{"id":387597,"date":"2026-04-26T17:20:26","date_gmt":"2026-04-26T17:20:26","guid":{"rendered":"https:\/\/www.wacoca.com\/life\/387597\/"},"modified":"2026-04-26T17:20:26","modified_gmt":"2026-04-26T17:20:26","slug":"pepsico-q1-2026-earnings-what-19-4b-in-revenue-means-for-the-investment-case","status":"publish","type":"post","link":"https:\/\/www.wacoca.com\/life\/387597\/","title":{"rendered":"PepsiCo Q1 2026 Earnings: What $19.4B in Revenue Means for the Investment Case"},"content":{"rendered":"
\n\u4e3b\u306a\u7d71\u8a08<\/p>\n

\u73fe\u5728\u306e\u682a\u4fa1\uff1a\uff5e15\u30c9\u30eb<\/p>\n

2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8:194\u5104\u30c9\u30eb\u3001\u524d\u5e74\u540c\u671f\u6bd48.5%\u5897<\/p>\n

2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8cEPS\uff1a1.61\u30c9\u30eb\u3001\u524d\u5e74\u540c\u671f\u6bd48.8%\u5897<\/p>\n

2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u65e2\u5b58\u4e8b\u696d\u58f2\u4e0a\u6210\u9577\u7387+2.6%<\/p>\n

2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u4e2d\u6838EPS\u6210\u9577\u7387+9%<\/p>\n

\u901a\u671f\u306e\u65e2\u5b58\u4e8b\u696d\u58f2\u4e0a\u9ad8\u30ac\u30a4\u30c0\u30f3\u30b9+2%\uff5e+4%\uff08\u4e0b\u671f\u306f\u30cf\u30a4\u30a8\u30f3\u30c9\u306b\u504f\u308b\uff09<\/p>\n

TIKR\u30e2\u30c7\u30eb\u76ee\u6a19\u682a\u4fa1:~$218<\/p>\n

\u30a4\u30f3\u30d7\u30e9\u30a4\u30c9\u30fb\u30a2\u30c3\u30d7\u30b5\u30a4\u30c9\uff1a\uff5e5\u5e74\u9593\u3067\uff5e40\uff05\uff08\u5e74\u7387\u7d048\uff09<\/p>\n

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\u30da\u30d7\u30b7\u30b32026\u5e74\u7b2c1\u56db\u534a\u671f\u696d\u7e3e\u5185\u8a33<\/p>\n

\"pepsico\u30da\u30d7\u30b7\u30b32026\u5e74\u7b2c1\u56db\u534a\u671f\u696d\u7e3e(TIKR)<\/a><\/p>\n

\u30da\u30d7\u30b7\u30b3\u682a(PEP)\u306e2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306f194\u5104\u30c9\u30eb\u3067\u3001\u524d\u5e74\u540c\u671f\u306e179\u5104\u30c9\u30eb\u304b\u30898.5\uff05\u5897\u3001\u4e2d\u6838EPS\u306f1.61\u30c9\u30eb\u3067\u30011.48\u30c9\u30eb\u304b\u30898.8\uff05\u5897\u3002<\/p>\n

\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30b7\u30e5\u30df\u30c3\u30c8\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO\uff09\u304c2026\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u8ff0\u3079\u305f\u3068\u3053\u308d\u306b\u3088\u308b\u3068\u3001\u540c\u56db\u534a\u671f\u306e\u65e2\u5b58\u4e8b\u696d\u58f2\u4e0a\u9ad8\u306f2.6%\u5897\u52a0\u3057\u305f\u3002<\/p>\n

\u30da\u30d7\u30b7\u30b3\u30fb\u30d5\u30fc\u30ba\u30fb\u30ce\u30fc\u30b9\u30fb\u30a2\u30e1\u30ea\u30ab\uff08PFNA\uff09\u306f\u6570\u91cf\u30672\uff05\u5897\u3001\u30e6\u30cb\u30c3\u30c8\u30674\uff05\u5897\u3092\u8a18\u9332\u3057\u3001\u524d\u5e74\u540c\u671f\u6bd4\u30673\u5104\u306e\u6d88\u8cbb\u6a5f\u4f1a\u3092\u5897\u3084\u3057\u305f\u3068\u30012026\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u30e9\u30e2\u30f3\u30fb\u30e9\u30b0\u30a2\u30eb\u30bf\u4f1a\u9577\u517cCEO\u306f\u8ff0\u3079\u305f\u3002<\/p>\n

