Compared to Estimates, PepsiCo (PEP) Q2 Earnings: A Look at Key Metrics

PepsiCo (PEP) reported $22.73 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 1%. EPS of $2.12 for the same period compares to $2.28 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $22.39 billion, representing a surprise of +1.51%. The company delivered an EPS surprise of +4.43%, with the consensus EPS estimate being $2.03.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how PepsiCo performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Net Revenue- IB Franchise (International Beverages Franchise): $1.37 billion compared to the $1.35 billion average estimate based on four analysts.Net Revenue- EMEA (Europe, Middle East and Africa): $4.54 billion compared to the $4.34 billion average estimate based on four analysts.Net Revenue- PBNA (PepsiCo Beverages North America): $6.8 billion versus the four-analyst average estimate of $6.84 billion. The reported number represents a year-over-year change of -0.2%.Net Revenue- PFNA (PepsiCo Foods North America): $6.48 billion compared to the $6.4 billion average estimate based on four analysts. The reported number represents a change of +1054.4% year over year.Net Revenue- LatAm Foods: $2.55 billion versus the four-analyst average estimate of $2.5 billion. The reported number represents a year-over-year change of -16.3%.Net Revenue- Asia Pacific Foods: $1 billion compared to the $1.01 billion average estimate based on four analysts.Core Operating Profit, non-GAAP measure- PFNA: $1.49 billion versus $1.49 billion estimated by four analysts on average.Core Operating Profit, non-GAAP measure- PBNA: $994 million versus the four-analyst average estimate of $916.74 million.Core Operating Profit, non-GAAP measure- IB Franchise: $538 million versus $512.59 million estimated by four analysts on average.Core Operating Profit, non-GAAP measure- Corporate unallocated: $-404 million versus the four-analyst average estimate of $-381.15 million.Core Operating Profit, non-GAAP measure- LatAm Foods: $545 million versus $483.66 million estimated by four analysts on average.Core Operating Profit, non-GAAP measure- Asia Pacific Foods: $93 million versus $101.58 million estimated by four analysts on average.View all Key Company Metrics for PepsiCo here>>>Shares of PepsiCo have returned +4.9% over the past month versus the Zacks S&P 500 composite's +4.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report PepsiCo, Inc. (PEP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks