Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
PepsiCo Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Beverages
Prev close 135.48 · gapped above the open, then crossed back over prior close. High/low 136.20 at 4:15 am ET, 134.99 at 9:45 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of PEP revenue | Skew |
|---|---|---|---|
| CELHCelsius | 54.70% | 1.46% | 37× |
| WMTWalmart Inc. and Sam's Club | 1.84% | 14.00% | 7.6× |
| MKCMccormick & Co Inc | 13.00% | 0.95% | 14× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“In 2025, sales to Walmart Inc. (Walmart) and its affiliates, including Sam's Club (Sam's), represented approximately 14% of our consolidated net revenue, with sales reported across all of our segments, including concentrate sales to our independent bottlers, which were used in finished goods sold by them to Walmart.”
$13.1B relationship7.6× more of PEP’s book than WMT’s
basisPEP fy2025 · closed 2025-12 $93.9BWMT fy2026 · closed 2026-01 $713B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000077476-26-000007cik 0000077476
“We also distribute Celsius energy drinks and various Keurig Dr Pepper Inc. brands, including Dr Pepper in certain markets, Crush and Schweppes.”
FILING10-K0000077476-25-000007cik 0000077476
“Further, PBNA manufactures and distributes certain brands licensed from Keurig Dr Pepper Inc., including Crush, Dr Pepper and Schweppes, and certain juice brands licensed from Dole Food Company, Inc. and Ocean Spray Cranberries, Inc.”
FILING10-K0000077476-25-000007cik 0000077476
“The beverage companies include Anheuser-Busch Inbev, MillerCoors LLC, PepsiCo, Inc. and The Coca-Cola Company, among others.”
FILING10-K0001408075-26-000009cik 0001408075disclosed by GPK
“Sales to one of our flavor solutions segment customers, PepsiCo, Inc., accounted for consolidated sales of approximately 13% in 2024, 13% in 2023, and 11% in 2022.”
$889M relationship14× more of MKC’s book than PEP’s
basisMKC fy2025 · closed 2025-11 $6.8BPEP fy2025 · closed 2025-12 $93.9B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Syrup for frozen beverages is purchased primarily from The Coca-Cola Company, Keurig Dr. Pepper, Inc., the Pepsi Cola Company, and Jogue, Inc.”
FILING10-K0001437749-25-036456cik 0000785956disclosed by JJSF
“In the first quarter of 2022, we sold our Tropicana, Naked and other select juice brands to PAI Partners, while retaining a 39 % noncontrolling interest in TBG, operating across North America and Europe.”
FILING10-K0000077476-25-000007cik 0000077476
“• Pepsico Transportation – Carrier of the Year – WHD West Division”
FILING10-K0000799233-26-000006cik 0000799233disclosed by HTLD
“We have established relationships as a supplier to many large customers in the transportation industry for our dry and refrigerated van products, platform trailers, and tank trailers, including the following: ▪ Truckload Carriers: Crete Carrier Corp.; J.B. Hunt Transport, Inc.; Werner Enterprises, Inc.; Southland Transportation Company; and Knight/Swift Transportation Holdings, Inc.; and Schneider National, Inc. ▪ Less-Than-Truckload Carriers: Saia, Inc.; FedEx Freight, Inc; Old Dominion Freight Lines, Inc.; and R&L Carriers, Inc. ▪ Leasing Companies: Fleetco, Inc.; Penske Truck Leasing Co., L.P.; Ryder System, Inc.; XTRA, LLC; Brody Transportation Company, Inc.; and Premier Trailer Leasing. ▪ Private Fleets: Dollar General Corporation; and PepsiCo, Inc. ▪ Liquid Carriers: Semo Tank/Baker Equipment Co.; Dana Liquid Transport Corporation; Stuart Tank Sales Corporation; The Jack Olsta Co.; and Hills Stainless Tank Inc.”
FILING10-K0000879526-26-000036cik 0000879526disclosed by WNC
“Further, PBNA manufactures and distributes certain brands licensed from Keurig Dr Pepper Inc., including Crush, Dr Pepper and Schweppes, and certain juice brands licensed from Dole Food Company, Inc. and Ocean Spray Cranberries, Inc.”
FILING10-K0000077476-25-000007cik 0000077476
“Further, PBNA manufactures and distributes certain brands licensed from Keurig Dr Pepper Inc., including Crush, Dr Pepper and Schweppes, and certain juice brands licensed from Dole Food Company, Inc. and Ocean Spray Cranberries, Inc.”
FILING10-K0000077476-25-000007cik 0000077476
“On August 28, 2025, we consummated a transaction with Celsius, pursuant to which we acquired convertible preferred shares and transferred cash and certain non-cash assets, primarily the Rockstar brand of $ 0.5 billion in the United States and Canada (Celsius Transaction).”
FILING10-K0000077476-26-000007cik 0000077476
“In 2024, sales to Walmart Inc. (Walmart) and its affiliates, including Sam's Club (Sam's), represented approximately 14% of our consolidated net revenue, with sales reported across all of our divisions, including concentrate sales to our independent bottlers, which were used in finished goods sold by them to Walmart.”
FILING10-K0000077476-25-000007cik 0000077476
“In the United States, PepsiCo acts as the exclusive distributor for TBG's portfolio of brands for small-format and foodservice customers with chilled direct-store-delivery (DSD).”
FILING10-K0000077476-25-000007cik 0000077476
“many well-known shippers, manufacturers, retailers and other truck fleet operators have started to use RNG fueled trucks to move their freight, including, among others, Amazon, Pepsi Frito-Lay, FedEx, Anheuser-Busch, USPS, UPS, Kroger, KeHe Distributors, Kenan Advantage Group, and Estes Express.”
FILING10-K0001104659-26-019215cik 0001368265disclosed by CLNE
“PBNA, IB Franchise and EMEA, either independently or in conjunction with third parties, make, market, distribute and sell ready-to-drink tea products through a joint venture with Unilever (under the Lipton brand name), and PBNA, either independently or in conjunction with third parties, makes, markets, distributes and sells ready-to-drink coffee products through a joint venture with Starbucks.”
FILING10-K0000077476-26-000007cik 0000077476
“PBNA, IB Franchise and EMEA, either independently or in conjunction with third parties, make, market, distribute and sell ready-to-drink tea products through a joint venture with Unilever (under the Lipton brand name), and PBNA, either independently or in conjunction with third parties, makes, markets, distributes and sells ready-to-drink coffee products through a joint venture with Starbucks.”
FILING10-K0000077476-26-000007cik 0000077476
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FILING10-K0000063754-25-000005cik 0000063754disclosed by MKC
PepsiCo Inc has 10 disclosed suppliers and 7 disclosed customers. Each one is named in an SEC filing, either PepsiCo Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
PEP (PepsiCo Inc) has 10 disclosed suppliers and 7 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: CLNE −2.80%, in energy & real estate.