PepsiCo Beverages North America (Pepsi, Gatorade, Mountain Dew)
Largest revenue line in Q3 2026 at $7.7B, up 5% reported.
The numbers
What it is
North American beverage business that sells Pepsi-Cola, Mountain Dew, Gatorade and other brands, many through a bottler network. It is the largest segment by Q3 2026 revenue.
Why it matters to the stock. This segment carries the most revenue and the most sensitivity to volume. Its results show whether the company's pricing and affordability push is holding up with consumers.
News
PepsiCo books $192M restructuring charge and plans more structural cost cuts
PepsiCo recorded $192 million of restructuring and impairment charges in the third quarter under its multi-year productivity plan, which runs through 2030.
PepsiCo recalls about 122,000 cases of 28 oz Gatorade over undeclared dyes
PepsiCo voluntarily started a recall on September 25 of about 122,021 cases of 28-ounce Gatorade Lemon Lime, Lemon Lime Zero, Orange and Orange Zero.
PepsiCo ends manufacturing at Cheverly, Maryland bottling site; 143 jobs cut
PepsiCo stopped manufacturing and warehouse operations at its bottling facility in Cheverly, Maryland, eliminating 143 positions, with the layoffs effective September 14.
PepsiCo reaffirms FY2026 outlook after Q2 as North America lags
PepsiCo kept its full-year 2026 guidance unchanged when it reported second-quarter results on July 9.
MUG Root Beer Floats Vanilla Howler launches in U.S. stores on June 14
MUG Root Beer announced a limited Vanilla Howler root beer float flavor on June 8, 2026, in a dirty-soda style, with U.S.
Pepsi Prebiotic Cola goes nationwide after sold-out online debut
PepsiCo expanded Pepsi Prebiotic Cola to retailers nationwide on February 17, 2026, after a limited online launch that sold out.