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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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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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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The sale of sugar-carbonated sodas in schools is a tiny, tiny part of their overall volume. The impact is more in terms of responsibility and accountability to the consumer.
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Energy drinks are enjoying phenomenal growth and Hansen has done a terrific job with its brands.
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Quaker Oats' grain-based snacks could show real growth within the Frito-Lay marketing and distribution system,
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We estimate that the diet category could actually surpass the regular soda category in about 12 to 15 years,
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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.
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on and off. Some if it has been good. Some has been somewhat less than good.
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If in the real-estate business it's all about location, location, location, then in the beverage business it's all about distribution, distribution, distribution. Coke, Pepsi and Cadbury with their bottling networks can get into almost every venue in the country.
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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.