Will PepsiCo say “Consumer”?

PepsiCo said “Consumer” 14 times on its Oct 8, 2026 call (FY26 Q3), and on each of its last 8 calls: 48, 43, 35, 35, 27, 23, 24, 14 times. As of Oct 23, 2026, PepsiCo said “Consumer” 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 97% (n=2, from settlement history blended with transcripts), not a forecast.

97%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

Consumer

Probability
97% · n=2
Settled
2/2 (100%)
Last calls
said in 8 of 8

Next listing counts: anyone

FY26 Q3 earnings call, Oct 8, 2026 · said 14 times (counts)

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Counts: anyone

14 counted (0 in prepared remarks, 14 in Q&A).

Ramon Laguartacompanyqa · 9:36Hear it 9:35, Ramon Laguarta In transcript

…than what we had initially anticipated. It had to do with the consumer environment. It had to do with some of the commercial execution. That…

Ramon Laguartacompanyqa · 12:28Hear it 12:22, Ramon Laguarta In transcript

…categories, sub-segments, making sure that we're competitive in that space with a consumer that is clearly challenged. We don't expect the consumer to suddenly become…

Every match in the transcript

FY26 Q2 earnings call, Jul 9, 2026 · said 24 times (counts)

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Counts: anyone

24 counted (0 in prepared remarks, 24 in Q&A).

Filippo Falornianalystqa · 4:50Hear it 4:45, Filippo Falorni In transcript

…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…

Ramon Laguartacompanyqa · 5:46Hear it 5:44, Ramon Laguarta In transcript

…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…

Every match in the transcript

FY26 Q1 earnings call, Apr 16, 2026 · said 23 times (counts)

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

21 counted (0 in prepared remarks, 21 in Q&A); 2 by speakers the rule does not count.

Ramon LaguartacompanyqaIn transcript

…commercial study focused on growth. There was some additional value to the consumer. There was more space. There was a restage of some of the…

Every match in the transcript

FY25 Q4 earnings call, Feb 3, 2026 · said 27 times (counts)

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FY25 Q3 earnings call, Oct 9, 2025 · said 35 times (counts)

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FY25 Q2 earnings call, Jul 17, 2025 · said 35 times (counts)

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FY25 Q1 earnings call, Apr 24, 2025 · said 43 times (counts)

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FY24 Q4 earnings call, Feb 4, 2025 · said 48 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, 2026ConsumerPolymarketYes14
Jul 9, 2026ConsumerPolymarketYes24

Questions

How many times did PepsiCo say “Consumer” on its last earnings call?
PepsiCo said “Consumer” 14 times on its Oct 8, 2026 call (FY26 Q3), and on each of its last 8 calls: 48, 43, 35, 35, 27, 23, 24, 14 times.
How often does PepsiCo say “Consumer”?
As of Oct 23, 2026, PepsiCo said “Consumer” 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 “Consumer” next time?
97%, 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: ‘Consumer’ mention history”, as of Oct 23, 2026, https://parrot.markets/earnings/PEP/words/consumer (CC BY 4.0)

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