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Pepsi, Poppi, and the Creosote Bush

26 min • 17 mars 2025

To stay on top, the consumer giants need a player in every potential market.


(00:21) David Meier and Dylan Lewis discuss:


- February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy.

- Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing.


(13:55) It’s no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field?


Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence.


Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool


And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm


Companies discussed: DG, WMT, PEP, KO.


Host: Dylan Lewis

Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni

Producer: Mary Long

Engineers: Dan Boyd

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