The Workforce AI Index · Consumer Defensive
PepsiCo (PEP)
Snacks, beverages and a delivery fleet by description. Read October 1, 2026 from the annual report for the period ending 2025-12-27, filed 2026-02-03. Ranked 12 of the 16 Consumer Defensive companies read so far, by the share within reach now: the sector.
The filing states the total and the U.S. count and nothing by business, so the manufacturing and distribution patterns follow its description of snacks, beverages and direct-store delivery.
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 16% now, 23% at the end of 2027, 26% at the end of 2028, 26% at the end of 2030. By the patterns, the work is about 26% desk work, 14% people work and 60% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 73% of the working time stays with people (conversation, in-person and hands-on work), 19% becomes checking a model's work and 7% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
306,000 employees as of 2025-12-27 (stated). Approximately 125,000 of 306,000 people are within the United States.
The filing: “We employed approximately 306,000 people worldwide as of December 27, 2025, including approximately 125,000 people within the United States.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Other Food Manufacturing | 40% | By (c): the filing states no headcount by division, and describes snack and food businesses as its largest divisions, so the largest share is read into the other food manufacturing pattern, where BLS counts snack food makers, by description. |
| Beverage Manufacturing | 35% | By (c): the beverage businesses, concentrate and bottling operations, are described without a headcount, so a share is read into the beverage manufacturing pattern by description. |
| Merchant Wholesalers, Nondurable Goods (4244 and 4248 only) | 25% | By (c): the filing describes a direct-store-delivery system with its own fleet, and its safety section names fleet telematics and distracted-driving technology for its drivers, so a share is read into the grocery wholesale and distribution pattern by description; no count of route and delivery employees is stated. |
What the filing says about the workforce: About 306,000 people worldwide, about 125,000 in the United States; party to numerous collective bargaining agreements; over 2.8 million hours of training in 2025; investments in fleet telematics and machine safety for employees.
What the filing says about AI
14 sentences in the filing name AI. AI appears in the risk factors, as investments in artificial intelligence the company says it must make to anticipate consumer preferences and as part of the risk of executing its strategy; the human capital section names emerging safety technologies but not AI.
- “These activities principally involve: innovations focused on creating consumer preferred products to grow and transform our portfolio through development of new technologies, ingredients, flavors and substrates; development and improvement of our manufacturing processes, including reductions in cost and environmental footprint; implementing product improvements to our global portfolio including...”
- “Consumer preferences continuously evolve due to a variety of factors, including: changes in consumer demographics, consumption patterns (including increased food purchased away-from-home), diet (whether due to changes in consumer behavior and eating habits, increasing use of weight-loss drugs, such as GLP-1 medications, or other factors) and channel preferences (including continued increases in...”
- “Any inability on our part to anticipate or react to changes in consumer preferences and trends, or make the right strategic investments to do so, including investments in artificial intelligence and data analytics to understand consumer trends, can lead to reduced demand for our products, lead to inventory write-offs or erode our competitive and financial position, thereby adversely affecting o...”
- “Our business can be adversely affected if our strategy is not effective, if we fail to achieve the commercial and financial priorities announced during 2025 to improve our marketplace competitiveness and financial performance, including in our North American businesses, if we are unable to effectively promote or develop our existing products or introduce and effectively market new products (inc...”
- “Any unplanned turnover, sustained labor shortage or unsuccessful implementation of our succession plans to backfill current leadership positions, including the Chief Executive Officer, or failure to attract, develop and maintain a highly skilled workforce, including with key capabilities such as e-commerce and digital marketing, artificial intelligence and data analytic skills, can deplete our...”
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2025-12-27 | 306,000 | 2026-02-03 | 10-K |
| 2024-12-28 | 319,000 | 2025-02-04 | 10-K |
| 2023-12-30 | 318,000 | 2024-02-09 | 10-K |
| 2022-12-31 | 315,000 | 2023-02-09 | 10-K |
| 2021-12-25 | 309,000 | 2022-02-10 | 10-K |
| 2020-12-26 | 291,000 | 2021-02-11 | 10-K |
| 2019-12-28 | 267,000 | 2020-02-13 | 10-K |
| 2018-12-29 | 267,000 | 2019-02-15 | 10-K |
| 2017-12-30 | 263,000 | 2018-02-13 | 10-K |
| 2016-12-31 | 264,000 | 2017-02-15 | 10-K |
| 2015-12-26 | 263,000 | 2016-02-11 | 10-K |
| 2014-12-27 | 271,000 | 2015-02-12 | 10-K |
| 2013-12-28 | 274,000 | 2014-02-14 | 10-K |
| 2012-12-29 | 278,000 | 2013-02-21 | 10-K |
| 2011-12-31 | 297,000 | 2012-02-27 | 10-K |
| 2010-12-25 | 294,000 | 2011-02-18 | 10-K |
| 2009-12-26 | 203,000 | 2010-02-22 | 10-K |
| 2008-12-27 | 198,000 | 2009-02-19 | 10-K |
| 2007-12-29 | 185,000 | 2008-02-15 | 10-K |
| 2006-12-30 | 168,000 | 2007-02-20 | 10-K |
| 2005-12-31 | 157,000 | 2006-02-27 | 10-K |
| 2004-12-25 | 153,000 | 2005-02-28 | 10-K |
| 2003-12-27 | 143,000 | 2004-03-04 | 10-K |
| 2002-12-28 | 142,000 | 2003-03-07 | 10-K |
| 2001-12-29 | 143,000 | 2002-03-20 | 10-K |
| 2000-12-30 | 124,000 | 2001-03-15 | 10-K |
| 1999-12-25 | 118,000 | 2000-03-21 | 10-K |
| 1998-12-26 | 150,000 | 1999-03-24 | 10-K |
| 1997-12-27 | 142,000 | 1998-03-24 | 10-K |
| 1996-12-28 | 486,000 | 1997-03-25 | 10-K |
| 1995-12-30 | 480,000 | 1996-03-26 | 10-K |
| 1994-12-31 | 471,000 | 1995-03-28 | 10-K |
Limits of this reading
- No headcount by division or kind of work is stated; all three pattern shares follow the business description (c).
Source: the company's annual report on EDGAR, accession 0000077476-26-000007, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
Questions about this company
- How much of PepsiCo's working time is within reach of AI?
- An estimated 16% now and 26% by the end of 2028, on METR's long-run pace at four in five, from the workforce PepsiCo's own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does PepsiCo employ?
- 306,000 as of December 27, 2025, as its annual report for the period ending December 27, 2025 states. About 41% in the U.S.
- What kinds of work make up PepsiCo's workforce?
- Read from its annual report as a blend of 3 industry staffing patterns, the largest Other Food Manufacturing; by those patterns the work is about 26% desk work, 14% people work and 60% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does PepsiCo's annual report say about AI?
- 14 sentences in the filing name AI. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 1, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
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A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.