Revenue segments as reported by the company.

Frito-Lay North America

Quaker Foods North America

PepsiCo Beverages North America

Latin America

Europe

Africa, Middle East and South Asia

Asia Pacific, Australia and New Zealand and China Region

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative expenses

Gain associated with the Juice Transaction

Impairment of intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

PepsiCo

Frito-Lay is a subsidiary of PepsiCo and sells corn chips, potato chips, and other snack foods. Its brands incude Lay's, Fritos, Cheetos, Doritos, Tostitos, Ruffels, Sun Chips among many others.

Frito-Lay

AMP Energy, is an energy drink brand produced and owned by PepsiCo.

AMP Energy

Mountain Dew, is a carbonated soft drink brand produced and owned by PepsiCo.

Mountain Dew

Gatorade is an American manufacturer of sports-themed beverage and food products, built around its signature line of sports drinks. Gatorade is currently manufactured by PepsiCo and is distributed in over 80 countries. Its produts include Sports drinks, nutrition bars, protein drinks, and other sports nutrition products.

Gatorade

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: Frito-Lay North America (FLNA), Quaker Foods North America (QFNA), PepsiCo Beverages North America (PBNA), Latin America (LatAm), Europe, Africa, Middle East, and South Asia (AMESA), and Asia Pacific, Australia and New Zealand, and China Region (APAC). The FLNA segment consists of branded convenient food businesses in the United States and Canada. The QFNA segment includes cereals, rice, and pasta under the Quaker, Pearl Milling Company, Quaker Chewy, Cap'n Crunch, Life, and Rice-A-Roni brands. The PBNA segment is composed of beverage concentrates, fountain syrups, and finished goods under various beverage brands such as Pepsi, Gatorade, Mountain Dew, Diet Pepsi, Aquafina, Diet Mountain Dew, Sierra Mist, and Mug. The LatAm segment covers beverage, food, and snack businesses in the Latin American region. The Europe segment offers beverage, food, and snack goods in Europe and Sub-Saharan Africa regions. The AMESA segment deals with all beverage and convenient food businesses in Africa, the Middle East, and South Asia. The APAC segment refers to all business operations in the Asia Pacific, Australia and New Zealand, and China region. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

PepsiCo reports strong Q4 performance amidst consumer trends and challenges

PepsiCo's Q4 performance showcased strength in revenue growth, consumer trends, and brand investments.
Challenges include managing inflation, consumer weakness, and rationalizing brand exits.
Opportunities lie in energy drink segment growth, Frito-Lay innovation, and achieving long-term revenue growth targets.
Strategic investments in distribution and displays are driving market share gains and customer satisfaction.

PepsiCo reports strong Q1 performance, eyes growth amidst challenges

PepsiCo's Q1 2023 earnings call highlighted strong performance amidst global competition.
Effective pricing strategies and focus on innovation position the company for growth.
Challenges include volume declines, inflation impact, and operational enhancements.
Opportunities in market share growth, innovation, and international expansion are key focus areas.

PepsiCo reports strong Q2 earnings, eyes international expansion opportunities

PepsiCo's Q2 earnings call highlights strong performance driven by improved supply chain and positive consumer behavior. Margins impacted by cycling over a 2022 asset transaction but expected to improve with investments. International strength, successful pricing dynamics, and opportunities for expansion and margin improvement are key takeaways.

PepsiCo's Q3 call reveals strategic focus amidst inflation challenges

PepsiCo's Q3 performance reflects a strategic focus on optimizing volume and margin, balancing challenges like commodity inflation with opportunities in consumer selectivity and brand growth.
The company's strengths in brand portfolio management, strategic vision for automation, and agility in portfolio adjustments position it well for long-term growth and efficiency.
Challenges in managing inflation and evolving consumer behavior require strategic pricing decisions and continued focus on performance cadence and brand enhancement.
Opportunities in leveraging consumer trends, operational efficiency through digitalization, and growth in the North American Beverage business highlight PepsiCo's potential for sustained success.

PepsiCo navigates challenges, focuses on growth strategies for 2024

PepsiCo's Q4 2023 performance reflects a focus on sustainable growth strategies through profitable volume growth and margin improvement.
Challenges from external factors and market dynamics require strategic responses to sustain growth and brand performance.
Opportunities in expanding advertising efforts, managing costs, and capitalizing on international growth can drive future success for PepsiCo.
The company's emphasis on brand investments, cost management, and global expansion positions it well for long-term value creation and market resilience.

