PepsiCo's Earnings Reveal its American Consumer Problem

Episode 287: Stocks are rallying, but the bond market isn't sharing the enthusiasm. Today, John and Hanna unpack what this disconnect tells us about the economy. Then, we dig into PepsiCo's latest earnings and why the snack and beverage giant is struggling to win over North American consumers. Meanwhile, Uniqlo's parent company, Fast Retailing, is taking America by storm – and it's showing up in the numbers. Finally, we round out the show with a few market headlines, including Amazon's new Alexa tablet, Microsoft's Nvidia-powered computer and Starbucks' reportedly eyeing Chipotle. CHAPTERS: 00:00 Stocks Rally, Bond Market Struggles 05:39 Visit Schwab.com/FinancialDecoder 06:18 Pepsi’s Domestic Sales Stumble 10:58 Uniqlo owner raises the bar 15:36 Market Close 🌐 https://www.brewmarkets.com 💸 Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-markets/subscribe?utm_campaign=evergreen&utm_medium=youtube&utm_source=bm 🔗 Follow Brew Markets on social: Instagram: https://www.instagram.com/brewmarkets TikTok: https://www.tiktok.com/@brewmarkets X: https://www.x.com/brewmarkets Brew Markets Daily is hosted by Hanna Horvath and Dylan Lewis. Production by John Crotteau, Tariq Abdellatif, Avani Laroia and Emily Milliron. The content in this video is accurate as of the posting date. Reruns may feature on-screen sponsorships from prior broadcasts. The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships.