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Heard during Coca-Cola's earnings call

  • Coca-Cola's (KO -4.2%) management sees a way out of sluggish growth patterns in North America through improved consumer spending trends and an increased marketing spend in the region. Look for price/mix to be a bottom line driver as well.
  • The company expects the recent turmoil in emerging markets to stabilize as it learns how to navigate around political issues in regions such as Thailand, Turkey, and Venezuela.
  • Execs say they are "excited" about the Green Mountain Coffee Roasters partnership without breaking off into any great details. The investment is tied to new trends that Coca-Cola sees in at-home consumption of beverages.
  • Earnings call webcast
Comments (9)
  • slcUTAH
    , contributor
    Comments (504) | Send Message
    KO will feel headwinds at least through the short term ahead. I'm still long KO and will add more to my position, however, I believe the stock still comes down a bit more.


    18 Feb, 02:45 PM Reply Like
  • Momintn
    , contributor
    Comments (3818) | Send Message
    Soft drinks will pick up as the weather warms.
    18 Feb, 03:17 PM Reply Like
  • Byloe Enhold
    , contributor
    Comments (651) | Send Message
    "Excited" is the most overused word in an executive's vocabulary. Go figure what it means.
    18 Feb, 03:43 PM Reply Like
  • joelkatz
    , contributor
    Comments (448) | Send Message
    KO-GMCR looks like a flop of a deal, Executives at KO would not go into details of the deal, as there isn't much to expect from single serve soda beverages.
    18 Feb, 03:49 PM Reply Like
  • Rose_Colored_Glasses
    , contributor
    Comments (908) | Send Message
    @joelkatz -
    That assessment is a little harsh - it is a peanuts deal where they acquired a 10% stake and their shares are up 40% in a week so I wish I had a flop like that.
    18 Feb, 05:09 PM Reply Like
  • joelkatz
    , contributor
    Comments (448) | Send Message
    Success for short term does not contradict with Flop for the long run, KO locked its profit of home made beverages, with gmcr which was a bad move, KO's business is not in trading stocks.
    18 Feb, 06:36 PM Reply Like
  • jimsod
    , contributor
    Comments (7) | Send Message
    Is KO management to blame? Sould I bail out or buy more? Is Pepsico a better position?
    18 Feb, 04:07 PM Reply Like
  • Diggerdugit
    , contributor
    Comments (48) | Send Message
    Pepsi is a better deal because of the snacks business that they own. I'm long both but believe PEP is the better investment in the near term. However the long term profits will be GMCR. I think this single carbonated drink that you can fix at home has got great potential. Margins are good, you don't have the mess, expense, and the fuss of bottles and cans, plus it will help clean up the planets land fills. Any body heard what Warren Buffet thinks about the KO deal with GMCR??
    18 Feb, 08:25 PM Reply Like
  • joelkatz
    , contributor
    Comments (448) | Send Message
    Do you think it's practical for a family? With Sodastream you just fill up a pitcher with whichever drink, and there it goes for the whole family, but what's the potential with singles living in their private homes?
    19 Feb, 09:40 AM Reply Like
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