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.
7 matches for “Organic”; 5 quoted, at least 25 words apart.
…you look at Asiete, Poppy, the Alani New that's not included in organic. So as we anniversary those, volume and net revenue is going to…
…that we'll continue to accelerate the portfolio. Some of that will be organic, some of that will be non-organic. But that's how we see the…
…expectation for PF and A to get back to kind of flat organic sales performance in the fourth quarter and that you actually saw the…
…how to think about the headwinds of the SKU rationalization impacting your organic growth? And two clarifications, Ramon, for PFNA, can you comment on the…
…you can expand a little bit on the decision to go more organic versus acquisition or partnership we think about protein and beverages going forward?…
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…
…And then the last element as Jamie was saying, we made some acquisitions that are very strategic in how we reshape the portfolio. We divested…
…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