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Coca cola - lost it's bubbles?
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Re: Coca cola - lost it's bubbles?
So I might run the Pepsi numbers. However (perhaps you people know about this already?), I'm now surfing various market research to figure out the decline of KO, and came across this for Pepsi:
The main headwinds
However, several long-term headwinds could still throttle PepsiCo's growth. Soda consumption in the U.S. is currently at a three-decade low, according to Beverage Digest, and that softer demand is reflected across other markets. The approval of soda taxes in several markets could exacerbate that pain.
https://www.fool.com/investing/2019/09/ ... years.aspx
Also found this:
Why Americans Are Drinking Less Soda than They Were 20 Years Ago
Are you surprised to learn that full-calorie soda consumption in the United States has dropped by 25 percent in the last 20 years?
It’s the largest change in the American diet in the last century, thanks to big campaigns that raised awareness on the health detriments related to soda consumption.
As a result, the beverage industry has shifted gears in the direction of soda alternatives, like iced tea, sports drinks, and bottled and flavored waters.
Soda is seen as the new tobacco, and experts think that soda consumption will decline even more as anti-soda campaigns and policies move forward. And for diet soda? Seems like it’s headed down the same path as soda, with consumers being increasingly skeptical of artificial sweeteners.
https://www.thekitchn.com/why-americans ... ago-224248
Americans are buying less soda, but the industry is still dominating
Americans sure aren’t drinking soda like they used to, but big beverage companies are still betting soft-drink die-hards want new options.
“It turns out people who still love soda are willing to pay more for it, especially now that it is in smaller packages that make it easier to control portions,” Duane Stanford, executive editor at Beverage Digest, tells FOX Business.
Case in point, Coke (NYSE:KO) is rebooting Coke Zero to Coke Zero Sugar with a new formula debuting later this month.
Stuart Kronauge, business unit president, USA Operations and senior vice president, Marketing, Coca-Cola North America is hoping loyal Coke Zero fans will embrace the revamp. “We also hope that people who love the unforgettable taste of Coca-Cola, but want less sugar, will try it and enjoy,” he said in a statement.
Along with healthier options, consumers also like a deal when it comes to soda. Last week, fast food giant McDonald’s (NYSE:MCD) reported better-than expected sales for the first time in more than five years after executives said customers reacted positively to a $1 soda promotion, in addition to their premium sandwich deals.
The soda category continues to outsize trendier water drinks when it comes to revenues. Top soda brands like Coke (NYSE:KO), Pepsi (NYSE:PEP) and Dr. Pepper raked in over $80.5 billion in retail sales during 2016, with water coming in as a far second at $23.2 billion, according to Beverage Digest. Even though soda consumption declined for the 12th straight year.
Stanford says that soda companies should only start to worry about the fall in consumption when they fail to “profitably meet consumer demand.”
“There have been two seismic consumer shifts in beverages. The obsessive hunt for variety and the need to better balance sugar and calorie consumption. Add to that a growing desire for simpler labels and more functional ingredients and this is a revolution. Beverage makers like Coca-Cola, PepsiCo and Dr. Pepper Snapple are learning how to assimilate these trends and make them work at scale. But turning a large ship takes time and the complexity can be staggering,” Stanford adds.
https://www.foxbusiness.com/features/am ... dominating
Google delivers loads more related documents using "why americans drink less soda"
Matt
The main headwinds
However, several long-term headwinds could still throttle PepsiCo's growth. Soda consumption in the U.S. is currently at a three-decade low, according to Beverage Digest, and that softer demand is reflected across other markets. The approval of soda taxes in several markets could exacerbate that pain.
https://www.fool.com/investing/2019/09/ ... years.aspx
Also found this:
Why Americans Are Drinking Less Soda than They Were 20 Years Ago
Are you surprised to learn that full-calorie soda consumption in the United States has dropped by 25 percent in the last 20 years?
It’s the largest change in the American diet in the last century, thanks to big campaigns that raised awareness on the health detriments related to soda consumption.
As a result, the beverage industry has shifted gears in the direction of soda alternatives, like iced tea, sports drinks, and bottled and flavored waters.
Soda is seen as the new tobacco, and experts think that soda consumption will decline even more as anti-soda campaigns and policies move forward. And for diet soda? Seems like it’s headed down the same path as soda, with consumers being increasingly skeptical of artificial sweeteners.
https://www.thekitchn.com/why-americans ... ago-224248
Americans are buying less soda, but the industry is still dominating
Americans sure aren’t drinking soda like they used to, but big beverage companies are still betting soft-drink die-hards want new options.
“It turns out people who still love soda are willing to pay more for it, especially now that it is in smaller packages that make it easier to control portions,” Duane Stanford, executive editor at Beverage Digest, tells FOX Business.
Case in point, Coke (NYSE:KO) is rebooting Coke Zero to Coke Zero Sugar with a new formula debuting later this month.
Stuart Kronauge, business unit president, USA Operations and senior vice president, Marketing, Coca-Cola North America is hoping loyal Coke Zero fans will embrace the revamp. “We also hope that people who love the unforgettable taste of Coca-Cola, but want less sugar, will try it and enjoy,” he said in a statement.
