Pepsico (DE:PEP)
NASDAQ:PEP
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Earnings Data
Report Date
Jul 14, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.9Last Year’s EPS
1.8Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful early signs of recovery across North America Foods and Beverages, solid international momentum, and tangible productivity gains that support guidance. Management acknowledged macro and geopolitical risks (inflationary pressure from the Iran conflict, SNAP changes, GLP-1 uncertainty) but believes near-term hedges, productivity initiatives and pricing/pack strategies provide sufficient flexibility to manage 2026. Execution risk remains the primary caveat.Company Guidance
Company Top-Line and Profitability Growth
Organic revenue increased ~2.6% in Q1 and core EPS rose 9%; core operating margin expanded by about 10 basis points year-over-year, demonstrating topline recovery with improved profitability.
North America Foods (PFNA) Volume and Occasion Gains
PFNA delivered 2% volume growth and ~4% unit growth in Q1, adding ~300 million incremental consumption occasions year-over-year; North America Foods costs declined in Q1, supporting reinvestment in growth.
North America Beverages (PBNA) Reported Growth and Portfolio Expansion
PBNA reported 9% top-line growth (approximately 2% organic plus ~7 points from additional platforms and acquisitions); excluding a one-time case-pack water transition, volumes were roughly flat and management expects positive case-pack water volume in coming quarters.
International Business Momentum
International continues to accelerate with no observed demand disruptions from the Iran conflict to date; management has not assumed negative international impact in full-year guidance and is executing World Cup and summer commercial plans.
Productivity and Cost Management Progress
Company highlighted multiple productivity levers (supply chain optimization, plant closures, SKU rationalization, digital ordering, AI-driven routing, global shared services) and indicated they are on track for a strong productivity year to offset inflationary pressure.
Commercial Execution and Brand Restages Showing Early Benefits
Major brand restages and shelf resets (e.g., Lays, Tostitos, Sabra) and innovation (permissible/functional portfolio) are delivering early results: household penetration gains across core brands, permissible portfolio growing double-digits in some brands, and recent IRI data showing value-share gains.
Hedging and Near-Term Cost Visibility
PepsiCo maintains 6–12 month hedges and systemic hedging programs, providing near-term visibility to manage inflation while pursuing growth, productivity and price/pack architecture as offset levers.
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 |
|---|---|---|---|
Apr 16, 2026 | €130.32 | €134.28 | +3.04% |
Feb 03, 2026 | €130.25 | €134.85 | +3.53% |
Oct 09, 2025 | €118.19 | €121.31 | +2.64% |
Jul 17, 2025 | €111.79 | €121.49 | +8.68% |
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 Jul 14, 2026, Before Open (Confirmed).
What is Pepsico (DE:PEP) earnings time?
Pepsico (DE:PEP) earnings time is at Jul 14, 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 (Q2) is 1.9.
