PepsiCo Inc NASDAQ:PEP Price, Chart, News & Insight

PepsiCo Stock Rises 2.2% After Q3 Revenue Growth and Updated 2026 Outlook

PepsiCo shares rose about 2.2% after the company reported third-quarter results showing stronger revenue growth, improving volumes and solid international performance.

Q3 net revenue increased 5.6% to $25.27 billion, while organic revenue grew 3.1%. Reported EPS rose 17% to $2.23, while core EPS increased 2% to $2.34. Operating profit climbed 19% to $4.26 billion, with reported operating margin expanding to 16.9% from 14.9%.

Underlying profitability was more mixed. Core operating profit increased 3%, but core operating margin contracted 35 basis points to 16.9%. PepsiCo said productivity savings, pricing and tariff refunds helped results, while higher operating costs and increased advertising and marketing spending created pressure.

International operations remained a major growth driver. Organic revenue increased 9% in EMEA and Asia Pacific Foods, 7% in International Beverages Franchise and 6% in Latin America Foods. North American beverage revenue rose 5%, although beverage volume declined 2%.

PepsiCo also updated its 2026 outlook. The company now expects organic revenue growth of approximately 3% and reported net revenue growth of around 6%. However, core constant-currency EPS growth is now expected at only 1% to 2%, while core EPS growth is projected at 2.5% to 3.5%.

The positive stock reaction suggests investors are focusing on improving organic growth, stronger volumes and international momentum, despite softer underlying margin trends and a more modest earnings-growth outlook.

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European Investor 10-08-26

PepsiCo Stock Falls 3.6% Premarket Despite Revenue Growth and Reaffirmed 2026 Outlook

PepsiCo (NASDAQ: PEP) shares fell 3.6% in premarket trading on Thursday despite reporting higher second-quarter revenue and earnings and reaffirming its full-year 2026 guidance, as investors appeared disappointed by modest underlying profit growth and continued margin pressure.

Why Is PepsiCo Stock Falling Today?

Although PepsiCo delivered another quarter of revenue growth, investors focused on slowing core earnings momentum rather than headline results.

The company reported second-quarter net revenue of $24.2 billion, up 6.4% year over year, while organic revenue increased 2.4%. Core earnings per share rose 4% to $2.20, and core constant-currency EPS increased just 1%, suggesting that much of the reported growth was supported by acquisitions and favorable foreign exchange rather than accelerating underlying profitability.

PepsiCo Delivers Solid Sales Growth

PepsiCo said strong performance from its international operations and beverage business continued to support overall growth.

The company's global convenient foods and beverages businesses posted healthy organic volume gains, with management highlighting the strongest year-to-date global organic volume growth since 2022. International markets remained a key driver, while North America's beverage business benefited from acquisitions completed in 2025.

The company also pointed to innovation, affordability initiatives, and continued expansion of its zero-sugar, hydration, protein, and functional product offerings as contributors to sales growth.

Margins Remain Under Pressure

While reported operating profit surged due to easier year-over-year comparisons following prior impairment charges, underlying profitability was more subdued.

Core operating profit increased 4%, while core operating margin slipped 40 basis points to 16.8% as productivity gains and pricing were partially offset by higher operating costs. The relatively modest growth in core earnings may have tempered investor enthusiasm despite the stronger headline figures.

What Investors Are Watching Next

PepsiCo reaffirmed its fiscal 2026 financial guidance, signaling confidence in its outlook despite ongoing macroeconomic uncertainty.

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The Investor 07-09-26

PepsiCo has opened a Lay’s potato-themed restaurant in Shanghai, marking a new step in its experiential marketing strategy in China.

Located in the city’s Xintiandi district, the restaurant offers an immersive, limited-time brand experience built around Lay’s, combining food, design, and cultural collaborations. The concept aims to engage younger consumers who increasingly favor experience-driven consumption over traditional product ownership.

The venue features a diverse menu of potato-based dishes, including Shanghai-exclusive creations, and incorporates both Eastern and Western culinary influences. The opening also includes collaborations with chefs and fashion partners, alongside interactive installations and retail merchandise tied to the brand.

PepsiCo described the project as a “test-and-learn” model to explore new consumption occasions beyond traditional snacking, particularly in the away-from-home channel. The initiative is expected to inform similar brand activations in other global markets.

The move highlights PepsiCo’s broader strategy to deepen consumer engagement through immersive experiences and expand the role of its snack brands into lifestyle and dining spaces.

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The Investor 04-27-26

PepsiCo, Inc. has launched Dirty Mountain Dew, its first ready-to-drink “dirty soda”-inspired beverage, now available nationwide.

The new product combines Mountain Dew’s signature citrus flavor with a creamy finish and is offered in both regular and zero-sugar versions, in bottles and multi-pack cans. The launch taps into the growing “dirty soda” trend, which has gained popularity among consumers seeking customizable, indulgent drinks.

