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

產品與營收

產品營收佔比

營收結構 ($91.5B)

靜態數據（加載即時財務…）

Frito-Lay North America (28%)

PepsiCo Beverages North America (28%)

International Snacks (20%)

International Beverages (16%)

Quaker Foods (8%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

The Coca-Cola Company

Carbonated beverages (Pepsi vs Coke)

影響: Primary beverage rival

General Mills, Inc.

Packaged snacks and breakfast foods

影響: Snack food competition

主要客戶

Walmart Inc.

Full snack and beverage portfolio

影響: $8B+ retail channel

宏觀與市場背景

필수소비재行業新聞

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%

近期催化劑

◆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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企業資訊

總部

Purchase, New York, USA

成立時間

1965

員工人數

315,000+

官網

pepsico.com

行業概況 — 필수소비재

行業新聞