Along with healthier options, consumers also like a deal when it comes to soda. Last week, fast food giant McDonald’s (NYSE:MCD) reported better-than expected sales for the first time in more than five years after executives said customers reacted positively to a $1 soda promotion, in addition to their premium sandwich deals.
The soda category continues to outsize trendier water drinks when it comes to revenues. Top soda brands like Coke (NYSE:KO), Pepsi (NYSE:PEP) and Dr. Pepper raked in over $80.5 billion in retail sales during 2016, with water coming in as a far second at $23.2 billion, according to Beverage Digest. Even though soda consumption declined for the 12th straight year.
Stanford says that soda companies should only start to worry about the fall in consumption when they fail to “profitably meet consumer demand.”
“There have been two seismic consumer shifts in beverages. The obsessive hunt for variety and the need to better balance sugar and calorie consumption. Add to that a growing desire for simpler labels and more functional ingredients and this is a revolution. Beverage makers like Coca-Cola, PepsiCo and Dr. Pepper Snapple are learning how to assimilate these trends and make them work at scale. But turning a large ship takes time and the complexity can be staggering,” Stanford adds.
https://www.foxbusiness.com/features/am ... dominating
Google delivers loads more related documents using "why americans drink less soda"
Matt
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Re: Coca cola - lost it's bubbles?
Matt
Coke is currently on a 5.1% free cash flow yield, the valuation looks to be the lowest since 2010-11 and it has a 4.3% dividend yield.
Pepsi 4.5% FCFY, the cheapest since 2012-13 and 3.9% dividend.
FWIW.
Best wishes
Mark.
Coke is currently on a 5.1% free cash flow yield, the valuation looks to be the lowest since 2010-11 and it has a 4.3% dividend yield.
Pepsi 4.5% FCFY, the cheapest since 2012-13 and 3.9% dividend.
FWIW.
Best wishes
Mark.
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Re: Coca cola - lost it's bubbles?
ADrunkenMarcus wrote:Matt
Coke is currently on a 5.1% free cash flow yield, the valuation looks to be the lowest since 2010-11 and it has a 4.3% dividend yield.
Pepsi 4.5% FCFY, the cheapest since 2012-13 and 3.9% dividend.
FWIW.
Best wishes
Mark.
Interesting, thanks Mark!
Gotta say, re. the US markets I'm currently stalking Visa. Currently between $140-150. I've plotting the SP500 for past 2 weeks. Definitely still falling. I'll take another look midweek and see what I reckon.
Thanks again for the heads up!
Matt
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Re: Coca cola - lost it's bubbles?
That’s good for Visa!
I prefer MasterCard but both are great. I’ll be topping up big in April.
Best wishes
Mark
I prefer MasterCard but both are great. I’ll be topping up big in April.
Best wishes
Mark
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Re: Coca cola - lost it's bubbles?
Potted that PepsiCo dropped 11 per cent on Friday. What am I missing? This is a global Titan whose products are flying off the shelves at the present time.
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Re: Coca cola - lost it's bubbles?
flyer61 wrote:Potted that PepsiCo dropped 11 per cent on Friday. What am I missing? This is a global Titan whose products are flying off the shelves at the present time.
It is, and revenues should be resilient.
Debt is 2.1 times forecast 2020 EBITDA, which seems reasonable and manageable for a company like PepsiCo.
Best wishes
Mark.
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Re: Coca cola - lost it's bubbles?
flyer61 wrote:Potted that PepsiCo dropped 11 per cent on Friday. What am I missing? This is a global Titan whose products are flying off the shelves at the present time.
I guess the market is assuming a global contraction in wages, hence spending power of customers, e.g. lay-offs particularly Stateside. I doubt whether a significant number of those customers will die, however.
Whether the SP fall is proportionate is what's up for debate. Probably not!
Matt
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Re: Coca cola - lost it's bubbles?
Just reported on Director Dealings sites (HL & AJ Bell):
Coca-cola Hbc Ag (cdi) (CCH)
Director name: Bogdanovic,Zoran
Amount purchased: 218,337 @ 1,872.49p
Value: £4,088,334.17
I cannot find any reporting of this. Is there a decimal point in the wrong place - or is this accurate?
T7
Coca-cola Hbc Ag (cdi) (CCH)
Director name: Bogdanovic,Zoran
Amount purchased: 218,337 @ 1,872.49p
Value: £4,088,334.17
I cannot find any reporting of this. Is there a decimal point in the wrong place - or is this accurate?
T7
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Re: Coca cola - lost it's bubbles?
Just seen on other sites he has bought 218 shares - what is going on?
T7
T7
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Re: Coca cola - lost it's bubbles?
The OP was actually about NYSE:KO not LON:CCH. But hey - it's a free country right?
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- Lemon Half
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Re: Coca cola - lost it's bubbles?
terminal7 wrote:Just reported on Director Dealings sites (HL & AJ Bell):
Coca-cola Hbc Ag (cdi) (CCH)
Director name: Bogdanovic,Zoran
Amount purchased: 218,337 @ 1,872.49p
Value: £4,088,334.17
I cannot find any reporting of this. Is there a decimal point in the wrong place - or is this accurate?
T7
See https://www.investegate.co.uk/coca-cola ... 08263749N/
Scroll down and you will see:
Price Volume Total
18.72488 GBP 218.337 GBP 4088.33
TJH
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