“If you gave me $100 billion and said take away the soft drink leadership of Coca-Cola in the world, I’d give it back to you and say it can’t be done." —Warren Buffett

Hi Investors! Competition Intensity and levers for winning are very interesting to analyse. Reliance Industries have shown clear intent to enter the Cola Industry that has been a duopoly since eternity. They recently acquired the iconic Campa Cola brand of 1980s and early 1990s and have launched a revamped version in 3 flavours of Cola, Orange & Lemon.

In this episode we'll analyse if this can be a real game changer for existing Cola Champions. We’ll focus on the entire Beverage Industry and have lined up a whole new way of understanding the positioning of different players in the industry. Then we’ll focus on the history, international examples of success & failure, what it takes to win, how Reliance can make a significant impact etc.

It took immense effort and many hours of work to bring you this very special episode: Can Campa Cola kill Varun Beverages?!

We hope you enjoy the analysis of this fun industry. 👍

Timestamp

00:00 Different types of Beverages

15:01 Why Reliance in FMCG?

18:58 Campa Cola History

23:22 What it takes to build a Brand?

28:01 Key Pointers to Track

33:22 Conclusion