# What will PepsiCo, Inc. say during their next earnings call

> World Cup leads at 78%, runner-up 76% across 14 winner-take-all outcomes — refreshed 12 h ago.

URL: https://simplefunctions.dev/odds/earningsmentionpep
Updated: 2026-07-09T14:20:48.702Z
Category: general
Status: active
Closes: 2026-12-31

## Headline

- Leader: World Cup at 78%
- Runner-up: Away from Home at 76%
- Outcomes: 14 (winner-take-all)
- Venue: Kalshi (14 contracts)
- 24h volume: $29K

## Bound contracts (14)

| Outcome | Price | 24h | Volume | Venue | Slug |
|---|---|---|---|---|---|
| World Cup | 78¢ | +10pp | $3K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-worl |
| Away from Home | 76¢ | +8pp | $1K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-away |
| Healthy | 35¢ | −18pp | $2K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-heal |
| China | 28¢ | +4pp | $2K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-chin |
| Starbucks | 26¢ | +15pp | $1K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-star |
| Celsius | 25¢ | +3pp | $1K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-cels |
| GLP-1 | 21¢ | +2pp | $3K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-glp |
| Acquisition | 19¢ | +10pp | $2K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-acqu |
| Gatik | 15¢ | +1pp | $2K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-gati |
| Artificial Color | 13¢ | +4pp | $3K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-arti |
| Autonomous | 13¢ | −7pp | $1K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-auto |
| Bubly | 8¢ | +1pp | $2K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-bubl |
| Prebiotic | 7¢ | −3pp | $2K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-preb |
| Food for Tomorrow | 4¢ | −1pp | $4K | kalshi | /markets/what-will-pepsico-inc-say-during-their-next-earnin-kalshi-kxearningsmentionpep-26jun29-food |

## 30-day trajectory

| Day | World Cup | Away from Home | Healthy |
|---|---|---|---|
| 2026-06-29 | 40 | 25 | 7 |
| 2026-07-03 | 73 | 77 | 68 |
| 2026-07-08 | 77 | 75 | 34 |
| 2026-07-09 | 87 | 83 | — |

_11 days of price history captured. Each row is the daily mean of intraday 5-min captures._

## What moved the line

- 2026-07-04 · China −44pp 65→21¢ · kalshi
- 2026-07-08 · Autonomous +37pp 15→52¢ · kalshi
- 2026-07-08 · Starbucks −35pp 55→20¢ · kalshi
- 2026-07-08 · China −21pp 64→43¢ · kalshi
- 2026-07-07 · Gatik −21pp 44→23¢ · kalshi

## Analysis

This prediction estimates a 59% chance that PepsiCo will mention a specific topic during their next earnings call. The market reflects uncertainty about which strategic business area the company will emphasize—whether cost-cutting automation, World Cup marketing, health-focused GLP-1 pharmaceutical partnerships, the Bubly brand, or the Celsius energy drink acquisition. The probability is driven by PepsiCo's recent capital allocation decisions and investor focus areas: automation investments could signal operational efficiency priorities, while emerging brands like Celsius and health-adjacent products represent growth narratives. The earnings call itself will resolve this contract when management's actual remarks are analyzed. Traders are weighing how likely it is that PepsiCo prioritizes this particular narrative over others given current market conditions, recent company announcements, and typical investor Q&A patterns. The relatively high leader probability suggests modest confidence in one outcome versus fragmented expectations across alternatives.

### Key factors

- PepsiCo's most recent quarterly earnings call transcripts and prepared remarks to establish baseline discussion frequency of each topic
- Recent press releases, investor presentations, or strategic announcements from PepsiCo indicating management priorities in automation, sports marketing, or brand acquisitions
- Calendar date of the next scheduled earnings call and any interim corporate events that might shift discussion focus
- Historical trading volumes on Kalshi contracts for PepsiCo topics, showing which narratives generate sustained investor interest
- Actual quarterly performance metrics in relevant segments (energy drinks, automation ROI, international marketing) that would naturally trigger earnings call commentary

## Methodology

Headline is the **leader's price**, not an arithmetic mean — averaging disjoint winner-take-all outcomes is meaningless. Per-outcome prices come from the venue's last-traded mid; cross-venue values are simple means across contracts on each venue.

## How to use this data

- HTML: https://simplefunctions.dev/odds/earningsmentionpep
- JSON: https://simplefunctions.dev/api/public/odds?slug=earningsmentionpep

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