PEP · Pepsico Inc · Earnings Call Transcripts & Audio
$126.72
-1.97 (-1.53%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$175.57B
Shares
1.36B
Volume · Sep 30
9.81M
Avg daily vol (3M)
8.28M
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls