logo
episode-header-image
Apr 2022
21m 44s

Big Soda > Big Beer

The Motley Fool
About this episode

Shares of Coca-Cola hit a new all-time high today, continuing a trend of steady results for big soda producers. (0:20) Jason Moser discusses: - Coke's strong 1st-quarter organic revenue growth - CEO James Quincey's warning of "storm clouds" on the horizon - The success of Coke's 2018 acquisition of Costa Coffee - Why companies like Coke and Pepsi are outperforming major beer companies

(11:00) Senior analysts Maria Gallagher and Alyce Lomax break down what investors need to know about reviewing board members, CEO Pay, and the other big issues surrounding proxy voting.

Stocks discussed: KO, PEP, BUD, TAP, SAM, XOM

Want even more stock ideas? Get a copy of our FREE investing starter kit - http://fool.com/starterkit

Host: Chris Hill Guests: Jason Moser, Maria Gallagher, Alyce Lomax Producer: Ricky Mulvey Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
The AI App Store Moment
OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon, Booking.com, and Target. Travis Hoiu ... Show More
26m 5s
Oct 7
Tariffs, Social Shopping, and an EV Reset
As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working” (and who’s really paying) - How a U.S. sale of TikTok could reshape social commerce j ... Show More
28m 21s
Oct 6
The AI Infrastructure Opportunity: 3 Fools Weigh In
Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next? Asit Sharma, Yasser El-Shimy, and Tim Beye ... Show More
30m 8s
Recommended Episodes
Nov 2023
The Coca-Cola Company - [Business Breakdowns, EP.136]
This is Zack Fuss. Today we are breaking down The Coca-Cola Company. On May 8th, 1886, Dr. John Pemberton brought this perfected syrup to Jacobs Pharmacy in downtown Atlanta, where the first glass of Coca-Cola was poured for five cents a glass. Today, more than 1. 9 billion servi ... Show More
45m 29s
Aug 2023
How a Global Brewing Company Explored the Cannabis Market
Innovation is a challenge for large incumbent companies. Their long-term success depends on exploring new innovations that stretch the organization beyond its core businesses. But these new opportunities must draw on the company’s existing strengths and leadership position. Harva ... Show More
27m 47s
Sep 2018
CG: Coca-Cola Wants a Piece of This $570 Billion Market
On Aug. 31, Coca-Cola announced that it would acquire Costa, a coffee business with thousands of retail storefronts and vending machines stretching from the U.K. to China. Combined with Coke’s industry-leading scale and distribution, the $5.1 billion buyout will help the company ... Show More
25m 42s
Jan 2024
Brewing creativity with Jim Koch of Boston Beer Company
When Jim Koch created Samuel Adams Boston Lager in 1984, American craft beer was still in its infancy. But forty years and thousands of new craft breweries later, both the competition and Jim’s drive to innovate are fiercer than ever...This week on How I Built This Lab, Jim revea ... Show More
37m 40s
Jun 2023
Prof G Markets: The Demise of Bud Light, the Fed Pause, and Andreessen Horowitz’s London Office
This week on Prof G Markets, Scott shares his thoughts on the latest decision from the Federal Reserve and how its rate hiking campaign has impacted his investing strategy. He then discusses why the UK Prime Minister is excited that Andreessen Horowitz is opening a London office. ... Show More
42m 19s
Jun 2024
Birkenstock Convinces Investors That It’s Really a Luxury Brand
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News European Healthcare and Consumer Reporter Tim Loh explains how the 250-year-old German orthopedic shoe company Birkenstock has transformed itself into a luxury behemoth. Bloomberg News Chief Tech ... Show More
47m 7s
May 2024
Classic Deal - Burger King by 3G Capital (S3.EP.09)
3G Capital’s buyout of Burger King may be the most successful private equity deal you’ve never heard about. Over the last fourteen years, or the length of a typical private equity fund, 3G turned a $1 billion investment into $28 billion in value. The annual dividends from the inv ... Show More
1h 11m
May 2024
ConocoPhillips to Acquire Marathon Oil in $17 Billion Deal
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Anchor Alix Steel reports on ConocoPhillips agreeing to acquire Marathon Oil in an all-stock deal valuing the company at about $17 billion, extending a major buying spree among the largest player ... Show More
43m 10s
Feb 2024
The Deal Room: The sobering of SPACs and the IPO market heats up
In this week's episode, we unpack the following four stories in the world of corporate finance. Will new SEC rules mean that SPACs (Special Purpose Acquisition Companies) can be more than a bubble-market phenomenon? The IPO market continues to heat up so what's driving the newfou ... Show More
34m 41s
Feb 2024
Berkshire's Operating Units Holding Up Well
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola discusses why Berkshire Hathaway earnings power should remain intact given its diverse units that can offset pockets of weak ... Show More
38m 52s