PepsiCo (PEP): FY25 Q3 earnings call, Oct 9, 2025
On its Oct 9, 2025 earnings call (FY25 Q3), PepsiCo said 5 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 5 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Volume | Yes | 8 | 15 | ✓ | 67%transcripts from the transcript model | – |
| Away from Home | Yes | 3 | 3 | ✓ | 88%transcripts from the transcript model | – |
| Acquisition | Yes | 3 | 4 | ✓ | 52%transcripts from the transcript model | – |
| China | Yes | 2 | 2 | ✓ | 59%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| Celsius | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – |
| Healthy | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| Artificial Color | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
| Food for Tomorrow | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Prebiotic | No | 0 | 1 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Gatorade”; 4 quoted, at least 25 words apart.
…Now we're going after three of our top brands, Lace, Tostitos, and Gatorade. We're relaunching three of our top brands in The US and globally…
…happening as we speak, with Liz and Tostitos, and it's happening with Gatorade a little bit later in the Q1 to Q2 time frame. The…
…brand into more consumers. And then as I mentioned, the relaunch of Gatorade, which is critical for us we're leaders in a category that needs…
…the relaunches of the brands that we're making whether it's Lay's or Gatorade or Tostitos, take that into consideration because I think they're very relevant…
Where the listed words were said
…kind of divestment or new business model we have. Beverages actually grew volume in the quarter. So we are very happy with the performance on…
…its execution of existing products and then some innovation special for away from home more moving towards meals, a more elevated experience. You mentioned permissible…
…other thing I'd add, Bonnie, is as we lap some of these acquisitions, if you look at Asiete, Poppy, the Alani New that's not included…
…consumer making very choiceful decisions in many parts of the world, in China, for sure. And China is a big market. For us. Not so…
…margins at a good pace. You know, the Q3 was impacted by tariffs which we already in Q4 an expansion of the margin again to…
Agents: this page as TSV at /api/v1/appearances/pepsico:2025-10-09:earnings_call · words: /api/v1/brief?appearance=pepsico:2025-10-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP