Here's what's up on Thursday's Squawk on the Street:
--Earnings from Pepsi were in line with estimates, and we're watching the stock. We're also doing something pretty obvious... but worthwhile nevertheless, we're comparing it to Coca-Cola. Call it an investor's taste test.
--Also this morning, we've found a trend in some industrials off the beaten path. See what Cummins, WW Grainger and PPG Industries are showing us about the next level for the markets.
--Plus, retailers are reporting chain stores this morning. On our watchlist: Wal-Mart, JC Penney, Gap, Ann Taylor, Macy's and beyond.
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