Caroline Levy Quotes
Coke is at an increasing disadvantage. Pepsi is locking up the non-carbonated segment. Coke is dealing with restructuring its internal problems while Pepsi is being proactive about growth. 
Tweet
Increasing | Disadvantage | Pepsi | Locking |
comments powered by Disqus
Coke is at an increasing disadvantage. Pepsi is locking up the non-carbonated segment. Coke is dealing with restructuring its internal problems while Pepsi is being proactive about growth.
- Caroline Levy
They've really got a crisis that they've never seen before on their hands. Emerging markets are collapsing; Japan, which is an enormous proportion of their earnings, is very weak; and the strange thing is that U.S. volume growth has actually slowed in the last couple of months. Not dramatically, but just on the margin, and North America is about 30 percent of Coke's global volumes. That will definitely impact growth if it slows [more]. Everything seems to be turning down at the same time.
- Caroline Levy