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PEPSICO (PEP)

Research analysts who have asked questions during PEPSICO earnings calls.

Dara Mohsenian

Morgan Stanley

6 questions for PEP

Also covers: CHD, CL, CLX +12 more

Filippo Falorni

Citigroup Inc.

6 questions for PEP

Also covers: CELH, CHD, CL +12 more

Kaumil Gajrawala

Jefferies

6 questions for PEP

Also covers: BARK, BRBR, BTMD +22 more

Lauren Lieberman

Barclays

6 questions for PEP

Also covers: CCEP, CHD, CL +18 more

Peter Grom

UBS Group

6 questions for PEP

Also covers: BRBR, CELH, CHD +24 more

Andrea Teixeira

JPMorgan Chase & Co.

5 questions for PEP

Also covers: CELH, CENT, CHD +20 more

Bonnie Herzog

Goldman Sachs

5 questions for PEP

Also covers: CASY, CCEP, CELH +20 more

Michael Lavery

Piper Sandler & Co.

5 questions for PEP

Also covers: BGS, BYND, CELH +22 more

Robert Moskow

TD Cowen

5 questions for PEP

Also covers: BGS, BRBR, BYND +27 more

Robert Ottenstein

Evercore ISI

5 questions for PEP

Also covers: ABEV, BUD, CCEP +14 more

Christopher Carey

Wells Fargo & Company

4 questions for PEP

Also covers: CAG, CHD, CL +21 more

Kevin Grundy

BNP Paribas

4 questions for PEP

Also covers: CELH, CHD, CL +8 more

Bryan Spillane

Bank of America

3 questions for PEP

Also covers: BRBR, CCEP, CL +7 more

Peter Galbo

Bank of America

3 questions for PEP

Also covers: CAG, CL, CPB +23 more

Steve Powers

Deutsche Bank

3 questions for PEP

Also covers: BRBR, CHD, CL +21 more

Chris Carey

Wells Fargo Securities

2 questions for PEP

Also covers: CLX, COCO, EPC +8 more

Stephen Robert Powers

Deutsche Bank

2 questions for PEP

Also covers: BRBR, CHD, CL +20 more

Charlie Higgs

Redburn Atlantic

1 question for PEP

Also covers: CCEP, KO

Drew Levine

JPMorgan Chase & Co.

1 question for PEP

Also covers: NAPA, PRMB, PRMW +2 more

Gregory Melich

Evercore ISI

1 question for PEP

Also covers: AAP, ASO, AZO +8 more

Stephen Powers

Deutsche Bank

1 question for PEP

Also covers: BRBR, CELH, CLX +7 more

Recent press releases and 8-K filings for PEP.

PepsiCo declares quarterly dividend increase
PEP
Dividends
  • 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.
7 hours ago
CARBIOS and Wankai New Materials to deploy PET biorecycling technology in Asia
PEP
New Projects/Investments
  • 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.
Nov 6, 2025, 7:30 AM
GURU Organic Energy posts strong growth on Amazon Prime Days
PEP
Revenue Acceleration/Inflection
  • 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.
Oct 24, 2025, 11:00 AM
Ferrellgas Partners, L.P. reports full fiscal 2025 and Q4 results
PEP
Earnings
  • 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%.
Oct 15, 2025, 10:30 AM
PepsiCo reports Q3 2025 results
PEP
Earnings
CFO Change
  • 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.
Oct 9, 2025, 12:15 PM
PepsiCo appoints Steve Schmitt as CFO
PEP
CFO Change
Earnings
  • 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.
Oct 9, 2025, 11:08 AM
PepsiCo overhauls snack business following sales decline and activist pressure
PEP
Layoffs
Demand Weakening
New Projects/Investments
  • 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
Oct 9, 2025, 11:01 AM
PepsiCo appoints new CFO
PEP
CFO Change
Management Change
  • 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.
Oct 9, 2025, 10:00 AM
PepsiCo reports Q3 2025 results and updates guidance
PEP
Earnings
Guidance Update
  • 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.
Oct 8, 2025, 11:16 PM
GURU Organic Energy reports Q3 2025 results
PEP
Earnings
Revenue Acceleration/Inflection
  • 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.
Sep 11, 2025, 11:02 AM

Recent SEC filings and earnings call transcripts for PEP.

No recent filings or transcripts found for PEP.