PepsiCo: snack-and-beverage scale still has to prove volume quality and cash recovery

PepsiCo reported FY2025 revenue of $93.9 billion and Q1 2026 revenue of $19.4 billion. The thesis depends on volume, pricing, mix, margin recovery, working capital and cash conversion.

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PepsiCo reported FY2025 revenue of $93.9 billion and Q1 2026 revenue of $19.4 billion. The thesis depends on volume, pricing, mix, margin recovery, working capital and cash conversion.

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SEC datasetSEC company tickers exchange datasetRetrieved 2026-05-19 · Issuer identity, ticker, exchange and CIK SEC APISEC submissions APIRetrieved 2026-05-19 · Filing chronology and company identity SEC XBRL APISEC companyfacts APIRetrieved 2026-05-19 · Financial statement cross-checks Annual reportFY2025 Form 10-K filed 2026-02-032026 · Annual business, risk and financial baseline Quarterly reportLatest Form 10-Q filed 2026-04-162026 · Latest interim financials and balance sheet Form 8-KForm 8-K filed 2026-05-082026 · Recent filing chronology and update context Proxy statementProxy statement filed 2026-03-272026 · Governance and incentive framing