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REUTERS/Dado Ruvic/Illustration/File PhotoFeb 16 (Reuters) - Walmart Inc's (WMT.N) results on Tuesday will provide Wall Street with new details on what items American shoppers are buying as rising grocery prices squeeze their wallets. In December, Walmart CEO Doug McMillon said "we do not like" that some suppliers were hinting at raising prices further in 2023. He warned that Walmart would allocate space to private and tertiary brands if prices got too high. KitKat maker Nestle on Thursday said further price hikes were necessary to offset commodity costs. Still, Wall Street expects Walmart sales and revenue to rise in 2023 as its shipping and logistics costs moderate, even as labor expenses go up.

SummarySummary Companies Retail sales up 3% in Jan vs. est. A Commerce Department report showed retail sales surged 3% in January, driven by purchases of motor vehicles and other goods. "These numbers (retail sales) beat consensus by a long shot and it just shows that the consumer is still in a good spot," said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. Of the more than half of the S&P 500 firms that have reported results so far, nearly 70% have topped profit expectations, as per Refinitiv data. ET, Dow e-minis were down 82 points, or 0.24%, S&P 500 e-minis were down 11.25 points, or 0.27%, and Nasdaq 100 e-minis were down 25.5 points, or 0.2%.

"Consumers are looking for convenient, filling, and nutritious meals, while at the same time paying more attention to the price tag," Kraft's chief executive Miguel Patricio said, adding the company would halt fresh price hikes in North America, Europe, Latin America and most of Asia. Retailers have also been increasingly opposing food manufacturers' price hikes. Last year, Kraft briefly stopped supplying some products to Tesco (TSCO.L) due to pricing disagreements with the British supermarket chain. It said average selling prices rose 15.2 percentage points in the fourth quarter, while sales volumes declined 4.8 percentage points. Net sales rose 10% to $7.38 billion, beating the estimate of $7.27 billion.

☆ Top 10 things the Club is watching in the stock market Wednesday: Retail sales up, stocks dip, Airbnb soars
▼ + stars: | 2023-02-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Retail sales for January came in higher than expected. Remember, retail sales are not adjusted for inflation, which of course remains elevated but growing at a slower rate in recent months. Earnings per share (EPS) of 48 cents versus 25 cents expected. Kraft Heinz (KHC) EPS beats: 85 cents versus 78 cents expected. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Investors need to embrace these stocks that we love
▼ + stars: | 2023-02-12 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +8 min

I’ve typically done this stock picking feature in early to mid February as a Stocks We Love type of story, pegging it to Valentine’s Day. The restaurant stocks in particular could do well. Inflation is obviously still a concern for big consumer brands. Consumer prices rose 6.5% over the past 12 months through December, down from a 7.1% pace in November. Up nextMonday: Earnings from TreeHouse Foods (THS), Avis Budget (CAR), FirstEnergy (FE), IAC (IAC) and PalantirTuesday: US CPI; Japan GDP; UK employment report; earnings from Coca-Cola, Asahi Group, Marriott (MAR).

☆ Key inflation data in the week ahead will offer clues to future Fed rate moves and the market's path
▼ + stars: | 2023-02-11 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Looking forward The January consumer price index (CPI) , which calculates the average change over time in prices that shoppers pay for goods and services, is slated for Tuesday. Economists and investors will use the number to gauge the odds of a soft landing or hard landing for the economy. The producer price index (PPI) for January, which calculates the change in selling prices received by producers of goods and services, is out on Thursday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

"Because the consumer is now under more pressure, and Walmart is under pressure, that sets up a dynamic where there's probably not a lot of pricing going forward." The clout Walmart holds over suppliers also means that Walmart would likely get the lowest percentage of any price hikes manufacturers implement, according to investors who track the company. In 2018, Walmart pulled Campbell Soup Co's (CPB.N) products during the key winter season over a dispute over prices and shelf space promotion. At the time, Tesco labeled Heinz's price hikes as "unjustifiable." After raising prices four times in 2022, he said, Clorox doesn't "have any additional plans" to hike prices this year.

