PepsiCo, Inc.

PEPleader

PepsiCo is a global food and beverage powerhouse with a uniquely diversified portfolio spanning both beverages (Pepsi, Gatorade, Mountain Dew) and snacks (Lay's, Doritos, Cheetos). Its Frito-Lay snacks division commands dominant market share in salty snacks worldwide.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($91.5B)

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Frito-Lay North America (28%)

PepsiCo Beverages North America (28%)

International Snacks (20%)

International Beverages (16%)

Quaker Foods (8%)

Segment Breakdown & Key Customers

Product Details

Frito-Lay Snacks (Lay's, Doritos, Cheetos)40%

Salty snacks and chips portfolio dominating global snack market

Pepsi-Cola Beverages35%

Pepsi, Mountain Dew, Gatorade, and other carbonated and non-carbonated drinks

Quaker Foods10%

Oatmeal, cereals, rice, and pasta products

Supply Chain Relationships

Competitors

The Coca-Cola Company

Carbonated beverages (Pepsi vs Coke)

Impact: Primary beverage rival

General Mills, Inc.

Packaged snacks and breakfast foods

Impact: Snack food competition

Key Customers

Walmart Inc.

Full snack and beverage portfolio

Impact: $8B+ retail channel

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

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Company Info

Headquarters

Purchase, New York, USA

Founded

1965

Employees

315,000+

Website

pepsico.com

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