The carbonated soft drink category is fundamentally in trouble. I anticipate there will be some sporadic growth of a few regular brands and some diets, but the outlook doesn't look good for the category.
More Quotes from John Sicher:
If in the real-estate business it's all about location, location, location, then in the beverage business it's all about distribution, distribution, distribution. Coke, Pepsi and Cadbury with their bottling networks can get into almost every venue in the country.John Sicher
But soft drinks sales overall are holding up well, ... If you're looking at the first-quarter U.S. volume growth this year for both Coca-Cola and PepsiCo, it's important to consider that other factors were at play including bad weather and anti-U.S. sentiment around the world.
John Sicher
Turner is simply one of the best in the U.S. beverage business. Growing carbonated soft drinks today is a challenge, and Turner is very well equipped to do that with Big Red.
John Sicher
Results are starting to improve, but the company is still a work in progress.
John Sicher
Wal-Mart's growth and power is changing how consumers buy products and how beverage companies sell products. The lawsuit is about Coke and its bottlers trying to come to terms with that.
John Sicher
They are very aggressive in marketing and have pervasive distribution. It's No. 1 in water in the U.S. and a lot of it has to do with marketing, imagery and distribution availability.
John Sicher
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