Executive leadership at PEPSICO.
Ramon Laguarta
Chairman and Chief Executive Officer
David Flavell
Executive Vice President, General Counsel and Corporate Secretary
Rebecca Schmitt
Executive Vice President and Chief People Officer
Silviu Popovici
Chief Executive Officer, Europe, Middle East and Africa
Stephen Schmitt
Executive Vice President and Chief Financial Officer
Steven Williams
Chief Executive Officer, North America
Board of directors at PEPSICO.
Alberto Weisser
Director
Cesar Conde
Director
Daniel Vasella
Director
David Page
Director
Dina Dublon
Director
Edith Cooper
Director
Ian Cook
Presiding Director
Jennifer Bailey
Director
Michelle Gass
Director
Robert Pohlad
Director
Segun Agbaje
Director
Sir Dave Lewis
Director
Susan Diamond
Director
Research analysts who have asked questions during PEPSICO earnings calls.
Dara Mohsenian
Morgan Stanley
6 questions for PEP
Filippo Falorni
Citigroup Inc.
6 questions for PEP
Kaumil Gajrawala
Jefferies
6 questions for PEP
Lauren Lieberman
Barclays
6 questions for PEP
Peter Grom
UBS Group
6 questions for PEP
Andrea Teixeira
JPMorgan Chase & Co.
5 questions for PEP
Bonnie Herzog
Goldman Sachs
5 questions for PEP
Michael Lavery
Piper Sandler & Co.
5 questions for PEP
Robert Moskow
TD Cowen
5 questions for PEP
Robert Ottenstein
Evercore ISI
5 questions for PEP
Christopher Carey
Wells Fargo & Company
4 questions for PEP
Kevin Grundy
BNP Paribas
4 questions for PEP
Bryan Spillane
Bank of America
3 questions for PEP
Peter Galbo
Bank of America
3 questions for PEP
Steve Powers
Deutsche Bank
3 questions for PEP
Chris Carey
Wells Fargo Securities
2 questions for PEP
Stephen Robert Powers
Deutsche Bank
2 questions for PEP
Charlie Higgs
Redburn Atlantic
1 question for PEP
Drew Levine
JPMorgan Chase & Co.
1 question for PEP
Gregory Melich
Evercore ISI
1 question for PEP
Stephen Powers
Deutsche Bank
1 question for PEP
Recent press releases and 8-K filings for PEP.
- The Board of Directors declared a quarterly dividend of $1.4225 per share, a 5% increase versus the year-ago quarter.
- This action aligns with an annualized dividend raised to $5.69 per share (from $5.42), effective with the June 2025 payment.
- The dividend is payable January 6, 2026 to shareholders of record as of December 5, 2025.
- 2025 marks PepsiCo’s 53rd consecutive annual dividend increase, having paid quarterly dividends since 1965.
- CARBIOS and Wankai New Materials have signed a binding agreement to collaborate on deploying CARBIOS’ enzymatic PET biorecycling technology across Asia, targeting a total capacity of 1 million tonnes per year.
- The first step is the construction of a PET biorecycling plant in China with an annual processing capacity of 50,000 tonnes, with construction expected to begin in Q1 2026.
- Wankai will make a €5 million investment in CARBIOS S.A. and will underwrite the financing of the joint venture, in which it will be the main shareholder.
- CARBIOS will grant the joint ventures an exclusive licence for its PET recycling technology in Asia; the final shareholders’ and licence agreements are aimed to be signed by end of 2025.
- Unit sales rose 42% in the U.S. and 11% in Canada during Prime Big Deal Days vs. last year.
- Outpaced the category: U.S. energy drinks +6% vs. GURU +42%; Canada -4% vs. GURU +11%.
- Secured top Amazon placements, with the GURU Zero Variety Pack ranking #2 in Canada, and logged its second-best Amazon.com sales day.
- Plans include new U.S. ecommerce initiatives, Black Friday/Cyber Monday promotions, and a brand refresh before year-end.
- Adjusted EBITDA for fiscal 2025 was $330.7 million, up 4% year-over-year, while Q4 Adjusted EBITDA fell 31% to $23.1 million.
- Gross profit exceeded $1.0 billion in fiscal 2025, the highest in company history.
