The Coca-Cola Company’s (KO) strategy of becoming a total beverage company is quite on track. In the latest revelation, KO, along with Bacardi Limited, has agreed to debut BACARDI rum and Coca-Cola as a ready-to-drink (RTD) cocktail, featuring the two most renowned global trademarks.Some of Coca-Cola’s spirit-based RTD launches include Topo Chico Hard Seltzer, Simply Spiked Lemonade, FRESCA Mixed cocktails and Jack & Coke cocktail.Latest Cocktail to Benefit KOThe scheduled initial launch will be in select E ...

文章核心观点 - 可口可乐公司与百加得酒业合作推出罐装朗姆可乐饮品,计划于2025年在墨西哥和欧洲部分市场推出,并评估在美国市场的推出[1] - 预调鸡尾酒是2023年美国烈酒市场增长最快的品类,收入增长26.7%至28亿美元[1] - 可口可乐公司此前已与百威英博、百富门等品牌合作推出预调鸡尾酒产品[2] - 整个预调酒类市场呈现强劲增长态势,硬质苏打酒市场2023年从132亿美元增长至189.7亿美元,预计将持续增长至2030年[3] 行业概况 - 2023年美国烈酒销售额超过葡萄酒和啤酒,位居酒类市场第一,伏特加销售额约72亿美元[2] - 预调鸡尾酒是美国烈酒市场增长最快的品类,2023年收入增长26.7%至28亿美元[1] - 硬质苏打酒市场2023年从132亿美元增长至189.7亿美元,预计将持续增长至2030年[3] 公司动态 - 可口可乐公司与百加得酒业合作推出罐装朗姆可乐饮品,计划于2025年在墨西哥和欧洲部分市场推出,并评估在美国市场的推出[1] - 可口可乐公司此前已与百威英博、百富门等品牌合作推出预调鸡尾酒产品[2] - 可口可乐公司表示将继续拓展包括预调酒类在内的全饮料产品组合[2]

Coca-Cola (KO) closed the latest trading day at $72.10, indicating a +0.97% change from the previous session's end. This change outpaced the S&P 500's 0.13% gain on the day. On the other hand, the Dow registered a gain of 0.55%, and the technology-centric Nasdaq decreased by 0.52%.Shares of the world's largest beverage maker witnessed a gain of 3.22% over the previous month, trailing the performance of the Consumer Staples sector with its gain of 4.49% and the S&P 500's gain of 3.67%.The investment communit ...

文章核心观点 - 微软和可口可乐是两家值得长期持有的优质公司 [1] - 这两家公司都是各自行业的领导者,具有强大的竞争优势和稳定的财务表现 [1] - 它们都是优质的股息股,能为投资者提供持续的股息增长 [1][4][6] 微软 - 微软在操作系统和游戏领域占据主导地位,具有较高的转换成本 [2] - 微软的云计算业务Azure增长迅速,是公司未来的重要增长引擎 [3] - 微软的基本面非常稳健,有望长期保持成功 [4] 可口可乐 - 可口可乐拥有多元化的饮料产品组合,是全球知名品牌 [5] - 公司能够通过产品多元化和推出低糖版本来适应健康趋势 [6] - 可口可乐有着62年连续增加派息的纪录,是一只稳健的股息股 [6]

