James Quincy
Outgoing CEO of The Coca-Cola Company at the time of the episode, overseeing global beverage strategy, portfolio diversification, and recent earnings commentary.
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Feb 10, 2026 • 43min
SOTS 2nd Hour: Coca-Cola CEO, Marriott CEO, & Evercore's S&P Bull Call 2/10/26
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.
