
Pepsico Inc.
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; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products, as well as distributes alcoholic beverages under Hard MTN Dew brand. The company offers its products primarily under the Lay's, Doritos, Fritos, Tostitos, BaiCaoWei, Cheetos, Cap'n Crunch, Life, Pearl Milling Company, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, Rice-A-Roni, Aquafina, Bubly, Emperador, Diet Mountain Dew, Diet Pepsi, Gatorade Zero, Crush, Propel, Dr Pepper, Schweppes, Marias Gamesa, Ruffles, Sabritas, Saladitas, Tostitos, 7UP, Diet 7UP, H2oh!, Manzanita Sol, Mirinda, Pepsi Black, Pepsi Max, San Carlos, Toddy, Walkers, Chipsy, Kurkure, Sasko, Spekko, White Star, Smith's, Sting, SodaStream, Lubimyj Sad, Agusha, Chudo, Domik v Derevne, Lipton, and other brands. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is based in Purchase, New York.
Analysis Summary
This appointment initiates a structured transition, with current CFO Jamie Caulfield retiring but remaining with the company until May 15, 2026, to ensure a seamless handover of responsibilities. This planned succession minimizes potential disruption and maintains financial continuity. Furthermore, Darren Walker will retire from the Board of Directors, effective November 19, 2025, citing a desire to pursue other professional opportunities, with no disagreements reported regarding company operations or policies. The strategic focus appears to be on reinforcing executive leadership and ensuring robust financial stewardship, positioning the company for future challenges and growth, even as specific performance metrics for Q4 2025 remain undisclosed in this particular filing. The lack of financial data in this specific document, however, limits a comprehensive analysis of the company's operational performance and competitive positioning for the quarter.
Key Highlights
- • Stephen Schmitt appointed Executive Vice President and Chief Financial Officer, effective November 10, 2025.
- • Mr. Schmitt brings extensive experience from Walmart U.S., including CFO roles across various segments.
- • Outgoing CFO Jamie Caulfield will retire, with a structured transition period until May 15, 2026.
- • Darren Walker will retire from the Board of Directors, effective November 19, 2025, citing other professional opportunities.
- • New CFO compensation package includes a $900,000 base salary, 150% annual incentive target, and significant sign-on and equity grants.
- • The company referenced a press release dated October 9, 2025, for Q4 2025 financial results, which was not included in this filing.
Financial Metrics
Stock Performance (90 Days)
Positive Signals
- • Appointment of a highly experienced CFO from a major retail organization (Walmart U.S.).
- • Structured transition plan for the outgoing CFO, ensuring continuity and minimizing disruption.
- • Competitive compensation package designed to attract and retain top-tier financial talent.
- • Board retirement is amicable and for personal reasons, not due to disagreements with company operations.
Risks & Concerns
- — Absence of detailed Q4 2025 financial results in the provided filing limits comprehensive performance analysis.
- — Potential for disruption during the CFO transition period, despite a structured plan.
- — Integration challenges for the new CFO in a large, complex global organization.
- — General market and economic uncertainties that could impact future performance, not explicitly mentioned but always present.
Full Transcript
Recent Pepsico Inc. News
Stock Price
Company Info
- Website
- www.pepsico.com
- Industry
- Beverages - Non-Alcoholic
- Sector
- Consumer Defensive
- Headquarters
- Purchase, NY, United States
- CEO
- Mr. Ramon Luis Laguarta
- Employees
- 319,000
Layoff Stats
- Layoff Events
- 0
- Total Affected
- 0
Recent Layoffs
No canonical layoff events recorded for this company.