Palantir Posted February 8, 2014 Share Posted February 8, 2014 ^how do you know? For all you know the rest of the world could wake up and realize they shouldn't be drinking liquid diabetes. Link to comment Share on other sites More sharing options...
gary17 Posted February 8, 2014 Share Posted February 8, 2014 Coke helps with kidney stones. So every now and then I drink one just in case I :P Link to comment Share on other sites More sharing options...
Guest deepValue Posted February 8, 2014 Share Posted February 8, 2014 ^how do you know? For all you know the rest of the world could wake up and realize they shouldn't be drinking liquid diabetes. Coca-Cola can be exported all over the world. There is no reason why Kenyans should drink less Coke per capita than Americans, other than that Coke is more freely available in the U.S. than in Kenya. The health craze is a developed-world phenomenon; there's still plenty of room for growth in developing nations and the U.S. CSD market is not going to completely evaporate. Of course, I don't know that developing nations won't decide to stop drinking sugar water, just like Buffett does not know that Americans won't stop eating See's Candies. But it's silly to invest with that kind of thinking. Let history and pragmatism be your guide. Link to comment Share on other sites More sharing options...
ItsAValueTrap Posted February 8, 2014 Share Posted February 8, 2014 Isn't obesity going up in North America? Most scientific studies show that diets work but people have a really difficult time sticking to them. (There's lots and lots of stuff on Google Scholar.) I think that this is bullish for Coke. Link to comment Share on other sites More sharing options...
sys Posted February 9, 2014 Share Posted February 9, 2014 ^how do you know? For all you know the rest of the world could wake up and realize they shouldn't be drinking liquid diabetes. millions of years of evolutionary history can help us understand why that will never happen. people may prefer other vehicles for their sugar, prefer their sugar to be a different flavor, or even switch to other sweeteners in the future, but they aren't going to stop liking sweet stuff. Link to comment Share on other sites More sharing options...
Palantir Posted February 9, 2014 Share Posted February 9, 2014 Then why did per capita consumption drop in the US? Link to comment Share on other sites More sharing options...
ERICOPOLY Posted February 9, 2014 Share Posted February 9, 2014 Then why did per capita consumption drop in the US? Diabetes kills. Link to comment Share on other sites More sharing options...
yadayada Posted February 9, 2014 Share Posted February 9, 2014 ^how do you know? For all you know the rest of the world could wake up and realize they shouldn't be drinking liquid diabetes. millions of years of evolutionary history can help us understand why that will never happen. people may prefer other vehicles for their sugar, prefer their sugar to be a different flavor, or even switch to other sweeteners in the future, but they aren't going to stop liking sweet stuff. Well wouldnt say this is true, only true in the near future. You would say that as soon as we know how to alter the brain, we pogram ourselves not to crave sugar. Because in modern civilization its about the most useless evolutionairy remnant from the stone age there is. Link to comment Share on other sites More sharing options...
sys Posted February 9, 2014 Share Posted February 9, 2014 as soon as we know how to alter the brain, we pogram ourselves not to crave sugar. point taken. in theory, genetic engineering could be used to alter our evolutionary trajectory. Link to comment Share on other sites More sharing options...
sys Posted February 9, 2014 Share Posted February 9, 2014 Then why did per capita consumption drop in the US? http://www.nytimes.com/2012/10/27/business/us-cuts-estimate-of-sugar-intake-of-typical-american.html?_r=0 Link to comment Share on other sites More sharing options...
Green King Posted February 9, 2014 Share Posted February 9, 2014 That type of Science is far away from the future probably a few generations from now. The human body is far more complex than what is viewed today. Its been around from around 30,000 years. It will not change effortlessly and without trade off in a few hundred years. No matter how much Science fiction and movies does the PR. Link to comment Share on other sites More sharing options...
Palantir Posted February 9, 2014 Share Posted February 9, 2014 Then why did per capita consumption drop in the US? http://www.nytimes.com/2012/10/27/business/us-cuts-estimate-of-sugar-intake-of-typical-american.html?_r=0 Read the Coca Cola document posted on this thread where it shows the decline in per capita consumption of Coke. Totally different things. Link to comment Share on other sites More sharing options...
LC Posted February 9, 2014 Share Posted February 9, 2014 I think the odds are more in favor of increased coke product consumption worldwide vs a decrease. Increased consumption by emerging middle class markets worldwide will probably outweigh the decrease in consumption from US etc. Link to comment Share on other sites More sharing options...
sys Posted February 9, 2014 Share Posted February 9, 2014 Then why did per capita consumption drop in the US? http://www.nytimes.com/2012/10/27/business/us-cuts-estimate-of-sugar-intake-of-typical-american.html?_r=0 Read the Coca Cola document posted on this thread where it shows the decline in per capita consumption of Coke. Totally different things. sorry, i misunderstood. i completely agree that it is possible (and, at some point, likely) that people will consume significantly more of their sugar in forms other than coke, and less of it as coke. oth, i think coca cola is prepared to sell consumers sweetened water in whatever form they prefer. Link to comment Share on other sites More sharing options...
bargainman Posted February 10, 2014 Share Posted February 10, 2014 That type of Science is far away from the future probably a few generations from now. The human body is far more complex than what is viewed today. Its been around from around 30,000 years. It will not change effortlessly and without trade off in a few hundred years. No matter how much Science fiction and movies does the PR. Not if you believe in the theory of accelerating returns, which is basically the technological equivalent of compounding. Ray Kurzweil talks a lot about this stuff. Link to comment Share on other sites More sharing options...
