Pepsi is about to release earnings. Ponder the Bear Case Scenario.
Cola consumption is on the decline. The flagship product is shriveling.
Cash strapped governments may decide to impose taxes on sugary drinks which will alter pricing elasticity.
Pepsi is number two and has not really been able to move the dial.
Keurig may prove to be a game changing home run bases loaded for Coca-Cola. The resulting power of Coca-Cola may be more than Pepsi can withstand. Cash is king.
The snack business is all about salt, sugar and carbs. All the very things that doctors tell us to avoid. as the diabetes epidemic takes its toll watch for regulatory back lash.
George Gutowski writes from a caveat emptor perspective.