CNBC: Squawk on the Street
5/1/2024 2:36pm
... attractive for them. we asked about some of the comps from mcdonald's lately from young brands some of the commentary from brands like pepsi that argue that certain cohorts of the consumer are beginning to crack. sure but there are bigger ...
CNBC: Squawk on the Street
4/30/2024 1:32pm
... i think when i look at pepsico, i think there's a truce. a truce. i don't think coke and pepsi are trying to kill each other. i think that may be over. uh-oh. sounds like a job for lina kahn. no, david, she's got to stop ...
CNBC: Power Lunch
4/24/2024 6:20pm
... distinction? a backlash against those companies that raised prices aggressively over the last couple of years. constellation brands is a great example, much more muted in raising prices and some 8% depression growth versus procter & gamble or pepsi, _ ...
CNBC: Power Lunch
4/24/2024 6:20pm
... that example. why are some consumer product companies or consumer oriented companies, nike, ulta, pepsi, why re they struggling with organic growth while others are doing well? what is the difference or the ...
CNBC: Fast Money
4/23/2024 9:42pm
... ipos, that's where goldman and morgan should benefit. coming up, a trio of fast movers for you tonight we'll dig into the numbers from pepsi, pulte, and ge. plus, meta reporting earnings tomorrow after the ...
CNBC: Fast Money Halftime Report
4/23/2024 4:02pm
... i talked about growth all the time because it does bode very well for earnings. we have seen good earnings across the board. p&g, pepsi. some things that we will learn ...
CNBC: Squawk on the Street
4/23/2024 2:17pm
... busy day for earnings. pepsi beat prices. organic growth fell 2%, volume growth, driven by a slow down in beverages. the ceo spoke on the conference call saying the consumer globally is very resilient but that the lower income consumer ...
CNBC: Squawk on the Street
4/23/2024 1:09pm
... up because we're so ethnocentric in this country, if you're not blowing it away in the u.s., you think you screwed up. i've been waiting for profitable growth forever. i don't want a price war between coke and pepsi. ...
CNBC: Squawk on the Street
4/23/2024 1:07pm
... coming out, and i think that someone could say, well, listen, with the coppers conference, we'll come up with something. i don't think people want it to trade down to where it would be a market multiple and earn six bucks. speaking of china, pepsi said china revenue up double-digit. ...
CNBC: Squawk on the Street
4/23/2024 1:01pm
... earnings ramp-up. pepsi crossing the tape. we'll dig into the numbers. tesla is on deck. the shares, by the way, at a 15-month low. investors are bracing for what could be the company's worst results in seven years. ...
CNBC: Squawk Box
4/23/2024 1:00pm
... doesn't hurt. our roadmap begins with an earnings ramp-up. pepsi crossing the tape. we'll dig into the numbers. tesla is on deck. the shares, by the way, at a 15-month low. investors are bracing for what could be the company's ...
CNBC: Squawk Box
4/23/2024 10:09am
... i tried it. they sent me one. bubbly is a pepsi product. do you like it? i like it. i'm looking for a case. what flavor? i had a weird fruity ...
CNBC: Squawk Box
4/23/2024 10:08am
... the marketplace and the way that consumers shop. pepsi out with quarterly earnings of the beat by 9 cents with the adjusted earnings. ...
CNBC: Worldwide Exchange
4/23/2024 9:59am
... first quarter. that stock trading lower in the pre-market. busy morning ahead. ups, pepsi, gm and lockheed martin all in the next hour and ...
CNBC: Worldwide Exchange
4/23/2024 9:54am
... followed by the march home sales and reports from lockheed martin and pepsi and vtesla and visa al reporting today. joining me now is john ...
CNBC: Worldwide Exchange
4/23/2024 9:31am
... martin, pepsi and visa and tesla. we will have more on the ev maker coming up. let's get a check of the corporate stories with silvana henao at cnbc hq. good morning. ...
CNBC: Worldwide Exchange
4/23/2024 9:02am
... martin and pepsi and many others. tesla reports after the bell today as the company faces pressure with the store hovering at the lowest level. year to date, down 40%. ...
CNBC: Power Lunch
4/17/2024 6:10pm
... as we are getting into the peak of earnings season in the next few weeks, do you expect to see that translate into margins as well? that's a very interesting question if you are talking about things like pepsi cans or fritos, or chips. i expect consumers pushing back ...
CNBC: Worldwide Exchange
4/11/2024 9:55am
... pretty stretched? i do. i think the thing with pepsi and nestle, they are innovative companies. they are both really out of favor. if you look at where they are historically with multiples and ...
CNBC: Worldwide Exchange
4/11/2024 9:55am
... you are saying no. we need to see everything work out. your picks are in consumer staples. one is nestle and one is pepsi. you believe they will pass along the inflation when it comes to commodities to consumers? isn't the consumer already ...
CNBC: Mad Money
4/5/2024 10:40pm
... let's go to work. my top holdings have done a strong performance the last couple of years. nvidia, microsoft, apple, and pepsi. oh, let me go to work on that. first of all, you need to know that i have my nvidia hat ...
CNBC: Squawk on the Street
4/5/2024 1:56pm
... incredible. they just -- when i see that, i see the economy is good, don't buy pepsi. buy something else in the economy. that's something i want to have. i feel director brainard could have run more with that. i don't have to do her job. that's right. speaking of oil, which we spoke ...
CNBC: Squawk on the Street
4/5/2024 1:12pm
... shockwave. nice batch of upgrades today. eden, sofi, axp, pepsi. we'll see if these gains can hold throughout the day given some of the concerns jim has outlined so far. we're back in a moment. [alarm beeping] ...
CNBC: Squawk Box
4/4/2024 12:23pm
... cause cancer. and supermarket chain, pepsi co-and carrefour resolve a spat. pepsi product pulled from store shelves in france. and former twitter executive ...
CNBC: Squawk Box
4/4/2024 10:28am
... of pepsi on the twitter post. co consumer ming up, we will t about the nelson peltz and bob ...
CNBC: Squawk Box
4/4/2024 10:27am
... news and insights. trade brilliantly with schwab. pepsi and carrefour ended their feud. they reached a deal to return pepsi products to the stores in ...
CNBC: Squawk Box
4/4/2024 10:23am
... that is the nominal data with prices and wages. it is not about growth and payroll. krishna, thank you. coming up, pepsi and carrefour have ended their feud ...
CNBC: Squawk on the Street
4/3/2024 1:14pm
... the tesla reaction, which continues this morning. we'll talk about intel shares, why they're this morning's worst performer on the s&p and the nasdaq 100. got bullish calls on oil today. ta ngrades of pepsi and some ...
CNBC: Squawk Box
4/1/2024 11:44am
... re-locate the headquarters from sans for no particular reason and as you know, in pepsi co, they succeeded by ignoring him. they didn't combine frito lay with his losing hand in ...
CNBC: Mad Money
3/21/2024 10:09pm
... lilly. it's about mountjaro. it's about zepbound. the glp-1s. and people fear you won't eat -- you can just eat one if you take those drugs. and right now people are kind of forgetting about those drugs. pretty good manager. i say pepsi's fine not great not ...
CNBC: Mad Money
3/21/2024 10:08pm
... hold on to that one. let's take calls. let's go to bill in new jersey. bill. caller: hey, jim. boo-yah. boo-yah, man. what's up? caller: i just want to know why pepsi's so voluble. ...
CNBC: Worldwide Exchange
3/20/2024 9:38am
... pepsi in its battle for coke. subway will sell all pepsi products and continue to sell ...
CNBC: Fast Money
3/18/2024 9:48pm
... earningearning s growth. this stock might get back on its horse, especially if some of these high flyers are going to give a little bit back. the market will find its way into names like pepsi. bonawyn? i think a 4% move on a relatively low beta name lets ...
CNBC: Fast Money
3/18/2024 9:47pm
... money.' a call of the day on pepsico. morgan stanley upgrading it from overweight. they see a clear inflection. that call sending shares up 4%, for pepsi's best day since ...
