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.
7 matches for “Inflation”; 5 quoted, at least 25 words apart.
…be using the tariff, essentially the refunds to help offset some commodity inflation that we're seeing and allow us to continue to play offense in…
…macro factors, you talked about tighter consumer budgets and higher levels of inflation, versus more company specific factors and how that looks versus, say, nine…
…consumer budget trade-offs that consumers are making given some of the recent inflation, especially on gas prices. That's where I would leave it here. We…
…in terms of raw materials availability and agility to compensate for the inflation. Europe remains resilient, pretty good. Clearly, the World Cup is helping, and…
…Maybe one thing to call out is we do expect some commodity inflation, probably more so in EMEA in the back half of the year,…
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…
…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…
…food and beverage habits of consumers. The third one was accelerate away from home as incremental locations for us to capture new locations for our…
…Good morning. I just want to talk a little bit about the margin pressure that we saw in PBNA this quarter and how to think…
…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.
…of the business, as you saw, clearly trending very positive and the World Cup obviously having a very big impact in that part of the…
…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