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.
3 matches for “Permissible”; 3 quoted, at least 25 words apart.
…There was a lot of innovation to accelerate our, what we call permissible and functional, and there was a repurpose of funds towards Away From…
The permissible portfolio is growing double-digit in some of the brands. Clearly all the structural things that we're trying to do are working. Most importantly,…
…across all our core brands. On top of that, we see our permissible portfolio growing, in some cases, double digit, brands like SunChips, Smartfood, Siete,…
Where the listed words were said
…The early reads are quite exciting. Now, if you think about 2% volume growth, about 4% unit growth, we have increased 300 million occasions in…
…execution, it's making sure that all the elements in retail and away from home continue to be successful. Now, with regards to the productivity story…
…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