\u30e9\u30b0\u30a2\u30eb\u30bf\u4f1a\u9577\u517cCEO\u306f\u3001\u5168\u4f53\u7684\u306a\u5546\u696d\u6226\u7565\u3092\u8a55\u4fa1\u3057\u305f\u3002\u30b3\u30a2\u3068\u306a\u308b\u30de\u30eb\u30c1\u30d1\u30c3\u30af\u306e\u4fa1\u5024\u8abf\u6574\u3001\u68da\u306e\u30ea\u30bb\u30c3\u30c8\u306f\u304a\u3088\u305d50\uff05\u5b8c\u4e86\u3057\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306f\u8a31\u5bb9\u7bc4\u56f2\u3068\u6a5f\u80fd\u6027\u30bb\u30b0\u30e1\u30f3\u30c8\u306740\uff05\u304b\u308950\uff05\u306eACV\u3068\u306a\u308a\u3001\u30a2\u30a6\u30a7\u30a4\u30fb\u30d5\u30ed\u30e0\u30fb\u30db\u30fc\u30e0\u306f\u4f1a\u793e\u5e73\u5747\u306e3\u500d\u3067\u6210\u9577\u3057\u3066\u3044\u308b\u3002<\/p>\n

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PBNA\u306e\u8ca9\u58f2\u91cf\u306f\u307b\u307c\u6a2a\u3070\u3044\u3067\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306f\u30d7\u30e9\u30b9\u6210\u9577\u3092\u898b\u8fbc\u3093\u3067\u3044\u308b\u3002<\/p>\n

\u56fd\u969b\u7684\u306a\u52e2\u3044\u306f\u7d9a\u3044\u3066\u304a\u308a\u3001\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u6642\u70b9\u3067\u306f\u30a4\u30e9\u30f3\u7d1b\u4e89\u306b\u3088\u308b\u9700\u8981\u3078\u306e\u5f71\u97ff\u306f\u898b\u3089\u308c\u306a\u304b\u3063\u305f\u3002<\/p>\n

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\u901a\u671f\u306e\u65e2\u5b58\u4e8b\u696d\u58f2\u4e0a\u9ad8\u30ac\u30a4\u30c0\u30f3\u30b9\u306f2%\u304b\u30894%\u306b\u636e\u3048\u7f6e\u304b\u308c\u3001\u4e0b\u671f\u306f\u30cf\u30a4\u30a8\u30f3\u30c9\u306b\u504f\u308b\u3002<\/p>\n

\u5317\u7c73\u98df\u54c1\u90e8\u9580\u306f\u3001\u6570\u56db\u534a\u671f\u3076\u308a\u306b\u8ca9\u58f2\u6570\u91cf\u3092\u4f38\u3070\u3057\u305f\u3002\u30da\u30d7\u30b7\u30b3\u682a\u306e\u30d5\u30a7\u30a2\u30d0\u30ea\u30e5\u30fc\u304c\u3069\u3046\u306a\u308b\u304b\u3001TIKR\u3067\u30c1\u30a7\u30c3\u30af\u3057\u3066\u307f\u3088\u3046\u3002<\/a><\/p>\n

\u30da\u30d7\u30b7\u30b3\u682a\uff1a\u640d\u76ca\u8a08\u7b97\u66f8\u304c\u793a\u3059\u3082\u306e<\/p>\n

\u30da\u30d7\u30b7\u30b3\u682a\u306e\u640d\u76ca\u8a08\u7b97\u66f8\u306f\u56de\u5fa9\u3092\u7269\u8a9e\u3063\u3066\u3044\u308b\uff1a\u55b6\u696d\u5229\u76ca\u7387\u306f2025\u5e74\u521d\u3081\u307e\u3067\u5727\u7e2e\u3055\u308c\u3001\u305d\u306e\u5f8c\u3001\u5831\u544a\u3055\u308c\u305f\u6700\u5f8c\u306e3\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u4e0a\u6607\u306b\u8ee2\u3058\u305f\u3002<\/p>\n

