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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 Software Models and Market Sentiment Amid Economic Concerns

This chapter explores the software-as-a-service model's market reception and its comparison with retail sentiments influenced by upcoming NFL season distractions. It also examines historical economic trends and inflation concerns, highlighting optimism for growth driven by technological innovation.

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