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September Playbook, Kraft Heinz Split Decision, PepsiCo and Activism 9/2/25

Squawk on the Street

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Navigating Growth and Value in Today's Market

This chapter explores the contrasting sentiments between growth and value investments, highlighting major companies like Kraft Heinz, Campbell's, and PepsiCo. The discussion also delves into retail dynamics through examples like Signet and TJX, providing insights on how established brands navigate fluctuating market conditions.

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