Skip to main content
Equibles
PEP logo

PEP · Pepsico Inc · Earnings Call Transcripts & Audio

Track PEP — free

Use PEP with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research PEP.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$126.93 -1.76 (-1.37%) At close · Sep 30
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$175.57B
Shares
1.36B
Volume · Sep 30 9.82M Avg daily vol (3M) 8.35M

Pepsico Inc Earnings Call Transcripts

Quarterly earnings calls for Pepsico Inc (PEP), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲8.8% $21.97B $2.70B '22 Q3 22-10-12 ▲10.9% $28.00B $518.00M '22 Q4 23-02-09 ▲10.2% $17.85B $1.93B '23 Q1 23-04-25 ▲10.4% $22.32B $2.75B '23 Q2 23-07-13 ▲6.7% $23.45B $3.09B '23 Q3 23-10-10 ▼0.5% $27.85B $1.30B '23 Q4 24-02-09 ▲2.3% $18.25B $2.04B '24 Q1 24-04-23 ▲0.8% $22.50B $3.08B '24 Q2 24-07-11 ▼0.6% $23.32B $2.93B '24 Q3 24-10-08 ▼0.2% $27.78B $1.52B '24 Q4 25-02-04 ▼1.8% $17.92B $1.83B '25 Q1 25-04-24 ▲1% $22.73B $1.26B '25 Q2 25-07-17 ▲2.7% $23.94B $2.60B '25 Q3 25-10-09 ▲5.6% $29.34B $2.54B '25 Q4 26-02-03 ▲8.5% $19.44B $2.33B '26 Q1 26-04-16 LATEST ▲6.4% $24.18B $2.98B '26 Q2 26-07-09
Earnings call
FY26 · Q2
2026-07-09
Pepsico Inc (PEP) Q2 2026 Earnings Call Transcript
Positive tone North America volume and consumer weakness Guidance and outlook International business strength
Revenue
$24.18B
▲ 6.4% YoY
Gross margin
54.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-04-16
Pepsico Inc (PEP) Q1 2026 Earnings Call Transcript
Positive tone PFNA / North America Foods turnaround Productivity and cost transformation PBNA / beverages volume pressure
Revenue
$19.44B
▲ 8.5% YoY
Gross margin
55.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-03
Pepsico Inc (PEP) Q4 2025 Earnings Call Transcript
Positive tone Brand restages and innovation PFNA affordability/pricing investments Acquisitions moving to organic (Siete, poppi, Alani Nu)
Revenue
$29.34B*
▲ 5.6% YoY
Gross margin
53.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-10-09
Pepsico Inc (PEP) Q3 2025 Earnings Call Transcript
Positive tone Brand relaunches and innovation Beverages volume recovery International performance
Revenue
$23.94B
▲ 2.7% YoY
Gross margin
53.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-17
Pepsico Inc (PEP) Q2 2025 Earnings Call Transcript
Positive tone North America Beverages (PBNA) Productivity and Cost Reduction International Beverages
Revenue
$22.73B
▲ 1% YoY
Gross margin
54.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
Pepsico Inc (PEP) Q1 2025 Earnings Call Transcript
Cautious tone Frito-Lay North America turnaround International business growth Operational excellence and cost
Revenue
$17.92B
▼ 1.8% YoY
Gross margin
55.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-04
Pepsico Inc (PEP) Q4 2024 Earnings Call Transcript
Positive tone Frito-Lay/Salty Snacks reinvestment International growth and margins 2025 EPS guidance and flexibility
Revenue
$27.78B*
▼ 0.2% YoY
Gross margin
52.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-08
Pepsico Inc (PEP) Q3 2024 Earnings Call Transcript
Positive tone Consumer environment and demand Frito-Lay volume recovery and category strategy Productivity and cost transformation
Revenue
$23.32B
▼ 0.6% YoY
Gross margin
55.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-11
Pepsico Inc (PEP) Q2 2024 Earnings Call Transcript
Positive tone GLP-1 / structural volume questions International growth Back-half organic sales guidance
Revenue
$22.50B
▲ 0.8% YoY
Gross margin
55.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-04-23
Pepsico Inc (PEP) Q1 2024 Earnings Call Transcript
Positive tone Consumer affordability and demand recovery Frito-Lay margins PBNA profitability
Revenue
$18.25B
▲ 2.3% YoY
Gross margin
54.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-09
Pepsico Inc (PEP) Q4 2023 Earnings Call Transcript
Positive tone Consumer environment in the U.S. Advertising and marketing (A&M) investment Organic sales growth guidance
Revenue
$27.85B*
▼ 0.5% YoY
Gross margin
53.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-10
Pepsico Inc (PEP) Q3 2023 Earnings Call Transcript
Revenue
$23.45B
▲ 6.7% YoY
Gross margin
54.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-13
Pepsico Inc (PEP) Q2 2023 Earnings Call Transcript
Revenue
$22.32B
▲ 10.4% YoY
Gross margin
54.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-04-25
Pepsico Inc (PEP) Q1 2023 Earnings Call Transcript
Revenue
$17.85B
▲ 10.2% YoY
Gross margin
55.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-09
Pepsico Inc (PEP) Q4 2022 Earnings Call Transcript
Revenue
$28.00B*
▲ 10.9% YoY
Gross margin
52.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-10-12
Pepsico Inc (PEP) Q3 2022 Earnings Call Transcript
Revenue
$21.97B
▲ 8.8% YoY
Gross margin
53.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-07-12
Pepsico Inc (PEP) Q2 2022 Earnings Call Transcript
Revenue
$20.23B
▲ 5.2% YoY
Gross margin
53.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-04-26
Pepsico Inc (PEP) Q1 2022 Earnings Call Transcript
Revenue
$16.20B
▲ 9.3% YoY
Gross margin
54.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-10
Pepsico Inc (PEP) Q4 2021 Earnings Call Transcript
Revenue
$25.25B*
▲ 12.4% YoY
Gross margin
52.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-10-05
Pepsico Inc (PEP) Q3 2021 Earnings Call Transcript
Revenue
$20.19B
▲ 11.6% YoY
Gross margin
53.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-13
Pepsico Inc (PEP) Q2 2021 Earnings Call Transcript
Revenue
$19.22B
▲ 20.5% YoY
Gross margin
53.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-04-15
Pepsico Inc (PEP) Q1 2021 Earnings Call Transcript
Revenue
$14.82B
▲ 6.8% YoY
Gross margin
55.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-11
Pepsico Inc (PEP) Q4 2020 Earnings Call Transcript
Revenue
$22.45B*
▲ 8.8% YoY
Gross margin
53.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-01
Pepsico Inc (PEP) Q3 2020 Earnings Call Transcript
Revenue
$18.09B
▲ 5.3% YoY
Gross margin
54.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-07-13
Pepsico Inc (PEP) Q2 2020 Earnings Call Transcript
Revenue
$15.95B
▼ 3.1% YoY
Gross margin
55.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-04-28
Pepsico Inc (PEP) Q1 2020 Earnings Call Transcript
Revenue
$13.88B
▲ 7.7% YoY
Gross margin
55.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-13
Pepsico Inc (PEP) Q4 2019 Earnings Call
Revenue
$20.64B*
▲ 5.7% YoY
Gross margin
54.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–27 of 27 earnings calls
Key facts CIK 77476 CUSIP 713448108 13F (30d) 94 filings 37 filers Visit website Investor relations