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.

⇄ Compare

产品与营收

产品营收占比

营收构成 ($91.5B)

静态数据（加载实时财务…）

Frito-Lay North America (28%)

PepsiCo Beverages North America (28%)

International Snacks (20%)

International Beverages (16%)

Quaker Foods (8%)

业务板块构成与主要客户

产品详情

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

供应链关系

竞争对手

The Coca-Cola Company

Carbonated beverages (Pepsi vs Coke)

影响: Primary beverage rival

General Mills, Inc.

Packaged snacks and breakfast foods

影响: Snack food competition

主要客户

Walmart Inc.

Full snack and beverage portfolio

影响: $8B+ retail channel

宏观与市场背景

필수소비재行业新闻

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%

近期催化剂

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

AI 分析

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企业信息

总部

Purchase, New York, USA

成立时间

1965

员工人数

315,000+

官网

pepsico.com

行业概况 — 필수소비재

行业新闻