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The Coca-Cola Company

5/18/2013, 4:03 PM ET

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Friday, May 17, 12:50 PM The USDA says the orange crop in Florida will be 10% smaller than an earlier forecast. Farmers in the state blame a bacterial disease for the reduced outlook for this year's harvest. The read-through: PepsiCo (PEP -0.6%) and Coca-Cola (KO -1%) have seen orange juice commodity prices rise 23% YTD in a market where hedges have gone awry in the past. Comment! [Consumer]
Wednesday, May 15, 8:16 AM It hasn't gone unnoticed by beverage companies that an estimated 20% of Americans know they should drink more water, but don't like the taste. With names likes Fruitwater, Vitaminwater, and Smartwater - companies including Coca-Cola (KO), PepsiCo (PEP), and Kraft Food Group (KRFT) plan to take advantage of this growing trend with new products to help drive up sales. The consumer love affair with flavored water also sets up nicely for SodaStream (SODA). 2 Comments [Consumer]
Friday, May 10, 12:58 PM The corn crop could be bigger than originally forecast as farmers in the U.S. Corn Belt delay planting to take advantage of a huge amount of rainfall this spring in the Midwest. The USDA said in its monthly forecast released today it expects a stockpile of 2.004B bushels of corn, above the analyst estimate of 1.973B bushels. The read-through of lower corn prices to U.S. companies is far-reaching, but a few food concerns to watch for potential margin relief include Buffalo Wild Wings (BWLD +1.1%), General Mills (GIS +0.3%), Kellogg (K +0.4%), Campbell Soup (CPB +0.1%), PepsiCo (PEP +0.1%), Coca-Cola (KO -0.3%), and Post Holdings (POST +0.5%). (USDA report) Comment! [Consumer, Commodities]
Friday, May 10, 8:43 AM More on Coca-Cola (KO) in China (previous): The billions the company plans to funnel into China is based on the belief that the market in China is vastly under-penetrated. The Chinese only consume an average of 39 Coca-Cola products (Coke Zero, Sprint, Diet Coke, Minute Maid, etc.) a year compared to the amazing 400 Coke products per consumer in the U.S. (Mayor Bloomberg are you keeping up?). Working in the company's favor is a long-standing relationship with China's government that has been smoother (so far) than the path of some other U.S. consumer giants.
1 Comment [Consumer]
Friday, May 10, 8:31 AM Coca-Cola (KO) exec Ahmet Bozer tells China Daily that the company will increase its investment in China to as much as $4B by 2014. Striking further into second- and third- tier cities will be part of Coca-Cola's ambitious plans in the nation. Comment! [Consumer]
Wednesday, May 8, 9:06 AM Coca-Cola (KO) indicates it will make a global push to offer more lower-calorie drinks. The company is also rolling out anti-obesity ads in other parts of the world outside of the U.S. where the commercials originated. Comment! [Consumer]
Wednesday, May 8, 7:34 AM Despite all the negative attention to the potential health consequences of energy drinks, the beverage category is still growing at a rapid pace. Sales in the U.S. toppled the $10B mark last year and are are expected to grow at a double-digit clip this year. Monster Beverage (MNST) claims a dominant 36.8% of the market share for energy drinks - while Red Bull GmbH, Rockstar, and products from Pepsico (PEP) and Coca-Cola (KO) continue to sell well. Comment! [Consumer]
Friday, April 26, 11:16 AM Warren Buffett made a surprise visit to Coca-Cola's (KO -0.2%) annual meeting this week where the investor advised execs to study the failures of previous companies which became too complacent. The advice seems to fall in line with a plan by Coca-Cola to go younger with its board of director to look forward instead of backwards. 7 Comments [Consumer]
Wednesday, April 24, 7:44 AM The board of directors at Coca-Cola (KO) will become younger over the next few years as a number of directors in their 80s and 70s are expected to step down. The company has drawn some criticism over having six directors with more than 20 years of tenure on the board. What to watch: A reconstituted board could push for more aggressive M&A plays in faster growing drink categories (Monster Beverage?). 6 Comments [Consumer]
Tuesday, April 16, 11:06 AM Heard during Coca-Cola's (KO +5.2%) earnings call: 1) A focus of the company will be squeezing more efficiency and profits out of bottling partnerships and operations. 2) Execs say they expect a "rational" pricing environment in Europe and parts of Latin America. 3) A shift in a geographic mix will impact gross margin results negatively during the year as lower-margin regions grow faster. 4) Consumer sentiment is forecast to be volatile and "mixed" at best, but pricing should remain stable. 5) A new Taylor Swift Diet Coke promotion is on tap. (webcast) Comment! [Consumer]
Tuesday, April 16, 7:56 AM More on Coca-Cola (KO): The company says it has an agreement in place to restructure the territories of five U.S. bottlers with sales and swaps. The moves which are designed to strengthen the U.S. business will take effect in 2014. KO +2.8% premarket. Comment! [Consumer]
Tuesday, April 16, 7:47 AM More on Coca-Cola's (KO) Q1: The company saw 4% volume growth during the period to beat estimates with emerging markets such as Thailand and India helping to offset sluggish sales in Japan and Brazil. China was a disappointment with volume growth of only 1% amid an economic slowdown. Ready-to-drink tea volume grew at a double-digit pace with new brands contributing. KO +2.9% premarket. (PR) Comment! [Earnings, Consumer]
Tuesday, April 16, 7:32 AM Coca-Cola (KO): Q1 EPS of $0.46 beats by $0.01. Revenue of $11.04B misses by $0.01B. (PR) Comment! [Earnings, Breaking News, Consumer]
Tuesday, April 16, 12:05 AM Notable earnings before Tuesday’s open: AMTD, BLK, CMA, GS, GWW, JNJ, KO, NTRS, USB, WWW Comment! [Earnings]
Monday, April 15, 5:30 PM Notable earnings before Tuesday’s open: AMTD, BLK, CMA, GS, GWW, JNJ, KO, NTRS, USB, WWW Comment! [Earnings]
Saturday, April 13, 8:25 AM When looking for dividend stocks, Kelley Wright believes a company isn't necessarily more attractive just because it pays a higher dividend. The key is when a stock's current yield is at the high end of the range of past yields; a strong balance sheet and a consistent pattern of higher earnings and rising dividends help too. Wright's top 10: APD, ADM, KO, COP, CVX, OXY, PEP, RS, TXN, WAG. 19 Comments [Quick Ideas]

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