\"pepsicoPEP\u682a\u306e\u8ca1\u52d9 (TIKR)<\/a><\/p>\n

2026\u5e743\u6708\u671f\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f55.3%\u3067\u30012025\u5e746\u6708\u671f\u306e55.1%\u304b\u3089\u4e0a\u6607\u3057\u30012025\u5e7412\u6708\u671f\u306e53.7%\u306e\u8c37\u304b\u3089\u56de\u5fa9\u3057\u305f\u3002<\/p>\n

2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u55b6\u696d\u5229\u76ca\u306f33\u5104\u30c9\u30eb\u306b\u9054\u3057\u3001\u524d\u5e74\u540c\u671f\u306e28\u5104\u30c9\u30eb\u304b\u308916.4%\u5897\u52a0\u3057\u305f\u3002<\/p>\n

2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u55b6\u696d\u5229\u76ca\u7387\u306f17.0%\u306b\u62e1\u5927\u3057\u30012025\u5e74\u7b2c1\u56db\u534a\u671f\u306e15.8%\u304b\u3089\u4e0a\u6607\u3057\u305f\u3002<\/p>\n

2025\u5e7412\u6708\u671f\u306e\u55b6\u696d\u5229\u76ca\u7387\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u5178\u578b\u7684\u306a\u5b63\u7bc0\u7684\u30d1\u30bf\u30fc\u30f3\u3092\u53cd\u6620\u3057\u306614.1%\u306b\u5727\u7e2e\u3055\u308c\u3066\u3044\u305f\u304c\u30012026\u5e743\u6708\u671f\u306e\u7d50\u679c\u306f\u3001\u57fa\u672c\u7684\u306a\u5229\u76ca\u7387\u306e\u8ecc\u9053\u304c\u6b63\u3057\u3044\u65b9\u5411\u306b\u5411\u304b\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3082\u306e\u3067\u3042\u3063\u305f\u3002<\/p>\n

\u30e9\u30ac\u30eb\u30bf\u306f2026\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3001\u7b2c1\u56db\u534a\u671f\u306e\u30b3\u30a2\u55b6\u696d\u5229\u76ca\u7387\u306f\u7d0410\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u4e0a\u6607\u3057\u305f\u304c\u3001PFNA\u306e\u524d\u5e74\u5ea6\u7269\u4ef6\u58f2\u5374\u76ca\u304c\u5831\u544a\u6bd4\u8f03\u306b\u82e5\u5e72\u306e\u9006\u98a8\u3068\u306a\u3063\u305f\u3068\u8ff0\u3079\u305f\u3002<\/p>\n

\u8a55\u4fa1\u30e2\u30c7\u30eb\u306e\u898b\u89e3<\/p>\n

TIKR\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u30e2\u30c7\u30eb\u3067\u306f\u3001\u30da\u30d7\u30b7\u30b3\u306e\u682a\u4fa1\u3092\uff5e218\u30c9\u30eb\u3068\u3057\u3001\u4eca\u5f8c4.7\u5e74\u9593\u3067\u3001\u73fe\u5728\u306e\uff5e155\u30c9\u30eb\u304b\u3089\u7d0440%\u306e\u30c8\u30fc\u30bf\u30eb\u30fb\u30ea\u30bf\u30fc\u30f3\uff08\u5e74\u7387\u63db\u7b97\u3067\u7d047.5%\uff09\u3092\u60f3\u5b9a\u3057\u3066\u3044\u308b\u3002<\/p>\n

\u30df\u30c3\u30c9\u30b1\u30fc\u30b9\u30fb\u30e2\u30c7\u30eb\u3067\u306f\u30012035\u5e74\u307e\u3067\u306e\u58f2\u4e0a\u9ad8\u5e74\u5e73\u5747\u6210\u9577\u7387\u30923.5%\u3001\u7d14\u5229\u76ca\u7387\u309212.4%\u3068\u60f3\u5b9a\u3057\u3066\u3044\u308b\u304c\u3001\u3044\u305a\u308c\u3082\u30da\u30d7\u30b7\u30b3\u306e\u76f4\u8fd11\u5e74\u9593\u306e\u7d14\u5229\u76ca\u738712.2%\u306b\u6bd4\u3079\u3066\u63a7\u3048\u3081\u306a\u76ee\u6a19\u5024\u3067\u3042\u308b\u3002<\/p>\n

