New York, Jan 25, 2026, 15:11 EST — Market closed.
- PepsiCo shares closed Friday at $144.58, rising 0.12%, as the company prepares to report earnings next week.
- PepsiCo’s European concessions hopes resurfaced amid a legal dispute between Coca-Cola and cinema chain Vue.
- Investors are eyeing Feb. 3 closely to gauge volume trends, pricing moves, and the results of PepsiCo’s push on cost and “affordability.”
PepsiCo shares ended Friday at $144.58, inching up 0.12%. With U.S. markets closed for the weekend, all eyes now turn to the company’s earnings report due in early February. 1
The company plans to release its fourth-quarter and full-year 2025 results on Feb. 3, along with its annual report, followed by a live Q&A session that same morning. “We are announcing our plans and initiatives that aim to accelerate organic revenue growth,” CEO Ramon Laguarta said in a December update. Elliott partner Marc Steinberg highlighted “the urgency” displayed by management. 2
Over the weekend, a spat between Coca-Cola and Vue Entertainment spotlighted PepsiCo’s expanding footprint in the away-from-home market. Coca-Cola Europacific Partners sued over unpaid bills after Vue switched its European soft drink supplier to PepsiCo. Vue’s CEO Tim Richards dismissed the issue, saying “a simple phone call … could have resolved a genuine dispute.” 3
Friday’s action was mixed. The S&P 500 held steady, but the Dow dipped. PepsiCo faltered even as Coca-Cola jumped, highlighting how “defensive” staples still swing with broader market sentiment. 4
PepsiCo’s shares fluctuated from $143.06 to $144.84 on Friday, with roughly 5.9 million shares traded during the session, according to data. 5
PepsiCo bulls are focused on one thing right now: maintaining prices without sacrificing volume. The company is pushing everyday value, streamlining products, and tightening execution. Part of that effort includes slashing U.S. SKUs—basically product varieties—as it works to stabilize its North American snacks business.
The Feb. 3 report will be the next key test to see if that plan is reflected in the numbers. Traders will focus on how much demand stems from promotions versus genuine volume, and whether price changes are holding in beverages and Frito-Lay.
The Vue court filing doesn’t involve PepsiCo. But it highlights just how fierce the battle is for fountain and concessions contracts across Europe — a market where landing a client often locks in lengthy, sticky supply deals.
The risk scenario remains familiar for major brands: consumers are cutting back more quickly than anticipated, pushing “affordability” into heavier discounting, which squeezes margins ahead of any cost-saving benefits. A misstep in North America would hit investors hard, who are eager to see proof that the turnaround is gaining traction.
Markets reopen Monday, but all eyes turn quickly to Tuesday, Feb. 3. That’s when PepsiCo is set to release its earnings and annual report around 6:00 a.m. EST, followed by prepared remarks and a live Q&A session later that morning.
