“The real concern is what is Coke doing to address this trend and take advantage of it. Pepsi has done much better than Coke both in the bottled water and health drinks categories.”
“This is a company that has consistently delivered strong results, one quarter after another, and over the last year they haven't gotten credit for it.”
“I think there's always going to be a group of people who are willing to do that, especially as you get more empty nesters. In those households, the pet takes on incredible importance as a member of the family and people are willing to shell out incredible amounts of money to keep them healthy.”
“That's going to be one of the big questions on everyone's mind. There is going to be a lot of pressure on them to provide some path and explanation of that path. They have a lot on their plate.”