Coke’s Biggest Deal Yet
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 1 November 2021
⏱️ 19 minutes
🧾️ Download transcript
Summary
Coca-Cola buys Bodyarmor for $5.6 billion. Trivago’s 3rd-quarter results were much better than expected, but shares remain flat. Jason Moser analyzes those stories and discusses the importance of setting expectations with McCormick and other stocks.
Transcript
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| 0:00.0 | This Monday, November 1st, welcome to Market Foolery. |
| 0:05.6 | I'm Chris L. with me today, Jason Moser. |
| 0:08.8 | Happy post Halloween. |
| 0:10.3 | Gobble, gobble, friend. |
| 0:11.8 | I'm sorry, thanks, giving just around the corner. |
| 0:14.5 | This is a great time of year, I mean, you know, it's three months of really good holidays, |
| 0:20.5 | I think. |
| 0:21.5 | I mean, Halloween's always fun, it's still got plenty of candy in the house, but now |
| 0:25.0 | I'm already starting to think about that turkey, Chris. |
| 0:27.4 | I mean, I'm literally already in turkey, turkey mode. |
| 0:31.2 | I thought you were referring to earnings season, but that's, but yeah, no, you're right |
| 0:34.5 | about the holidays too. |
| 0:36.3 | We've got consumer goods news, we've got the business of travel, we're going to start |
| 0:40.1 | with the deal of the day. |
| 0:42.2 | Back in 2018, Coca-Cola took a 15% stake in body armor, the sports drink company, and |
| 0:49.0 | I guess things went well because this morning, Coke said they are buying the entire business. |
| 0:54.6 | The price tag is $5.6 billion, body armor, now becomes Coke's largest brand acquisition |
| 1:00.8 | ever, shares of Coca-Cola are basically flat on this news. |
| 1:07.8 | There are a couple of different ways we can go here, where would you like to start? |
| 1:11.0 | Well, I mean, I think this is definitely a good move, I think they need to continue to |
| 1:15.8 | diversify a way from just the sugary sodas, and they certainly have the benefit now of |
| 1:22.2 | a track record with body armor. |
... |
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