PepsiCo Inc.

PEP
Financial Analysis · Updated May 12, 2026 · Coverage 2026-Q2
Latest Q Revenue
$19.4B
Q1 2026 · +8.5% YoY
TTM ROIC
15%
FY2025 · NOPAT / Invested Capital (Equity + Net Debt); GAAP-adjusted for one-time items · WACC ~7% · Moat spread +8pp
Margin Profile
Gross 55.2%
Operating 17.5%
FCF 8.2%
FY2025
Net Debt
$37.0B
Cash $8.0B · Debt $45.0B · FY2025
Diluted Shares
1.37B
FY2025

Business Overview


ticker: PEP step: 01 generated: 2026-05-12 source: quick-research

PepsiCo, Inc. (PEP) — Business Overview

Business Description

PepsiCo is one of the world's largest food, snack, and beverage companies, with a portfolio of 23 brands generating $1B+ in annual retail sales. It is the global leader in salty/savory snacks (Frito-Lay brands) and the #2 beverage company globally (behind Coca-Cola). In 2025, CEO Ramon Laguarta consolidated Frito-Lay + Quaker into "PepsiCo Foods North America" (PFNA) and accelerated portfolio reshaping via the $1.95B Poppi (prebiotic soda) and Siete Foods acquisitions to target health-conscious + GLP-1-adjacent demand.

Revenue Model

  • PepsiCo Foods North America (PFNA, ~29%): Frito-Lay + Quaker — salty/savory snacks, oats, cereals
  • PepsiCo Beverages North America (PBNA, ~30%): Pepsi, Mountain Dew, Gatorade, Aquafina, Bubly, Starbucks RTD, Rockstar, Pure Leaf, Propel
  • Latin America (~13%): Snack + beverage operations (Sabritas, Gamesa, etc.)
  • Europe (~15%): Walkers (UK snacks), Lay's Europe, multiple beverage brands
  • AMESA (~8%): Africa, Middle East, South Asia — high-growth markets
  • APAC (~5%): Asia Pacific, Australia, NZ, China

Products & Services

Snacks (Frito-Lay)
  • Lay's, Doritos, Cheetos, Ruffles, Fritos, Tostitos
  • Quaker Oats, Quaker Chewy bars
  • Sabritas (Mexico)
  • New: Doritos Protein (20g protein); Siete (grain-free); SunChips fiber innovation
Beverages
  • Pepsi (carbonated), Mountain Dew, Mug, Sierra Mist
  • Gatorade (sports), Propel (hydration), Lipton (with Unilever)
  • Tropicana (juice—divested 2022 to PAI Partners but still distributed)
  • Aquafina (water), bubly (sparkling water)
  • Starbucks Ready-to-Drink (license)
  • Rockstar Energy
  • Celsius (distribution partnership)
  • New: Poppi (prebiotic soda — $1.95B acquisition 2025); Pepsi Prebiotic Cola (2026 launch)
Active Nutrition
  • Quaker protein cereals
  • Doritos Protein
  • Muscle Milk (acquired 2024)

Customer Base & Go-to-Market

  • Direct Store Delivery (DSD): Frito-Lay's direct-store-delivery network — 70,000+ trucks visiting 700,000+ retail locations in the US — is the largest in food (a major competitive moat)
  • Bottling partners: Pepsi's franchise bottlers globally (largest: PepsiCo bottling itself in NA after 2010 reacquisition)
  • Foodservice: Restaurants, schools, hospitals, transportation
  • Consumers globally: ~200+ countries, products consumed billions of times daily
  • Geographic mix: ~60% North America, ~40% international (international growing faster)

Competitive Position

PepsiCo is #1 globally in salty/savory snacks (~40% global share) and a dominant #2 in beverages (~25% US carbonated soft drink share behind KO). Moats: (1) DSD network — irreplaceable distribution advantage in snacks, (2) brand equity in 23 $1B+ brands, (3) retail relationships (largest grocery/c-store vendor), (4) global manufacturing scale. Faces (1) GLP-1 weight-loss drug adoption pressuring snack consumption, (2) private label growth in commoditized categories, (3) "better-for-you" upstart brands disrupting traditional categories.

Key Facts

  • Founded: 1898 (Pepsi-Cola); 1965 merger with Frito-Lay
  • Headquarters: Purchase, NY
  • Employees: ~318,000
  • Exchange: NASDAQ
  • Sector / Industry: Consumer Staples / Beverages + Packaged Foods
  • Market Cap: ~$200B (May 2026)
  • CEO: Ramon Laguarta (since 2018)
  • Dividend: $5.74 annual; 53 consecutive years of growth (Dividend King)
  • Recent M&A: Poppi $1.95B (2025); Siete; Muscle Milk

Financial Snapshot


ticker: PEP step: 04 generated: 2026-05-12 source: quick-research

PepsiCo, Inc. (PEP) — Financial Snapshot

Income Statement Summary

Metric FY2023 FY2024 FY2025 YoY
Revenue $91.5B $91.9B $93.9B +2.3%
Organic Revenue Growth +9.5% +2% +1-2% decelerating
Gross Margin 54.4% 55.0% 55.2% +0.2pp
Core Operating Margin 17.0% 17.7% 17.5% -0.2pp
Core Net Income $9.5B $10.2B $9.9B -3%
Core EPS (diluted) $6.90 $8.16 $8.04 -1%

Segment Performance (FY2025)

Segment Revenue YoY Volume
PepsiCo Foods North America (PFNA, merged Frito-Lay + Quaker) ~$28B -2 to -3%
PepsiCo Beverages North America (PBNA) ~$28B flat
Latin America ~$12B +5%
Europe ~$14B +3-4%
AMESA ~$7B +6%
APAC ~$5B +4%

Q1 2026 Highlights (Critical Inflection)

Metric Q1 2026 YoY
Revenue ~$23B +4-5%
PFNA Volume +2% FIRST POSITIVE READING IN >1 YEAR
Adj EPS ~$1.50 flat
Price cuts impact -15% on core Frito-Lay drove 300M+ incremental occasions

Cash Flow & Balance Sheet (FY2025)

Metric Value
Operating Cash Flow ~$13B
Capital Expenditures ~($5.5B)
Free Cash Flow ~$7.5B
Cash & Equivalents ~$8B
Total Debt ~$45B
Dividend Coverage ~1.0x (tight at current pace)

Key Ratios (approximate, May 2026)

  • P/E (forward): ~17x | EV/EBITDA: ~14x | Dividend Yield: ~3.9%
  • ROIC: ~12%
  • FCF Margin: ~8%

Growth Profile

PEP is mid-execution on a major reset: 2024-2025 saw North America snack volume decline as the cost-of-living pressure + GLP-1 drug adoption + private label encroachment converged. Q1 2026 marks a critical inflection: PFNA volume positive for first time in >1 year, driven by 15% price cuts on core Frito-Lay brands. Poppi + Siete acquisitions add high-growth health-positioning. Management targets multi-year FCF growth of 40% as productivity programs cycle through.

Forward Estimates

  • FY2026E Revenue: ~$95-97B (+2-3%)
  • FY2026E Core EPS: ~$8.25-8.50 (consensus, +2-5%)
  • FY2027E EPS: ~$8.75-9.25 (+5-9%)
  • Long-term EPS growth target: ~8% (recently reduced from 9-11%)

Capital Return

  • Dividend $5.74/share annual = ~$8B paid annually
  • 53 consecutive years of dividend growth (Dividend King)
  • Buybacks: ~$1-2B annual (modest given debt paydown priority post-Poppi)
  • Total return: ~5-6% combined yield

Deeper Financial Analysis

The fundamental tier adds 9 additional research dimensions for $PEP.

Revenue Breakdown
Segment revenue, geographic mix, product-line contribution margins, and cohort dynamics.
Financial Trends
Quarter-over-quarter momentum, leading indicators, and inflection point analysis.
Balance Sheet
Debt structure, liquidity runway, dilution risk, and working capital dynamics.
Capital Allocation
Buyback cadence, M&A appetite, dividend policy, and reinvestment priorities.
Returns on Capital (ROIC)
Multi-year ROIC vs. WACC, marginal returns on reinvestment, sales-to-invested-capital efficiency, and moat spread.
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