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Sep 06, 2025
PepsiCo Q3 2025 Earnings Report
PepsiCo reported mixed Q3 2025 results with modest revenue growth and a decline in earnings.
Key Takeaways
PepsiCo delivered $23.94B in revenue and $2.60B in net income in Q3 2025. While international growth supported topline expansion, earnings were pressured by impairment charges and cost inflation. Core EPS declined slightly, reflecting operating challenges in North America.
Q3 revenue reached $23.94B, up 3% YoY
GAAP EPS declined to $1.90, while Core EPS was $2.29
Net income fell to $2.60B from $2.93B in Q3 2024
Company reaffirmed full-year 2025 organic revenue and EPS guidance
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
PepsiCo reaffirmed its full-year 2025 guidance, expecting low-single-digit organic revenue growth and flat core constant currency EPS versus 2024.
Positive Outlook
- Improved foreign exchange outlook supports EPS guidance
- Innovation pipeline set to drive portfolio transformation
- Continued momentum in international markets
- Cost structure optimization in progress
- Shareholder returns of $8.6B expected for FY25
Challenges Ahead
- Flat core constant currency EPS signals margin pressures
- North America volume declines weigh on performance
- Ongoing FX volatility remains a risk
- Operating profit declined YoY in key segments
- Impairment charges continue to impact GAAP 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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