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.
6 matches for “Margin”; 5 quoted, at least 25 words apart.
…And I guess in the context of this, you expect PFNA op margins to expand this year. So if you could touch on how you'll…
…a minute. We expect Frito-Lay to grow volume, net revenue and operating margin this year. So that should be the framework that we operate in.…
…expect that segment to ultimately contribute in terms of growth and profit margin, you mentioned a number of drivers in your response earlier to Filippo's…
…you should think about is we've been very consistent on improving the margins of the business and '26 will be no different. We plan to…
…energy. The way we've engineered this through a combination of a distribution margin plus participating in ownership of CELSIUS, I think, is a good way…
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…
…be positive for us going forward. There's very good collaboration with the CELSIUS team. I think the separation of functions between the brand building part…
…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