PepsiCo said the product brings a traditionally made-to-order beverage concept into a convenient, ready-to-drink format, expanding access through retail distribution. The company will also offer delivery promotions through DoorDash’s DashMart in select U.S. markets starting later in April.

The launch reflects PepsiCo’s strategy to capitalize on emerging consumer trends and drive innovation in the beverage category.

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WS Investor 04-07-26

PepsiCo launches MLB promotion with free Mountain Dew Baja Blast rewards

March 25, 2026 — PepsiCo’s Mountain Dew Baja Blast brand has launched a nationwide promotion tied to the 2026 Major League Baseball season, offering fans free drinks based on game performance.

Under the “Get a Baja for a Blast” campaign, home runs traveling 420 feet or more during MLB games will unlock free Mountain Dew Baja Blast beverages for registered fans, redeemable up to five times throughout the season.

The campaign also includes a collaboration with Rawlings to release a limited-edition baseball glove inspired by the Baja Blast brand, available for purchase online.

PepsiCo said the initiative aims to engage fans through live game moments and digital interaction, strengthening its partnership with MLB and expanding brand visibility during the season.

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WS Investor 03-25-26

PepsiCo introduced Good Warrior, a new protein snack brand aimed at busy consumers seeking convenient, high-protein options.

The brand will debut with Good Warrior Beef Sticks, made from grass-fed beef and offering 10 grams of protein, zero sugar and 100 calories per serving. The gluten-free snacks, available in Original and Jalapeño Pepper flavors, will launch in March 2026 at select U.S. retailers with a suggested retail price of $2.99 for a single stick and $19.99 for an eight-pack.

PepsiCo said the launch responds to rising demand for protein-rich snacks, citing research showing that 86 percent of Americans are looking to increase protein intake. The new brand expands the company’s growing portfolio of functional food products, which includes items such as Doritos Protein, Quaker protein snacks and prebiotic beverages.

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Global Finance News 03-16-26

PepsiCo announced the launch of “Pilla Tortilla,” the world’s first Lay’s-branded restaurant, opening in Madrid, Spain, as part of its strategy to expand into the away-from-home food market.

The new concept reimagines Spain’s traditional tortilla (omelet) using Lay’s potato chips as a signature ingredient, with the menu developed in collaboration with Michelin-starred chef Miguel Carretero. Customers can order the tortilla in multiple formats—including slices, sandwiches or whole portions—with customizable toppings such as Iberian ham, anchovies, pork belly and aioli.

The restaurant is part of PepsiCo’s Food Ventures unit, which focuses on creating ready-to-eat dining concepts and new consumption occasions beyond traditional snack moments, while strengthening direct engagement with consumers. Two locations in Madrid will operate under the concept, including a full-service restaurant and a takeaway-focused kitchen.

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WS Investor 03-09-26

Gatorade, owned by PepsiCo, launched Gatorade Lower Sugar, a new hydration drink containing 75% less sugar than the original Gatorade Thirst Quencher.

The product contains no artificial flavors, sweeteners, or colors and is formulated with the brand’s electrolyte blend designed to hydrate better than water. It will be available nationwide in the U.S. starting March 2026 in four flavors: Fruit Punch, Lemonade, Glacier Cherry, and Rain Berry.

The drink is part of Gatorade’s Advanced Hydration System portfolio and targets consumers seeking lower-sugar hydration options. Bottles will be sold in multiple sizes with suggested retail prices ranging from $1.89 to $3.39.

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Global Finance News 03-06-26

Subway Canada has partnered with PepsiCo Canada to launch a limited-time All Dressed Sauce inspired by Ruffles All Dressed chips.

Available nationwide, the new sauce brings the sweet, tangy, smoky and savoury flavor profile of Canada’s iconic All Dressed chips to Subway subs. The sauce is made in Canada and designed to deliver the signature chip taste in a convenient format.

To mark National Chip Day on March 14, Subway Canada is offering a free bag of chips with the purchase of any sub on March 14–15 for online or app orders using a promo code, at participating locations.

The collaboration blends two well-known brands to extend a popular Canadian flavor beyond the snack aisle into quick-service dining.

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European Investor 03-03-26

PepsiCo, Inc. and Starbucks Corporation are expanding their ready-to-drink portfolio with the launch of Starbucks® Coffee & Protein beverages, rolling out nationwide beginning March 23.

Developed through the North American Coffee Partnership, the new 12 oz bottled drinks combine Starbucks coffee with 22 grams of complete protein, 5 grams of prebiotic fiber, five vitamins and minerals, and 2 grams of sugar. The beverages will be available in Classic Caffè and Caffè Mocha flavors at a suggested retail price of $3.99, targeting growing consumer demand for protein-rich and functional beverages.

The launch is part of a broader expansion of lighter and reduced-sugar offerings, including Starbucks Doubleshot® Energy Zero Sugar and a new Frappuccino® Lite Chocolate Hazelnut Gelato flavor. The companies aim to capture demand for nutrient-focused, convenient coffee options in grocery, convenience and online retail channels.

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Global Finance News 02-28-26

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