CNBC: Fast Money
3/18/2024 9:27pm
... prepping for powell. oil, metals, and rates all on the move. as investors await the fed's next decision. what to expect out of the central bank'spolicy meeting. plus, a carbonated call on pepsi. shares of the sodamaker bubbling ...
CNBC: Fast Money
3/18/2024 9:00pm
... takes center stage at the company's developer's conference. we're bringing you the headlines from the event and the trades in the a.i. stocks. plus, bubbling higher. shares of pepsi seeing their best day since october 2022, after a big upgrade on wall street. what analysts think is giving this soda ...
CNBC: Squawk Box
3/18/2024 11:21am
... they did well by not listening to him. he wanted to break up international pepsi from domestic pepsi. what a cooky idea. he also wanted to stable together his losing mondelez ...
CNBC: Squawk Box
3/18/2024 11:21am
... that's because he suggested moving the headquarters from cincinnati, and they asked him why, he said i don't know. he said we should move m&a down to the division level. he had no suggestions. already the company was on the right course and he was on the coat tails of that. same at pepsi co. ...
CNBC: Worldwide Exchange
3/18/2024 9:47am
... pepsi to a buy after pepsi bottoms in the first quarter. shares up 1.7%. let's get to the global briefing. goldman sachs changing the monetary policy forecast for the ...
CNBC: Mad Money
3/14/2024 10:17pm
... grows the more it will earn down the road. if a stock sells for 25 times earnings that doesn't make it more expensive than a slow but steady grower like pepsi at 20 times earnings. the faster growinger deserves the bigger multiple. here's where it gets interesting. price to earnings multiples ...
CNBC: Mad Money
3/14/2024 10:16pm
... and it's the cornerstone of how he had we value stocks. when you hear talking heads pontificate about how a stock's become overvalued or undervalued they're almost always talking about the price to earnings multiple. when you hear people say pepsi is more expensive than coke, they don't mean it's ...
CNBC: Squawk Box
3/14/2024 10:05am
... return on the long-term investment. we talk about pepsi and chips and soda. you think beer and cigarettes. right. 30 years ago, maybe. maybe that's changing. ...
CNBC: Squawk Box
2/29/2024 12:16pm
... energy category. and we also have a fizz free line we expanded in 2024, we're excited about that. you have a -- you have the partnership with pepsi. i think there was a question for a long time, i don't know if it has been put to bed, whether this is a company that remains ...
CNBC: Squawk Box
2/29/2024 12:15pm
... with pepsi, which we just celebrated the one-year anniversary, it expanded us into broader distribution. so, we see a huge opportunity, we just went into jersey mike's as well, and our great flavors and i'm drinking an oasis five, we have kiwi guava, some great ...
CNBC: Fast Money
2/23/2024 10:27pm
... hershey's, dynamic around tyson, pepsi. these are places you have opportunities. overall, i love walmart here i think walmart is kind of a stock for all seasons because they're kind of a growth stock even in their own space. technology innovation. what do you think, mike ...
CNBC: Power Lunch
2/23/2024 7:06pm
... step. no, absolutely. so as far as pepsi goes, again, a non tech name. -- like snack loops, you mentioned the consumer, very resilient. pepsi is basically trading in a market multiple, it's a less cyclical business. and it's actually growing faster overseas. ...
CNBC: Power Lunch
2/23/2024 7:06pm
... bit more weakness. i think with the pause where they, are until you see data saying otherwise. okay, like alphabet, pepsi, index tara, we had a guest just a few minutes ago making the case for alphabet. so i want to leave that one out. tell me about pepsi and next ...
CNBC: Squawk on the Street
2/21/2024 2:35pm
... wouldn't go there. no one is willing to admit that the 7 to 10% of the people who are going to be taking these things just don't want those foods anymore. pepsi was up 3%. i think that raymond is amazing, but if you can eat just one, then you're going to eat just ...
CNBC: Street Signs
2/21/2024 9:09am
... some customers are happy to switch and don't know the difference. i'm e going to ask you off air whether you're acoke or pepsi person we're not going to do here on air. thank you so much for that, ...
CNBC: Street Signs
2/21/2024 9:09am
... attract their customers. see, i always thought you had to choose between pepsi or coke and not the store brand because the store brand doesn't taste very good. no. different types of vendors say ...