Guest deepValue Posted February 10, 2014 Share Posted February 10, 2014 That type of Science is far away from the future probably a few generations from now. The human body is far more complex than what is viewed today. Its been around from around 30,000 years. It will not change effortlessly and without trade off in a few hundred years. No matter how much Science fiction and movies does the PR. Not if you believe in the theory of accelerating returns, which is basically the technological equivalent of compounding. Ray Kurzweil talks a lot about this stuff. If genetic engineering will enable people to stop craving sugar, then might it enable people to stop craving material goods/anything other than sitting in a circle singing Kumbaya? Better sell all your stocks right now! Link to comment Share on other sites More sharing options...
Green King Posted February 10, 2014 Share Posted February 10, 2014 That type of Science is far away from the future probably a few generations from now. The human body is far more complex than what is viewed today. Its been around from around 30,000 years. It will not change effortlessly and without trade off in a few hundred years. No matter how much Science fiction and movies does the PR. Not if you believe in the theory of accelerating returns, which is basically the technological equivalent of compounding. Ray Kurzweil talks a lot about this stuff. Things inside the body almost never change . No matter how you see things outside changes. They are not the same. Link to comment Share on other sites More sharing options...
bargainman Posted February 11, 2014 Share Posted February 11, 2014 That type of Science is far away from the future probably a few generations from now. The human body is far more complex than what is viewed today. Its been around from around 30,000 years. It will not change effortlessly and without trade off in a few hundred years. No matter how much Science fiction and movies does the PR. Not if you believe in the theory of accelerating returns, which is basically the technological equivalent of compounding. Ray Kurzweil talks a lot about this stuff. Things inside the body almost never change . No matter how you see things outside changes. They are not the same. I'm curious on what are you basing these statements? Have you done any research into this area at all? Or is just is this just an opinion based on gut feel? This is an honest question. I want to know context before I reply further. Link to comment Share on other sites More sharing options...
jouni1 Posted February 13, 2014 Share Posted February 13, 2014 I think the odds are more in favor of increased coke product consumption worldwide vs a decrease. Increased consumption by emerging middle class markets worldwide will probably outweigh the decrease in consumption from US etc. +1. it's probably going to keep on happening, even if it feels wrong, just like growth at philip morris. just look at what coke has done to mexico and chile. incredible growth, and lots of poor fat people making babies that will drink even more liquid diabetes (love this term ;D). the child in me still believes the world will be living much healthier lives in 50 years. the numbers just don't seem to share my belief. Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 18, 2014 Share Posted February 18, 2014 Coca-Cola Plans $1 Billion in Cost Cuts as Profit Falls http://www.bloomberg.com/news/2014-02-18/coca-cola-profit-falls-8-4-as-cost-cuts-announced.html Link to comment Share on other sites More sharing options...
bookie71 Posted February 19, 2014 Share Posted February 19, 2014 And in the US they sell more water to the folks who quit drinking Coke. :D Link to comment Share on other sites More sharing options...
CorpRaider Posted February 19, 2014 Share Posted February 19, 2014 My interest is piqued. Seems like if they figure out the stevia, they're good. Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 19, 2014 Share Posted February 19, 2014 Buffett’s Coca-Cola Complacency Warning Foretells Troubled Year http://www.bloomberg.com/news/2014-02-19/buffett-s-coca-cola-complacency-warning-foretells-troubled-year.html Link to comment Share on other sites More sharing options...
Palantir Posted February 19, 2014 Share Posted February 19, 2014 If KO fails, it won't be of complacency, it'll be because of the fact that their business model is not as viable as before. If people stop drinking diabetes, the whole business model needs to be rejiggered, which will cause disruption and stresses on margins. Not to say that it's going to happen immediately, but it's not something to be ruled out. Furthermore, something that hasn't been discussed before is the stress on local water systems, with water becoming scarcer, I see chance of more political risk. Oh, and artificially sweetened soda still counts as liquid diabetes. ;D Link to comment Share on other sites More sharing options...
hyten1 Posted February 19, 2014 Share Posted February 19, 2014 palantir, you think so? i mean people need to drink in the future right? i don't think that fundamentally will change i think it all comes down to implementation. ko hasn't be the best at it. not that i know how to improve it. the way i see it, fundamentally people need to drink, ko's focus should be dominating that, not dominating so call liquid diabetes, i am sure they know this, but the result you can argue hasn't be the best that it could be. hy Link to comment Share on other sites More sharing options...
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