PEPPepsiCo, Inc.
PepsiCo, Inc. sells beverages and snacks under brands like Pepsi, Mountain Dew, Lay’s, and Cheetos. The next catalyst is Nov 3, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to sustain revenue growth and margin expansion amid shifting consumer preferences and rising input costs.
- Revenue reached $90.29B in 2026, with a 2.3% YoY increase.
- Free cash flow (TTM) hit $8.87B, reflecting strong operational efficiency.
- Net margin (TTM) stood at 10.2%, driven by disciplined cost management.
The schedule
- Tue3Nov
PepsiCo reports Q3 earnings with a focus on Frito-Lay and Quaker Foods North America volume stabilization.
- Tue9Feb
Q4 print and initial FY27 guidance, setting the stage for forward expectations on margins and pricing power.
- Thu6May
Q1 results will evaluate the durability of PepsiCo's pricing power against a stretched lower-income demographic.
- Thu29Jul
Peak summer beverage season results and evaluation of promotional intensity in the snacks division.
Past
- Fri24Jul
Actual outcome: Bull · $139.56 at outcome
PepsiCo reported in-line Q2 earnings with an EPS of $1.70, matching estimates exactly. Despite ongoing concerns regarding sluggish North American volumes and margin pressures, the stock staged a relief rally from deeply oversold levels. The combination of meeting earnings expectations, a recent 4% dividend hike, and its appeal as an undervalued, high-yield dividend play drove shares higher.
PepsiCo reported in-line Q2 earnings with an EPS of $1.70, matching estimates exactly. Despite ongoing concerns regarding sluggish North American volumes and margin pressures, the stock staged a relief rally from deeply oversold levels. The combination of meeting earnings expectations, a recent 4% dividend hike, and its appeal as an undervalued, high-yield dividend play drove shares higher.
- Tue3Feb
Actual outcome: Bull · $170.49 at outcome
PepsiCo delivered a slight EPS beat ($2.26 actual vs $2.24 estimate) and, more importantly, provided strong commentary on brand strength and momentum across its global beverage and snack segments. The market reacted highly favorably, driving the stock up 4.7% immediately and significantly clearing the $155.00 bull target, as investors gained confidence in the company's ability to maintain pricing power while achieving margin recovery through productivity and disciplined spending.
PepsiCo delivered a slight EPS beat ($2.26 actual vs $2.24 estimate) and, more importantly, provided strong commentary on brand strength and momentum across its global beverage and snack segments. The market reacted highly favorably, driving the stock up 4.7% immediately and significantly clearing the $155.00 bull target, as investors gained confidence in the company's ability to maintain pricing power while achieving margin recovery through productivity and disciplined spending.