文章核心观点 - 文章介绍了两只优质的股息股票,包括可口可乐和Realty Income,这些公司具有稳健的业务模式和长期的股息支付记录,可以为投资者提供相对较低风险的收益增长[1] 可口可乐 - 可口可乐今年股价创新高,主要得益于公司专注于提升利润率和盈利增长,尽管宏观环境充满挑战,但公司二季度销量仍同比增长2%,预计全年可比汇率调整后每股收益将增长13%-15%[2][3] - 可口可乐已连续62年增加股息,未来几年这一纪录有望继续保持,公司当前季度股息为0.485美元,股息收益率达2.69%,高于标普500指数平均水平[3] - 可口可乐不仅在国际市场有良好的增长前景,而且管理层也在通过重组装瓶业务等方式提高资本回报率,达到24%,较过去3年提高5个百分点[3] Realty Income - Realty Income作为一家房地产投资信托公司,由于其税收结构需要将至少90%的应税收益分配给股东,因此是一只可靠的高股息股票[4] - Realty Income已连续55年支付月度股息,并于7月将每股股息增加至0.263美元,股息收益率达5.01%[4] - Realty Income采取低风险的投资策略,与领先企业签订长期净租赁协议,其最大客户Dollar General仅占其物业组合的3.4%,实现了良好的多元化[4][5] - 尽管Realty Income股价在过去几年受到通胀和利率上升的压力,但公司采取有效措施应对这些挑战,在第二季度部署了8.05亿美元的新投资,未来有望重拾升势[5]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Coca-Cola (KO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Coca-Cola currently has an average brokerag ...

These wide-moat businesses could pay you growing amounts of passive income for the rest of your life.Warren Buffett has developed a reputation over the past several decades for being one of the greatest investors ever. Since he took over Berkshire Hathaway in 1965, his capital allocation skills helped drive that company's share prices up by 4,384,748% (as of the end of 2023).Buffett made his reputation by executing a long-term investing style. He invests in companies that have durable competitive advantages ...

In the latest trading session, Coca-Cola (KO) closed at $71.85, marking a +1% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 1.16%. Meanwhile, the Dow gained 1.2%, and the Nasdaq, a tech-heavy index, added 1.16%.Coming into today, shares of the world's largest beverage maker had gained 3.58% in the past month. In that same time, the Consumer Staples sector gained 4.87%, while the S&P 500 gained 3.48%.The investment community will be paying close attention to the ...

The Coca-Cola Company (NYSE:KO) Barclays 17th Annual Global Consumer Staples Conference September 5, 2024 11:15 AM ET Company Participants John Murphy - President and Chief Financial Officer Henrique Braun - Executive Vice President and President of International Development Conference Call Participants Lauren Lieberman - Barclays Lauren Lieberman We’re going to get started. Really happy to have The Coca-Cola Company with us at the conference. We have John Murphy, President and Chief Financial Officer; and ...

会议主要讨论的核心内容 1. 公司在过去4-5年中,尤其是在疫情、地缘政治冲突、通胀高涨等背景下,仍能保持业绩持续领先于长期算法,体现了公司及其系统的韧性和整体实力 [5][6] 2. 公司战略方向整体良好,未来关键在于更好地执行各个主要支柱 [6][7] 3. 公司品牌组合优秀,但仍有提升空间,需持续提升组合实力 [7] 4. 营销和创新能力不断提升,与合作伙伴的协同更加紧密,数字化转型加速,吸引新消费者 [8] 5. 人才培养和建设是公司持续发展的关键,需要持续投入和科学管理 [9] 6. 在全球范围内获得社会经营许可也是公司关注的重点 [10] 问答环节重要的提问和回答 1. 美国和欧洲市场消费者环境如何 [11][12][13][14] - 美国和欧洲市场消费者情绪整体稳定,但低收入群体受通胀影响较大,公司正采取措施应对 2. 拉丁美洲市场近年来业绩增长显著,原因是什么 [16][17][18][19][20][21] - 公司与当地装瓶商合作紧密,共同制定清晰的发展愿景和执行策略,持续提升市场份额 3. 公司如何看待发展中和新兴市场的增长机会 [22][23][24][25][26][29][30][31][32] - 公司正在不同市场采取差异化策略,着重提升核心品类和渠道能力,同时注重学习和复制最佳实践 4. 生产效率提升是公司重点关注的领域,主要体现在哪些方面 [34][35][36][37][38] - 营销数字化转型、供应链优化、资源配置精细化等方面都有较大提升空间和潜力 5. 公司如何培养"建设性不满足"的文化氛围 [43][44][45][46][47][48] - 公司希望保持高度的进取心和野心,追求卓越绩效和履行更广泛的社会责任