The U.S. food index, including meals eaten at home and in cafes and restaurants, increased 10.4% for the year ended in December. RETAILER PUSHBACKConsumer goods manufacturers - will continue to raise prices until they recover their profitability, said Bernstein analyst Bruno Monteyne. In December, the CEO of Walmart (WMT.N), the world's biggest retailer, warned that some "packaged goods suppliers are still pointing us towards more inflation next year on top of the mid-double digits this year". Tesco CEO Ken Murphy said last month he was hopeful inflation would peak by mid-2023 and then start to ebb. Barclays analyst Warren Ackerman said although food commodity prices on average were down 20% from March peaks, it will take time for this to reflect in companies' costs.

LONDON, Jan 30 (Reuters) - Incoming Unilever CEO Hein Schumacher gets seasick, according to his former boss at food group Heinz, but that never stopped him joining executive sailing trips and sticking them out. Heinz Company from 2006 to 2013 and was impressed by his leadership skills and business acumen," Peltz said. "Why hire a food exec if you are planning to sell the food business?" "Selling the food business will always be on the cards, but I doubt that it is top priority in the short term." "He's been given a very tough assignment but I have every confidence that if anyone could get Unilever moving in right direction, it's Hein," Johnson said.

☆ Oreo's newest cookie is stuffed with Oreos
▼ + stars: | 2023-01-24 | by ( Danielle Wiener-Bronner | ) edition.cnn.com time to read: +2 min

New York CNN —In the past, Oreo has partnered with Lady Gaga, Pokémon and Ritz on new limited-time flavors. The cookie brand’s latest limited-edition cookie is an Oreo stuffed with Oreos. Dubbed “the Most OREO OREO,” the cookie is made with the usual chocolate wafers, filled (to the “Most Stuf” extreme) with a creme that has Oreo bits mixed in, for a meta cookies-n-creme experience. Martha Stewart with the Most Oreo Oreo. On Monday, Stewart and McCallister will share their Oreoverse experiences on Oreo’s social media channels.

☆ Americanas' billionaire shareholders say they were unaware of accounting problems
▼ + stars: | 2023-01-23 | by ( Tatiana Bautzer | ) www.reuters.com time to read: +2 min

SAO PAULO, Jan 23 (Reuters) - Americanas SA (AMER3.SA) three largest shareholders, the billionaire founders of 3G Capital, said on Sunday they had not known of $4 billion in accounting 'inconsistencies' at the Brazilian retailer. "We didn't know of and would never allow any accounting manipulation in the company", the statement said. It said Americanas had been audited by PwC and that the retailer's "banks and auditors never reported any problems". Securities industry regulator CVM has also launched probes into Americanas, which has seen its stock lose more than 90% of its value since the news of the accounting problems emerged. 3G Capital itself has no stake in Americanas.

Fourteen of the top 30 advertisers on Twitter stopped all advertising on the platform after Musk took charge on October 27, according to the Pathmatics estimates. Pathmatics said the previously unreported figures on Twitter advertising are estimates. read moreThe Pathmatics estimates show continued upheaval in Twitter's main revenue stream heading into 2023, led by a pullback from top consumer brands. Among consumer brands, Heinz ketchup maker Kraft Heinz Co(KHC.O) and Stouffers meal manufacturer Nestle SA (NESN.S) stopped all advertising, according to the Pathmatics estimates. Financial technology provider SmartAsset and Amazon.com Inc (AMZN.O) said Pathmatics estimates showing an increase in advertising were inaccurate.

☆ Disney could use an activist investor like Nelson Peltz to help get its financial house in order
▼ + stars: | 2023-01-19 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

An activist investor like Trian Partners' Nelson Peltz on Walt Disney 's (DIS) board could help prod the entertainment conglomerate to address its financial woes and implement much-needed changes to create long-term value for the company and its shareholders. "Lots of angry people ask me why I support Nelson Peltz for the Disney board, and I give a simple answer: What has this board done for its shareholders other than wipe out more shareholder money?" Nonetheless, Disney's board unanimously decided against offering Peltz a seat, according to an SEC filing the company submitted Tuesday. Peltz, whose next step in his fight is to convince voting Disney shareholders he deserves a board seat, has had success serving on several company boards. Wall Street has had a mixed reaction to Peltz's efforts to obtain a board seat.

