Squawk on the Street SOTS 2nd Hour: Coca-Cola CEO, Marriott CEO, & Evercore's S&P Bull Call 2/10/26
13 snips
Feb 10, 2026 Julian Emanuel, Evercore head of equity strategy, offers quick market and tech vs macro perspective. Tony Capulliano, Marriott CEO, discusses travel trends, RevPAR and loyalty moves. James Quincy, outgoing Coca‑Cola CEO, covers revenue mix, product innovation and AI in marketing. They talk earnings takeaways, consumer behavior, travel demand patterns, and where markets may head next.
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Read The Full-Quarter Picture
- Coca-Cola's Q4 revenue miss reflected an atypical negative price mix from bottling finished goods rather than weak underlying demand.
- James Quincy urged investors to view performance on a four-quarter average to smooth anomalies.
Be Prudent And Invest When Momentum Appears
- Coca-Cola set conservative 2026 organic revenue guidance to reflect cautious international markets and a Mexican tax headwind.
- Quincy said they will invest for growth if momentum materializes and will "chase it."
Portfolio Depth Bridges Consumer Segments
- U.S. Coca‑Cola volumes showed 1% growth and pricing remained strong, signaling domestic momentum into 2026.
- Quincy highlighted portfolio depth as a defense across consumer income segments.