PepsiCo Q2 2026: Revenue US$24.2 Billion, Shares Fall on Weak North America Foods
PepsiCo reported second-quarter 2026 net revenue up 6.4% to US$24.18 billion with organic growth of 2.4% and core EPS of US$2.20, affirmed its 2026 guidance, and saw its shares drop as North American foods stayed weak.
- PepsiCo said on 9 July 2026 that second-quarter net revenue rose 6.4% to US$24,181 million, with organic revenue up 2.4%, EPS of US$2.18 (up 137%) and core EPS of US$2.20 (up 4%)[1]
- Operating profit rose 125% to US$4,023 million, helped by the absence of prior-year impairment charges tied to the Rockstar and Be & Cheery brands; core operating margin slipped 40 basis points to 16.8%[1]
- CEO Ramon Laguarta said year-to-date global organic volume had grown at the highest rate since 2022, aided by international businesses and a portfolio shift toward portion control, protein, fiber and zero-sugar options[1][2]
- PepsiCo Foods North America was the weak spot, with second-quarter revenue down 2% to US$6.37 billion on lower effective net pricing, even as it gained volume share[1][2]
- The company affirmed 2026 guidance of 2 to 4 percent organic revenue growth, and shares were down about 5% at US$134.44 in London trading on the day[2]
参考资料 3可信度 85%总体可信度: 85%该图钉的来源和参考资料对其日期的支持程度。包括来源在内的 3 份资料对图钉开始和结束时间支持程度的加权平均；资料每比最新的一份旧 180 天，权重减半显示所有可信度不低于 75% 的图钉
第一项始终是图钉的来源。总体可信度是各份资料对上方所用开始和结束时间支持程度的加权平均；资料每比最新的一份旧 180 天，权重减半。
- [1]90%sec.gov/Archives/edgar/data/0000077476/000007747626000037/q220268-kxexhibit991.htmsec.gov· 发布于 2026年10月4日· 开始 2026年7月9日 ✓· 占评分 37%
PepsiCo's[3] 8-K Exhibit 99.1 is dated "PURCHASE, N.Y. - July 9, 2026" and reports second-quarter 2026 results; Hargreaves Lansdown reports the share reaction "on Thursday" (9 July 2026).
- [2]80%PepsiCo shares drop on gloomy outlook despite Q2 beat - Hargreaves Lansdownhl.co.uk· 添加于 2026年10月4日· 占评分 37%
Revenue, EPS, North America Foods weakness, unchanged guidance and the share move.[1]
- [3]85%PepsiCo Q2 2026 earnings release (investor relations PDF)investors.pepsico.com· 发表于 2026年7月9日· 占评分 26%
The same earnings release hosted on PepsiCo's investor site (returned by search, not opened).
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