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Mar 22, 2025
PepsiCo Q1 2025 Earnings Report
PepsiCo reported a year-over-year decline in GAAP earnings and revenue for Q1 2025.
Key Takeaways
PepsiCo faced headwinds from foreign exchange rates and macroeconomic pressures in Q1 2025, resulting in lower GAAP EPS and revenue compared to the prior year. Despite this, core EPS remained resilient and international segments showed growth.
GAAP revenue declined by 1.8% to $17.92 billion in Q1 2025.
Core (non-GAAP) EPS stood at $1.48, down slightly from the prior year.
Foreign exchange had a significant negative impact on both revenue and EPS.
PepsiCo reaffirmed low-single-digit organic revenue growth but revised EPS guidance to flat for FY2025.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
PepsiCo maintained its outlook for low-single-digit organic revenue growth but adjusted its EPS expectations to remain flat year-over-year, citing global uncertainties and rising costs.
Positive Outlook
- Maintained low-single-digit organic revenue growth outlook.
- Expectations for $8.6B in total shareholder returns through dividends and buybacks.
- Continued dividend growth, marking 53 consecutive years.
- Strong international performance expected to continue.
- Productivity initiatives to support long-term margin stability.
Challenges Ahead
- EPS growth guidance revised to flat for FY2025.
- Higher supply chain costs due to trade-related issues.
- Foreign exchange headwinds expected to continue (-3%).
- Macroeconomic volatility and subdued consumer spending.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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