PepsiCo tops quarterly revenue estimates on resilient demand for sodas

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Reuters

Tue, February 3, 2026 astatine 5:07 AM CST 1 min read

Feb 3 (Reuters) - PepsiCo topped fourth-quarter gross expectations connected Tuesday, benefiting from robust request for its sodas successful planetary ​markets, arsenic good arsenic spot successful its low-sugar beverages ‌in the U.S.

Demand for much localized flavors of some snacks and sodas successful countries ‌such arsenic India and Brazil boosted sales, adjacent arsenic it overhauls its portfolio successful the U.S. to conscionable the shifting tastes of consumers.

The institution announced a reappraisal of its North America proviso concatenation ⁠in December, weeks aft ‌activist capitalist Elliott Management built a involvement and pushed for large changes astatine its struggling nutrient business.

PepsiCo ‍stuck to its yearly halfway net per stock people of 5% to 7% maturation that it had issued successful December.

PepsiCo, similar different consumer-facing companies specified ​as P&G and Coca-Cola, person turned absorption to little introduction ‌price points and smaller battalion sizes arsenic U.S. consumers looked to marque their budgets past successful the look of ostentation and challenges specified arsenic the authorities shutdown past twelvemonth that delayed entree to nutrient stamp benefits.

Its beverages concern successful North America is undergoing a ⁠facelift with its prebiotic soda offering, arsenic ​well arsenic low- and zero-sugar beverages.

Volumes ​in the cardinal North America nutrient concern fell 1% successful the 4th quarter, pursuing a 4% driblet successful ‍the anterior 3 ⁠months.

The Gatorade shaper reported gross of $29.34 cardinal for the 3 months ended December 27, compared with estimates of $28.97 billion, according ⁠to information compiled by LSEG.

International beverages measurement grew 3%, portion wide volumes successful ‌the beverages conception was up 1%.

(Reporting by Juveria Tabassum ‌in Bengaluru; Editing by Arun Koyyur)


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