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.
10 matches for “Margin”; 5 quoted, at least 25 words apart.
…you know, you're gonna wanna reinvest. So talk a little bit about margin structure or how to think about the cost implications of taking the…
…Good. I the overall company we think that we'll continue to improve margins going forward. And we're with, again, with a very high sense of…
…cost and that's happening. Total company, Lauren, we see we see the margin improvement next year. Again, driven by the continuous acceleration of international, international…
…impacted by tariffs which we already in Q4 an expansion of the margin again to complete a positive margin expansion for the full year. And…
…structure to navigate the coming quarter. So think about expansion of the margin for total PepsiCo with the drivers that I said, The portfolio as…
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…
…really accelerating the platforms that are growing. And you mentioned some, away from home is growing very fast for us in The US and it's…
…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…
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