CNBC's Sara Eisen highlights her interview with Coca-Cola CEO James Quincey, who spoke about consumer strength and the impact of tariffs as shares fell after its q2 earnings. ...

CNBC’s Brandon Gomez joins 'Money Movers' to discuss U.S. spirit sales plunge in Canada. ...

Market Overview - Pre-market futures are showing slight increases with the Dow and S&P 500 up by +9 points and Nasdaq up by +4 points [1] - Bond yields are decreasing, with the 10-year yield at +4.36%, the 2-year at +3.84%, and the 30-year down to +4.94% [1] Company Earnings Reports - General Motors (GM) reported Q2 earnings of $2.53 per share, exceeding expectations by +5.86%, with revenues of $47.98 billion, surpassing estimates by +1.89%. However, North American EBIT fell below expectations, leading to a -1.8% drop in shares [2] - Lockheed Martin (LMT) had a strong Q2 with earnings of $7.29 per share, a +12.33% surprise, but revenues of $18.2 billion were below consensus, resulting in a -7% pre-market decline. Northrop Grumman (NOC) reported earnings of $7.11 per share, exceeding estimates by +5.96%, and revenues surpassed expectations by +2.94%, leading to a +3% increase in shares [3] - D.R. Horton (DHI) reported Q3 earnings of $3.36 per share, exceeding consensus by +15.86%, with revenues of $9.23 billion, surpassing expectations by +5.13%. Shares rose by +6% [4] - Coca-Cola (KO) reported Q2 earnings of 87 cents per share, beating expectations of 83 cents, but revenues of $12.54 billion fell short by -0.44%. Shares are down modestly but up +12% year to date [5] - Sherwin-Williams (SHW) missed earnings expectations by -10.11% with $3.38 per share, although revenues of $6.31 billion slightly exceeded estimates by +0.49%. Shares fell by -4% [6] Upcoming Earnings Reports - Key earnings reports expected after market close include Texas Instruments (TXN), Capital One (COF), and Intuitive Surgical (ISRG). TXN anticipates double-digit growth in both earnings and revenues, COF expects over +20% gains, and ISRG projects +8% earnings growth and +16.8% revenue growth [7]

Core Viewpoint - The price of the limited edition "Red Screaming" drink from Nongfu Spring has skyrocketed on second-hand trading platforms, with some sellers listing it at 8,900 yuan per box, despite its original price being only 5 yuan per bottle. The brand has advised consumers against purchasing these near-expiry products [1][2][3]. Group 1: Product Details - "Red Screaming" is a functional beverage launched in 2004 by Nongfu Spring, known for its unique taste that has been criticized by consumers [1]. - The limited edition was released in September 2024 to celebrate the brand's 20th anniversary, with only 10,000 boxes produced, selling out within three days [1][3]. - The current available flavors in the Nongfu Spring flagship store include purple (golden peach), orange (citrus), blue (grapefruit), and green (lemon), with no red variant for sale [1]. Group 2: Market Reaction - Sellers on second-hand platforms are pricing the 2024 "Red Screaming" at over 50 yuan per bottle, with some claiming the products are nearing expiration [1][2]. - There is speculation that the price surge is driven by a scarcity illusion created by the product's discontinuation, despite its poor taste reputation [2]. - Nongfu Spring has stated that they will report the inflated prices to relevant authorities and have not confirmed if the "Red Screaming" will return to the market [2][3].

Market Overview - Pre-market futures are showing slight increases with the Dow and S&P 500 up by +9 points and Nasdaq up by +4 points [1] - Bond yields are decreasing, with the 10-year yield at +4.36%, the 2-year at +3.84%, and the 30-year down to +4.94% [1] Q2 Earnings Reports - General Motors (GM) reported earnings of $2.53 per share, exceeding expectations by +5.86%, with revenues of $47.98 billion, surpassing estimates by +1.89%. However, North American EBIT fell below expectations, leading to a -1.8% drop in shares [2] - Lockheed Martin (LMT) had a strong earnings surprise of +12.33% with earnings of $7.29 per share, but revenues of $18.2 billion were below consensus, resulting in a -7% pre-market decline. Northrop Grumman (NOC) reported earnings of $7.11 per share, exceeding estimates by +5.96% and outperforming on revenue by +2.94%, leading to a +3% increase in shares [3] - D.R. Horton (DHI) reported earnings of $3.36 per share, beating consensus by +15.86%, with revenues of $9.23 billion, exceeding expectations by +5.13%. Shares rose by +6% [4] - Coca-Cola (KO) reported earnings of 87 cents per share, beating expectations of 83 cents, but revenues of $12.54 billion fell short by -0.44%, leading to a modest decline in shares [5] - Sherwin-Williams (SHW) missed earnings expectations by -10.11% with earnings of $3.38 per share, although revenues of $6.31 billion slightly exceeded estimates by +0.49%, resulting in a -4% drop in shares [6] Upcoming Earnings Expectations - Key earnings reports expected after market close include Texas Instruments (TXN), Capital One (COF), and Intuitive Surgical (ISRG). TXN anticipates double-digit growth in both earnings and revenues, COF expects over +20% growth, and ISRG forecasts +8% earnings growth and +16.8% revenue growth [7]

Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international finance news for July 22, 2025. Coca-Cola reported second quarter results that topped estimates. The company plans to start using more cane sugar in its drinks, but will not completely drop high fructose corn syrup. General Motors beat Q2 earnings expectations, but President Trump's tariffs added $1.1 billion in costs in the second quarter. The company expects a $4 to 5 billion tariff impact this year. #youtube #stocks ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Coca-Cola has laid out plans to launch a product made with US cane sugar this year, days after Donald Trump claimed the company had agreed to replace high-fructose corn syrup. The announcement came Tuesday in Coca-Cola's earnings report. It confirmed a 16 July post on Trump's Truth Social platform in which the president said Coca-Cola "agreed" to use "REAL Cane Sugar in Coke in the United States". "This will be a very good move by them – You'll see," Trump's post said. "It's just better!" The drink maker's ...

Financial Data and Key Metrics Changes - The company reported a 5% organic revenue growth and a 4% comparable earnings per share growth despite a 1% decline in volume during the quarter [9][27][28] - Comparable gross margin increased by approximately 80 basis points and comparable operating margin increased by approximately 190 basis points, driven by underlying expansion [28] - Free cash flow, excluding the Fairlife contingent consideration payment, was $3.9 billion, an increase of approximately $600 million compared to the prior year [29] Business Line Data and Key Metrics Changes - In North America, volume improved sequentially but still declined due to socioeconomic pressures [9][10] - Latin America saw a decline in volume but growth in organic revenue and profit, with Coca Cola Zero Sugar showing strong volume growth in Brazil and Mexico [11] - EMEA reported growth in all three operating units, with significant contributions from Coca Cola Zero Sugar, Sprite, and Fuze Tea [12][13] Market Data and Key Metrics Changes - The U.S. and Europe showed sequential volume improvement, while emerging markets like Mexico and India faced challenges due to adverse weather and geopolitical issues [8][9][10] - In Asia Pacific, volume declined overall, but revenue and comparable currency-neutral operating income grew [14][15] - The ASEAN markets experienced unexpected weakness in Q2, contrasting with the overall resilient global consumer environment [84] Company Strategy and Development Direction - The company is focused on maintaining agility and adapting its plans to navigate a dynamic external environment, leveraging its all-weather strategy [6][18] - Continued investment in brand marketing and innovation is emphasized to drive growth and maintain market share [10][73] - The company is exploring international opportunities for its Fairlife brand while addressing capacity constraints in North America [41][45][95] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating local market dynamics and achieving updated guidance for 2025, expecting organic revenue growth of 5% to 6% and comparable currency-neutral earnings per share growth of approximately 8% [30][31] - The external environment remains dynamic, with expectations for recovery in some markets taking time [32][85] - Management noted that while there are challenges, the overall consumer environment remains resilient, with targeted marketing strategies in place to address specific market needs [58][84] Other Important Information - The company is implementing a marketing transformation to enhance efficiency and effectiveness in advertising [65] - The introduction of Coca Cola sweetened with U.S. cane sugar is planned for the fall, reflecting consumer interest in differentiated experiences [22][88] - The company is leveraging digital investments and revenue growth management to drive transaction growth [23] Q&A Session Summary Question: Clarification on pivoting plans and outlook for the second half - Management clarified that the pivoting refers to adapting strategies to maintain growth amidst rapid changes in the market, with a strong outlook for the second half [36][38] Question: Capacity constraints for Fairlife and international expansion plans - Management confirmed that capacity constraints are impacting growth but expects improvements with new facilities coming online in 2026, while exploring international opportunities [41][45][95] Question: Expected rebound in Mexico and India - Management is optimistic about recovery in both markets, with specific marketing and affordability strategies in place to drive growth [49][52] Question: Trends in North America and Hispanic consumer performance - Management noted improvements in North America and recovery in Hispanic consumer engagement, with targeted marketing efforts yielding positive results [58][60] Question: Insights on productivity improvements and margin evolution - Management attributed productivity improvements to marketing transformation and disciplined operating expenses, with expectations for continued margin growth [65][70] Question: Global consumer strength and market dynamics - Management acknowledged pockets of consumer weakness but emphasized overall resilience, with plans to invest in marketing and innovation to drive growth [81][84] Question: Innovation in sugarcane products and fiber - Management confirmed plans to introduce cane sugar products and is exploring innovations in fiber, reflecting evolving consumer preferences [88][90]

Company Strategy - Coca-Cola 将推出新版本的标志性产品，使用蔗糖代替玉米糖浆 [1] - 此举是由于 Donald Trump 总统推动了这一改变 [1]