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Motley Fool Hidden Gems Investing

Big Soda > Big Beer

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 25 April 2022

⏱️ 21 minutes

🧾️ Download transcript

Summary

Shares of Coca-Cola hit a new all-time high today, continuing a trend of steady results for big soda producers. (0:20) Jason Moser discusses: - Coke's strong 1st-quarter organic revenue growth - CEO James Quincey's warning of "storm clouds" on the horizon - The success of Coke's 2018 acquisition of Costa Coffee - Why companies like Coke and Pepsi are outperforming major beer companies (11:00) Senior analysts Maria Gallagher and Alyce Lomax break down what investors need to know about reviewing board members, CEO Pay, and the other big issues surrounding proxy voting. Stocks discussed: KO, PEP, BUD, TAP, SAM, XOM Want even more stock ideas? Get a copy of our FREE investing starter kit - http://fool.com/starterkit Host: Chris Hill Guests: Jason Moser, Maria Gallagher, Alyce Lomax Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

it's a thirsty start to the week and we've got just the topic to quench it

0:09.6

monthly full money starts now

0:14.4

i'm christael and i'm joined by monday full senior analyst jason mozzard thanks

0:17.4

for being here

0:18.1

hey thanks for having me

0:20.1

let's talk beverages

0:21.2

shall we okay

0:23.2

something i know a little bit about

0:25.2

as do i but uh... i'm looking to learn more because coca cola

0:29.8

put up a first quarter report with numbers that

0:34.2

we don't normally see from the beverage company of this size

0:38.5

and you and i were chatting before we started recording here

0:42.8

uh... their few numbers we can get to the one that stood out to me was organic

0:46.4

growth

0:47.5

up eighteen percent

0:51.3

what else stood out to you before before we get to

0:55.0

sort of where this business is going over the next year because i think that's

0:58.9

pretty interesting when you think about some of the comments from the c.e.o. but

1:02.2

just in terms of the quarter we just went through what stood out to you

1:06.2

so i mean i would say probably that number really is is what stood out first

1:10.2

in form of it's just organic revenue up eighteen percent for a business like

1:13.4

this is not something you see all that often

...

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