Will PepsiCo say “Tariff”?
PepsiCo said “Tariff” 2 times on its Oct 8, 2026 call (FY26 Q3), and on 5 of its last 8 calls: 0, 3, 1, 1, 0, 0, 6, 2 times. As of Oct 24, 2026, PepsiCo said “Tariff” on 3 of 5 calls with a settled Kalshi or Polymarket mention market since Oct 9, 2025 (60%), most recently on Oct 8, 2026. Parrot’s p for the next listing is 72% (n=5, from settlement history blended with transcripts), not a forecast.
- Last 10
- 3/5Last 10 settled, oldest to newest: yes no no yes yes
- Streak
- said the last 2 times
- Counts
- company speakers + operator
- Market
- 71¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
PepsiCo
Tariff
- Probability
- 72% · n=5
- Settled
- 3/5 (60%)
- Last calls
- said in 5 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
2 counted (0 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.
…you at least a few things on, I guess, costs, A&M, and tariffs. One, I would talk about on cost inflation overall, the teams internally…
…in our beverage North America business in the third quarter related to tariffs. We talked a little bit about in our remarks about how much…
Counts: company speakers + operator
6 counted (0 in prepared remarks, 6 in Q&A); 1 by speakers the rule does not count.
…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…
…to continue to run our play there. On the impact from the tariffs, maybe I'll talk a little bit about Q3 and then Q4 because…
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A).
…margins at a good pace. You know, the Q3 was impacted by tariffs which we already in Q4 an expansion of the margin again to…
Every settled listing
newest first · 7 shown
Polymarket
KalshiQuestions
- How many times did PepsiCo say “Tariff” on its last earnings call?
- PepsiCo said “Tariff” 2 times on its Oct 8, 2026 call (FY26 Q3), and on 5 of its last 8 calls: 0, 3, 1, 1, 0, 0, 6, 2 times.
- How often does PepsiCo say “Tariff”?
- As of Oct 24, 2026, PepsiCo said “Tariff” on 3 of 5 calls with a settled Kalshi or Polymarket mention market since Oct 9, 2025 (60%), most recently on Oct 8, 2026.
- What is the probability PepsiCo says “Tariff” next time?
- 72%, from settlement history blended with transcripts (n=5). 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: company speakers + operator.
Cite parrot.markets, “PepsiCo: ‘Tariff’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/PEP/words/tariff (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=pepsico&word=tariff · quotes: /api/v1/quotes?entity=pepsico&word=… · columnar JSON in #parrot-data · llms.txt · MCP