Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for PepsiCo (PEP) is 8/10.
PepsiCo delivered Q1 organic revenue growth of 2.6% with core EPS increasing 9% year-over-year. PFNA volume recovery was underway with shelf reset execution driving results. PBNA showed platform growth and portfolio expansion, and international business accelerated. Productivity and cost transformation programs continued. Management affirmed FY2026 guidance of 2-4% organic revenue growth with no change. Innovation pipeline and permissible portfolio expansion advanced. The Iran conflict tested supply chain resilience.
Scored from PepsiCo’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $27.78B | -0.2% | $1.11 | +18.1% | 52.6% | 8.1% | 5.5% | $3.82B |
| FY2025 Q1 | $17.92B | -1.8% | $1.33 | -10.1% | 55.8% | 14.4% | 10.2% | $-1.58B |
| FY2025 Q2 | $22.73B | +1.0% | $0.92 | -58.7% | 54.7% | 16.1% | 5.6% | $1.06B |
| FY2025 Q3 | $23.94B | +2.7% | $1.90 | -10.8% | 53.6% | 15.5% | 10.9% | $3.48B |
| FY2025 Q4 | $29.34B | +5.6% | $1.85 | +66.7% | 53.2% | 12.1% | 8.7% | $4.70B |
| FY2026 Q1 | $19.44B | +8.5% | $1.70 | +27.8% | 55.2% | 16.5% | 12.0% | $-406M |
| FY2026 Q2 | $24.18B | +6.4% | $2.18 | +137.0% | 54.2% | 16.6% | 12.4% | $1.50B |
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.