CNBC: Street Signs
2/21/2024 9:09am
... saying the reason the prices are high is food processors are not shrinking their prices they're looking at the battle with pepsi that battle is still very much ongoing, but they're trying to ...
CNBC: Street Signs
2/21/2024 9:08am
... carrefour even though they're not finding pepsi products they're trying to get market share to the second highest player in front of carrefour they're working on their own ...
CNBC: Street Signs
2/21/2024 9:08am
... in we know carrefour had a run-in with pepsi at the beginning of the year who's winning that battle? look, it hasn't hit their revenue. so customers are still going to ...
CNBC: Squawk on the Street
2/16/2024 2:46pm
... pepsi up about 3%. coke is around 5%. yeah. coke's at 3.3% dividend yield. increase of 5%. yeah. it's a little more than 3%. so, a little bit higher. mike, i did want to come back to doordash for a moment, because you did mention ...
CNBC: Squawk on the Street
2/16/2024 2:45pm
... a little bit of a competitive dynamic here. a little bit. they've tracked over the years, and over the last20 years, coke has almost always had just a slightly higher dividend yield than pepsi. pepsi is, with the snack business, it's growthier, so it's a little bit less. ...
CNBC: Squawk on the Street
2/16/2024 2:45pm
... for 62 years, making it one of a very limited number of companies to do that annually for more than 60 years. it has that distinction. dividend aristocrats. pepsi raised the dividend in the middle of 2023. there's kind of -- there may be _ ...
CNBC: Squawk on the Street
2/15/2024 2:05pm
... decelerating from atlanta fed. excess savings is drawing down. lot of disinflationary signals from airbnb this week and mcdonald's and pepsi and kraft heinz and taylor morrison. so, we'll see if this micro data does catch up to the macro. disinflation has been the ...
CNBC: Power Lunch
2/13/2024 7:37pm
... back home. talk to us -- sara, as i think about this, some people are just very loyal to coke or pepsi. if that's a drink that they drink fairly regularly. it seems to me like the demand is fairly inelastic, maybe that's only in countries where ...
CNBC: Squawk on the Street
2/13/2024 2:07pm
... like pepsi, negative volume in north america. i spoke to ken this morning. i mentioned, what areyou thinking about president biden's ...
CNBC: Squawk on the Street
2/13/2024 2:06pm
... about all the people that come in. it's necessary to calculate what they've done with rent, it's obviously substantial. you mentioned food away from home up .5. that's another big jump. the other day we had pepsi pricing, quarter after quarter ...
CNBC: Worldwide Exchange
2/13/2024 10:18am
... quarter. some people are concerned with pepsi last week with the organic revenue falling short and the first revenue miss since q3 of 2017. i'm not sure that is the case for coca-cola this morning. ...
CNBC: Worldwide Exchange
2/13/2024 10:17am
... you make a great point. 3% over 5% increase on the small ticket price is not necessarily as noticeable. i would say pepsi's portfolio is different. they have a large snacking business. ...
CNBC: Worldwide Exchange
2/13/2024 10:17am
... for coca-cola which have been moderate than pepsi, does that matter at all to the consumers? if you are talking about 3% or 4% on coke purchase, it is what it is and people stick with ...
CNBC: Worldwide Exchange
2/13/2024 10:15am
... coke. what have we learned from pepsi and other research reading into earnings? a great question. it needs to be divided with the developed markets and emerging markets around the world. the developed markets around the ...
CNBC: Street Signs
2/12/2024 9:51am
... the super bowl. this year was different because apple is sponsoring it. how big of a deal is that? it is huge. over the years, for the ten years, pepsi has been a halftime sponsor. in that time, they have product ...
CNBC: Fast Money
2/9/2024 10:36pm
... pepsi dropping after reporting a miss on revenues before the bell. sales falling in q4. and expedia plunging nearly 18% after last night's earnings report. it was the stock's worst day since the start of the pandemic. meantime a crypto comeback. coin base rising over 7% today ...
