Hahaha FB, "Coke with Lemon... why haven't we thought of it before" said no one ever. Wini, definitely not arguing with that, i just believe that they need to reveal a more solid plan (other than Coke with Lemon) to return back to revenue growth or at least a continuation of trend in order to continue to grow divis and book value. At the moment they've announced capital cost reduction and cost saving strategies which are great... but not a solution to 'increased competitor price competition' and 'softer than expected consumption in the economy' according to their report. I'm a long term buy but things could be better. The Brand is great and of course i expect them to grow in the future, but how they are going to achieve this is a bit hazy at the moment... New partnerships + international markets are promising though. But the coke brand usually carries blind expectations of continued success and this can be dangerous.
CCL Price at posting:
$12.01 Sentiment: None Disclosure: Held
