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The Coca-Cola Company (KO)

  • Oct. 7, 2014, 8:37 AM
    • Shares of Keurig Green Mountain (NASDAQ:GMCR) are higher in early action despite a soft read from SodaStream (NASDAQ:SODA) on demand for home beverage systems.
    • A strong initiation from Goldman Sachs on the stock is helping to offset any concerns on the category.
    • Coca-Cola (NYSE:KO) has its eyes on the developments with its 10-year Keurig Cold partnership kicking off in 2015.
    • If it's true that PepsiCo (NYSE:PEP) and Starbucks (NASDAQ:SBUX) have interest in SodaStream - there's some number-crunching going inside the C-suites there.
    • GMCR +2.1% premarket, SODA  -17.5%.
  • Oct. 3, 2014, 2:55 PM
    • Red Bull plans to increase prices on all its products in North America.
    • The price hikes will average 5%.
    • The energy drink development come with most forecasts for growth in the beverage category falling in the double-digit range.
    • Related stocks: MNST, PEP, KO.
  • Oct. 2, 2014, 9:27 AM
    • We actually bought some stocks on the dip yesterday, says Warren Buffett (BRK.A, BRK.B), appearing on CNBC. More from The Oracle ...
    • "I made a mistake on Tesco (OTCPK:TSCDF, OTCPK:TSCDY). That was a huge mistake by me."
    • The new Coca-Cola (NYSE:KO) compensation plan makes "great sense." His involvement came only after being asked, and was not adversarial. "I feel as good about my Coke investment as I've ever felt."
    • "It doesn't have anything to do with taxes," says Buffett, of the Burger King/Tim Horton's deal. He notes Tim Horton's earns twice as much money as BK, and the deal has to pass muster with Canadian regulators.
    • Alibaba? "I don't think we've bought an IPO in over 50 years."
    • Asked about today's announced purchase of a major auto dealer, Buffett says it's a play on the strength of the auto sector right now. "I fully expect we'll buy a lot more dealerships over time."
  • Oct. 1, 2014, 12:41 PM
    • "Coca-Cola (KO -0.2%) has finally conceded that the equity compensation plan it put to a vote of shareholders in April was outrageously excessive and inconsistent with past plans," says David Winters, responding to changes announced today to the company's pay plan.
    • Citing "shareholder engagement" a number of times in its press release (i.e. a chat with Warren Buffett), Coca-Cola says the new guidelines "further align compensation to the long-term interests of shareowners."
    • The last word goes to Winters: "Today's statement by Coca-Cola only calls into question the competence and leadership of the board of directors and management. Much more work has to be done to revitalize Coca-Cola and restore trust in the company.”
  • Sep. 30, 2014, 9:07 AM
    • Coca-Cola (NYSE:KO) has introduced a wearable device aimed at teenagers in the U.K.
    • The fitness and sleep tracker is being promoted as a health monitoring device.
    • The product is part of the company's global Movement Through Happiness campaign.
    | Comment!
  • Sep. 25, 2014, 1:33 PM
    • Coca-Cola's (KO -1%) sales have received a boost from the company's Share-A-Coke promotion.
    • The personalization by name of bottles and cans has stirred interest, according to industry watchers. Some personalized Coca-Cola bottles and cans have even been put out for bid on eBay.
    • Nielsen data indicates a 0.4% increase in Coke sales during a 12-week period in the summer to counter a long trend of sliding volume and help the company pick up market share against PepsiCo and Dr. Pepper Snapple.
    • An official sales tally from the company comes out next month with Q3 earnings.
    | 1 Comment
  • Sep. 24, 2014, 10:08 AM
    • India Prime Minister Narenda Modi says he has asked Coca-Cola (KO +0.5%) and PepsiCo (PEP +0.8%) to add more natural fruit juices to their drinks in an effort to support domestic farming.
    • Food wastage is a major issue in India, prompting Modi's call to the U.S. beverage giants for help.
  • Sep. 23, 2014, 2:57 PM
    • Soda sellers Coca-Cola (KO -0.6%), Dr. Pepper Snapple (DPS -2.1%), and PepsiCo (PEP -0.7%) sign a pact to work toward a goal of reducing calorie intake in the U.S.
    • The voluntary agreement will see the companies market zero-calorie and low-calorie drinks and provide more calorie counts on products.
    • The terms of the deal were negotiated by the American Beverage Association and the Alliance for a Healthier Generation.
    | 1 Comment
  • Sep. 16, 2014, 7:09 AM
    • Cowen starts coverage off on Coca-Cola (NYSE:KO) with a Market Perform rating.
    • The investment firm's report Is Soda the New Cigarette warns of more attacks on the soft drink industry.
    • KO -0.1% premarket
    | 1 Comment
  • Sep. 15, 2014, 11:24 AM
    • Coca-Cola (KO) brings back its Surge brand today with a full social media blitz.
