Business
PepsiCo is a global beverage and convenient food company with brands including Lay's, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and SodaStream, serving more than 200 countries and territories.
A resilient branded staples platform, but margin pressure and Walmart concentration matter.
The read at a glance✓ Audited against SEC data
- Growth — +2% revenue to $93.9BNote
- Profitability — $11.5B operating income; 12.2% marginWatch
- Cash quality — $7.7B FCF, up 7%OK
- Balance sheet — $9.6B cash+STI vs $46.4B long-term debtNote
- Accounting — Formula-grey distress score · M/EQ not computed · clean auditNote
- Customer mix — Walmart and affiliates about 14% of revenueWatch
Where the revenue comes from
Fiscal 2025, as PEPSICO INC reports it. History and quarterly detail are in the app.
- PepsiCo Beverages North America$28.2B
- PepsiCo Foods North America$27.5B
- Europe, Middle East & Africa (Segment)$18.0B
- Latin America Foods (Segment)$10.5B
- International Beverage Franchise$5.0B
Leadership changes
From PEPSICO INC's own filings, the day they're filed.
- Hugh F. Johnston · Chief Financial Officer · appointmenteff. 2023-11-30
- Marie T. Gallagher · President · departure
Latest filings
- 10-Q · Quarterly report2026-07-09
- 8-K · Company announcement2026-07-09
- 8-K · Company announcement2026-05-22
- 8-K · Company announcement2026-05-08
- 8-K · Company announcement2026-04-16
In the full recordFree for 14 days
- ✦ What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- ✦ Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about PEPSICO INC, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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