Squawk on the Street PepsiCo CEO Exclusive, GE Aerospace and the Earnings Parade, Trump-Powell Buzz 7/17/25
Jul 17, 2025
Ramon Laguarta, CEO of PepsiCo, discusses the company's recent Q2 earnings performance and initiatives aimed at strengthening brand affordability. He shares insights on how health trends are reshaping consumer preferences, particularly regarding sugar consumption in the beverage industry. The conversation also touches on the political landscape, including President Trump's comments about Coca-Cola's sugar sourcing. Additionally, the impact of these trends on market strategies and potential growth areas, especially in international markets, is explored.
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CEOs Adapt Well to Trump Era
- Corporate America has delivered shockingly great quarters, revealing CEOs have adapted well to Trump's administration.
- CEOs are more collaborative with Trump, which has led to unexpectedly strong business performance.
Fed Independence Holds Strong
- The U.S. markets and bank CEOs support Federal Reserve independence despite President Trump saying he is unlikely to fire Chair Powell.
- Market confidence centers on Fed's autonomy even amid political pressures.
PepsiCo Sees Market Share Gains
- PepsiCo's Q2 acceleration is driven by strong international growth and improving U.S. snacks and beverage competitiveness.
- The company stabilizes snack categories and gains share in key segments like Cheetos and Doritos.