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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
PepsiCo
PepsiCo (PEP) investor relations material
PepsiCo Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Consumer Analyst Group of New York Conference (CAGNY) 2026 summary18 Feb, 2026
Strategic transformation and growth priorities
Accelerating net revenue growth by transforming the portfolio, expanding away-from-home business, and focusing on innovation and consumer trends like health, wellness, and convenience.
Multi-year productivity acceleration and record productivity years enable reinvestment in margins and growth.
Emphasis on positive agriculture, water stewardship, and reducing plastics to ensure long-term supply chain resilience.
Leveraging technology and data to drive efficiency, customer engagement, and supply chain optimization.
North America and international businesses both contribute to growth, with international margins up 3 points in recent years.
Business overview and market position
Achieved $94B net revenue and $15B core operating profit in 2025, with 58% from convenient foods and 42% from beverages.
Portfolio includes over 30 billion-dollar brands, leading in savory snacks and strong in liquid refreshment beverages.
North America generated $56B net revenue in 2025, up 35% since 2019, with an 18% core operating margin.
International business delivered $38B net revenue in 2025, up 48% since 2019, with an 18% core operating margin.
Products are sold in over 200 countries, with a diversified geographic and channel presence.
Portfolio innovation and consumer-centric strategies
Restaging major brands with cleaner ingredients, new packaging, and health-focused benefits.
Expanding offerings in reduced sodium, zero/low sugar, no artificial colors/flavors, and alternative cooking oils.
Portion control and single-serve units now represent 70% of U.S. food business, supporting frequency and affordability.
Targeting multi-year growth in fiber, hydration, protein, and energy categories, with new launches and medical communication on hydration.
Away-from-home expansion includes crafted beverages, mini-meals, and new business models like D2C and in-store solutions.
One North America: future fulfillment impact?
Can 100bps margin target be exceeded?
Away-from-Home: elevated experience models?
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Next PepsiCo earnings date
Q1 202623 Apr, 2026
PepsiCo
Next PepsiCo earnings date
Q1 202623 Apr, 2026
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Yum! Brands: The Company Behind Pizza Hut, KFC, and Taco Bell
Yum! Brands started at PepsiCo in the 1970s and is home to some of the most well-known brands in the world, such as Pizza Hut, KFC, and Taco Bell.
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Frequently asked questions
A Beverage Industry Titan
PepsiCo Inc., globally known for its namesake beverage, Pepsi, stands as one of the largest food and beverage companies in the world. Founded in the late 19th century, the company has built an extensive portfolio that extends beyond soft drinks, reaching into the snacks and non-alcoholic beverages sectors. PepsiCo has a long-standing history and is today well established globally.
Brad’s Drink
PepsiCo's roots stretch back to the late 19th century when a North Carolina pharmacist, Caleb Bradham, created what would become Pepsi-Cola in 1893. Originally named "Brad's Drink," it was rebranded as Pepsi-Cola in 1898, inspired by the medical term for indigestion, "dyspepsia," highlighting its early marketing as a health drink. Despite the Great Depression’s adversity, which led the company to bankruptcy in 1931, Pepsi-Cola re-emerged under new management and introduced the 12-ounce bottle, a game-changing strategy in the soft drink industry.
Over the decades, PepsiCo has experienced a series of expansions and mergers, the most significant being the 1965 merger with Frito-Lay, which diversified its portfolio beyond beverages. Notably, in 1997, PepsiCo spun off its fast-food chains, including Pizza Hut, KFC, and Taco Bell, into a separate company called Yum! Brands.
Not Just Cola
PepsiCo, far beyond its well-known cola, maintains a diverse portfolio of products that spans a variety of beverage and snack categories. They've successfully carved out their place in the soft drink industry with staples like Pepsi, Mountain Dew, and 7UP. In the juice sector, PepsiCo owns Tropicana and Naked Juice, and the company's foray into the non-alcoholic beverage market includes other household names like Gatorade and Aquafina.
The Rivalry with Coca-Cola
Even if Pepsi competes against companies like Keurig Dr Pepper, nothing compares to its main rival. The rivalry between PepsiCo and Coca-Cola, often referred to as the "Cola Wars," is one of the most enduring in corporate history. Originating in the early 20th century, this competition has been characterized by creative marketing campaigns and new product introductions aimed at outperforming the other. Despite their rivalry, both brands have successfully carved out significant market share in the global beverage industry.
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