☆ Three-Stock Lunch: MRNA, SCHW & KHC
▼ + stars: | 2023-01-18 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThree-Stock Lunch: MRNA, SCHW & KHCCourtney Garcia, senior wealth advisors at Payne Capital Management, joins 'Power Lunch' to share recommendations for three stocks: Moderna, Schwab and Kraft Heinz.

The tussle with Disney could be Peltz's biggest proxy battle since an acrimonious fight to bag a seat on the board of Tide detergent-maker P&G (PG.N). During his more than three-year tenure on P&G's board, the firm's stock price rose nearly 80%. Peltz's Trian Fund Management on Thursday filed documents with the U.S. securities regulator for his election as a director after Disney denied him a board seat. "Iger is a well-liked CEO, not only within Disney and its employees but also in Hollywood and the stock market. Investors will vote later this year on whether Peltz should sit on the company's board, unless it's settled before.

SAO PAULO/MEXICO CITY, Jan 11 (Reuters) - Brazilian retailer Americanas SA (AMER3.SA) said on Wednesday its chief executive and chief financial officer resigned after the discovery of around 20 billion reais ($3.88 billion) in accounting "inconsistencies." Lojas Americanas CEO Sergio Rial departed less than two weeks after taking the job, when he replaced Miguel Gutierrez. Joao Guerra, a long-time Americanas executive not involved with accounting or financial management, will take over as CEO on an interim basis. The amount of accounting inconsistencies is larger than the company´s net equity, 15 billion reais, said Fabrício Gonçalvez, CEO at Box Asset Management. The amount is also almost twice Americanas' 10.7 billion reais market capitalization, according to Refinitiv data.

☆ Nelson Peltz's attempt to join Disney's board could force much-needed accountability
▼ + stars: | 2023-01-12 | by ( Paulina Likos | ) www.cnbc.com time to read: +7 min

If Nelson Peltz were to win his fight to join Walt Disney 's (DIS) board of directors, the activist investor could force a level of accountability at the company that's sorely needed. Disney's board made the decision to not endorse Peltz and swiftly announced Wednesday that they named Mark Parker, a director since 2016 and executive chairman at Nike (NKE), as chairman, succeeding Susan Arnold. Disney, Peltz explained, "is a lot more than a media company." Disney's streaming business lost nearly $1.5 billion last quarter. Given Disney's distressed balance sheet, Jim asked Peltz about streaming service Hulu.

☆ Jim Cramer's Investing Club meeting Thursday: December CPI, Disney, Wells Fargo
▼ + stars: | 2023-01-12 | by ( Krystal Hur | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Nelson Peltz's track record speaks for itself Disney (DIS) faces a proxy fight as Nelson Peltz's activist firm Trian Fund Management vies for a seat on its board. What to look for in Wells Fargo's earnings Wells Fargo (WFC) reports fiscal fourth-quarter earnings before the opening bell on Friday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

LONDON, Jan 10 (Reuters) - British fund manager Terry Smith accused Unilever (ULVR.L) on Tuesday of "virtue signalling" with its ethically-focused marketing, in his latest salvo against the consumer goods giant. Yet the company had recently added activist investor Nelson Peltz to its board. On Tuesday, Smith reiterated "we don’t know how well it (Hellmann's) would have grown without the (virtue signalling) 'purpose’", adding that "maybe Hellmann’s would be growing as fast or even faster without its ‘purpose'". The words virtue signalling were struck through in Smith's letter. "Shouldn’t we have some idea how Unilever and its management have performed before they are allowed to do any more acquisitions?

☆ Here are Friday's biggest analyst calls of the day: Apple, Amazon, Uber, Nike, Boeing, Netflix & more
▼ + stars: | 2023-01-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +10 min

Baird names Boeing a top 2023 pick Baird named Boeing as a top idea this year and says it sees a recovery in aerospace. UBS names Target a top pick in 2023 UBS says it sees Target as a market share gainer in 2023. Wells Fargo initiates Snowflake as overweight Wells said in its initiation of the stock that it's built to "weather the storm." Piper Sandler names Amazon a top 2023 pick Piper Sandler says it sees share gains and easing comps for the e-commerce giant. " Bank of America names Domino's a top 2023 pick The firm says Domino's is well positioned in a declining macroeconomic environment.

