Accelerated Productivity Initiatives: PepsiCo is expecting to achieve approximately $1 billion in productivity savings this year, significantly above the typical run rate, primarily driven by operational efficiencies in its North American businesses (Frito-Lay and PBNA). The company plans a phased strategy to optimize costs while ensuring fuel for long-term growth, leveraging technology, AI, and integrated operations.

Sequential Improvement in North America: The leadership team expressed confidence in achieving sequential top-line improvement in North America, aiming to return to the low end of its long-term organic growth algorithm in the next few quarters. This shift is supported by growth in the away-from-home business and investments in brand relaunches like Lay's and Tostitos which focus on enhancing real food credentials.

International Business Growth: The international segment continues to perform well, with mid-single-digit growth supported by strong performance in Latin America, parts of Europe, and Asia. PepsiCo is focusing on enhancing its beverage portfolio, particularly through the promotion of non-sugar colas and energy drinks like Sting, which successfully cater to expanding consumer preferences.