Seeking Alpha

Analysis: Coca-Cola has strong growth drivers under the hood

  • Credit Suisse thinks the bear case in Coca-Cola (KO +0.6%) is fully discounted as it backs the Outperform rating it has on the stock.
  • The investment firm notes that Coca-Cola is offsetting falling carbonated soft drink consumption in the U.S. with market share gains and re-franchising plans.
  • The story on Coca-Cola in 2014 should fall away from the consumer backlash against sugary sodas mantra to focus on the impressive growth drivers Coca-Cola has under the hood.
  • The KO investment looks like a long-term play to CS with some short-term obstacles still in place.
Comments (2)
  • Good Call.
    "Short term obstacles" as Credit Suisse notes are just that, "short term" .
    And these provide bona fide BUYING opportunities.
    18 Dec 2013, 10:35 AM Reply Like
  • Absolutely. And a lower cost basis raises the dividend yield. KO and MCD are two consumer icons pushing three percent even now.
    22 Dec 2013, 08:08 AM Reply Like
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