Executive Vice President, Chief Financial Officer, Pepsico
Verified interview transcripts, podcast appearances, and direct quotes from Steve Schmitt, Executive Vice President, Chief Financial Officer at Pepsico. AI-verified speaker identity with full-text searchable transcripts.
“We do expect some more pressure on the business from a commodity standpoint, but we also expect refund claims for tariffs paid last year to help offset some of the commodity pressures that we have and allow us to continue to play offense. And the refund claims on the tariffs paid last year will be about a full one full...”
“We're not making decisions that hurt the top line in our assessment. We're going to continue to make investments in growth. The North America advertising and marketing expenses projected increase in the second half versus prior year as an example, so we're going to continue to play offense.”
“Um we do have some systemic hedging programs in place. Uh, that does give us some near-term visibility here. Um, we typically have about 6 to 12 month hedges um, in place. Now, our assumption is that inflation will come. Um, the order of magnitude we're still working through and I think a lot of that is still to be det...”
“Well, productivity is is one of these never-ending battles that that we're going to have. We are benefiting from some of the moves from last year, the reduced head count, plant closures, reduction in SKU count. It's encouraging to see key metrics like cases per hour in our supply chain continue to improve. So, we've go...”
“We do have some systemic hedging programs in place. That does give us some near-term visibility here. We typically have about 6 to 12 month hedges in place. Now, our assumption is that inflation will come. The order of magnitude we're still working through and I think a lot of that is still to be determined. And the wa...”
“We did have eight states um there were eight states that began restriction in the first quarter. Uh it's mainly beverages and candy. I think it's too early to come to any definitive conclusions right now in terms of of impact. So obviously something we'll watch closely. See how customers balance SNAP funds with other d...”
“We do have some systemic hedging programs in place. That does give us some near-term visibility here. We typically have about 6 to 12 month hedges in place. Now, our assumption is that inflation will come. The order of magnitude we're still working through and I think a lot of that is still to be determined. And the wa...”
“We did have eight states that began restriction in the first quarter. It's mainly beverages and candy. I think it's too early to come to any definitive conclusions right now in terms of impact. It's obviously something we'll watch closely, see how customers balance SNAP funds with other discretionary income for purchas...”
“We expect Frea to grow volume, net revenue, and operating margin this year. So that that should be the framework that we operate. Now this growth will come early in the year. Okay. So we expect volume growth and net revenue growth to come early in the year.”
“We should assume that there will be a broader adoption of GLP1 medicines as those options evolve and they're more affordable. So I think that should be an assumption. Now we are reacting, we have been working on this for some time. There are multiple levers that we're using and we're very optimistic on how PepsiCo can...”
“We expect Frito-Lay to grow volume, net revenue, and operating margin this year. So that should be the framework that we're operating. Now this growth will come early in the year. Okay. So we expect volume growth and net revenue growth to come early in the year.”
“We talked about in our guidance from a sales growth standpoint that we expected sales to strengthen in the second half as more of our initiatives are put in place and gained traction as well as we have Poppy and some other acquisitions from prior year moving into organic growth. From an EPS perspective, we think the ye...”
PepsiCo Q2 2026 Earnings Call | Revenue Tops Views at $24.2B with Net Income Spiking 134% to $3B Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Me…
PepsiCo Inc (PEP) — Q2 FY26 Earnings Call Live coverage with Benzinga. Q2 FY26 Results EPS: $2.20 (est. $2.21) — inline Revenue: $24.18B (est. $23.94B) — inline Reported: 2026-07-09 Recent Quarters Q1 FY26 (2026-04-16): EPS $1.61 vs est $1.55 · Rev $19.44B vs est $18.93B Q4 FY25 (2026-02-03): EPS $2.26 vs est $2.24 · Rev $29.34B vs est $28.98B Q3 FY25 (2025-10-09): EPS $2.29 vs est $2.26 · Rev $23.94B vs est $23.86B Q2 FY25 (2025-07-17): EPS $2.12 vs est $2.03 · Rev $22.73B vs est $22.33B About PepsiCo Inc PepsiCo is a global leader in snacks and beverages, owning well-known household bran…
07/09/2026 Q&A: 01:49 PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of various beverages and convenient foods worldwide. The company operates through six segments: PepsiCo Foods North America; PepsiCo Beverages North America; International Beverages Franchise; Europe, Middle East and Africa; Latin America Foods; and Asia Pacific Foods. It offers cereals, chips, dips, granola bars, oatmeal, pasta, rice, and syrups and mixes; refrigerated dips and spreads; beverage concentrates, fountain syrups, and finished goods; and ready-to-drink tea and coffee products. The com…
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04/16/2026 Q&A: 01:57 PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of various beverages and convenient foods worldwide. The company operates through six segments: PepsiCo Foods North America; PepsiCo Beverages North America; International Beverages Franchise; Europe, Middle East and Africa; Latin America Foods; and Asia Pacific Foods. It offers cereals, chips, dips, granola bars, oatmeal, pasta, rice, and syrups and mixes; refrigerated dips and spreads; beverage concentrates, fountain syrups, and finished goods; and ready-to-drink tea and coffee products. The com…
PepsiCo Q4 2025 Earnings Conference Call. Twitter - https://twitter.com/i101in #earningscall #StockMarketNews #conferenceCall ...
02/03/2026 Q&A: 01:50 PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, and side dishes…
PepsiCo on Thursday reported fourth-quarter earnings that topped estimates, fueled by pandemic snacking and higher sales of ...
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