☆ These were Warren Buffett's 10 best performing stocks held by Berkshire Hathaway in 2022
▼ + stars: | 2023-01-04 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Warren Buffett's Berkshire Hathaway wasn't immune from the 20% stock market sell-off in 2022. These were Buffett's 10 best performing stocks owned by Berkshire Hathaway in 2022. The worst performing stocks owned by Berkshire Hathaway in 2022 included Nu Holdings and Snowflake, which both sank 57%. These were the 10 best performing stocks owned by Berkshire Hathaway in 2022. The list also includes a Berkshire holding value as of September 30, and is according to data from Whale Wisdom.

☆ The best food marketing stunts of the year
▼ + stars: | 2022-12-23 | by ( Danielle Wiener-Bronner | ) edition.cnn.com time to read: +10 min

“The Big Cheez-It Tostada and Big Cheez-It Crunchwrap are in such Big demand that our limited offer is no longer available,” the chain said. Diane Bondareff/AP Images for Fancy FeastOver the summer, Fancy Feast invited people to answer the question: What does cat food taste like? The restaurant dishes drew inspiration from Fancy Feast Medleys, cat food that is itself inspired by human food like salmon primavera and turkey florentine. The restaurant’s menu was created by Amanda Hassner, in-house chef for Fancy Feast, as well as restaurateur Cesare Casella, a Michelin star winner, according to a Fancy Feast press release. Papa JohnsAs a permanent addition to the Papa Johns menu, the no-crust, toppings-only Papa Bowls are technically not a stunt.

☆ Warren Buffett and Berkshire Hathaway are beating the market this year
▼ + stars: | 2022-12-15 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +6 min

But Warren Buffett has no reason to be worried. Shares of Buffett’s Berkshire Hathaway (BRKB) are up about 5.5% in 2022. Berkshire has big stakes in Coca-Cola (KO) and Kraft Heinz (KHC), which are each up around 10% this year. Buffett turns 93 next August while Berkshire vice chair and long-time Buffett confidant Charlie Munger will celebrate his 99th birthday on New Year’s Day. Democratic Sen. Elizabeth Warren has introduced a bill with Republican Sen. Roger Marshall that would crack down on money laundering in the crypto world.

☆ Philadelphia is launching a plant-based cream cheese
▼ + stars: | 2022-12-06 | by ( Danielle Wiener-Bronner | ) edition.cnn.com time to read: +5 min

New York CNN Business —Philadelphia Cream Cheese is launching a non-dairy version of its signature spread. The plant-based cream cheese is now available at grocery stories in Atlanta, Houston, Miami and other locations in the Southeast, with a wider rollout planned for summer 2023. Philadelphia's plant-based cream cheese is available in the Southeast. According to data from IRI, only about 41% of households who buy plant-based cream cheese make a second purchase within the year. “It’s just easier to forgo cream cheese and cheese … than it is to forgo meat,” he said.

☆ Pepsi wants you to drink soda mixed with milk this holiday season
▼ + stars: | 2022-12-01 | by ( Danielle Wiener-Bronner | ) edition.cnn.com time to read: +4 min

Pepsi launched a campaign Thursday encouraging customers to try the combination and use the hashtag #PilkandCookies (as in Pepsi plus milk) to showcase their Santa-friendly concoctions. “Combining Pepsi and milk has long been a secret hack among Pepsi fans,” said Todd Kaplan, Pepsi’s chief marketing officer, in a statement about the campaign. Pepsi is now publicizing the mix as its spin on “dirty soda,” a popular TikTok trend that combines soda with syrup and cream. Pepsi is recommending a number of recipes to those who want to go beyond just Pepsi and milk, perhaps hoping to launch its own viral combination. Swig, which calls itself “home of the original dirty soda,” has been around since 2010 and serves a wide array of the carbonated mash-ups.

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