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10-QPeriod: Q2 FY2005

PEPSICO INC Quarterly Report for Q2 Ended Jun 11, 2005

Filed July 14, 2005For Securities:PEP

Summary

PepsiCo, Inc. (PEP) reported strong financial performance for the 24 weeks ended June 11, 2005. Net revenue increased by 8% to $14.28 billion compared to the prior year period, driven by a combination of favorable pricing, volume growth, and positive foreign currency movements. Net income saw a significant increase of 13% to $2.11 billion, resulting in a diluted EPS of $1.23, up from $1.07 in the comparable period last year. The company's operational segments demonstrated robust growth, with notable strength in PepsiCo International and Quaker Foods North America. Frito-Lay North America also showed solid performance, while PepsiCo Beverages North America faced slight volume declines in carbonated soft drinks but was offset by growth in non-carbonated beverages. The company's strategic initiatives and pricing actions appear to be successfully driving revenue and profitability.

Key Highlights

  • 1Net revenue for the 24 weeks ended June 11, 2005, increased by 8% to $14.28 billion, driven by effective net pricing, volume growth, and favorable foreign currency.
  • 2Net income rose by 13% to $2.11 billion for the same period, with diluted EPS growing 15% to $1.23 from $1.07.
  • 3Bottling equity income saw a substantial increase of 52% to $221 million, partly due to a $64 million pre-tax gain from the sale of Pepsi Bottling Group (PBG) stock.
  • 4Frito-Lay North America reported a 6% increase in net revenue and operating profit, supported by volume growth and pricing actions in salty snacks.
  • 5PepsiCo International showed strong growth with net revenue up 14% and operating profit up 21%, driven by broad-based volume increases across snacks and beverages globally.
  • 6Quaker Foods North America delivered a 13% increase in net revenue and a 20% increase in operating profit, fueled by innovation and distribution gains.
  • 7The company generated $2.36 billion in cash from operating activities for the 24-week period, an increase from $1.53 billion in the prior year.

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