- The company recorded a net loss of $15.6 million for fiscal 2025, compared to net earnings of $110.2 million in fiscal 2024.
- Propane sales volume rose 20.4 million gallons (3%) in fiscal 2025 despite warmer weather, driving retail sales up 4% and wholesale sales up 8%.
- Beverage volume and net revenue grew in Q3, while Foods shifted to everyday-low-value promos, driving more balanced category growth; service levels have recovered to 97–98%, boosting fill rates and execution.
- International performance rebounded in September to mid- to high-single-digit growth after a weather-related summer slowdown.
- Management sees a clear line of sight to return to its long-term net-revenue growth algorithm in 2026, leveraging “basics” execution and major brand relaunches of Pepsi, Lay’s, Tostitos and Gatorade, plus innovation in Away-from-Home, permissible snacks, functional hydration, protein, fiber and new oils.
- Full-year margin expansion is expected to resume in Q4 after Q3 was impacted by tariffs; cost actions in Frito-Lay and technology-driven productivity will support ongoing margin improvement in PBNA and North America Foods.
- CFO Jamie Caulfield will retire after 33 years at PepsiCo, to be succeeded by Steve Williams in the coming weeks.
- Steve Schmitt, formerly CFO of Walmart U.S., will assume the role of Executive Vice President and Chief Financial Officer on November 10, 2025, with current CFO Jamie Caulfield remaining through May 15, 2026, to ensure a smooth transition.
- PepsiCo reported a 2.6% increase in net revenue for Q3 2025 and reaffirmed its financial guidance, citing strong international resilience and North America momentum.
- The company holds a market capitalization of $190.08 billion and benefits from a diversified portfolio, with 55% of revenue from convenience foods and 40% of 2024 sales and operating profit generated internationally.
- Financial stability is underscored by a Z-Score of 3.39, indicating a strong financial position.
- PepsiCo’s North American food revenue fell 3% with volume down 4%, prompting a major snack business restructuring
- Plans include 7,000 Frito-Lay job cuts and plant and warehouse closures to drive aggressive cost savings
- New product initiatives include removing artificial flavors from Cheetos and Doritos, using avocado and olive oils in Lay’s, plus protein-rich snacks
- Activist investor Elliott Management holds a $4 billion stake and is pressing for a turnaround in the snack segment
- Lay’s global rebrand highlights real potatoes and 300,000 farmers in over 200 markets to boost authenticity and shelf impact
- Steve Schmitt named Executive VP and CFO effective Nov. 10, 2025; incumbent Jamie Caulfield will retire and serve as advisor through May 15, 2026.
- Schmitt joins from Walmart U.S., where he has served as EVP and CFO since 2016, leading omni-channel finance and digital transformation initiatives.
- Jamie Caulfield is retiring after more than 30 years with PepsiCo and will oversee the finance transition until his departure.
- PepsiCo generated $92 billion in net revenue in 2024, driven by its beverage and convenient foods portfolio.
- PepsiCo’s Q3 2025 GAAP net revenue increased 2.6% year-over-year, with EPS of $1.90; non-GAAP core constant currency EPS was $2.29, down 2%.
- Growth was driven by strong international resilience and improved North America Beverages momentum, aided by portfolio reshaping initiatives.
- Full-year 2025 guidance reaffirmed: expect low-single-digit organic revenue growth, core constant currency EPS approximately flat, a core tax rate near 20%, and ~$8.6 billion in cash returns to shareholders.
- Foreign exchange headwind forecast reduced to 0.5 percentage points (from 1.5), implying a 0.5% core EPS decline versus 2024’s $8.16.
- GURU returned to profitability with net income of C$1.3 M in Q3 2025 vs a C$2.2 M loss in Q3 2024; year-to-date net loss narrowed by 79% to C$1.4 M.
- Achieved record net revenue of C$10.4 M, up 31.4% year-over-year, driven by direct distribution in Canada and U.S. online momentum.
- Expanded gross margin to 71.3% (65.9% excluding a one-time adjustment), up from 55.4% in Q3 2024.
- Entering Q4 with a strong cash position of C$24.2 M, zero debt, and new product launches supporting sustained profitable growth.
Recent SEC filings and earnings call transcripts for PEP.
No recent filings or transcripts found for PEP.