Can Pepsi’s CEO Turn It Around? & Delta Flies High

Episode 39: Welcome to Brew Markets. Today, Ann discusses why an activist investor is growing impatient with PepsiCo - Ann suggests the CEO may be on borrowed time. Then what Delta’s earnings indicate for the future of business travel. Finally, Ann jargon-busts "dividend recaps" and a look at Ferrari and Costco. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 01:00 $PEP Patience Runs Low? 05:00 $DAL Earnings Fly 12:30 What’s a Dividend Recap? 16:00 Market Close 16:30 Final Thought Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices