Seeking Alpha
  • Energysystems
    $PEP and $KO have spent over 20B in the last few years buying their bottling operations. Neither will buy $SODA imo. But $KRFT could.
    6/6/13
    Reply (3)
    • lower98th: Pepsi and KO hold patents on original soda machines, so no moat there. Pepsi and Coke could just put their own on the grocery shelf.
      6/6/13
    • Energysystems: Plus, nobody purposefully cuts their own profit margin.
      6/6/13
    • Vinofilo: Well, if they did my purchase of $COT at 8 resistance would be very costly.
      6/6/13