PepsiCo (PEP Quick QuotePEP - Free Report) reported $19.44 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 8.5%. EPS of $1.61 for the same period compares to $1.48 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $18.95 billion, representing a surprise of +2.6%. The company delivered an EPS surprise of +4.23%, with the consensus EPS estimate being $1.55.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how PepsiCo performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net Revenue- IB Franchise (International Beverages Franchise): $824 million versus the four-analyst average estimate of $805.93 million.
• Net Revenue- EMEA (Europe, Middle East and Africa): $2.82 billion versus the four-analyst average estimate of $2.67 billion.
• Net Revenue- PBNA (PepsiCo Beverages North America): $6.39 billion compared to the $6.24 billion average estimate based on four analysts. The reported number represents a change of +8.8% year over year.
• Net Revenue- PFNA (PepsiCo Foods North America): $6.33 billion compared to the $6.33 billion average estimate based on four analysts.
• Net Revenue- LatAm Foods: $1.93 billion versus $1.87 billion estimated by four analysts on average.
• Net Revenue- Asia Pacific Foods: $1.14 billion compared to the $1.09 billion average estimate based on four analysts.
• Core Operating Profit, non-GAAP measure- PFNA: $1.51 billion compared to the $1.57 billion average estimate based on four analysts.
• Core Operating Profit, non-GAAP measure- PBNA: $639 million versus the four-analyst average estimate of $680.9 million.
• Core Operating Profit, non-GAAP measure- IB Franchise: $328 million versus the four-analyst average estimate of $300.86 million.
• Core Operating Profit, non-GAAP measure- Corporate unallocated: $-372 million versus $-408.43 million estimated by four analysts on average.
• Core Operating Profit, non-GAAP measure- LatAm Foods: $431 million versus the four-analyst average estimate of $400.18 million.
• Core Operating Profit, non-GAAP measure- Asia Pacific Foods: $218 million compared to the $162.07 million average estimate based on four analysts.

View all Key Company Metrics for PepsiCo here>>>

Shares of PepsiCo have returned +0.9% over the past month versus the Zacks S&P 500 composite's +6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.