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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Consumers are looking for more and more choice, and beverage companies are responding. The macro trend is toward lighter, lower calorie beverages, but consumers still like sweet, creamy, dessert-like beverages.
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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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The diet part of the industry is where the growth is, and these companies are now expanding their offerings of diet sodas.
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The biggest trend last year was the accelerated growth of the diet sodas,
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The airline business in terms of volume is tiny. It's more important in terms of presence, visibility and a little bit of prestige.
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Summer is the highest-volume period of the year for the beverage industry. But it's not just the new products that will get the attention. The promotions and advertising are also very important for both companies.
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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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They are very aggressive in marketing and have pervasive distribution. It's No. 1 in water in the U.S. and a lot of it has to do with marketing, imagery and distribution availability.
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Energy drinks are enjoying phenomenal growth and Hansen has done a terrific job with its brands.
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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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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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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.