Other

Defined Benefit Plan, Health Care Cost Trend Rate Assumed, Next Fiscal Year

PepsiCo Defined Benefit Plan, Health Care Cost Trend Rate Assumed, Next Fiscal Year remained flat by 0.0% to 5.0% in Q4 2025 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from 5.0% to 5.0%. Over 5 years (FY 2020 to FY 2025), Defined Benefit Plan, Health Care Cost Trend Rate Assumed, Next Fiscal Year shows a downward trend with a -3.6% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalLower is better
VolatilityStable
First reportedQ4 2016
Last reportedQ4 2025Feb 3, 2026

How to read this metric

An increase in the trend rate leads to higher projected benefit obligations and potentially higher annual expenses.

Detailed definition

This is an actuarial assumption representing the expected annual rate of change in the cost of health care benefits prov...

Peer comparison

Standard actuarial disclosure; peers with similar benefit structures will report comparable trend rates based on market health care inflation.

Metric ID: other_defined_benefit_plan_health_care_cost_trend_rate_a_69570e

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value6%6%6%5%5%
QoQ Change+0.0%+0.0%-16.7%+0.0%
YoY Change+0.0%+0.0%-16.7%+0.0%
Range5%6%
CAGR-16.7%
Avg YoY Growth-4.2%
Median YoY Growth+0.0%

Frequently Asked Questions

What is PepsiCo's defined benefit plan, health care cost trend rate assumed, next fiscal year?
PepsiCo (PEP) reported defined benefit plan, health care cost trend rate assumed, next fiscal year of 5.0% in Q4 2025.
How has PepsiCo's defined benefit plan, health care cost trend rate assumed, next fiscal year changed year-over-year?
PepsiCo's defined benefit plan, health care cost trend rate assumed, next fiscal year decreased by 0.0% year-over-year, from 5.0% to 5.0%.
What is the long-term trend for PepsiCo's defined benefit plan, health care cost trend rate assumed, next fiscal year?
Over 5 years (2020 to 2025), PepsiCo's defined benefit plan, health care cost trend rate assumed, next fiscal year has grown at a -3.6% compound annual growth rate (CAGR), from 6.0% to 5.0%.
What does defined benefit plan, health care cost trend rate assumed, next fiscal year mean?
The estimated annual percentage increase in the cost of providing health care to retirees, used to calculate future benefit liabilities.