Core Insights - PepsiCo reported revenue of $23.94 billion for the quarter ended September 2025, reflecting a year-over-year increase of 2.7% and a surprise of +0.25% over the Zacks Consensus Estimate of $23.88 billion [1] - The earnings per share (EPS) for the quarter was $2.29, slightly down from $2.31 in the same quarter last year, with an EPS surprise of +0.88% compared to the consensus estimate of $2.27 [1] Revenue Performance by Segment - International Beverages Franchise (IB Franchise) net revenue was $1.29 billion, below the average estimate of $1.33 billion from four analysts [4] - EMEA (Europe, Middle East and Africa) net revenue matched the average estimate at $5.02 billion [4] - PepsiCo Beverages North America (PBNA) reported net revenue of $7.33 billion, exceeding the estimate of $7.24 billion, representing a +2.1% change year-over-year [4] - PepsiCo Foods North America (PFNA) net revenue was $6.53 billion, aligning with the average estimate, showing a significant year-over-year increase of +907.1% [4] - Latin America Foods net revenue was $2.66 billion, slightly above the average estimate of $2.62 billion, but reflecting a year-over-year decline of -8.9% [4] - Asia Pacific Foods net revenue reached $1.12 billion, surpassing the average estimate of $1.09 billion [4] Core Operating Profit Analysis - Core Operating Profit for PFNA was $1.57 billion, matching the average estimate [4] - Core Operating Profit for PBNA was $975 million, exceeding the average estimate of $955.24 million [4] - Core Operating Profit for IB Franchise was $511 million, above the average estimate of $496.64 million [4] - Corporate unallocated Core Operating Profit was reported at -$406 million, worse than the average estimate of -$312.67 million [4] - Core Operating Profit for Latin America Foods was $523 million, slightly above the average estimate of $513.84 million [4] - Core Operating Profit for Asia Pacific Foods was $156 million, exceeding the average estimate of $125 million [4] Stock Performance - Over the past month, PepsiCo shares have returned -2.7%, contrasting with a +4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - PepsiCo reported $22.73 billion in revenue for the quarter ended June 2025, a year-over-year increase of 1% [1] - The EPS for the same period was $2.12, down from $2.28 a year ago, with a surprise of +4.43% compared to the consensus estimate of $2.03 [1] Revenue Performance - Net Revenue from the International Beverages Franchise was $1.37 billion, slightly above the average estimate of $1.35 billion [4] - Net Revenue from EMEA was $4.54 billion, exceeding the average estimate of $4.34 billion [4] - Net Revenue from PBNA was $6.8 billion, slightly below the average estimate of $6.84 billion, representing a year-over-year change of -0.2% [4] - Net Revenue from PFNA was $6.48 billion, surpassing the average estimate of $6.4 billion, with a significant year-over-year change of +1054.4% [4] - Net Revenue from LatAm Foods was $2.55 billion, above the average estimate of $2.5 billion, reflecting a year-over-year decline of -16.3% [4] - Net Revenue from Asia Pacific Foods was $1 billion, in line with the average estimate of $1.01 billion [4] Core Operating Profit - Core Operating Profit for PFNA was $1.49 billion, matching the average estimate [4] - Core Operating Profit for PBNA was $994 million, exceeding the average estimate of $916.74 million [4] - Core Operating Profit for the International Beverages Franchise was $538 million, above the average estimate of $512.59 million [4] - Core Operating Profit for Corporate unallocated was -$404 million, worse than the average estimate of -$381.15 million [4] - Core Operating Profit for LatAm Foods was $545 million, surpassing the average estimate of $483.66 million [4] - Core Operating Profit for Asia Pacific Foods was $93 million, below the average estimate of $101.58 million [4] Stock Performance - PepsiCo shares returned +4.9% over the past month, outperforming the Zacks S&P 500 composite's +4.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]