvements called out in Mexico and China, with South Africa and Middle East also performing well.
Acquisitions and Organic Growth Cadence
Management provided timing for acquisitions flipping to organic: Siete (~March), poppi (~July) and Alani Nu (toward year end), which are expected to support acceleration in organic sales in the back half of the year.
Distribution Integration Testing Showing Early Benefits
Combined food and beverage distribution tests in Texas and Florida demonstrated early positive results on integrated delivery and inventory (efficiency and customer service benefits), supporting broader distribution strategy work.
DE:PEP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:PEP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | €131.40 | €136.04 | +3.53% |
Oct 09, 2025 | €119.23 | €122.38 | +2.64% |
Jul 17, 2025 | €112.78 | €122.56 | +8.68% |
Apr 24, 2025 | €121.30 | €117.19 | -3.39% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does PepsiCo (DE:PEP) report earnings?
PepsiCo (DE:PEP) is schdueled to report earning on Apr 28, 2026, Before Open (Confirmed).
What is PepsiCo (DE:PEP) earnings time?
PepsiCo (DE:PEP) earnings time is at Apr 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of PepsiCo stock?
The P/E ratio of PepsiCo is N/A.
What is DE:PEP EPS forecast?
DE:PEP EPS forecast for the fiscal quarter 2026 (Q1) is 1.32.
