• PepsiCo executives used Q1 2026 earnings call Q&A attended by CEO Ramon Laguarta, CFO Stephen Schmitt, SVP Investor Relations Ravi Pamnani, analysts to address Iran conflict, North America performance, productivity plans.
• Schmitt flagged no major supply chain disruption from conflict, citing 6- to 12-month hedging coverage, while assuming inflation pressure with mitigation via productivity, scale leverage, price-pack architecture.
• Laguarta reported no demand impact in international markets since war began, citing some share gains from stronger supply chain, while guidance assumed no conflict-driven demand hit.
• Management pointed to improving North America Foods trends, including 2% volume growth, 4% unit growth, 300 million incremental occasions, shelf resets largely completed by end-Q2.
• PepsiCo reaffirmed full-year guidance, highlighting PBNA reported growth of 9% with volumes near flat excluding case-pack water transition, while targeting positive volume growth ex case-pack water in coming quarters.

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