Q2 2025 Earnings Summary
Metric | YoY Change | Reason |
---|---|---|
Total Revenue | Up roughly 1% | The total revenue increased modestly from $22,501 million to $22,726 million, indicating balanced performance across regions. This modest growth suggests that gains in markets such as EMEA helped offset declines elsewhere, reflecting effective pricing tactics and stable organic growth relative to last period. |
Latin America Revenue | Down about 16% | The 16% drop from $3,045 million to $2,548 million suggests significant challenges in the Latin America market. This decline likely stems from adverse market conditions, including currency headwinds and lower organic volume compared to the previous period, highlighting ongoing difficulties in that region. |
Europe Revenue (EMEA) | Up approximately 29% | A 29% increase from $3,515 million to $4,536 million indicates robust recovery and improvement in the EMEA region. This impressive gain may be driven by favorable foreign exchange impacts, strong effective net pricing, and market initiatives that have markedly improved performance compared to the previous period. |
Asia Pacific Revenue | Down roughly 9% | The 9% decline from $1,103 million to $1,002 million reflects challenges in the Asia Pacific region. Factors such as reduced effective net pricing, strategic divestitures, or tougher consumer conditions likely contributed to a less favorable performance compared to the previous period. |
Metric | Period | Previous Guidance | Current Guidance | Change |
---|---|---|---|---|
Organic Sales Growth Guidance | FY 2025 | Includes high inflation economies with immaterial impact on revenue generation or earnings | No specific details provided in Q2 2025 guidance | not directly comparable |
Top-Line Revenue Guidance | FY 2025 | Reiterated low single-digit growth guidance for FY 2025 | Mentions sequential improvement in top-line performance | not directly comparable |
Earnings Guidance Adjustment | FY 2025 | Reduced full-year earnings outlook owing to tariff, macro, and consumer uncertainty challenges | No specific earnings guidance provided | not directly comparable |
International Business Growth | FY 2025 | Expected contribution at a mid-single-digit rate with some markets achieving high single-digit growth | No detailed information provided | not directly comparable |
Productivity Initiatives | FY 2025 | No prior guidance | Mentioned as a focus in Q2 2025 discussions | no prior guidance |
Long-term Algorithm Guidance | FY 2025 | No prior guidance | Indicated a return to the low end of their long-term algorithm | no prior guidance |
Metric | Period | Guidance | Actual | Performance |
---|---|---|---|---|
Top-Line Revenue Growth | Q2 2025 | "low single-digit growth" | $22,726(vs. $22,501In Q2 2024 ⇒ +1% YoY) | Met |
International Business Growth | Q2 2025 | "mid single-digit rate" | $9,454 (vs. $9,255 ⇒ +2% YoY, derived from Q2 2024 vs. Q2 2025) | Missed |
Research analysts covering PEPSICO.