PepsiCo reports robust international profits and strategic growth initiatives

PepsiCo's Q1 2024 earnings call highlights strong international profits, challenges in operating margins, and opportunities for sustained growth. The company's focus on building scaled businesses, driving market share gains, and enhancing profitability positions it for future success. Strategic adjustments in product offerings and consumer programs aim to address evolving consumer behaviors and market dynamics.

PepsiCo remains confident in meeting guidance amidst growth opportunities

PepsiCo's Q2 performance reflects confidence in meeting guidance, driven by successful brand strategies and international growth opportunities.
Challenges in certain regions and consumer behavior trends require targeted interventions and strategic adjustments to maintain market share and drive growth.
Opportunities in International markets, energy drinks category, and consumer value consciousness present avenues for revenue expansion and market diversification.
Overall, PepsiCo's focus on innovation, branding, and strategic alignment positions the company for continued growth and market competitiveness.

PepsiCo focuses on Frito business growth amidst revenue challenges

PepsiCo's Q3 earnings call highlighted a focus on long-term growth potential for its Frito business, with investments in core brands and strategies to drive growth. Despite challenges in organic revenue growth, the company remains committed to productivity initiatives and adapting to evolving consumer trends.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

As consumers pull back, snack sales remain a source of strength for Pepsi and others.

Frito-Lay's Flaming Hot Sales

PepsiCo, Inc. (NASDAQ:PEP ) Q2 2023 Earnings Conference Call July 13, 2023 8:15 AM ET Company Participants Ravi Pamnani - SVP, IR Hugh Johnston - Vice Chairman, EVP & CFO Ramon Laguarta - Chairman & CEO Conference Call Participants Bryan Spillane - Bank of America Merrill Lynch Dara Mohsenian - Morgan Stanley Lauren Lieberman - Barclays Bonnie Herzog - Goldman Sachs Vivien Azer - TD Cowen Andrea Teixeira - JPMorgan Chase & Co. Christopher Carey - Wells Fargo Securities Peter Grom - UBS Robert Ottenstein - Evercore ISI Stephen Powers - Deutsche Bank Filippo Falorni - Citi Gerald Pascarelli - Wedbush Securities Operator Good morning, and welcome to PepsiCo's 2023 Second Quarter Earnings Question-and-Answer session. Your lines have been placed on listen-only until it's your turn to ask a question.

PepsiCo, Inc. (PEP) Q2 2023 Earnings Call Transcript

PepsiCo does not intend to change its product portfolio following a report that artificial sweetener aspartame was set to be declared a possible carcinogen, Chief Financial Officer Hugh Jonston told Reuters on Thursday.

PepsiCo says no plans to change portfolio as WHO set to warn on aspartame sweeteners

Delta Air Lines

Markets continued to move higher early Thursday. Delta Air Lines released quarterly financial results that showed an ongoing recovery for air travel.

What Recession? Delta, PepsiCo Pop on Positive Signs.

PepsiCo reported strong growth in sales and profit as consumers continued to shrug off price increases and spend on Doritos, Cheetos and other snacks.

PepsiCo Sales, Earnings Rise on Snacks Spending

PepsiCo (NASDAQ:PEP) reported lower demand for its drinks and snacks in the second quarter, but its bottom line was boosted by higher prices. The beverage conglomerate's 2Q revenue rose by 10% to $22.3 billion, surpassing Wall Street's forecast of $21.7 billion PepsiCo's net income experienced a significant increase, nearly doubling to $2.75 billion.

PepsiCo delivers 2Q revenue beat thanks to higher prices

PepsiCo (PEP) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $1.86 per share a year ago.

PepsiCo (PEP) Beats Q2 Earnings and Revenue Estimates

PepsiCo NASDAQ: PEP has been leading the beverage and consumer staples market for years, and the company is unlikely to lose its position. The Q2 results prove the pep+ strategy is working and driving value for investors.

PepsiCo Can Soar To New Highs In The 2nd Half

PepsiCo Inc.'s stock PEP, -0.44% rose 1.8% in premarket trade Thursday, after the drinks and snacks giants topped estimates for the second quarter and raised its guidance. The company posted net income of $2.748 billion, or $1.99 a share, for the quarter, up from $1.429 billion, or $1.03 a share, in the year-earlier period.

PepsiCo's stock up 1.8% after drinks giant tops Q2 estimates and raises guidance

PepsiCo raised its full-year outlook as it beat earnings and revenue estimates for the second quarter.

PepsiCo beats earnings estimates, raises full-year outlook

Investors will be eager to see if the beverage and snack maker can keep that momentum going with its second-quarter results, due before the bell on Thursday.

