John Sicher
John Sicher
both coke companies innovation moving pipeline soft stronger
Between Coke and Pepsi, Coke's innovation pipeline was stronger in carbonated soft drinks. That made the difference. But fundamentally, both these companies need to be moving in the noncarbonated direction.
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The antitrust laws would make it hard for Coke and Pepsi to buy more carbonated soft drinks brands.
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Wal-Mart's growth and power is changing how consumers buy products and how beverage companies sell products. The lawsuit is about Coke and its bottlers trying to come to terms with that.
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Coke has identified North America as a challenging market, and it's clear there is still work to be done and changes to be made.
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It's Coke and Pepsi and Cadbury who really stepped up to the plate and did something fairly controversial, and they deserve a lot of credit for this.
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Though not specifically part of management succession, this move, like Mary Minnick's promotion last year, elevates another strong executive and makes them both people to watch.
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With innovation and new product plans, it will be pretty intense next year.
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Turner is simply one of the best in the U.S. beverage business. Growing carbonated soft drinks today is a challenge, and Turner is very well equipped to do that with Big Red.
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Few things this important are easy and the company and the bottlers are going to need to find a way to resolve the challenges of the new retail landscape.
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But soft drinks sales overall are holding up well. If you're looking at the first-quarter U.S. volume growth this year for both Coca-Cola and PepsiCo, it's important to consider that other factors were at play including bad weather and anti-U.S. sentiment around the world.
bad both consider drinks factors growth holding including looking overall sales sentiment soft volume weather year
But soft drinks sales overall are holding up well, ... If you're looking at the first-quarter U.S. volume growth this year for both Coca-Cola and PepsiCo, it's important to consider that other factors were at play including bad weather and anti-U.S. sentiment around the world.
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on and off. Some if it has been good. Some has been somewhat less than good.
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I think people have a growing interest in beverages which are lighter and have actual or perceived functional benefit. I think we've seen a decline in regular soft drinks for some time.
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I think certainly there's a certain set of American consumers interested in healthy beverages. Water is certainly a healthy beverage. There has been a great deal of bottled water, a huge proliferation in the last four or five years since it was bottled in convenience packaging.