Squawk on the Street SOTS 2nd Hour: Data Deluge - Key Highlights & Market Implications, Biggest IPO Of The Year, and LIVE: Kraft Heinz' New CEO 12/16/25
10 snips
Dec 16, 2025 
Steve Cahillane, the incoming CEO of Kraft Heinz and former Kellogg executive, discusses his vision to rejuvenate the brand and implement a successful separation strategy. Ed Yardeni, a seasoned market analyst, shares insights into productivity trends and the impact of AI on hiring. They dive into the upcoming largest IPO of the year and what market conditions mean for stocks as the year wraps up. Cahillane also touches on the necessity of adapting to consumer preferences and regulatory changes in a competitive landscape.
AI Snips
Chapters
Transcript
Episode notes
Labor Market Shows Lumpy Weakness
- November's jobs print was small and lumpy, signaling labor-market softening despite some sector gains.
- Wage growth cooled, easing pressure on the Fed to cut rates quickly.
Productivity Could Power Stronger GDP
- Ed Yardeni sees resilient final-demand GDP and rising productivity as key drivers of living standards.
- He forecasts stronger 2026 growth around 3%–3.5% driven by productivity and capital spending.
Meet Consumers Where They Are
- Steve Cahillane says reviving Kraft Heinz brands requires meeting consumers where they are with contemporary, relevant products.
- Prioritize taste, occasions, and brand communication to expand usage and drive growth.