Good Tuesday morning. Welcome to Squawk on the Street. I'm Sarah Eisen with Carl Cantania and David Faber. We are live as always from post nine of the New York Stock Exchange.

Coming up this hour, two big earnings interviews you won't want to miss. We will speak exclusively with Coca-Cola CEO James Quincy, as that stock dips after missing

revenue estimates for the first time in five years, though it has recovered nicely.

Plus, Marriott CEO, Tony Capuiano, is with us as that stock jumps.

The hotel name posting some weakness in North America, countered by strength in luxury

and international.

And we'll talk with Evercourt's Julian Emanuel about Alphabet's 100-year bond offering and what he says that signals about the health of the overall market.

Been a busy morning for economic data. Getting some more right now. Let's get to Rick Santelli. Hey, Rick.

Hey, good morning, Carl. Indeed. These are our November read, so fourth quarter for business

inventories. Expect it to be up two-tenths of a percent. Comes in a little light, up one-tenth of

a percent. That would be the lightest business inventory build going back to August of last year

when it was unchanged. We had back-to-back months of up three-tenths, which was just

revised. October now stands it up two-tenths. The positive numbers, of course, are holding

GDP. Any kind of negative inventory numbers would subtract for that, and we are all

monitoring growth, of course, to try to bring down some of those deficit to GDP

numbers. Sarah, back to you. Okay, thank you, Rick. some of those deficit to GDP numbers.

Sarah, back to you.

Okay, thank you, Rick.

Let's get into all the earnings.

Coca-Cola shares falling, but off the lows after reporting a modest growth outlook for the year ahead.

The company missing revenue expectations for the first time in five years, water, sports, coffee, and tea,

all outperforming the rest of the portfolio for the quarter.

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