
September Playbook, Kraft Heinz Split Decision, PepsiCo and Activism 9/2/25
Squawk on the Street
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Navigating Economic Volatility
This chapter examines the current economic landscape, focusing on market volatility and its impact on various industries, particularly food and beverage companies. It discusses the challenges faced by major brands like Kraft Heinz and Constellation Brands, while highlighting PepsiCo's strategic efforts in revitalizing growth amidst changing consumer preferences. The conversation also delves into the broader economic implications for different consumer demographics, stressing the divergent experiences of upper-income and lower-income households.
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