Bottlers
topic on 1 show · 3 statements across 1 episodes
3 statements about Bottlers, every show
Gilbert: Coca-Cola's core moat is aligning ecosystem partner incentives
“If you really boil it down, the Coca-Cola company in a nutshell, it is figuring out how to incentivize partners to sell your product. And everyone is incentivized. The bottlers are massively incentivized. The retailers, there's great margin there for you. The …”
Coca-Cola's pure syrup-and-marketing model earns far higher ROIC than bottling
“The Coca-Cola company has higher gross margins, much better returns on invested capital, requires less invested capital. They get to focus on just making syrup and marketing. They don't have to do any of the undifferentiated stuff. You'd much rather be Coca-Co…”