19 ordspråk av Bill Pecoriello

Bill Pecoriello

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Execution is to blame, both at the Coke marketing level and the CCE execution level, ... Pressure is clearly mounting on Coke North America and CCE management.

Execution is to blame, both at the Coke marketing level and the CCE execution level. Pressure is clearly mounting on Coke North America and CCE management.

The idea of keeping it out of Pepsi's hands has to be outweighing the idea of being in the food business. After losing SOBE, you can understand why Coke is looking at this pretty hard.

Today's release is a modest positive given strong finish to U.S. volume/pricing and cost controls which helped deliver earnings per share slightly above expectations.

Frito Lay North America volume growth was ahead of our 2.5 percent forecast and fears it would be lower.

Coke might have to resolve this issue through additional compensation to the bottlers or other structural changes.

Given Coke's low valuation, the lawsuit is more of a PR embarrassment. But it does highlight the obstacles Coke faces in adapting its business model.

We believe Coke may lead an effort for further bottler system consolidation around the world. While Coke won't use a 'one size fits all' strategy for each market, there are some markets where Coke might have to take ownership of its bottlers.

The upside in the quarter was driven by higher shipments from the domestic beer company.

restructuring and reorganization plans don't seem to be fully completed yet.

I think Pepsi is in a great situation. Pepsi could get this done at $90 per share now and really generate some shareholder value.

While the amount of damages is still uncertain, the worst case scenario is in the $200 to $300 billion range, given the administration's desire to get a 55-cent per pack excise tax.

The stocks have taken a hit over the last couple of days. Once [plaintiff's attorney Stanley] Rosenblatt asked the jury for $150 billion, we believed the jury was going to give him that.

a wake-up call in terms of acting quickly to get things done in a world where not only consumer tastes are changing rapidly but so is the competitive landscape.

A ruling against the industry by the California Supreme Court, coupled with continued individual (verdicts) in the $100 million range, would present a challenge for the industry.

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