Squawk on the Street SOTS 2nd Hour: Talking Tariff Impacts, Goldman’s Credit Head, & LIVE: Coca-Cola CEO 7/22/25
Jul 22, 2025
In this conversation, James Quincey, the seasoned Chairman and CEO of The Coca-Cola Company, shares insights on the company's recent earnings and its strategic shift toward cane sugar. The discussion reveals how Coca-Cola is adapting to inflationary pressures while maintaining consumer confidence. They also touch on tariff impacts affecting various industries, including autos and defense, and highlight potential market volatility in the wake of disappointing semiconductor results. Quincey emphasizes innovation as a key driver for growth in challenging times.
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Tariff Impact Mitigation Effective
- Companies are mitigating tariff impacts with diverse strategies like supplier pressure and AI cost efficiencies.
- Tariffs have not yet caused extreme price hikes or major pullbacks, easing initial market fears.
Coca-Cola Embraces Consumer Resilience
- Coca-Cola, led by CEO James Quincey, sees consumer resilience despite volume pressures in some markets.
- They plan to launch a cane sugar-sweetened Coke in the U.S. this fall, expanding consumer choice.
Treasury Yields Reflect Fed Uncertainty
- High term premium in U.S. Treasury yields acts as a tax on corporate and government borrowing costs.
- Market expects more Fed dissent, which adds uncertainty, volatility, and risk premium in bonds.