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.
6 matches for “Revenue”; 5 quoted, at least 25 words apart.
…Especially some of the larger brands like Pepsi, grew volume, grew net revenue, grew share. So positive development in beverages. In foods, we changed the…
…or better value across all the brands. That impacted the volume, better revenue realization, so probably a more balanced growth of the category and our…
…And we'll should see an acceleration in PBNA, continued acceleration of net revenue in PBNA. And the same with the food business, should be very…
…Alani New that's not included in organic. So as we anniversary those, volume and net revenue is going to be reflecting the organic sales growth.
…do you think are most impactful as we think about potentially accelerating revenue growth in 2026? Can you give us a little more asbestos on…
Where the listed words were said
…analyze the portfolio, there's a lot of overlap on those very small volume items with some of our larger parts of our portfolio. And as…
…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