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PepsiCo (PEP) investor relations material
PepsiCo Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary9 Dec, 2025
Strategic Initiatives and Business Outlook
Actions in 2025 and 2026 focus on accelerating productivity, innovation, and affordability, especially in North America foods, with greater benefits expected in 2026.
Alignment and constructive engagement with Elliott Management on plans to accelerate organic revenue growth, improve core operating margin, and refresh the Board.
Investments in innovation, brand communication, and affordability are expected to drive growth in PepsiCo Foods North America, with new products like Simply NKD Cheetos and Doritos Protein.
Automation, digitalization, and simplification are key to sustaining long-term productivity savings, targeting at least 100 basis points of core operating margin expansion over three years and record productivity savings in 2026.
Integrated food and beverage model is being piloted in Texas, with a nuanced approach planned for broader rollout.
Commercial Actions and Operational Improvements
Targeting sharper everyday value through affordable price tiers and increased purchase frequency for mainstream brands.
Aggressively reducing costs, including plant closures and SKU reductions, to fund marketing and consumer value investments.
Commercial plans and space gains with customers are in place, supported by incremental A&M investment and early positive results from innovation launches.
M&A activities and energy transactions are expected to contribute to organic growth in the second half of the year.
Price investments and space gains are expected to drive higher category share and volume.
Financial Guidance and Capital Allocation
Preliminary 2026 guidance released early to drive accountability, with organic revenue growth projected at 2–4% and core constant currency EPS growth of 4–6%.
For 2025, expects low single-digit organic revenue growth and flat core constant currency EPS, with a 0.5% decline in core EPS due to FX headwinds.
CapEx is expected to remain below 5% of net revenue in 2026, with a focus on growth investments and continued annual dividend increases (pending Board approval).
Free cash flow conversion is expected to be at least 80% in 2026 and exceed 90% in 2027, with increased cash returns to shareholders.
Final payment from the Tax Cuts and Jobs Act in 2026 will impact cash flow.
FLNA everyday value: What test results confirm volume?
NA integrated F&B model: Texas pilot results?
Post-2026 FCF conversion: What drives 90%+
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Frequently asked questions
A Beverage Industry Titan
PepsiCo Inc., globally known for its namesake beverage, Pepsi, stands as one of the largest food and beverage companies in the world. Founded in the late 19th century, the company has built an extensive portfolio that extends beyond soft drinks, reaching into the snacks and non-alcoholic beverages sectors. PepsiCo has a long-standing history and is today well established globally.
Brad’s Drink
PepsiCo's roots stretch back to the late 19th century when a North Carolina pharmacist, Caleb Bradham, created what would become Pepsi-Cola in 1893. Originally named "Brad's Drink," it was rebranded as Pepsi-Cola in 1898, inspired by the medical term for indigestion, "dyspepsia," highlighting its early marketing as a health drink. Despite the Great Depression’s adversity, which led the company to bankruptcy in 1931, Pepsi-Cola re-emerged under new management and introduced the 12-ounce bottle, a game-changing strategy in the soft drink industry.
Over the decades, PepsiCo has experienced a series of expansions and mergers, the most significant being the 1965 merger with Frito-Lay, which diversified its portfolio beyond beverages. Notably, in 1997, PepsiCo spun off its fast-food chains, including Pizza Hut, KFC, and Taco Bell, into a separate company called Yum! Brands.
Not Just Cola
PepsiCo, far beyond its well-known cola, maintains a diverse portfolio of products that spans a variety of beverage and snack categories. They've successfully carved out their place in the soft drink industry with staples like Pepsi, Mountain Dew, and 7UP. In the juice sector, PepsiCo owns Tropicana and Naked Juice, and the company's foray into the non-alcoholic beverage market includes other household names like Gatorade and Aquafina.
The Rivalry with Coca-Cola
Even if Pepsi competes against companies like Keurig Dr Pepper, nothing compares to its main rival. The rivalry between PepsiCo and Coca-Cola, often referred to as the "Cola Wars," is one of the most enduring in corporate history. Originating in the early 20th century, this competition has been characterized by creative marketing campaigns and new product introductions aimed at outperforming the other. Despite their rivalry, both brands have successfully carved out significant market share in the global beverage industry.
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