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🗓️ 13 July 2020
⏱️ 22 minutes
🧾️ Download transcript
Summary
Pepsi’s 2nd-quarter revenue falls but snack sales help boost overall results. Can Pepsi’s launch of direct-to-consumer sites pay dividends for shareholders? Carnival Cruise Lines cuts its fleet, AMC Entertainment raises $300 million from investors, and Disney opens one park while getting ready to close another. Bill Barker analyzes those stories, shares why Axon Enterprise is the stock he’s the most curious about this upcoming earnings season, and divulges the most surprising act at the Live Aid concert he attended 35 years ago today!
Transcript
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| 0:00.0 | It's Monday, July 13th. |
| 0:04.0 | Welcome to Market Foolery. I'm Chris Hill with me today. |
| 0:07.0 | Mr. Bill Barker. Thanks for being here. |
| 0:09.0 | Thanks for having me. |
| 0:10.0 | We've got entertainment news. Earning season is coming up so |
| 0:15.7 | Bill's going to share a stock that he's going to be watching this earning |
| 0:19.0 | season. We're going to start with the latest results from Pepsi. |
| 0:22.6 | Pepsi's second quarter revenue fell 3%. |
| 0:25.1 | And I'm not a Pepsi shareholder, |
| 0:26.3 | but I saw that headline number and I thought, |
| 0:28.2 | that's not that bad in this environment. |
| 0:31.7 | As we saw with the last quarter and as we will probably see with the next |
| 0:35.5 | quarter, it is the snack division. It is Frido Lay, which is helping to boost |
| 0:41.0 | Pepsi's quarterly results. |
| 0:42.4 | Yeah, for those new to the to boost Pepsi's quarterly results. |
| 0:43.0 | Yeah, for those new to the stock, Pepsi Co implies Pepsi, which is certainly a huge part of the company and related |
| 0:52.0 | beverage brands, but also free delay and |
| 0:56.0 | Quaker and it's yes the snack and Quaker brands, people stocking up on cereals, Captain Crunch and Quaker Oats and other things like that, which kept things closer to neutral for the quarter because |
| 1:17.0 | the still revenue was off and earnings were off a little bit but yeah they had enough diversification in |
| 1:26.0 | their portfolio of brands that it wasn't all bad news. |
| 1:31.0 | Well and you know part of the comments out of the executive team at |
| 1:35.6 | Pepsi is the investments that they continue to make not just in safety for |
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