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Jun 14, 2025
PepsiCo Q2 2025 Earnings Report
PepsiCo reported Q2 2025 results with modest revenue growth but significant EPS and net income declines compared to last year.
Key Takeaways
PepsiCo posted $22.7B in revenue with slight growth, but net income and EPS fell sharply due to impairment charges. International markets showed strength, while North America lagged. Cost optimization and portfolio innovation are planned to drive future growth.
Revenue reached $22.7B, up slightly from last year
GAAP EPS declined to $0.92, impacted by impairment charges
Core EPS was $2.12, reflecting underlying performance
International business momentum offset weaker North America execution
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
PepsiCo reaffirmed 2025 guidance, expecting low-single-digit organic revenue growth and stable core EPS, aided by moderated FX headwinds.
Positive Outlook
- Low-single-digit organic revenue growth expected
- Core constant currency EPS to remain approximately even with prior year
- FX headwind reduced to 1.5 percentage points from 3
- Continued international business momentum
- Focus on cost optimization and portfolio innovation
Challenges Ahead
- North America performance remains under pressure
- EPS decline expected for 2025 compared to 2024
- Foreign exchange still a headwind, though moderated
- Competitive pressures in key North America categories
- Impairment charges impacted recent quarter results
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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