CNBC: Power Lunch
2/9/2024 7:01pm
... here. there is a pepsi or falling today, as the company surprise wall street with a drop in revenue, even though did beat on earnings and racist evidence. but the action today is clearly in big tech, as a nine patients get bigger and bigger and bigger, and sam altman says the limitations of current ...
CNBC: The Exchange
2/9/2024 6:40pm
... and combine them, because i think that constellation brands, the biggest spirits and booze producer out there, and pepsi, obviously soft drinks, some people don't drink, that's fine, and snacks kind of go together. i feel like this is a food and drink play. ...
CNBC: Squawk on the Street
2/9/2024 3:10pm
... snack in smaller sizes. that's what pepsi said. pepsi is seeing more action at convenience stores. smaller sizes because of budgets. that was sort of the pepsi. meantime s&p holding 5k after ...
CNBC: Squawk on the Street
2/9/2024 3:09pm
... food companies, don't see an enormous hit. it is interesting that this is all happening at a time where all these companies strategically have focused on snacking. that's been the growth part of the business, the mondelez and pepsi and campbell soup has gone ...
CNBC: Squawk on the Street
2/9/2024 3:08pm
... of material impact. going forward, the way that we view it is, the consumer is always changing and evolving, and we are always looking at how we can evolve our portfolio to meet their needs. what does pepsi have to say? ...
CNBC: Squawk on the Street
2/9/2024 3:07pm
... power. back to pepsi and the glp-1s, i don't know what they said, but we had an opportunity to talk to ceos of food companies about it, kellanova and hershey's ceo as well, take a listen to what they had to say about the impact of ...
CNBC: Squawk on the Street
2/9/2024 3:06pm
... so i think pepsi is outgrowing some of its peers and leaning hard into innovation and spending, but also it's not the same consumer environment it was dealing with in the last few years where it saw exceptional growth and not the same pricing ...
CNBC: Squawk on the Street
2/9/2024 3:04pm
... of pepsi. here' here's some comments he gave me in terms of the outlook they did narrow from where they expected it in 2024. we feel good about '24, investing aggressively in the brand. ...
CNBC: Squawk on the Street
2/9/2024 3:04pm
... going to happen in march. maybe may. we'll see what data tells us. let's hit pepsi because it's indicative of what's happening right now with the consumer and the stock is moving. it's moving down 3.25%. a rare topline miss for pepsi. ...
CNBC: Squawk on the Street
2/9/2024 2:29pm
... but i don't think pepsi is the -- and bglp-1. we had the opportunity to ask ceos of kellanova and hershey, and they're saying they're monitoring it. they're modeling for it. but they're not really worried ...
CNBC: Squawk on the Street
2/9/2024 2:28pm
... let's get to pepsi. topping earnings estimates, but revenue sliding for the first time in nearly four years, jim. exactly like mcdonald's the other day. well, i think that there's a -- that raymond laguardia, the ...
CNBC: Squawk on the Street
2/9/2024 2:13pm
... when we come back, a lot of earnings movers to get to. we'll get to pinterest, expedia, take-two, affirm, pepsi, of course, upgrade of united e pebonde' tk a wllal thsur wl. doug, ever since switching to workday you've been a real rock star. rock star? ...
CNBC: Squawk Box
2/9/2024 1:02pm
... mixed fourth quarter adjustments revenues a bit light. resevenue fell first time in the years. on guidance side pepsi expects fiscal 2024 earnings per share ...
CNBC: Squawk Box
2/9/2024 12:04pm
... different companies really. i think pepsi on the super bowl -- i can't help it. as you say, you like everything with -- is there anything -- something ending in tos you don't like it? i'm a tostitos guy. ...
CNBC: Squawk Box
2/9/2024 11:44am
... things fresh. clips? you have so many bags. i won't try. i like them all. i did. anything ending in 'toes' i like. coming up, the pepsi analyst mentioned higher cocoa prices. ...
CNBC: Squawk Box
2/9/2024 11:43am
... pepsi sent me a bunch of doritos for the super bowl. are you happy? did you just say that? don't ...
CNBC: Squawk Box
2/9/2024 11:28am
... difference between the two is more portfolio. pepsi still has holes in the beverage portfolio. across from buckingham palace. ...
