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PepsiCo is a leading global company specializing in convenient food and beverage products, operating in over 200 countries and territories . The company boasts a diverse portfolio of well-known brands, including Lay’s, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and SodaStream . PepsiCo's business is structured into seven reportable segments, generating revenue from both beverage and convenient food products .
- PepsiCo Beverages North America (PBNA) - Produces and distributes a wide range of beverage products, including popular brands like Pepsi-Cola and Mountain Dew, through company-owned bottlers and authorized partners.
- Frito-Lay North America (FLNA) - Manufactures and markets snack foods such as Lay’s, Doritos, and Cheetos, catering to the North American market.
- Quaker Foods North America (QFNA) - Offers a variety of convenient food products, including cereals and snacks, under the Quaker brand.
- Latin America (LatAm) - Manages the production and distribution of PepsiCo's food and beverage products across Latin American countries.
- Europe - Oversees the operations and sales of PepsiCo's diverse product portfolio throughout European markets.
- Africa, Middle East and South Asia (AMESA) - Handles the distribution and marketing of PepsiCo's food and beverage offerings in the AMESA region.
- Asia Pacific, Australia and New Zealand and China region (APAC) - Focuses on delivering PepsiCo's products to consumers in the APAC region, including Australia, New Zealand, and China.
- Given the recent volume declines in the Frito-Lay North America business and the need for investments to stimulate consumer demand, how do you plan to balance these reinvestments with margin pressures to ensure sustainable growth in both revenue and profitability?
- With geopolitical tensions and weaker consumer demand impacting key international markets like China, Mexico, and the Middle East, what specific strategies are you implementing to mitigate these challenges and drive growth in your international convenience foods segment?
- As you invest in pricing and strategic initiatives to address slowdown in your snacks business, how are you assessing whether the decline is purely cyclical due to consumer affordability pressures or indicative of a more structural shift in consumption habits away from traditional snack categories?
- Considering the recent slowdown in the energy drink category and the decreased momentum of CELSIUS within your portfolio, what actions are you taking to reignite growth in this segment, and how confident are you in CELSIUS regaining its market share under PepsiCo's distribution system?
- If organic revenue growth remains in the low single digits, can you realistically achieve your target of 8% EPS growth, and what specific levers in cost management and productivity initiatives do you plan to utilize to deliver on earnings in a potentially prolonged challenging revenue environment?
Customer | Relationship | Segment | Details |
---|---|---|---|
Walmart Inc. (including Sam’s Club) | Major retailer and distributor of PepsiCo products | All | In 2023, the customer accounted for 14% of consolidated net revenue. |
Recent developments and announcements about PEP.
Corporate Leadership
Leadership Change
Leaving: Marie T. Gallagher, current Senior Vice President and Controller (Principal Accounting Officer), is retiring on May 3, 2025.
Stepping Up: Christine E. Tammara, currently Senior Vice President, Controller, PepsiCo Beverages North America, will take over as Senior Vice President and Controller (Principal Accounting Officer) of PepsiCo, effective upon Gallagher's retirement .