Laura Cooper

PepsiCo is a little unique because they have both food and beverage. They, in this quarter, said that they expect to face serious tariff coughs and plummeting consumer sentiment that hurt their food business. They don't expect earnings to rise this year anymore. I've reported on PepsiCo relying on soda concentrate from Ireland. That's subject to tariffs. But it's not only that tariff.

PepsiCo is a little unique because they have both food and beverage. They, in this quarter, said that they expect to face serious tariff coughs and plummeting consumer sentiment that hurt their food business. They don't expect earnings to rise this year anymore. I've reported on PepsiCo relying on soda concentrate from Ireland. That's subject to tariffs. But it's not only that tariff.

All soda companies and beer companies, too, will expect to be dinged by the 25% aluminum tariff because a lot of these cans come from different countries, too, mainly Canada. PepsiCo said that they were seeing softness in their food business, which is Lay's and Doritos.

All soda companies and beer companies, too, will expect to be dinged by the 25% aluminum tariff because a lot of these cans come from different countries, too, mainly Canada. PepsiCo said that they were seeing softness in their food business, which is Lay's and Doritos.

And for a couple quarters, they have said that they are looking to change and have single serving and cheaper options for consumers. But in terms of the beverage business, they've been working really hard to turn it around. The company's put a lot of effort into marketing the drink also as being better with food and repositioning it within the company.

And for a couple quarters, they have said that they are looking to change and have single serving and cheaper options for consumers. But in terms of the beverage business, they've been working really hard to turn it around. The company's put a lot of effort into marketing the drink also as being better with food and repositioning it within the company.

Actually, a bright spot in PepsiCo's earnings this quarter was that the company said in its latest earnings call that they were making progress. They said that the Pepsi brand was gaining market share after years of decline driven by sales of Pepsi Zero Sugar. And also timely and fun, the company was doing the Pepsi challenge, but this year with Pepsi Zero Sugar versus Coke Zero Sugar.

Actually, a bright spot in PepsiCo's earnings this quarter was that the company said in its latest earnings call that they were making progress. They said that the Pepsi brand was gaining market share after years of decline driven by sales of Pepsi Zero Sugar. And also timely and fun, the company was doing the Pepsi challenge, but this year with Pepsi Zero Sugar versus Coke Zero Sugar.

For Coke, they're looking to diversify into more plastic packaging. For others and beer specifically, I'm hearing that they're eating the cost of the tariffs right now in an attempt not to pass costs onto consumers during this really important summer period.

For Coke, they're looking to diversify into more plastic packaging. For others and beer specifically, I'm hearing that they're eating the cost of the tariffs right now in an attempt not to pass costs onto consumers during this really important summer period.

Because if beer gets more expensive, you might not see as many beers at summer barbecues and that would hurt the industry, which is already going through a tough time.

Because if beer gets more expensive, you might not see as many beers at summer barbecues and that would hurt the industry, which is already going through a tough time.

Cigarette sales generally have been in decline for many years, but we're seeing people using nicotine products like Zin and Philip Morris International had a good quarter on the back of Zin. sales. When I was reporting on a convenience store story earlier this year, we found that cigarette smokers who would usually buy a whole carton are now grabbing single packs of cigarettes.

Cigarette sales generally have been in decline for many years, but we're seeing people using nicotine products like Zin and Philip Morris International had a good quarter on the back of Zin. sales. When I was reporting on a convenience store story earlier this year, we found that cigarette smokers who would usually buy a whole carton are now grabbing single packs of cigarettes.

Some companies are trying to introduce lower price cigarettes. On its most recent earnings call, Altria, which makes Marlboro cigarettes in the United States, said that smokers remain under economic pressure because of inflation being greater than wage growth, and this is especially among low-end consumers.

Some companies are trying to introduce lower price cigarettes. On its most recent earnings call, Altria, which makes Marlboro cigarettes in the United States, said that smokers remain under economic pressure because of inflation being greater than wage growth, and this is especially among low-end consumers.

So they are saying that the people who are looking for their cigarettes are looking for price relief, either with the brand that they love or they're looking for discounted products. And they are trading down because they still want to smoke, but they can't afford the prices that are happening.

So they are saying that the people who are looking for their cigarettes are looking for price relief, either with the brand that they love or they're looking for discounted products. And they are trading down because they still want to smoke, but they can't afford the prices that are happening.

I've reported a lot on the Hispanic consumer, and this is an important segment for all US companies. I started hearing about a pullback with Hispanic consumers around Constellation earnings. Constellation makes Corona, Modelo. Those are all made in Mexico. And half the Modelo consumers are Hispanic.

I've reported a lot on the Hispanic consumer, and this is an important segment for all US companies. I started hearing about a pullback with Hispanic consumers around Constellation earnings. Constellation makes Corona, Modelo. Those are all made in Mexico. And half the Modelo consumers are Hispanic.