Caroline Levy
Caroline Levy
coke dealing increasing internal locking pepsi proactive problems
Coke is at an increasing disadvantage. Pepsi is locking up the non-carbonated segment. Coke is dealing with restructuring its internal problems while Pepsi is being proactive about growth.
coke dealing increasing internal locking pepsi proactive problems
Coke is at an increasing disadvantage, ... Pepsi is locking up the non-carbonated segment. Coke is dealing with restructuring its internal problems while Pepsi is being proactive about growth.
aside ceo couple critical filling increasing post void whitman
Aside from increasing their critical mass, we're filling a CEO void at Whitman and that's a post that's been up for grabs for a couple of years.
believe challenges coke continue face uk
We believe the Coke Enterprises will continue to face challenges in the UK through 2006.
area believe focus great
We believe his first area of focus will be the international operations, particularly Great Britain.
both coke drink introduce pepsi sports tried
Both Pepsi and Coke have tried to introduce sports drink products, but to no avail.
believe beverage company earnings growth hard investors margin percent pricing several stock volume
It's become the sterling growth stock in the large-cap beverage area, ... It has volume growth. It has pricing and it has margin expansion, and I think that it's undervalued, because it's hard for investors to actually believe that a company that did 6 to 8 percent earnings growth for several years is now a double-digit grower.
america below north pricing volumes
North America volumes were below our estimate, but pricing was strong.
huge
They would take huge flack from shareholders if they did.
afford anyone behind board daft environment heads hurt rally stick
I don't think Daft or anyone would want to stick their heads out there now with the regulatory environment being what it is. This may have hurt him, but I don't think the board can afford not to rally behind him at this point.