©2014 PepsiCo, Inc. For full financial data and non-GAAP reconciliations, please refer to PepsiCo’s Q3-2014 earnings release issued on October 9, 2014, available at pepsico.com/investors. The “forward-looking statements” contained here inherently involve risks and uncertainties that could cause actual results to differ materially from those predicted in such statements, including changes in demand for PepsiCo’s products, changes in the legal and regulatory environment, fluctuations or other changes in exchange rates, and the other factors discussed in the risk factors section of PepsiCo’s most recent annual report on Form 10-K, quarterly reports on Form 10-Q and its current report on Form 8-K filed October 9, 2014. Investors are cautioned not to place undue reliance on any such forward-looking statements, which speak only as of the date they are made. PepsiCo undertakes no obligation to update any forward-looking statements. Q3 2014 Performance Organic Revenue Growth +3.1% +45BPS 2 RAISING EPS GUIDANCE Full-Year Core Constant Currency EPS Growth Target + 9 % +11% Core Constant Currency EPS +7% Reported EPS SOLID OPERATING PERFORMANCE $ CASH RETURNS TO SHAREHOLDERS YTD returned to shareholders in the form of dividends and share repurchases $6B 1 IRI Data YTD ending September 7, 2014 (food and beverage U.S. retail sales) 2 IRI U.S. Household Shopper Data for the 52 weeks ended September 7, 2014 PORTFOLIO DRIVING STRONG RESULTS Based on STRENGTH of YTD results and OUTLOOK for remainder of year PEP portfolio was LARGEST CONTRIBUTOR to retail sales growth in the US in Q3 and YTD 1 Mountain Dew Kickstart achieved >$100M in retail sales in its launch year; generated DOUBLE-DIGIT retail sales growth in year two Over 60% of Mountain Dew households buy Doritos in U.S. 2 Mountain Dew is available in over 40 countries around the world Developing & Emerging market organic revenue growth +8% Core Gross Margin Expansion
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©2014 PepsiCo, Inc.
For full financial data and non-GAAP reconciliations, please refer to PepsiCo’s Q3-2014 earnings release issued on October 9, 2014, available at pepsico.com/investors.
The “forward-looking statements” contained here inherently involve risks and uncertainties that could cause actual results to di�er materially from those predicted in such statements, including changes in demand for PepsiCo’s products, changes in the legal and regulatory environment, �uctuations or other changes in exchange rates, and the other factors discussed in the risk factors section of PepsiCo’s most recent annual report on Form 10-K, quarterly reports on Form 10-Q and its current report on Form 8-K �led October 9, 2014. Investors are cautioned not to place undue reliance on any such forward-looking statements, which speak only as of the date they are made. PepsiCo undertakes no obligation to update any forward-looking statements.
Q3 2014 Performance
OrganicRevenueGrowth
+3.1% +45BPS
2
RAISING EPS GUIDANCE
Full-Year Core Constant
Currency EPS Growth
Target+9%
+11%CoreConstantCurrencyEPS
+7%ReportedEPS
SOLID OPERATING PERFORMANCE
$
CASH RETURNS TO SHAREHOLDERS
YTD returned to shareholders in the form of dividends and
share repurchases
$6B
1 IRI Data YTD ending September 7, 2014 (food and beverage U.S. retail sales)2 IRI U.S. Household Shopper Data for the 52 weeks ended September 7, 2014
PORTFOLIO DRIVING STRONG RESULTS
Based on STRENGTH of YTD results and OUTLOOK for remainderof year
PEP portfolio was LARGEST CONTRIBUTOR to retail sales growth in the US in Q3 and YTD1
Mountain Dew Kickstart achieved
>$100M in retail sales in its launch year; generated DOUBLE-DIGIT retail sales growth in year two
Over 60% of Mountain Dew households buy Doritos in U.S.2
Mountain Dew is available in over
40 countries around the world
Developing & Emerging market organic revenue growth
+8%
Core Gross Margin Expansion
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