Becker Private Equity & Business Podcast
Coca-Cola, Eli Lilly, & Becton Dickinson 5-2-25
Fri, 02 May 2025
In this episode, Scott Becker discusses sharp market declines for Coca-Cola, Eli Lilly, and Becton Dickinson.
Chapter 1: Who is discussing the market declines in Coca-Cola, Eli Lilly, and Becton Dickinson?
Chapter 2: What caused Coca-Cola's stock to drop significantly?
Chapter 3: How has Coca-Cola's performance compared to Pepsi recently?
This is Scott Becker with the Becker Private Equity and Business Podcast. Today's discussion is Coca-Cola, Eli Lilly, and Becton Dickinson. So here's what's going on with these three. Coca-Cola, which has seemingly been outperforming Pepsi, took it on the absolute chin yesterday and dropped 12%. It's now down 6% year-to-date or 5% year-to-date.
Chapter 4: What recent developments affected Eli Lilly's stock price?
Chapter 5: What is the significance of Eli Lilly's deal with CVS?
The company Coca-Cola is a Berkshire Hathaway total staple. Second, Eli Lilly, which seems to have been forever on a tear the last couple of years, was down almost 12% yesterday. His Novo Neurodisk caught a key deal with CVS to have their GLP-1 be listed as the core drug on the formulary for CVS.
Finally, Becton Dickinson, the medical device company, fell 18% yesterday, has released solid earnings, but it projected reduced guidance for the year. So even though it had a great quarter, it projected softer guidance for the year, and the stock literally tanked 18%. So that was a big negative for Becton Dickinson yesterday. So that's, again... Coca-Cola down 12%. Eli Lilly down almost 12%.
And Beckton Dixon down 18% yesterday. A lot of moves out there. Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very, very much.