StockStory

PepsiCo (NASDAQ:PEP) reported revenue ahead of Wall Street's expectations in Q4 CY2025, with sales up 5.6% year on year to $29.34 billion. Its non-GAAP profit of $2.26 per share was 1% above analysts’ consensus estimates. Management attributed the performance to targeted affordability initiatives, productivity improvements, and double-digit shelf space gains, particularly in Frito-Lay. Looking ahead, PepsiCo’s guidance is informed by continued investment in affordability, brand relaunches, and innovation targeting evolving consumer trends. The company plans to accelerate growth through these initiatives, including relaunching major brands like Gatorade and Quaker, expanding distribution, and improving operational efficiencies.