Will PepsiCo say “Commercial”?

PepsiCo said “Commercial” 1 time on its Oct 8, 2026 call (FY26 Q3), and on 5 of its last 8 calls: 2, 0, 0, 0, 2, 4, 3, 1 times. As of Oct 24, 2026, PepsiCo said “Commercial” on 2 of 2 calls with a settled Polymarket mention market since Jul 9, 2026 (100%), most recently on Oct 8, 2026. Parrot’s p for the next listing is 80% (n=2, from settlement history blended with transcripts), not a forecast.

80%from settlement history blended with transcripts · n=2counts: anyone
Last 10
2/2Last 10 settled, oldest to newest: yes yes
Streak
said the last 2 times
Counts
anyone
Updated

Where it was said

quotes of at most 25 words; select an appearance

PepsiCo

Commercial

Probability
80% · n=2
Settled
2/2 (100%)
Last calls
said in 5 of 8

Next listing counts: anyone

FY26 Q3 earnings call, Oct 8, 2026 · said 1 time (counts)

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Counts: anyone

1 counted (0 in prepared remarks, 1 in Q&A).

Ramon Laguartacompanyqa · 9:40Hear it 9:38, Ramon Laguarta In transcript

…had to do with the consumer environment. It had to do with some of the commercial execution. That is getting better, and we feel good.

FY26 Q2 earnings call, Jul 9, 2026 · said 3 times (counts)

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Counts: anyone

3 counted (0 in prepared remarks, 3 in Q&A).

Ramon Laguartacompanyqa · 21:33Hear it 21:27, Ramon Laguarta In transcript

…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.

Steve Schmittcompanyqa · 27:34Hear it 27:29, Steve Schmitt In transcript

…decline was driven by the business we have through Alani and the commercial arrangement we have there. That's about half the gross profit decline. The…

Every match in the transcript

FY26 Q1 earnings call, Apr 16, 2026 · said 4 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

3 counted (0 in prepared remarks, 3 in Q&A); 1 by speakers the rule does not count.

Ramon LaguartacompanyqaIn transcript

…an impact on demand since the war started. We have very strong commercial programs. Actually, I would say in some markets we're seeing a benefit…

Ramon LaguartacompanyqaIn transcript

…go down to the North America Foods business, this was a holistic commercial study focused on growth. There was some additional value to the consumer.…

Every match in the transcript

FY25 Q4 earnings call, Feb 3, 2026 · said 2 times (counts)

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FY25 Q3 earnings call, Oct 9, 2025 · not said

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FY25 Q2 earnings call, Jul 17, 2025 · not said

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FY25 Q1 earnings call, Apr 24, 2025 · not said

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FY24 Q4 earnings call, Feb 4, 2025 · said 2 times (counts)

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Every settled listing

newest first · 2 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 8, 2026CommercialPolymarketYes1
Jul 9, 2026CommercialPolymarketYes3

Questions

How many times did PepsiCo say “Commercial” on its last earnings call?
PepsiCo said “Commercial” 1 time on its Oct 8, 2026 call (FY26 Q3), and on 5 of its last 8 calls: 2, 0, 0, 0, 2, 4, 3, 1 times.
How often does PepsiCo say “Commercial”?
As of Oct 24, 2026, PepsiCo said “Commercial” on 2 of 2 calls with a settled Polymarket mention market since Jul 9, 2026 (100%), most recently on Oct 8, 2026.
What is the probability PepsiCo says “Commercial” next time?
80%, from settlement history blended with transcripts (n=2). It is a base rate from history, not a forecast and not advice.
Who has to say it for the market to count?
Under the next market's rule: anyone.

Cite parrot.markets, “PepsiCo: ‘Commercial’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/PEP/words/commercial (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=pepsico&word=commercial · quotes: /api/v1/quotes?entity=pepsico&word=… · columnar JSON in #parrot-data · llms.txt · MCP