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PepsiCo Tops Revenue and Earnings Forecasts, Warns of Weaker U.S. Snack Sales and Rising Inflation

businesscompany-earnings 6 posts · 6 accounts

PepsiCo reported second-quarter revenue of $24.18 billion and adjusted earnings per share of $2.20, beating analyst estimates, while maintaining full-year guidance of 2% to 4% organic sales growth. Operating profit came in at $4.02 billion, missing the $4.06 billion forecast.

The company cited softer-than-expected performance in its North American snacks division, where lower prices reduced top-line growth, offset by an 11% increase in international beverage franchise sales. PepsiCo also warned of rising inflationary pressures for U.S. consumers and said it expects a more gradual recovery in North American performance trends for the rest of the year.

From the sources (6 posts)

@firstsquawk

PEPSICO 2Q CORE EPS $2.20, EST. $2.19 | 2Q NET REV. $24.18B, EST. $23.95B || 2Q OPER PROFIT $4.02B, EST. $4.06B || STILL SEES FY ORGANIC REV. +2% TO +4%, EST. +2.76%

@financialjuice

$PEP Pepsi Q2 2026 Earnings Core EPS $2.20, est. $2.19 Rev. $24.81B, est $23.96B Oper profit $4.02B, est. $4.06B Foods North America revenue $6.37B, est. $6.48B Europe, Middle East and Africa rev. $4.98B, est. $4.89B International beverages

@cnbc

PepsiCo earnings miss estimates as North American consumers tighten their budgets

@wallstengine

PEPSICO $PEP Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $24.181B (Est. $23.96B) 🟢; +6.4% YoY 🔹 Adj. EPS: $2.20 (Est. $2.19) 🟢; +4% YoY 🔹 Operating Profit: $4.02B (Est. $4.06B) 🔴 🔹 Foods North America: $6.37B (Est. $6.48B) 🔴 🔹 EMEA Revenue: $4.98

@business

PepsiCo second-quarter organic sales growth narrowly missed estimates, as lower prices cut into revenue for its North American snacks business

@ft

PepsiCo warns of ‘rising inflationary pressures’ for US consumers

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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