Jesse Newman
speaker
26 appearances
1 recordings
1 series
first heard Aug 2025
last heard Aug 2025
Jesse Newman’s voice in public audio — every appearance, attributed to the second.
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Appearances
Hey, listeners, it's Wednesday, August 6th.
I am Jessi Newman for The Wall Street Journal, and this is What's News in Earnings, our look at the broad themes that stood out in the latest earnings season.
Today, we're digging into what's happening at some of the nation's biggest food companies.
Times are tough in food.
Consumers are anxious.
They're hunting for deals and carefully guarding their wallets.
At the same time, food companies are dealing with tariffs and surging costs for raw ingredients like cocoa and coffee, and some are hiking their prices again.
They're doing this at a time when consumers are already buying less and profitability in the industry is down.
So here with us to discuss all of this is Wall Street Journal's very own Aaron Back.
Aaron is the editor for Wall Street Journal's Heard on the Street column, where he writes from time to time about these big food makers.
And he's here to tell us all about what they're doing.
Aaron, great to have you with us.
Hi.
So let's start high level.
What do food company earnings reports over the past few weeks tell us about how consumers are faring these days?
Let's break down the food, the grocery store a little bit.
All food isn't created equal.
Are there certain products or grocery categories that you're seeing are really under pressure right now?
I want to pick up on something you were talking about with weight loss drugs like Ozempic and ask, you didn't hear that many executives talking about it in this latest round, but how much do you think the growing focus on health and wellness from consumers, from the Trump administration, and things like weight loss drugs are impacting big food companies' businesses?
Looking ahead, what do you think we will see from these companies or what do you think we'll see them do in coming months?
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