he did pepsi and his mad dash.cus on the portfolio and make sure that you're. >> you're on top. >> of. >> those trends. >> yeah. >> right. when you lose muscle, you need protein. >> they got to. >> be inserting protein. >> into every snack. >> expect to see. >> that you've been with people on glp one at dinner, man. they eat, they order it and then. >> they sit. >> down and then they eat. half of it drives me crazy. can i have that, please? >> meantime. >> investors are trying to navigate the flood of headlines around tariffs. our next guest says the tariffs delayed doesn't necessarily mean tariffs are canceled. and if implemented, they are likely to deal a meaningful. blow to the us economy while putting some upward pressure on inflation. liz ann sonders joins us this morning. charles schwab, chief investment strategist listen, you had some great data this morning just looking at trade uncertainty and sort of where we are right now relative to say the. >> last 20 years. >> yeah. you know. >> if you look at the us.

coming up, estee lauder and pepsi making some major moves in today's session.d investors canceling the contour and bubbling out of the soda stock. more fast money and two. >> welcome to reinvented with accenture. today i'm here with margherita della valle, ceo. >> of vodafone. >> you were employee 25 in vodafone italy. today you're the ceo of vodafone. what is your strategy and vision for the future? we are changing. >> our culture. >> to really focus. >> on our customers. >> we need to. >> acknowledge that change. >> is hard. >> but if people. understand it's. it's. >> for the right reason. your shipping manager left to "find themself." leaving you lost. you need to hire. i need indeed. indeed you do. sponsored jobs on indeed are two and a half times faster to first hire. visit indeed.com/hire i had the worst dream last night. you were in a car crash and the kids and i were on our own. that's awful, hon. my brother was saying he got life insurance from ethos. and he got $2 million in coverage, all online. life insurance made easy. check your price today at eth

thank you, bye much for the outside of the center, around pepsi, and for more on this we have adrian perez and salazar political on list and also an attorney joining us live now from y a q in at quick to. uh, thank you very much for your time. so we had the from us sandra, divided, and nation when it comes to the new. and the bo as policies bought, still potentially likely to win. why do you think matches? thank you very much for having me. no more hard lot of approach has been controversial about is there is a sense fielding control, the country that, that it seems to be having some are some good results. um they know how to operate a rough time a few months ago because of, of massive black eye, which these have been as slightly that it had been a self corrected so to speak. and that would, that were entering the rainy season or hydro electric power is working full capacity. so it seems that the things are working out on the worst fever. and she actually has managed to break a pattern that has been the present. the last 2 elections in which the, the grace, the candidate, the 8 alway

go ahead. pepsi or an escalation will be discussed by the way, uh, early next week in brussels. by may till you tell a soul of notables, all of them, all the $27.00 will be there, and they will be talking about the armament they will be talking about continue, and as far as, as long as they kept with the money they, they don't have by the weight and with the fame was 5 percent that was imposed by trump and always being posed by duty for rudy. the nato secretary general, that that's thing. and it's, it's beyond the, as a said, it's beyond a joke and they are inflicted on themselves and they want to keep, go, we with this war even if they can not do it from the point of view of the investor, many to complex is us as a complete a different proposition because they're making a lot of money out of it. so this good from their point of view and the fact that the americans are not direct me. both american troops and my lives on direct and vote is perfect is slabs keeling slabs and until the last ukraine. so there are a lot of hidden interest to one throws atlantic interest. so of course

that our food chose tougher the at the types of boys somebody at the end of the policy and either pepsi. they all have coverage in scales and very, very skinny. and they said essentially they've been deprived of so much food and water in the prison surface. but we've had some so many of those. testimonies coming from the prison is released in the past week. also, that conditions have just been deteriorating seriously since october the 7th 2023. the beginning because of your laura or we're looking at pictures of these are recently some pictures in the sense of our screen. so i want to make sure that i'm clear of yours. they're 2 separate things going on in the center of your screen. are the palestinian prisoners that were released from ho for in the west bank and then taking to gaza and there. but you're seeing is when they are stepping off the bus inside the gaza strip. and earlier, what we covered live with laura or similar scenes actually, but in ramallah playing out in ramallah that's in the occupied west bank. laura, what is the thing i would point out there of yours that you spend

