Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (2) |
Post New
Author: ciao8   😊 😞
Number: of 21107 
Subject: Coke
Date: 05/22/26 11:28 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 7
A nice article on our #3 position & it’s new leader.

“Braun highlighted the fact that the Coca-Cola Co. now has 32 “billion-dollar” brands, 75 percent being non-sparkling drinks. During Quincey’s tenure, the company added 12 billion-dollar brands. He described the sparkling beverages as being the “core” of the company. But Coca-Cola has been willing to invest in other brands.”

“Fifty percent [16 in total] were brands we acquired,” Braun said. “Sometimes people forget that. Three of them we bought were already higher than the $1 billion mark. But everything else, we bought below a billion.”

https://saportareport.com/coca-colas-new-ceo-henri...

ciao

Print the post


Author: mungofitch SILVER
SHREWD
  😊 😞

Number: of 21107 
Subject: Re: Coke
Date: 05/23/26 7:46 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 21
...Three of them we bought were already higher than the $1 billion mark...

Acquisitions are fine. But even so, Coke's top line real revenue has fallen at -1.72%/year in the last decade. Total real net profit is up around 1.5%/year.

The numbers look better on a per share basis, but in that view you can't count the money spent on buybacks as part of owner earnings.

They're not going anywhere, which counts for a lot, but the beverages are more bubbly than the business.

Jim
Print the post


Post New
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds