Coca-Cola is about to release earnings. Ponder the Bull Case Scenario:
Coca-Cola is the worlds premium soft drink brand and typically commands a premium in relation to other competitors.
Emerging markets are so untapped that Coca-Cola can expect run-away growth as they catch on and become more available.
Keurig seeks to disrupt the coffee market and let Coca-Cola become dominant. So far Keurig is miles ahead of other offerings and looks to be achieving scale on a global basis.
George Gutowski writes from a caveat emptor perspective.