. >> all right pepsi just out with quarterly results. earnings of $1.96 a share beat estimates. >> by $0.02. revenue came in at 27.78 billion. >> that was slightly below expectations. pepsi realized organic revenue. >> growth of. >> 2.1% during. >> the quarter, versus estimates of 2% growth for the full year. >> pepsi says that it sees. >> core earnings. per share. >> growth in the mid-single digits. >> the street was expecting growth. >> of up 4.6%. >> you can see that stock right now off by. >> about 1.5%. >> and then. >> there are shares of. >> spotify, which are rising. >> after earnings and revenue beat expectations. >> the company also. >> offering some upbeat guidance results were driven by strong user growth, price hikes and cost cutting. and i think. >> they've. >> just completed their. first profitable year. that stock right now up. >> by about 8%. >> when we come back, palantir shares are soaring. >> we will show. >> you what. >> the company reported right after this. >> check that out. >> up 20%. >> this morning. also later q

ram, pepsi, horizon. we can do it for free.super bowl come to the next best thing the flavortown tailgate and let's have a great new orleans mardi gras time. >> where to get tickets are at the bottom of the screen. let's toss it up to new york. >> brian: i cannot wait for your show today. thanks for being with us today. >> ainsley: we watch it all the time. it's awesome. >> brian: bret's pregame at 3:00. >> lawrence: try to do as close as he can to the super bowl. that way if there is breaking news he can get that with the president as well. >> ainsley: this weekend on your show. >> brian: we have danica patrick, we have sage steele, we also have tony robbins and the great carley shimkus will break down the media for us. >> lawrence: super bowl pre-game show starting at 1:00 eastern time. >> ainsley: have a great weekend. see you monday morning. >> dana: a rapid fire revamp. president trump slashing government jobs left and right

stuart: pepsi. >> you are not eating enough snacks, stu. keep eating your snacks.nue missed and reporting weakness in north america, frito lay and quaker foods business. every knew fell 2%, quaker foods in north america fell 2%. the beverage business was unchanged. you need to be eating more knacks. stuart: i wonder if that's got something to do with wegovy. >> i know. there are thoughts about that. there also was a food recall with quaker that they're till dealing with, but i am on to you, and i will report back next quarter. [laughter] stuart: all right. here's what's coming up ford. donald trump -- today. donald trump giving the department of agency an f. brian brenberg takes that on. >>> the left is losing its mind over elon musk doing exactly what a he said he would do; that is, making maas e cuts to federal spending. watch. >> the the world's rich man go in and say he's going to, basically, tear this organization to the ground? what he's talking about doing is, i'm sorry, it is stupid. stuart: well, the left is going into breakdown mode over this, and we're g

and they then so those carbon credits -- sew those carbon credits to businesses, whether it is pepsi-cola or someone else, who wants to offset their carbon footprint. so, it is complicated and a pain in the neck sometimes. but we think maybe that is the direction we need to go in in the future. host: you mentioned the large agricultural concern, land o lakes. do you work with the company, land o lakes? caller: land o lakes runs true terra. they certify carbon and verifies that we are capturing carbon in the soil. and they market the carbon credits we have captured. host: got it. appreciate your time. thank you for sharing your expertise. let's hear from our guest, brian reisinger. guest: paul's time up there is a great example of a family farm working to diversify as many ways as you can. they are growing crops and products. they are also pursuing agri-tourism. and they are participating in the carbon offset, which is an entire industry. there are all kinds of avenues farms are trying to evolve and figure out where the revenue stream comes from. despite the good work by paul and his son,

creativity that the chefs bring and even working with our partnering sponsors like frito lay, quaker and pepsihs and it is so much fun. >> what can we expect this year, guys? >> it will be incredible. we have a real taste of new orleans, fantastic music. what's really important for a lot of the fans is they get to eat and drink for a great cause and mingle with 80 hall of famers, legends, current players who are there. it is football and fun, tackling student hunger which, to me, is the great cause of my life. >> fantastic. >> your fried chicken, it is a big game day hit. tell me about your fried chicken. >> edna lewis made the best fried chicken i have ever eaten. typical butter milk and dredge and fried. i love putting bacon into the oil. it gives a light smokiness to it. i make a homemade ranch with my favorite seasoning. it has dill and hot sauce and lemon juice. >> that's fantastic. mayonn mayonnaise, red win vinegar and you let that come together really quickly. ranch is delicious with fried chicken. homemade ranch is even better. boneless on a sandwich, pieces. fried chicken at room tem

and they then so those carbon credits -- sew those carbon credits to businesses, whether it is pepsi-cola or someone else, who wants to offset their carbon footprint. so, it is complicated and a pain in the neck sometimes. but we think maybe that is the direction we need to go in in the future. host: you mentioned the large agricultural concern, land o lakes. do you work with the company, land o lakes? caller: land o lakes runs true terra. they certify carbon and verifies that we are capturing carbon in the soil. and they market the carbon credits we have captured. host: got it. appreciate your time. thank you for sharing your expertise. let's hear from our guest, brian reisinger. guest: paul's time up there is a great example of a family farm working to diversify as many ways as you can. they are growing crops and products. they are also pursuing agri-tourism. and they are participating in the carbon offset, which is an entire industry. there are all kinds of avenues farms are trying to evolve and figure out where the revenue stream comes from. despite the good work by paul and his son,

instead of the traditional brands who are going to, you know, we think about the budweisers and the pepsi'sg to shell out money year after year to kind of stay relevant. >> i do think consumers are demanding a lot more right now. they're not ready for just like another humorless joke that doesn't land. they want something that is truly engaging and unique. the thing i will say, though, is shooting our commercial is by far the easiest part of it. the actual execution of hosting a live stream that is at that scale. to put it in perspective, trivia hq, which a lot of people remember from a couple of years ago, was doing terrific with hosting these. we had more live stream people concurrently viewing our live stream than they ever had on their biggest night. so the actual tech infrastructure that we had to put in place to do that was incredibly difficult. but that being said, like mark talked about, it was us showing what our brand is. our brand is about people having fun and getting rewarded while they do it. so it was well worth the investment because it was our way of just bringing out what

when he was 7, he like, saw that, and then 35 years later, was like, "i want the suspenders, pee pee pepsind she was like, "oh, you should cast kieran." and he was like, "yeah, all right." this doesn't make any sense, i know. [ laughter ] and he thinks it makes sense. and it doesn't. he's like, "yeah, i met you before." i'm like, "we met twice in passing. that's not how you cast somebody in a movie." >> jimmy: it's just the most fun -- >> but to him, it makes sense. >> jimmy: -- chemistry. you can't take your eyes off the screen with both of you guys. and it's a beautiful story as well. can we set it up for everyone? >> yeah, you can do it. i'm really -- >> jimmy: okay. [ light laughter ] >> this is a test to see if he's actually seen the movie. >> jimmy: you and your cousin -- [ light laughter ] you and your cousin get together to go on -- >> he's not reading, this is real. >> jimmy: no, this is real. -- to go and visit where your grandmother's from. >> yeah. >> jimmy: and the holocaust. >> yeah. >> jimmy: and go to poland. >> that's good. it's better than i could've -- >> jimmy: yeah. an

they have terrific brands that pepsi, mountain dew and frito-lay, the latter being one of the most dependable now pepsico has got a problem because frito-lay is not delivering the consistent numbers that it used to. why? management says it's because the younger generation is fixated on health, and there's nothing particularly healthy about potato chips or cheetos. they'll buy smaller portions. that's what their hope is. me? look, i'm sure that a part that's part of it. but i do think that pepsico is in somewhat of a denial about the impact of glp one weight loss drugs from novo nordisk, which reported a terrific quarter this morning, and eli lilly, which reports tomorrow. i know the threat is real because these drugs eliminate your cravings for junk food, and they could ultimately be taken by 40 million people in this country alone, although that might actually be a lowball number, considering the 42% of americans the adults are obese. for mondelez, the problem isn't just the gop desk one soaring demand for its candies and its biscuits. there's also the cost element. the price of a key ingred

