PepsiCo (PEP): FY26 Q2 earnings call, Jul 9, 2026
On its Jul 9, 2026 earnings call (FY26 Q2), PepsiCo said 9 of the 29 words Kalshi and Polymarket listed; Parrot’s count agreed with all 29 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
29 words · 9 settled yes · our count agreed on 29 of 29- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Volume | Yes | 25 | 34 | ✓ | 92%n=3+tx from settlement history blended with transcripts | Hear it 2:53, Volume | – |
| Consumer | Yes | 24 | 24 | ✓ | 96%transcripts from the transcript model | Hear it 4:48, Consumer | – |
| Away from Home | Yes | 6 | 7 | ✓ | 91%n=3+tx from settlement history blended with transcripts | Hear it 12:10, Away from Home | – |
| Margin | Yes | 6 | 6 | ✓ | 89%transcripts from the transcript model | Hear it 26:25, Margin | – |
| Tariff | Yes | 6 | 7 | ✓ | 31%n=3+tx from settlement history blended with transcripts | Hear it 8:41, Tariff | – |
| Commercial | Yes | 3 | 3 | ✓ | 62%transcripts from the transcript model | Hear it 21:31, Commercial | – |
| World Cup | Yes | 3 | 3 | ✓ | 38%transcripts from the transcript model | Hear it 24:54, World Cup | – |
| Celsius | Yes | 1 | 1 | ✓ | 71%n=3+tx from settlement history blended with transcripts | Hear it 42:01, Celsius | – |
| China | Yes | 1 | 1 | ✓ | 56%n=3+tx from settlement history blended with transcripts | Hear it 24:18, China | – |
| Revenue 5+ times | No | 4 | 4 | ✓ | 32%transcripts from the transcript model | Hear it 2:50, Revenue 5+ times | – |
| Gatorade | No | 0 | 0 | ✓ | 87%transcripts from the transcript model | – | |
| Quaker | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – | |
| Starbucks | No | 0 | 0 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – | |
| Acquisition | No | 0 | 2 | ✓ | 56%n=3+tx from settlement history blended with transcripts | – | |
| Healthy | No | 0 | 0 | ✓ | 46%n=3+tx from settlement history blended with transcripts | – | |
| Artificial Color | No | 0 | 0 | ✓ | 43%n=3+tx from settlement history blended with transcripts | – | |
| Zero Sugar | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – | |
| Diet | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – | |
| GLP-1 | No | 0 | 0 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – | |
| Diabetes | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Dividend | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Import | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Autonomous | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Bubly | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Gatik | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Food for Tomorrow | No | 0 | 0 | ✓ | 10%n=3+tx from settlement history blended with transcripts | – | |
| Prebiotic | No | 0 | 0 | ✓ | 10%n=3+tx from settlement history blended with transcripts | – | |
| Fiscal 5+ times | No | 0 | 0 | ✓ | 4%transcripts from the transcript model | – | |
| Loss 10+ times | No | 0 | 0 | ✓ | 4%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
24 matches for “Consumer”; 5 quoted, at least 25 words apart.
…everyone. Ramon, you mentioned in the prepared remarks that in the U.S., consumer behavior clearly was impacted by rising inflationary pressures in the quarter. I…
…were able to grow 7%, accelerating. In the U.S., we're seeing the consumer changing behaviors, basically an acceleration of some of the behaviors we saw…
…half. We see our affordability investments to return better for us in the second half as we optimize the tactics for different channels, different consumers.
…of the initiatives you put in place? Is it more the general consumer environment? Really what I wanted to focus on is more longer term,…
…Just how do you think about investment levels behind the business looking out, given both the short-term performance you're seeing and the consumer environment? Thanks.
Where the listed words were said
…the first half reported almost 7% revenue growth, and we've grown global volumes 3% in foods and 2% in beverages. That's the fastest growth in…
…U.S., one was affordability investments, make sure that our brands are in consumers' lives in the portions and prices that consumers can afford today. That's…
…as you see how consumers will engage with our categories. The away from home business continues to be a priority internationally and in the U.S.…
…point out to demonstrate not just the top-line growth of the international business, but in the second quarter, operating margin grew by a full point.
…the business from a commodity standpoint, we also expect refund claims for tariffs paid last year to help offset some of the commodity pressures that…
…by gas prices. Second, the execution of the price investment in some customers have had some delays, I would say, because of multiple commercial reasons.
…to compensate for the inflation. Europe remains resilient, pretty good. Clearly, the World Cup is helping, and the fact that we're sponsoring the World Cup…
…and poppi are good examples. We're also looking at partnerships like the Celsius Alani Nu. That's another way that we're using to expand our offerings…
If I think about Vietnam, Thailand, China, some of the markets where the gas prices were elevated, and the same with the Middle East. Our…
Agents: this page as TSV at /api/v1/appearances/pepsico:2026-07-09:earnings_call · words: /api/v1/brief?appearance=pepsico:2026-07-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP