
• Reported GAAP EPS of $1.85 up 66.67% YoY • Reported revenue of $29.34B up 5.61% YoY • PepsiCo expects to return approximately $8.9 billion to shareholders in 2026, including $7.9 billion in dividends and $1.0 billion in share repurchases, while projecting $900 million in pre-tax restructuring charges.
Bullish
PepsiCo is strategically transforming its portfolio through acquisitions and innovation, leveraging AI for efficiency, and demonstrating strong commitment to shareholder returns through dividends and repurchases.
Bearish
PepsiCo faces challenges from shifting consumer preferences, increased product taxes, and ongoing supply chain disruptions, which could negatively impact demand, margins, and financial results.