    • The soft drink was pulled from the company's product list about 12 years ago after failing to knock down Mountain Dew.
    • Coca-Cola is selling Surge exclusively through Amazon to mark the first time it has limited distribution to the e-commerce channel.
  • Sep. 11, 2014, 7:08 PM
    • After moving back above the $100/share level, Apple (NASDAQ:AAPL) is back over the $600B mark in market cap, pushing it nearly $200B above Exxon Mobil (NYSE:XOM), the next largest company in the U.S.
    • XOM is still valued at more than $400B, but Google (NASDAQ:GOOG) at $397B and Microsoft (NASDAQ:MSFT) - which has surged in 2014, adding $74B in market cap to $386B - are closing the gap.
    • Berkshire Hathaway (NYSE:BRK.B) completes the top five with a $339B market cap; no other companies are worth more than $300B.
    • Rounding out the top 20 market caps: JNJ, WFC, GE, WMT, CVX, PG, JPM, FB, VZ, IBM, PFE, KO, ORCL, T, MRK.
  • Sep. 11, 2014, 3:05 PM
    • The convenience store channel performed well for soda drink and energy drink sellers in August, according to data from Wells Fargo.
    • Packaged beverage sales rose 4% Y/Y during the period, a pace which has extended into Q4 and beats the overall volume growth seen in the U.S. market this year for the beverage industry.
    • Related stocks: PepsiCo (NYSE:PEP), Coca-Cola (NYSE:KO), Monster Beverage (NASDAQ:MNST), Dr. Pepper Snapple (NYSE:DPS).
  • Sep. 3, 2014, 9:21 AM
    • Keurig Green Mountain (NASDAQ:GMCR) and Coca-Cola (NYSE:KO) announce that they will include still drinks (non-carbonated) in their partnership.
    • Coca-Cola will introduce Honest Tea K-Cup packs for Keurig machines as the first brand to be included in the expanded distribution deal.
  • Aug. 20, 2014, 8:48 AM
    • Coca-Cola Amatil (OTCPK:CCLAY) is facing a serious profit squeeze in Indonesia with currency swings and higher costs significant factors.
    • The company is also spending heavily in the nation in an effort to boost the Coke brand.
    • YTD earnings from Amatil's Indonesia and Papua New Guinea division are off 80% YTD.
    • Coca-Cola (NYSE:KO) has a 29% stake in the Australian soft drinks concern.
    | 1 Comment
  • Aug. 16, 2014, 8:25 AM
    • So why didn't Coca-Cola (NYSE:KO) just go all the way and acquire all of Monster Beverage (NASDAQ:MNST) instead of stopping at an asset swap and a 16.7% stake?
    • More than anything, "it's about protecting the [Coke] brand and the image" from a company that urges consumers to "unleash the beast" with drinks such as Assault and Khaos, said a person close to Coke.
    • Coke figures it deals with enough controversy from those who blame sugary sodas for obesity and diabetes; it wants to keep at arm's length from the more serious public relations battles facing the energy drinks industry, including an FDA probe over deaths possibly linked to Monster.
    • On the financial side, the deal involves a reasonable $2.1B cash up front, while a full acquisition would have required at least $12B based on Thursday's closing stock price - roughly equivalent to the amount of cash Coke had on hand at the end of July.
    • Despite the cautious approach, Coke could still own Monster some day; a standstill agreement limits KO to increasing its stake to 25% over four years, but MNST's board can waive it at any time.
  • Aug. 14, 2014, 4:51 PM
    • Coca-Cola (NYSE:KO) is acquiring a 16.7% stake in Monster Beverage (NASDAQ:MNST) as part of a strategic alliance. Coke will make a $2.15B net cash payment to Monster at the time of the deal's closing, which is expected in late 2014 or early 2015.
    • As part of the deal, Monster will transfer its non-energy businesses to Coke, and "enter into expanded distribution agreements." Monster will transfer its Hansens Natural Sodas, Peace Tea, Huberts Lemonade and Hansens Juice Products brands, among others.
    • At the same time, Coke will "transfer ownership of its worldwide energy business, including NOS, Full Throttle, Burn, Mother, Play and Power Play, and Relentless," to Monster.
    • Coke will have two directors on Monster's board. The partnership follows Coke's February deal with Keurig Green Mountain. Coke: "Our equity investment in Monster is a capital efficient way to bolster our participation in the fast-growing and attractive global energy drinks category."
    • Monster: "Our agreement enables us to focus on our core energy business, while leveraging the strength of The Coca-Cola Companys powerful distribution and bottling system on a worldwide scale."
    • MNST +25.6% AH.
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Company Description
Coca-Cola Co manufactures, distributes and markets non-alcoholic beverage concentrates and syrups.