For the quarter ended September 2025, PepsiCo (PEP) reported revenue of $23.94 billion, up 2.7% over the same period last year. EPS came in at $2.29, compared to $2.31 in the year-ago quarter.
The reported revenue represents a surprise of +0.25% over the Zacks Consensus Estimate of $23.88 billion. With the consensus EPS estimate being $2.27, the EPS surprise was +0.88%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how PepsiCo performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Revenue- IB Franchise (International Beverages Franchise): $1.29 billion versus the four-analyst average estimate of $1.33 billion.
- Net Revenue- EMEA (Europe, Middle East and Africa): $5.02 billion versus the four-analyst average estimate of $5.02 billion.
- Net Revenue- PBNA (PepsiCo Beverages North America): $7.33 billion versus $7.24 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.1% change.
- Net Revenue- PFNA (PepsiCo Foods North America): $6.53 billion versus $6.53 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +907.1% change.
- Net Revenue- LatAm Foods: $2.66 billion versus the four-analyst average estimate of $2.62 billion. The reported number represents a year-over-year change of -8.9%.
- Net Revenue- Asia Pacific Foods: $1.12 billion compared to the $1.09 billion average estimate based on four analysts.
- Core Operating Profit, non-GAAP measure- PFNA: $1.57 billion versus $1.57 billion estimated by four analysts on average.
- Core Operating Profit, non-GAAP measure- PBNA: $975 million versus the four-analyst average estimate of $955.24 million.
- Core Operating Profit, non-GAAP measure- IB Franchise: $511 million versus the four-analyst average estimate of $496.64 million.
- Core Operating Profit, non-GAAP measure- Corporate unallocated: $-406 million compared to the $-312.67 million average estimate based on four analysts.
- Core Operating Profit, non-GAAP measure- LatAm Foods: $523 million versus $513.84 million estimated by four analysts on average.
- Core Operating Profit, non-GAAP measure- Asia Pacific Foods: $156 million compared to the $125 million average estimate based on four analysts.
View all Key Company Metrics for PepsiCo here>>>
Shares of PepsiCo have returned -2.7% over the past month versus the Zacks S&P 500 composite's +4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
PepsiCo, Inc. (PEP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
