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  • Coca-Cola: Buffett Was Right, Wall Street Was Wrong  [View article]
    Thre's another side to this coin: Why is KO's price just over $50 today when it hit $85 in 1998? For some answers to this question see my March 27, 2007 post on "Marketing Hell" at www.customersandcapita...
    Jul 19 10:56 am |Rating: 0 0 |Link to Comment
  • Coca-Cola in Talks to Acquire Stake in Glaceau [View article]
    MARKETING HELL

    For all its virtues the 1986 marriage of KO and CEE was made in marketing hell. The battle between Pepsi and Coke for shelf space in supermarkets was punishing. And CEE was caught in the cross-fire.

    Coke wants to be the best buy on the shelf because the lower its shelf price the more it sells. Of course, that means more syrup sales to its bottlers. CEE wants to maintain shelf price because that's the only way to keep its margins from shrinking. Who wins in this battle between shelf price and syrup volume?

    Check out my answer to this quesiton at www.customersandcapita...
    Apr 26 10:29 am |Rating: 0 0 |Link to Comment
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