
Stock Movers Delta and Pepsi Report; Ferrari's Major Slide
Oct 9, 2025
Discover how Delta is soaring with impressive Q3 earnings thanks to leisure and corporate travelers. Meanwhile, PepsiCo struggles with organic growth as consumers shift away from processed snacks. Don't miss the drama surrounding Ferrari, whose shares took a nosedive after disappointing forecasts during their investor day. Tune in for insights into these market movers and the implications for the companies involved!
AI Snips
Chapters
Transcript
Episode notes
Delta Riding Premium Travel Demand
- Delta sees strong demand driven by leisure travelers and a rebound in corporate travel.
- The airline is capturing higher yields by selling more premium seats and services.
First-Class Italy Example
- Paul Sweeney shared a personal first-class experience on a trip to Italy to highlight the appeal of premium travel.
- He used the story to illustrate why travelers pay more to avoid jet lag and gain comfort.
Pepsi's Health-Led Beverage Growth
- PepsiCo's North American beverage unit grew about 2%, its strongest in nearly two years.
- Growth was led by zero-sugar soda and acquisitions like Poppi, reflecting a shift to healthier options.
