PepsiCo (PEP): FY26 Q1 earnings call, Apr 16, 2026
On its Apr 16, 2026 earnings call (FY26 Q1), PepsiCo said 6 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 6 settled yes · our count agreed on 14 of 14- 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 | 13 | 21 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Away from Home | Yes | 4 | 4 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| Celsius | Yes | 2 | 2 | ✓ | 68%n=2+tx from settlement history blended with transcripts | – |
| Starbucks | Yes | 1 | 1 | ✓ | 45%transcripts from the transcript model | – |
| Artificial Color | Yes | 1 | 1 | ✓ | 29%n=2+tx from settlement history blended with transcripts | – |
| Healthy | Yes | 1 | 1 | ✓ | 25%n=2+tx from settlement history blended with transcripts | – |
| China | No | 0 | 0 | ✓ | 80%n=2+tx from settlement history blended with transcripts | – |
| Acquisition | No | 0 | 0 | ✓ | 77%n=2+tx from settlement history blended with transcripts | – |
| GLP-1 | No | 0 | 1 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 46%n=2+tx from settlement history blended with transcripts | – |
| Pickle | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Nvidia | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Food for Tomorrow | No | 0 | 0 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – |
| Prebiotic | No | 0 | 0 | ✓ | 11%n=2+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 “Inflation”; 4 quoted, at least 25 words apart.
…does give us some near-term visibility here. We typically have about six to 12-month hedges in place. Now, our assumption is that inflation will come.
…the reality is, depending on the magnitude and time, that we have inflation, we'll likely play in all three areas to combat the inflation that…
…or on-shelf behavior? I guess, given the incrementality of your building cost inflation, how do you think the food industry broadly will balance what are…
…thinking about the next innings in the journey, and we'll see how inflation behaves. As Steve said earlier, we're going to play a full portfolio…
Where the listed words were said
All of that is delivering for us. When you see the 2% volume growth, is a combination of all these elements, more value in some…
…new occasions to our business compared to Q1 of last year. The Away From Home business is growing three times the average of the company.
…including energy. We see ourselves participating in the energy portfolio through our Celsius investment and our distribution of Celsius. That's gaining share. We see ourselves,…
…and accelerating the tea business, where we're also leaders. Some of the innovation that we have in the Starbucks portfolio is intended to do that.
…because they loved our favorites, now we're offering solutions with no colors, no artificial colors, no artificial flavors, and they're coming back to the category.
…of our key objectives is to make sure that the category is healthy, and we continue to bring consumers into the category. Some of them…
Agents: this page as TSV at /api/v1/appearances/pepsico:2026-04-16:earnings_call · words: /api/v1/brief?appearance=pepsico:2026-04-16:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP