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.
- Last 10
- 2/2Last 10 settled, oldest to newest: yes yes
- Streak
- said the last 2 times
- Counts
- anyone
Where it was said
quotes of at most 25 words; select an appearancePepsiCo
Consumer
- Probability
- 97% · n=2
- Settled
- 2/2 (100%)
- Last calls
- said in 8 of 8
Next listing counts: anyone
Counts: anyone
14 counted (0 in prepared remarks, 14 in Q&A).
…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…
…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…
Counts: anyone
24 counted (0 in prepared remarks, 24 in Q&A).
…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…
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.
…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 settled listing
newest first · 2 shownQuestions
- 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