PFNA\u306e\u8ca9\u58f2\u6570\u91cf\u306e\u5909\u5316\u3001PBNA\u306e\u5831\u544a\u3055\u308c\u305f\u58f2\u4e0a\u9ad89%\u5897\u3001\u305d\u3057\u3066\u901a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u80af\u5b9a\u306f\u3059\u3079\u3066\u3001\u4e8b\u696d\u518d\u751f\u6226\u7565\u304c\u4e88\u5b9a\u901a\u308a\u306b\u5b9f\u884c\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u88cf\u4ed8\u3051\u3066\u3044\u308b\u3002<\/p>\n

\u30da\u30d7\u30b7\u30b3\u682a\u306f155\u30c9\u30eb\u3067\u3001\u4fdd\u5b88\u7684\u306a\u4eee\u5b9a\u3067\u69cb\u7bc9\u3055\u308c\u305f\u30e2\u30c7\u30eb\u3088\u308a\u5272\u5b89\u3067\u53d6\u5f15\u3055\u308c\u3066\u304a\u308a\u3001\u73fe\u5728\u306e\u30a8\u30f3\u30c8\u30ea\u30fc\u30fb\u30dd\u30a4\u30f3\u30c8\u306f\u3001\u904e\u53bb1\u5e74\u9593\u306e\u30d8\u30c3\u30c9\u30e9\u30a4\u30f3\u30fb\u30a2\u30f3\u30c0\u30fc\u30d1\u30d5\u30a9\u30fc\u30e0\u304c\u793a\u5506\u3059\u308b\u3088\u308a\u3082\u8aac\u5f97\u529b\u304c\u3042\u308b\u3002<\/p>\n

\"pepsicoPEP\u682a\u5f0f\u8a55\u4fa1\u30e2\u30c7\u30eb\u7d50\u679c (TIKR)<\/a><\/p>\n

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PFNA\u306e\u30b7\u30a7\u30eb\u30d5\u30fb\u30ea\u30bb\u30c3\u30c8\u304c\u7b2c2\u56db\u534a\u671f\u672b\u307e\u3067\u306b\u5b8c\u4e86\u3057\u3001\u524d\u671f\u306e\u65e2\u5b58\u4e8b\u696d\u58f2\u4e0a\u9ad8\u304c\u901a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u306e2%\uff5e4%\u30ec\u30f3\u30b8\u306e\u4e0a\u9650\u306b\u5411\u3051\u3066\u52a0\u901f\u3059\u308b\u3053\u3068\u3002<\/p>\n

PBNA\u306e\u6570\u91cf\u306f\u3001\u79fb\u884c\u304c1\u30f6\u6708\u3067\u5b8c\u5168\u306b\u7d42\u4e86\u3057\u3001\u30b1\u30fc\u30b9\u30d1\u30c3\u30af\u306e\u6c34\u3092\u9664\u304f\u3068\u30d7\u30e9\u30b9\u306b\u8ee2\u3058\u3001\u7b2c2\u56db\u534a\u671f\u4ee5\u964d\u306e\u6210\u9577\u306b\u5f3e\u307f\u304c\u3064\u304f\u3002<\/p>\n

6\u30f6\u6708\u304b\u308912\u30f6\u6708\u306e\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u30d8\u30c3\u30b8\u304c2026\u5e74\u306e\u30a4\u30f3\u30d5\u30ec\u306e\u5927\u90e8\u5206\u3092\u5438\u53ce\u3057\u3001\u751f\u7523\u6027\u5411\u4e0a\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u30b7\u30a7\u30a2\u30fc\u30c9\u30b5\u30fc\u30d3\u30b9\u3001AI\u5c0e\u5165\u3001\u30c6\u30ad\u30b5\u30b9\u5dde\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u7d71\u5408\u30d1\u30a4\u30ed\u30c3\u30c8\uff09\u304c\u30b7\u30e5\u30df\u30c3\u30c8\u306e\u8aac\u660e\u3057\u305f\u30aa\u30d5\u30bb\u30c3\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3002<\/p>\n