CNBC: Squawk Box
2/9/2024 11:28am
... ac pepsi volumes down. we're not expecting much at all especially in north america. how does coke versus pepsi? has coke done better? they both have priced. ...
CNBC: Squawk Box
2/9/2024 11:24am
... year. they saw softness in the middle east which is a common theme across earnings season. for pepsi, which has a meaningful market share with beverage, it had to hit on revenue. for the quaker foods recall. i didn't know about it until i ...
CNBC: Squawk Box
2/9/2024 11:23am
... pepsi reporting quarterly results a few moments ago. we have brian spillane with us. thanks for coming in. thank you. it was a miss on revenue for ...
CNBC: Squawk Box
2/9/2024 11:19am
... they do need a lot of money from the public and private side. you know, you may as well get it going. megan, thank you. i appreciate it. thank you. coming up, we dig into pepsi's results with the analyst next. the stock right now is lower on ...
CNBC: Squawk Box
2/9/2024 11:07am
... earnings. revenue is below the $28.4 billion consensus. north america beverages fell 2%. pepsi sees 8.15 a share. ...
CNBC: Squawk Box
2/9/2024 11:07am
... stock fell 28% after hours, but rebounded after the third party app integration with google announcement. it pairpared the losses to some extent. pepsi with $1.78 with the ...
CNBC: Worldwide Exchange
2/9/2024 10:55am
... which are important data that investors need to watch to see what sentiment is moving. we'ring e having a good earn season. s&p is 7% higher than expected. pepsi is reporting today. ...
CNBC: Worldwide Exchange
2/9/2024 10:54am
... the board. within certain sectors, you see some companies do well. look at the quick service with chipotle doing great, but yum and mcdonald's suffered. you see earnings matters. pepsi is onboard today and a lot next week. ...
CNBC: Squawk on the Street
2/8/2024 2:08pm
... similar situations. and make mistakes when i get too excited sometimes. that's true. i don't like that. i'm trying to contain myself. i look at this, i say, bob's got it going, i happen to like hugh johnson from pepsi. i trust him on the cost side. what happens if i go out and say ...
CNBC: Closing Bell
2/7/2024 8:10pm
... and mortgage bubble. is that what you would prefer the market to be led by? now, i was ai the thing that saved the market? if you are the cto at a fortune 500 company, and you are not already 10% of the way toward building out your companies ai strategy, i don't care if you are pepsi or pfizer or ...
CNBC: Squawk Box
2/7/2024 12:28pm
... friend was at pepsi, he'll be on tomorrow, disney's cfo at 7:00 a.m. eastern time. when do you have an answer for me is it going to take a while, sorkin hold on here you go. ready? you know what i was thinking ...
CNBC: Fast Money Halftime Report
2/5/2024 5:46pm
... friday. were you interested in this name? been looking at it? you know, i always look at pepsi and coke because they are such iconic brands and traditionally have been great stocks. i want to hear what they have to say about ozempic and the ...
CNBC: Fast Money Halftime Report
2/5/2024 5:45pm
... what they say about streaming and the competition. hopefully it will get more rational, and iger is moving things around, but we will hear about the board fight, and there is a lot of news going on. how about pepsi, weiss, on ...
CNBC: Squawk Box
2/5/2024 11:18am
... paypal. on thursday, conoco phillips. pepsi reports on friday. joining us to talk about the friday hot jobs numbers is grg branch from veritas and lorie ...
CNBC: Street Signs
2/5/2024 9:38am
... not yet finished. hermes and pepsi will wrap up the earnings week. we will see u.s. cpi revisions which are recalculated from 2023. if that has been a mouthful for ...
CNBC: Fast Money Halftime Report
2/1/2024 5:44pm
... is the demand coming from large corporations, government where is it coming first, and where do you see it going to the beauty of it, it's across the board. anywhere from pepsi, disney is ...
CNBC: Fast Money Halftime Report
2/1/2024 5:42pm
... work i think you said it yesterday. when pepsi hires, needs to get into ai, they're not going to go to microsoft they will hire someone to implement microsoft. they're in the engine room of ...