What changed
Pepsi
Levi’s
Delta
Constellation
“.. The micro is already offering a glimpse of what it takes to deliver under pressure, with early results suggesting there is more to the story than simply beating expectations.”
- Morgan Stanley [Savone] https://t.co/mGhA4lUip6 — via @CarlQuintanilla
Why it matters
Morgan Stanley cites early Pepsi, Levi's, Delta, Constellation results showing pressure beyond beating expectations.