Bloomberg Intelligence5 Sep 2025

BI Weekend: Kraft Heinz Split, Macy’s Earnings

Hosts: Paul Sweeney and Scarlet Fu
Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this podcast:

- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz separating into two publicly traded companies.
- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Elliott Investment Management’s stake in PepsiCo.
- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Google dodging a Chrome Sale in an Antitrust Case.
- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple’s AI talent leaving.
- Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's earnings.
- Antoine Vagneur-Jones BNEF Head of Trade and Supply Chains, discusses the transition to clean energy.
- Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses how an "EU rule clarification may boost ESG Funds’ nuclear arms exposure."

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

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