PEPSICO INC is expected to release its Q3 2026 10-Q filing on October 7, 2026, before market open. Last quarter: PepsiCo delivered strong Q2 FY2026 (12 weeks ended June 13, 2026) results with net revenue up 6% to $24.18B and net income more than doubling to $2.98B, largely reflecting the absence of prior-year impairment charges on the Rockstar and Be & Cheery brands alongside productivity savings and effective net pricing.
EPS Estimate
$2.32
Revenue Estimate
$25.25B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the PEP page.
Drawn from management commentary in the Q2 2026 10-Q:
12-week operating profit rose 125% to $4,023M (16.6% margin vs 7.9% prior year), primarily driven by prior-year impairment charges related to the Rockstar and Be & Cheery brands, productivity savings, effective net pricing, lower restructuring charges and a favorable net impact of acquisition and divestiture-related charges/credits, partially offset by certain operating cost increases.
PBNA (Beverages North America) net revenue increased 7% in the 12 weeks despite a 4% organic volume decline (4% NCB decline, 3% CSD decline), driven by favorable net impact of acquisitions/divestitures (including poppi) and effective net pricing; operating profit improvement reflected the prior-year Rockstar impairment and a 3-point gain on an asset sale.
Favorable foreign exchange contributed 2 percentage points to 12-week net revenue growth, primarily from Mexican peso and Russian ruble appreciation, partially offset by Turkish lira weakness. Russia accounted for 6% of consolidated net revenue in the 12 weeks, 6% of consolidated assets, 21% of cash and equivalents, and 38% of accumulated currency translation adjustment loss as of June 13, 2026.
Revenue
$24.18B
++6.40% YoY
EPS (Basic)
$2.18
++136.96% YoY
Gross Margin
54.2%
-0.44% YoY
Operating Income
$4.02B
++124.87% YoY
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