SOTS 2nd Hour: Kraft Heinz CEO, The Walmart Trade, & U.S.-Iran Tensions Rise 2/19/26

Squawk on the Street

CNBC

Investing, News, Business

4.0 • 566 Ratings

🗓️ 19 February 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a slew of new data points investors should know: Jobless claims, Leading Indicators, Pending Home Sales and more... before Cantor Fitzgerald's Chief Equity Strategist gave his take on the action - and the team dove into a key AM report, Walmart earnings, with one of the street's top analysts. Plus: hear an exclusive with the CEO of Kraft Heinz - spanning their new turnaround plans, to why they paused a long-planned split. Also in focus: energy prices... hitting new highs as U.S.-Iran tensions rise. Longtime geopolitical expert - and Council on Foreign Relations President Emeritus - Richard Haass joined the team with a look at what's at stake, and what could come next. Squawk on the Street Disclaimer

Transcript

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0:00.0	Good Thursday morning.
0:08.0	Welcome to Squawk on the Street.
0:09.3	I'm Sarah Eisen with Carl Cantania and David Faber.
0:12.0	We are live as always from post nine of the New York Stock Exchange.
0:15.2	Coming up this hour, oil prices rising as tensions escalate between the U.S. and Iran.
0:20.6	Richard Haas from the Council on Foreign Relations will be with us to discuss what could happen next.
0:25.3	Plus, an exclusive interview with the CEO of Kraft-Hein's.
0:28.4	Steve K. Helene, as the company presents at the Consumer Analyst Group Conference, Kagmi,
0:32.7	following news, it's pausing its efforts to split.
0:36.7	Busy data calendar today and getting a little busier.
0:39.2	Let's get to Rick Santelli.
0:40.2	Hey, Rick.
0:41.6	Good morning, Carl.
0:43.0	Yes, leading economic indicators for December minus two-tenths, exactly as expected.
0:49.4	And that would make this the 13th consecutive month without a positive number.
0:54.5	We've had a couple of zeros, but the last positive number was November of 24.
1:00.2	Dollar index on pace for fourth higher close, and it looks like it might be near a one-month high.
1:06.6	Should it close here?
1:08.0	Interest rates?
1:08.9	Well, it's kind of a mixed bag.
1:10.5	We're seeing virtually unchanged on the short end, slightly higher on the long end.
1:15.8	And for pending home sales for the month of January, let's head east to Diana Oleg. Diana?
	...

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