and i'm not talking pepsi. i'm speaking with the ceo of chipotle. then pfizer finished the day lower following its before the bell report. i'm going to. you know what i'm hearing how rfk jr could affect the pharma stock if he joins trump's cabinet later. is mattel positioned for growth in its 80th anniversary? why are they doing with the tariff? hey, maybe they're going to raise the price of barbie. stay with cramer. >> don't miss a second of mad money follow jimcramer on x. have a question. tweet cramer hashtag mad mentions. send jim an email to madmoney.cnbc.com. or give us a call at one 800 743 cnbc. miss something. head to madmoney.cnbc.com. >> it's the smile. >> legacy. >> one way or another i'm gonna. find you. i'm gonna get you, get you, get you, get you. one way or another. i'm gonna. wear it all. find out when you fall. >> you on guard tonight? >> oh, no. they just got simplisafe. it protects the whole home, inside. >> and out. >> stop. this is simplisafe. >> whoa! >> that was impressive. >> there's no safe like simplisafe. >> our to. >> do

of course their main competitor pepsi to coke boeing is in the penalty box to say the least.ing industry and they have a great product and a massive backlog. so and it's a relatively cheap stock that's had some supply chain issues. but it looks pretty good right now. >> and from that to domino's. >> domino's i wanted to give you three non-tech names. domino's. the stars seem to. >> be. >> finally landing. >> up, but they used to say this was a technology company that delivered pizza. >> right? they used to. >> yeah. who said that? >> domino's exactly. >> in the. >> 20 tens, was any stock better than domino's? they were like they didn't know they were been a different story. >> no, it has been. and do you know they're innovating pizza still? you think you could innovate pizza anymore? 15% is already stuffed crust. they are moving from uber eats to doordash. they got a lot of things coming. watch the earnings in late february for same store sales. but i think finally we're going to get some traction there. >> yeah, it's hard to keep innovating on the pizza category right. >> fo

and she has appeared in ads for pepsi and big lots. she ever got was the jardiance commercial. ♪ i have type 2 diabetes but i manage it well ♪ ♪ it's a little pill with a big story to tell ♪ >> i never gave her a name. the chfrom the jardiance commercial, living her best life. >> reporter: the ad aired in march 2023 and aired and aired and aired. >> apparently they showed it 1 million times. people were yelling at me online. i have no power how much they air this thing, guys. >> reporter: i don't think the public has any idea what commercials pay. >> so with big lots, i made over $100,000 in a three-month period. >> reporter: that's pretty good. >> pretty good. >> reporter: plus health insurance? >> plus you get your health insurance, yeah. it's awesome. >> reporter: what wasn't so awesome was the online hate that the jardiance ad brought her. >> i would get emails to my personal website that were horrible. i would be crying. it was mostly about my weight and how, you know, oh, if you danced like that all the time, you wouldn't be the

i'm from pepsi company. say people don't like coke and we have to get rid of coke but then you have to get rid of vanilla coke and lemon coke and all the other cokes so we get rid of the derivative, the basic element of fentanyl. that's all that we're doing. we're not trying to protect our criminals. we're not going to hurt our physicians. we're not going to hurt any particular segment of society. we're trying to bring back what the americans wanted during the election and that was law and order. very, very simple. i've known nine young men who have died from fentanyl overdoses, nine. there's not a single person in this chamber that doesn't know somebody who has died from this. this is the scourge of folks under age 50, the number one cause of death. anything we can do to move that barrier is critical. so i urge my colleagues to stop the partisan nonsense and shenanigans, let everybody get back onboard to understanding that this is a scourge upon our nation. we just want it scheduled correctly as in schedule

measure because it was on the ballot there was another i didn't know if it was exactly the same as pepsiyou bunched other things. >> there's two properties so one funds early child care. so in our world it's big c which is homelessness gross receipts that little c which is the commercial roads tax baby see yeah baby see and oh yeah yeah yeah yeah. okay sorry for that though. big c is our measure. yes. yeah i just wanted to make sure yeah. if too many c's member shiffrin thank you so much. >> i have a couple more questions. one is you said that part of the effort of this was to make it simpler like how is this simpler? that's great. what do we streamline? so i think the biggest simplification is that we went from, you know, a dozen different category. so if you were a business and you were filing you had to find your business activity, figure out which one you were in. it's not just a simple rate question you had each category had its own formula for how to calculate the tax that meant that if they made a mistake i'm going to say that very generously let's say they made a mistake or let's

