RaoscaffResearch
Prediction Series · Lock · Issue P-118
Prediction Series · P-118

PepsiCo's Q2 floor — organic ≥1%, locked at 87%.

Calibrated 87% probability PepsiCo's Q2 2026 organic revenue growth lands ≥1% — inside its affirmed FY2026 guide of 2–4% after a +2.6% Q1. A snacks-led staple where North America volume is the swing. Resolves 9 Jul 2026.

Type · Prediction Lock · guidance-floor threshold Locked · 2026-06-25 · before the Q2 results Resolves · 2026-07-09 · PepsiCo Q2 2026 results (pepsico.com) Scored · binary: Q2 2026 organic revenue growth ≥1% yes/no
PepsiCo Q2 2026 organic growth · our locked floor
≥ 1%
organic revenue · vs FY guide +2–4%

PepsiCo affirmed full-year 2026 organic revenue growth of 2–4% and grew Q1 2026 organic revenue +2.6%, with a Frito-Lay North America (PFNA) volume inflection cited as the recovery driver. Our 1% floor sits below the FY guide. Source: PepsiCo Q2 2026 results, 9 Jul 2026 (pepsico.com/investors).

— 1 · The Locked Call

PepsiCo Q2 2026 organic growth is ≥1% — P = 0.87.

We lock a binary: PepsiCo's Q2 2026 organic revenue growth is at or above 1%, per the company's results. Confidence 87%.

— 2 · Why it's a calibrated call

The FY guide is 2–4% — but soft Frito-Lay volumes keep this at 87%, not higher.

PepsiCo affirmed 2–4% organic growth for 2026 and grew Q1 +2.6%; our 1% floor sits below that. We hold a calibrated 87%, not higher, because the swing factor is Frito-Lay North America volume, which has been soft and is mid-turnaround — a weaker-than-expected snacks quarter is the live miss path. Resolves against PepsiCo's reported Q2 organic revenue growth.

Locked on 2026-06-25 — scored against PepsiCo's reported Q2 2026 organic revenue growth.

RAOSCAFF locks P-118 on 2026-06-25, before the Q2 release. Scored against PepsiCo's reported Q2 2026 organic revenue growth versus a 1% floor.

Locked
2026-06-25 (commit timestamp on origin/main)
Resolves
2026-07-09 — PepsiCo Q2 2026 results
Source
PepsiCo Q2 2026 results / press release (pepsico.com/investors)
Scored by
Binary: YES if Q2 2026 organic revenue growth ≥1%; NO otherwise

Scored on organic revenue growth (the company's headline metric), below the +2–4% FY guide — Frito-Lay volume is the swing.