Robert Moskow

Robert Moskow, Managing Director at TD Cowen, joins to elucidate Kraft Heinz's strategic breakup into two focused companies. He discusses the impact on investors and the consumer market as the brand pivots towards high-growth products. The conversation also touches on Constellation Brands' decline due to changing consumer behaviors, particularly among younger demographics, and the broader challenges within the beverage industry. Ed and Scott provide a backdrop of a turbulent Wall Street as they analyze current market dynamics and geopolitical shifts.