Will PepsiCo say “Inflation”?

PepsiCo said “Inflation” 6 times on its Oct 8, 2026 call (FY26 Q3), and on 5 of its last 8 calls: 4, 2, 0, 0, 0, 6, 7, 6 times. As of Oct 24, 2026, PepsiCo said “Inflation” on the only call with a settled Polymarket mention market so far, on Oct 8, 2026. Parrot’s p for the next listing is 85% (n=1, from settlement history blended with transcripts), not a forecast.

85%from settlement history blended with transcripts · n=1counts: anyone
Last 10
1/1Last 10 settled, oldest to newest: yes
Streak
said last time
Counts
anyone
Updated

Where it was said

quotes of at most 25 words; select an appearance

PepsiCo

Inflation

Probability
85% · n=1
Settled
1/1 (100%)
Last calls
said in 5 of 8

Next listing counts: anyone

FY26 Q3 earnings call, Oct 8, 2026 · said 6 times (counts)

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Counts: anyone

6 counted (0 in prepared remarks, 6 in Q&A).

Lauren Liebermananalystqa · 19:40Hear it 19:34, Lauren Lieberman In transcript

…much of the margin pressure is incremental investment versus incremental and unexpected inflation. Because I think that is really important to just understand both what…

Steve Schmittcompanyqa · 20:43Hear it 20:41, Steve Schmitt In transcript

…guess, costs, A&M, and tariffs. One, I would talk about on cost inflation overall, the teams internally have done a really nice job with our…

Every match in the transcript

FY26 Q2 earnings call, Jul 9, 2026 · said 7 times (counts)

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

5 counted (0 in prepared remarks, 5 in Q&A); 2 by speakers the rule does not count.

Steve Schmittcompanyqa · 17:47Hear it 17:41, Steve Schmitt In transcript

…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…

Ramon Laguartacompanyqa · 22:06Hear it 22:00, Ramon Laguarta In transcript

…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…

Every match in the transcript

FY26 Q1 earnings call, Apr 16, 2026 · said 6 times (counts)

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

5 counted (0 in prepared remarks, 5 in Q&A); 1 by speakers the rule does not count.

Steve SchmittcompanyqaIn transcript

…does give us some near-term visibility here. We typically have about six to 12-month hedges in place. Now, our assumption is that inflation will come.

Every match in the transcript

FY25 Q4 earnings call, Feb 3, 2026 · not said

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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 · said 2 times (counts)

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

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 8, 2026InflationPolymarketYes6

Questions

How many times did PepsiCo say “Inflation” on its last earnings call?
PepsiCo said “Inflation” 6 times on its Oct 8, 2026 call (FY26 Q3), and on 5 of its last 8 calls: 4, 2, 0, 0, 0, 6, 7, 6 times.
How often does PepsiCo say “Inflation”?
As of Oct 24, 2026, PepsiCo said “Inflation” on the only call with a settled Polymarket mention market so far, on Oct 8, 2026.
What is the probability PepsiCo says “Inflation” next time?
85%, from settlement history blended with transcripts (n=1). 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: ‘Inflation’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/PEP/words/inflation (CC BY 4.0)

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