PepsiCo (PEP): FY25 Q4 earnings call, Feb 3, 2026
On its Feb 3, 2026 earnings call (FY25 Q4), PepsiCo said 6 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 6 settled yes · our count agreed on 12 of 12- 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 | 9 | 13 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Acquisition | Yes | 3 | 3 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – |
| Celsius | Yes | 3 | 4 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| China | Yes | 2 | 2 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Away from Home | Yes | 1 | 1 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| GLP-1 | Yes | 1 | 3 | ✓ | 33%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Artificial Color | No | 0 | 0 | ✓ | 32%n=1+tx from settlement history blended with transcripts | – |
| Healthy | No | 0 | 0 | ✓ | 27%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Food for Tomorrow | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Prebiotic | No | 0 | 1 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
27 matches for “Consumer”; 5 quoted, at least 25 words apart.
…scale in some of our key markets. We think that for some consumers, low- and middle-income consumers, the biggest friction they have today in our…
…As I said earlier, it will be very surgical investment, in particular, consumers, brands, channels where we see that the biggest friction for higher frequency…
…to go up. This not only has a good impact in the consumer, obviously, being part of our business and being part of our brand.…
…simple ingredients, no artificials. We know that, that is going to bring consumers to the brand. We're relaunching Tostitos. And as I mentioned, we're relaunching…
…innovation for us. And what it taught us is that there are consumers out there that are looking for us to give them excuses to…
Where the listed words were said
…excited about the initiatives and the benefits that will come both in volume and sales growth. And third, from an overall perspective, this investment is…
…and gains traction as well as we have poppi and some other acquisitions from prior year moving into organic growth. From an EPS perspective, we…
…through a combination of a distribution margin plus participating in ownership of CELSIUS, I think, is a good way for us to participate. The CELSIUS…
…Mexico improving in the Q4 and then also having a good start, China as well, South Africa as well. So -- but you should think…
…together with increasing our availability in restaurants and food consumption spaces away from home has also been a big driver of volume, but also I…
…think we should assume that there will be a broader adoption of GLP-1 medicines, as those options evolve and they are more affordable. So I…
Agents: this page as TSV at /api/v1/appearances/pepsico:2026-02-03:earnings_call · words: /api/v1/brief?appearance=pepsico:2026-02-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP