How will the disclosed financial results compare to analysts' consensus estimates for Q3 2025? | PEP (Aug 15, 2025) | Candlesense

How will the disclosed financial results compare to analysts' consensus estimates for Q3 2025?

PepsiCo has only disclosed the release schedule for its Q3‑2025 results (October 9, 2025) and has not provided any headline numbers. Consequently, we cannot quantitatively compare the forthcoming figures to the current consensus estimates (which, as of the latest Street surveys, hover around $2.30‑$2.35 earnings per share and $9.5‑$9.8 billion in revenue). What we can do is gauge how the market is likely to react once the numbers are posted.

From a fundamentals standpoint, PepsiCo has been delivering modest top‑line growth driven by “snack‑plus‑beverage” synergy, price‑inflation pass‑through, and continued expansion in emerging markets. Recent guidance upgrades in Q2‑2025 and a resilient pricing power index suggest the company could beat consensus on both earnings and sales, especially if the pricing tailwinds remain intact and cost‑inflation moderates. Conversely, any sign of slower volume recovery or heightened commodity costs could push results below expectations, triggering a short‑term dip.

Technically, PEP is trading in a tight range near its 50‑day moving average (≈$175) with the 200‑day MA acting as support (~$170). A better‑than‑expected beat would likely trigger a breakout above the upper 38.2% Fibonacci retracement (~$180) and open a short‑term rally toward the next resistance at $185. A miss could see the stock test the 200‑MA and possibly retest the $165‑$162 support corridor. Until the October 9 release, a prudent approach is to maintain a neutral stance, perhaps employing a straddle or buying a limited‑risk “play” option (e.g., 1‑month ATM straddle) to capture volatility regardless of direction, while keeping an eye on pre‑release analyst sentiment and any macro‑data that could shift expectations.