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\u7b2c1\u56db\u534a\u671f\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306fACV40\uff5e50\uff05\u3001\u68da\u306e\u30ea\u30bb\u30c3\u30c8\u306f50\uff05\u3057\u304b\u5b8c\u4e86\u3057\u3066\u3044\u306a\u3044\u305f\u3081\u3001\u4e0a\u534a\u671f\u306e\u696d\u7e3e\u306f\u90e8\u5206\u7684\u306a\u5b9f\u884c\u3092\u53cd\u6620\u3057\u3066\u3044\u308b\u3002<\/p>\n

PBNA\u306e\u5831\u544a\u3055\u308c\u305f\u58f2\u4e0a\u6210\u9577\u73879%\u306f\u3001\u8cb7\u53ce\uff0f\u6d41\u901a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff08\u30dd\u30d4\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\uff09\u306b\u5927\u304d\u304f\u4f9d\u5b58\u3057\u3066\u3044\u308b\u3002<\/p>\n

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\u30da\u30d7\u30b7\u30b3\u306e\u682a\u4fa1\u306fTIKR\u306e\u30e2\u30c7\u30eb\u76ee\u6a19\u682a\u4fa1\u309240\uff05\u4e0b\u56de\u3063\u3066\u3044\u308b\u3002\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u5f8c\u306b\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u304c\u7dad\u6301\u3055\u308c\u308b\u304b\u3069\u3046\u304b\u3001TIKR\u3067\u7121\u6599\u3067\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002<\/a><\/p>\n

\u30da\u30d7\u30b7\u30b3\u306b\u6295\u8cc7\u3059\u3079\u304d\u304b\uff1f<\/p>\n

\u672c\u5f53\u306b\u77e5\u308b\u552f\u4e00\u306e\u65b9\u6cd5\u306f\u3001\u81ea\u5206\u3067\u6570\u5b57\u3092\u898b\u308b\u3053\u3068\u3060\u3002TIKR\u3067\u306f\u3001\u30d7\u30ed\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u307e\u3055\u306b\u305d\u306e\u8cea\u554f\u306b\u7b54\u3048\u308b\u305f\u3081\u306b\u4f7f\u3063\u3066\u3044\u308b\u306e\u3068\u540c\u3058\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u54c1\u8cea\u306e\u8ca1\u52d9\u30c7\u30fc\u30bf\u306b\u7121\u6599\u3067\u30a2\u30af\u30bb\u30b9\u3067\u304d\u307e\u3059\u3002<\/p>\n

PEP\u682a\u3092\u5f15\u304d\u51fa\u305b\u3070\u3001\u6570\u5e74\u5206\u306e\u904e\u53bb\u306e\u8ca1\u52d9\u30c7\u30fc\u30bf\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u4e88\u60f3\u3059\u308b\u4eca\u5f8c\u306e\u56db\u534a\u671f\u306e\u53ce\u76ca\u3068\u5229\u76ca\u3001\u8a55\u4fa1\u500d\u7387\u306e\u63a8\u79fb\u3001\u76ee\u6a19\u682a\u4fa1\u304c\u4e0a\u6607\u50be\u5411\u304b\u4e0b\u964d\u50be\u5411\u304b\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u7121\u6599\u306e\u30a6\u30a9\u30c3\u30c1\u30ea\u30b9\u30c8\u3092\u4f5c\u6210\u3057\u3066\u3001PepsiCo, Inc.\u3092\u4ed6\u306e\u9298\u67c4\u3068\u4e00\u7dd2\u306b\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30af\u30ec\u30b8\u30c3\u30c8\u30ab\u30fc\u30c9\u306f\u5fc5\u8981\u3042\u308a\u307e\u305b\u3093\u3002\u3054\u81ea\u8eab\u306e\u5224\u65ad\u306b\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u3060\u3051\u3067\u3059\u3002<\/p>\n

TIKR\u3067PEP\u306e\u682a\u4fa1\u3092\u5206\u6790\u3059\u308b\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30c4\u30fc\u30eb\u3092\u7121\u6599\u3067\u3054\u5229\u7528\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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