PepsiCo Inc. (PEP) Q4 2025 (USD): adj. EPS 2.26 (exp. 2.24), Revenue 29.34bln (exp. 28.98bln); seeks to buyback USD 10bln worth of shares by 2030
Importance
Level 1
- Raises dividend by +4%
- Plans to cut prices by up to 15% on snacks due to customer complaints, WSJ reports
GUIDANCE:
- Affirms 2026 outlook
COMMENTARY:
- Operating profit increased 15%, primarily reflecting effective net pricing, productivity savings and an 8ppts impact of favourable FX translation.
- These impacts were partially offset by certain operating cost increases, a decline in organic volume and a 6ppt impact of higher commodity costs.