PepsiCo, Inc. reported its financial results for the 12 and 36 weeks ended September 6, 2025, revealing a net revenue of $23.9 billion for the quarter, a 3% increase from $23.3 billion in the same period last year. For the year-to-date period, revenue rose slightly to $64.6 billion from $64.1 billion. However, the company experienced a decline in operating profit, which fell 8% to $3.6 billion for the quarter and 25% to $7.9 billion for the year-to-date period, primarily due to increased operating costs, a decline in organic volume, and significant impairment charges related to the Rockstar brand.
The filing highlighted several strategic developments, including the acquisition of Siete, a Mexican-American foods business, for $1.2 billion, and poppi, a prebiotic soda company, for $1.95 billion. These acquisitions are part of PepsiCo's ongoing efforts to expand its product portfolio and market presence. The company also reported a significant impairment charge of $1.9 billion related to the Rockstar brand, which negatively impacted its profitability.
Operationally, PepsiCo's total assets increased to $106.6 billion, up from $99.5 billion at the end of the previous fiscal year, driven by higher accounts receivable and goodwill from acquisitions. The company reported a decrease in net income attributable to PepsiCo, which fell 11% to $2.6 billion for the quarter and 29% to $5.7 billion for the year-to-date period. The diluted earnings per share also declined to $1.90 from $2.13 for the quarter and to $4.15 from $5.84 for the year-to-date period.
PepsiCo's operational metrics showed a decline in organic volume, with a 4% decrease in the North America Foods segment and a 3% decline in the Beverages segment. The company attributed these declines to higher commodity costs, which had an 8-percentage-point impact on operating profit, and a 3-percentage-point impact from tariffs. Despite these challenges, PepsiCo noted that effective net pricing and productivity savings helped mitigate some of the adverse effects on its financial performance.
Looking ahead, PepsiCo remains focused on its productivity initiatives and strategic acquisitions to drive growth. The company anticipates continued challenges from inflationary pressures and market conditions but aims to leverage its strong brand portfolio and operational efficiencies to navigate these obstacles. The outlook suggests a cautious but optimistic approach as PepsiCo adapts to evolving consumer preferences and market dynamics.
About PEPSICO INC
PepsiCo, Inc. is a global leader in beverage and convenient food manufacturing, marketing, and distribution. Its core segments include snacks (Lay’s, Doritos, Cheetos), cereals and branded foods (Quaker), and beverages (Pepsi, Gatorade, Mountain Dew). Serving over 200 countries, it leverages strong brands, innovation, and extensive distribution networks to compete effectively in highly competitive markets worldwide.
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