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 servings per day of Coke are served worldwide. 

To break down Coca-Cola, I'm joined by Freddie Lait, Founder and Managing Partner at Latitude Investment Management. We cover the business of Coca-Cola and how its bottling network is imperative to its capital light business model. We discuss recent acquisitions like Costa Coffee & Body Armor and the Coca-Cola Company's expansion beyond its flagship brands and products with legacy Coke representing just 50% of their offering. Please enjoy this breakdown of the Coca-Cola Company. 

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Show Notes

(00:03:33) - (First question) - Exploring Coca-Cola's unique business model

(00:05:57) - Comparing Coca-Cola's size to its competitors

(00:07:30) - Delving into the history of the company

(00:12:28) - Contrasting a bottling business with brand building and distribution

(00:18:53) - Examining how Coca-Cola has maintained consistent growth and driven revenue

(00:23:49) - Discussing Coca-Cola's 20% ownership of Monster Energy 

(00:27:11) - Assessing Coca-Cola's approach to capital allocation for value creation

(00:30:33) - Highlighting the most dynamic growth segment in Coca-Cola's portfolio

(00:33:43) - Breaking down Coca-Cola's business by region

(00:37:39) - Adjusting to emerging risks in the marketplace

(00:41:11) - Lessons learned from studying Coca Cola

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