Every 8-K that PepsiCo, Inc. (PEP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow PEP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PEP filings page.
PepsiCo, Inc. (PEP) reports that its Board of Directors elected Joaquin Duato as an independent member of the Board, effective December 1, 2026, and appointed him to the Audit Committee on the same date. Duato currently serves as Chairman of the Board and Chief Executive Officer of Johnson & Johnson and has held senior leadership roles there since 1989.
Under PepsiCo’s non-employee director compensation program, on December 1, 2026, Duato will receive an initial stock award of 1,000 shares of PepsiCo Common Stock and a prorated annual equity award in the form of phantom stock units equal to $166,667 divided by the closing price of PepsiCo Common Stock on that date. Each phantom stock unit is intended to be the economic equivalent of one share of PepsiCo Common Stock. He is also entitled to an annual cash retainer, with the first semi-annual payment of $60,000 scheduled for June 2027.
PepsiCo reported solid second-quarter 2026 results with both revenue and earnings growing versus last year and reaffirmed its fiscal 2026 financial guidance. Net revenue for the quarter rose to $24.2 billion from $22.7 billion, a 6.4% increase, driven by 2.4% organic revenue growth, foreign exchange tailwinds and contributions from acquisitions.
GAAP operating profit increased to $4.0 billion from $1.8 billion, largely reflecting lapping prior-year impairment charges on the Rockstar and Be & Cheery brands, while core operating profit grew 4%. Diluted EPS climbed to $2.18 from $0.92, up 137%, and core EPS rose 4% to $2.20. Year-to-date, net revenue grew 7.3% to $43.6 billion and core EPS increased 6% to $3.81.
The international segments delivered strong net revenue growth supported by organic volume gains, while North America beverages benefited from 2025 acquisitions and organic growth. PepsiCo generated $2.37 billion in net cash from operating activities in the first 24 weeks of 2026 and ended the period with $10.3 billion in cash and cash equivalents and restricted cash.
PepsiCo, Inc. updated its bank financing arrangements by replacing two existing revolving credit facilities with new agreements totaling up to $10 billion in committed liquidity.
Effective May 22, 2026, PepsiCo terminated a $5,000,000,000 364‑day unsecured revolving credit agreement and a $5,000,000,000 five‑year unsecured revolving credit agreement, each dated May 23, 2025, with no outstanding borrowings at termination.
On the same date, PepsiCo entered into a new $5,000,000,000 364‑day unsecured revolving credit agreement and a new $5,000,000,000 five‑year unsecured revolving credit agreement, each with Citibank, N.A. as administrative agent and a syndicate of lenders. Both facilities are available in U.S. Dollars and Euros, may be upsized to $5,750,000,000 upon lender or new bank agreement, and allow borrowings, prepayments and reborrowings, subject to customary conditions.
The 364‑day facility expires on May 21, 2027 and can be renewed for another 364 days or converted into a term loan of up to one year. The five‑year facility, which includes a $1,200,000,000 Euro‑denominated swing line subfacility, expires on May 22, 2031 and may be extended twice by one year each time. Both agreements carry customary representations, covenants and events of default and may be used for general corporate purposes.
PepsiCo, Inc. reported the results of its 2026 Annual Meeting of Shareholders held on May 6, 2026. Shareholders elected 13 directors, with support for each nominee generally in the high hundreds of millions of votes; for example, Sir Dave J. Lewis received 993,210,485 votes in favor.
Shareholders ratified KPMG LLP as PepsiCo’s independent registered public accounting firm for fiscal 2026, with 1,082,112,778 votes for and 86,960,465 against. They also approved, on an advisory basis, PepsiCo’s executive compensation, with 889,386,771 votes for and 109,646,883 against.
Three shareholder proposals were voted down: an independent board chair, a report on human rights oversight, and a report evaluating the treatment of animals within the supply chain, each receiving substantially more votes against than for.
PepsiCo reported strong first-quarter 2026 results with higher sales and profits. Net revenue rose 8.5% to $19,443 million, while organic revenue grew 2.6%, helped by effective pricing and slight volume gains. International segments and North America both showed sequential revenue acceleration.
Operating profit increased 24% to $3,213 million, with operating margin improving to 16.5%. Diluted EPS rose 27% to $1.70, and core EPS grew 9% to $1.61, reflecting productivity savings and foreign exchange benefits. The company affirmed its fiscal 2026 financial guidance and reiterated a 4% increase in the annualized dividend beginning with the June 2026 payment.
PepsiCo, Inc. completed a euro-denominated senior notes offering, issuing €500,000,000 Floating Rate Notes due 2028, €650,000,000 3.300% Senior Notes due 2034, €850,000,000 3.700% Senior Notes due 2038 and €500,000,000 4.150% Senior Notes due 2047.
The company received approximately €2,482 million in net proceeds, which will be used for general corporate purposes, including repayment of commercial paper. The notes are unsecured senior obligations, rank equally with PepsiCo’s other unsecured senior debt and were issued under its existing automatic shelf registration statement.
PepsiCo, Inc. filed a current report to furnish a press release announcing its financial results. The release, dated February 3, 2026, covers PepsiCo’s performance for the 16‑week quarter and 52‑week fiscal period ended December 27, 2025. The information is furnished under a results of operations and financial condition item and is not deemed filed for liability purposes under the securities laws, unless specifically incorporated into another document.
PepsiCo, Inc. disclosed an internal leadership transition involving Steven Williams, currently Chief Executive Officer, North America. Effective December 28, 2025, he will move into the role of Executive Vice President & Vice Chairman, Global Chief Commercial Officer & Corporate Affairs. This change shifts his focus from leading the North America business to overseeing global commercial strategy and corporate affairs responsibilities, representing a realignment of senior management roles rather than a departure from the company.
PepsiCo announced executive changes and compensation for a new CFO. The Board appointed Stephen "Steve" Schmitt as Executive Vice President and Chief Financial Officer effective November 10, 2025, succeeding Jamie Caulfield who will retire after a transition through May 15, 2026. Schmitt joins from Walmart, where he held senior finance roles, and brings experience from Yum! Brands and investor relations.
His pay package includes an annual base salary of $900,000, an annual incentive target of 150% of base salary, a sign-on bonus of $3,500,000 (split $2,000,000 immediately and $1,500,000 after one year, subject to clawback), a targeted long-term award of $5,000,000 on March 1, 2026, and a one-time RSU grant valued at $7,000,000 vesting 50% on each of the first two anniversaries. If PepsiCo terminates him without cause, certain payments/vests accelerate. Separately, Director Darren Walker notified the company of his retirement effective November 19, 2025.