Why Growth Worries Could Overshadow Pepsi's Strong Quarter

Johnson & Johnson

Procter & Gamble

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Jayson Tatum and Nneka Ogwumike Present Most Prestigious Award in High School Sports to Nation's Top Athletes LOS ANGELES , July 11, 2023 /PRNewswire/ -- Tonight at the Gatorade Player of the Year Awards, Ava Brown was named the 2022-23 Gatorade Best Female Player of the Year and Max Clark was named the 2022-23 Gatorade Best Male Player of the Year. Brown, who went undefeated in her prep career, is the second softball athlete to take home the honor in the award's 20-year history, and Clark, who has a robust community and academic resume, etches his name on the trophy following his third overall selection in the 2023 MLB Draft.

AVA BROWN AND MAX CLARK NAMED GATORADE BEST PLAYERS OF THE YEAR

Conagra Brands

The earnings season for the June quarter gets rolling this week, with reports for several of the largest U.S.

Earnings Previews: Conagra, Delta Air Lines, PepsiCo

Electronic Arts

PepsiCo (NASDAQ:PEP) is partnering with EA Sports ahead of the release of its new football game which is set to replace the FIFA series. The deal partners the soft drink brand and Pepsi-owned Gatorade and Walker's with EA Sports FC the video game company's new “football gaming property”.

Pepsi and EA team up ahead of launch new FIFA successor

Adobe

Coca-Cola

LPL Financial Hlds

Mastercard

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Visa

Warner Music Group

Walmart

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Silicon Valley names have gotten the attention, but there are lots of other companies that are using the technology in their operations.

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Diversified portfolio, modernized supply chain, better digital capabilities, flexible go-to-market distribution systems and robust consumer demand trends are likely to have aided PepsiCo (PEP) in Q2.

Can PepsiCo (PEP) Deliver Earnings Beat in Q2 Despite Odds?

PepsiCo Inc (NASDAQ:PEPSI) is eyeing its sixth day of gains in the last seven, up 1.3% at $185.50 at last glance, despite a price-target cut from Barclays to $198 from $206.

PepsiCo Stock Brushes Off Bear Note Before Earnings

Sysco

Dividends soften the blow from drawdowns in other positions, provide more than one way to reap a return from an investment, and allow maximum returns through dividend reinvestment.

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Selected Hispanic-owned companies will participate in a six-month business mentoring program and receive a $20,000 grant to accelerate business growth and transform product offerings; One finalist to receive $100,000 at the end of the program to further advance their business PURCHASE, N.Y. , July 6, 2023 /PRNewswire/ -- Today, PepsiCo, Inc. (NASDAQ: PEP) announced the 10 finalists chosen to participate in the Greenhouse Accelerator Program: Juntos Crecemos (Together We Grow) Edition.

PepsiCo Selects 10 Hispanic-Owned Food and Beverage Startups to Join the Greenhouse Accelerator Program: Juntos Crecemos Edition

Clorox

Coinbase

Carvana

Lucid Group

Opendoor

Tesla

The U.S. economy as a whole is performing very well, with the labor market remaining very strong. Additionally, GDP continues to expand rapidly, powered by large increases in personal consumption.

Brace Yourself! These 7 Hot Stocks Look Ready to Tumble

Sales in the latest quarter were up at a double-digit rate. Management has been cutting costs and raising its earnings outlook The shares are reasonably valued compared to those of competitors.

3 Reasons PepsiCo Stock Is a Buy

PepsiCo (NASDAQ:PEP), Inc investors are likely expecting big things from the company when it reports its second quarter fiscal 2023 earnings on July 13 after the food and beverage giant raised its full-year outlook on a strong 1Q back in April. The company currently expects to post full-year 2023 earnings of about $7.27 per share on revenue of $93.3 billion.

PepsiCo 2Q earnings eagerly anticipated after strong performance in first quarter

RALEIGH, N.C.--(BUSINESS WIRE)--Pepsi Bottling Ventures LLC (PBV) is providing notice of a security incident that may have involved some personal information provided by current and former employees and contractors of PBV. Please note that Pepsi Bottling Ventures is an independent, privately-held bottler. No information owned by PepsiCo was impacted. WHAT HAPPENED? On January 10, 2023, Pepsi Bottling Ventures learned that unauthorized activity was reported on certain internal IT systems. PBV to.

Pepsi Bottling Ventures Notice of Security Incident

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Constellation Brands

Tyson Foods

Ahead of Independence Day in the United States, consumers are preparing to celebrate with cookouts and fireworks displays.

News for PepsiCo Stock (PEP)