made of more recycled content so by the time 2030 rolls around t recycle content in a coke bottle, pepsigher thatten the percentage in the european union and the highest percentage in the world. and that way you can actually feel confident that what you're drinking will actually become recycled. now, our recommendation is don't use to plastic bottle to begin w but if you do, they are committing to 50% recycled content. >> the test thing we can do is vote with our consumer dollars when we're shopping. if you can die something with no packaging and find loose fruits and vegetables, that is the best. find in packaging and glass, metal and pap rer all easily recycled. we don't want plastic. we want less plastic. awe what you we do locally is we have the program to think disposable and work one on one to provide technical assistance to swap out the disposable food service to reusables and we have funding available to support businesses to do that so that is a way to get them off there. and i believe now is the time we will see a lot of the solutions come on the market and come on the scene. >

. >> at pepsi and hershey was talking about it today, too, a little bit that there's been this shiftnscious consumer and that it's picked up lately. >> brown-forman refuses to recognize that even though jack daniels tastes. >> like that's more challenged. >> yeah, well, i mean, like jack daniels, i was a reporter once, and i got off it at 7 a.m. and i would hit jd's green. that was the really cheap jack daniels. it's like, that's. >> who you're living in your car, though. >> you have to stay warm somehow. yeah, but the interesting thing is, is that that's. i was the only person in the world who thought jack daniels tasted great at 7 a.m, most people thought i should just go to waffle house. >> love waffle house. >> and that's why i mentioned it, because i know you do. >> and they're charging another. >> i listen to every word you say. >> on eggs. yeah, $0.50 a traditional egg. yeah. >> but you think they've ever been to a waffle? he can't hear me, right? >> no. your mic. >> is on. i think he's ever been to the white house. really? >> have you been. >> to a waffle? i have been to a wa

in particular the likes of coca-cola, pepsi about a strong dollar.ncies. the reason why is because they had a lot of spending to justify and suddenly they can talk about the application in reducing some of the headcount. and we are going to hear about that more. jonathan: annmarie: the markets are looking at this when it comes to uncertain. their guidance, they are not putting into consideration some of these tariffs that might hit the bottom line. might make their supply chains more challenging. jonathan: what is your question for secretary besson this afternoon? lisa: what is the level of 10 year treasury that really is the check on some of these policies? and the other question is, does he still plan to turn out some of the debt and longer duration bonds? why did that not come in yesterday's refunding? jonathan: that would be mine, complains we heard about the chairs or his secretary, the issuance at the front end of the curve. the acquisition of active -- activist treasury issuance. it is early days, so i don't want to draw conclusions about the

management and budget is supposed to -- what do you care if coca-cola is pro-queer or something, or pepsiwhatever. like, who cares. nbc universal wants climate action. is that important for the federal government to have one opinion or the other about? and is it proper for the office of management and budget in the executive office of the president to use the fiscal authority of the united states of america and -- remember this guy has this theory that he's the king's hand. he represents what the president thinks in all manners. right? and i remember i've been a lieutenant governor, and i remember my governor, a very good friend of mine still, used to say, not for everything, by the way, but only on specific things, we'd be in a meeting he says, he has all my authority on this. it was very generous of him. he delegated that to the lieutenant governor and i could represent hem. what this guy is saying, this omb director represents the president of the united states in all matters. and will use it to the push back on woke powers. that is not a proper use of presidential power or a proper vi

made of more recycled content so by the time 2030 rolls around t recycle content in a coke bottle, pepsi bottle, water bottle, will be up to 50% which is higher thatten the percentage in the european union and the highest percentage in the world. and that way you can actually feel confident that what you're drinking will actually become recycled. now, our recommendation is don't use to plastic bottle to begin w but if you do, they are committing to 50% recycled content. >> the test thing we can do is vote with our consumer dollars when we're shopping. if you can die something with no packaging and find loose fruits and vegetables, that is the best. find in packaging and glass, metal and pap rer all easily recycled. we don't want plastic. we want less plastic. awe what you we do locally is we have the program to think disposable and work one on one to provide technical assistance to swap out the disposable food service to reusables and we have funding available to support businesses to do that so that is a way to get them off there. and i believe now is the time we will see a lot of the s