PepsiCo North America — Disaggregation of Net Revenue - Beverages decreased by 5.7% to 50.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.0%, from 49.0% to 50.0%. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong brand loyalty, successful product innovation, or effective pricing strategies within the North American beverage market. A decrease may indicate increased competition, shifting consumer health preferences, or supply chain disruptions.
This metric represents the total net revenue generated from the sale of beverage products within the North American mark...
Comparable to regional beverage segment revenues reported by major global soft drink competitors and diversified consumer packaged goods companies.
pep_segment_north_america_disaggregation_of_net_revenue_beverages| Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 12.5% | 12.5% | 12.5% | 12.5% | 48% | 51% | 52% | 49% | 51% | 53% | 50% |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +284.0% | +6.3% | +2.0% | -5.8% | +4.1% | +3.9% | -5.7% |
| YoY Change | — | — | — | — | +284.0% | +308.0% | +316.0% | +2.1% | +0.0% | +1.9% | +2.0% |