PEPPepsiCo, Inc.
AI adoption · Q1 2026 earnings call
Consumer StaplesPiloting
3
extracted from this call
2 / 5
directional only
Not disclosed
no breakout in this call
AI was mentioned briefly and in passing by CEO Ramon Laguarta during a response about productivity programs. He cited AI as one component of a broader technology deployment strategy spanning supply chain optimization, route optimization, and digital ordering systems. No AI-specific products, partnerships, investments, or financial metrics were disclosed. The commentary was high-level and bundled with general technology references.
Adopter
See full leaderboard →27/ 100
49
stage: piloting · max spec: 2
0
no quantified disclosure
35
1 scope
internal_use
3 AI mentions from this call.
Extracted verbatim from the PEP Q1 2026 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T2Q&A· CEO· Internal useI think you mentioned that you're on track to having perhaps a record year on productivity. So can you talk about maybe the major buckets for productivity what you're doing maybe differently this year than in prior years
“we continue to execute. So global shared services, deploying technology across the company and AI, both in our supply chain, but also how we do transportation, how we optimize routes. If you think about in many countries around the world, we're moving to digital ordering systems where we reduced the number and the time that our salesman expect to take an order. And so we're leveraging technology in a very holistic way and AI and data to drive efficiency and transformation of cost.”
— Ramon Laguarta, PEP earnings call - T2Q&A· CEO· Internal useRamon, you flagged the World Cup as an activation event. What does a World Cup activation look like for PepsiCo
“We're going to personalize, obviously, for different -- we know, more or less, who supports what team and then we're going to be able to personalize the communication to consumers.”
— Ramon Laguarta, PEP earnings callLays - T1Q&A· CEO· Internal useI think you mentioned that you're on track to having perhaps a record year on productivity. So can you talk about maybe the major buckets for productivity what you're doing maybe differently this year than in prior years
“We're also optimizing our advertising and marketing. We're getting better at the multiyear journey on return on investment on marketing and trade.”
— Ramon Laguarta, PEP earnings call
What management wouldn’t quantify.
Analyst questions where management declined to share a specific number. The pattern of refusals is often as informative as the disclosures.
- No quantification of AI-related investment (capex or opex) was provided.
- No specific AI use cases were named beyond general references to supply chain, transportation/route optimization, and digital ordering.
- No productivity savings or efficiency metrics were attributed specifically to AI versus other technology or operational initiatives.
- No AI partnerships, vendors, or platforms were named.
- No analyst asked a direct question about AI strategy or investment, so management responsiveness on AI specifics was not tested.
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