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Tim Travis
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Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
My company:
T&T Capital Management
My blog:
T&T Capital Management Blog
My book:
Learn to Treat Your Portfolio as a Business
  • Coca-Cola Streamlines Its Structure-WSJ 0 comments
    Jul 30, 2012 4:12 PM | about stocks: PEP, KO

    Coca-Cola (KO) announced on Monday that it is organizing its operations around three divisions starting January 1st. The 3 divisions are Coca-Cola Americas, Coca-Cola Eurasia and Africa, and the Bottling Investment Group. I believe this is a very smart decision for Coca-Cola to avoid complexity and to attempt to minimize SG&A expenses. I believe that Pepsi (PEP) would also benefit from a more simplistic operating structure and honestly I wouldn't be surprised to see them mimic Coke's move, with the exception that Pepsi has much larger food and snacks operations.

    http://online.wsj.com/article/SB10000872396390444405804577558791535202550.html?mod=WSJ_hp_LEFTWhatsNewsCollection

    Disclosure: I am long PEP.

    Stocks: PEP, KO
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