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Strategies & Market Trends : Value Investing

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gcrispin
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To: Spekulatius who wrote (52465)10/5/2013 10:51:57 PM
From: MCsweet2 Recommendations  Read Replies (2) of 78482
 
How much KO is non-soda nowadays?

This borders on off topic, but I think soda and diet soda will become regarded like tobacco at some point and are long-term declining industries. Unless KO has a majority of its business in other products, I wouldn't be paying a premium PE for this.

Soda and diet soda are contributing to major health problems. Obviously the higher sugar component minimal nutritional content of soda is bad. Diet soda doesn't do anything directly bad (which the FDA tests), but the hormonal response and the resulting change in gut bacteria (which the FDA does not test) apparently make it almost as bad as soda, some say worse.

This is not from some back-to-nature, anti-science conspiracy theorist. I wish it weren't true. I love diet soda. I have been hooked on diet soda many years and trying to wean myself off of it (making progress, but not off it yet).

MC
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