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Raising CCE's Fair Value Estimate, Uncertainty (Morningstar Stock Analyst Notes) - Mar 10, 2010

The Coca-Cola Company (KO) - Morningstar

We are raising our fair value estimate for Coca Cola Enterprises CCE and raising our uncertainty rating to high in light of the transformational transactions the company has entered into with The Coca Cola Company KO . In an essentially cash free transaction valued at $12.8 billion, CCE is to sell its North American business to Coca Cola. In return, Coke will forgo its 34% equity stake in CCE and assume $8.9 billion of the bottler's debt and pension liabilities.

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The Rise Of Transactional Advertising (TechCrunch) - Mar 07, 2010

The Coca-Cola Company (KO) - TechCrunch

The old logic went like this — people were more likely to buy Coca Cola versus Carbonated Dark Colored Sugar Water X because Coca Cola had a brand (which Coca Cola has spent billions on). What's the value of Coca Cola's brand? Pure math – it's the Net Present Value (NPV) of the difference that consumers will pay for Coca Cola versus, say, RC Cola, for the lifetime of the consumer and duration of the brand.

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Pepsi, Dr Pepper Ink Better Deals Than Coke's: Poll (The Street: Banks) - Mar 07, 2010

The Coca-Cola Company (KO) - The Street.com

Amid the recent bottling acquisitions at Coca Cola ( KO ) and PepsiCo ( PEP ). , we asked users of TheStreet which soft drink company they think will get the most out of their respective deals. The results were strongly delineated: The greatest percentage of voters felt that Pepsi, with 42.8% of the votes, would get the best bang from of its bottling buy by this way of thinking, the deal with Pepsi Americas and Pepsi Bottling Group will allow for higher cost savings and much more efficient distribution of products globally.

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Coke confronts fizzling sales (Ohio: Business) - Mar 07, 2010

The Coca-Cola Company (KO) - Philip Gorham at Morningstar

The recession complicates matters, making shoppers reluctant to spend as much on higher priced beverages such as enhanced water, energy drinks and sports drinks. Whatever the benefits derived from the CCE deal, Coca Cola has a slim chance of getting back to flat volume in its North American soda business, said Morningstar analyst Phil Gorham. ''Consumer tastes are changing,'' he said. ''Although the recession caused some consumers to temporarily switch back to cheaper sodas, we think the long term migration to healthier alternatives is here to stay.''.

Philip Gorham

Philip Gorham
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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The Coca-Cola Company (KO) - John Faucher at JP Morgan

Growth will be very difficult.''. Absorbing CCE's assets is aimed at strengthening Coca Cola's North American business in the long term, though it also could slow overall growth because much more of Coke's revenue will come from the region, said J. P. Morgan analyst John Faucher.

John Faucher

John Faucher
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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A Transformative Week was Credit Neutral for Coke and Credit Negative for Pepsi (Moody's Global Credit Research) - Mar 01, 2010

The Coca-Cola Company (KO) - Moody's Global Credit Research

In a transformative week for U.S. beverage-bottling systems, The Coca-Cola Co. (affirmed at Aa3, stable) announced Thursday that it will buy the North American operations of bottler Coca-Cola Enterprises (CCE), while PepsiCo (lowered to Aa3, stable on Wednesday) closed the acquisition of its two major bottlers late Friday. For Coke, the acquisition of Coca-Cola Enterprises' North American operations is a credit- neutral move that will allow the beverage company to develop delivery platforms across its North American business to suit the changing needs of retail customers. This was structured as a largely cashless transaction for Coke, except for possible unknown costs that might be associated with retaining certain distribution rights. Coke gives up its 34% equity stake in CCE, and bottlers it currently owns in Norway and Sweden, and acquires CCE's debt and pension obligations, in exchange for the North American bottling business. In addition, we expect Coke to realize approximately USD350

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Coca-Cola's Upside Potential Evident (TheStreet.com - Latest Headlines) - Mar 05, 2010

The Coca-Cola Company (KO) - John Faucher at JP Morgan

Meanwhile, CCE had agreed in principle to buy Coke's bottling operations in Norway and Sweden and to obtain the right to buy its German bottler. "The deal should help fix Coke's North American business in the long term, but it slows its growth profile with higher exposure to North America," J. P. Morgan analyst John Faucher wrote in a note to investors.

John Faucher

John Faucher
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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UBS upgrades Coca-Cola, citing "willingness to adapt" (ajc.com - Business) - Mar 05, 2010

The Coca-Cola Company (KO) - Kaumil Gajrawala at UBS

Read Thomas Oliver's Sunday Business column.. Investment bank UBS on Thursday upgraded Coca Cola's shares to a "buy" rating. Analyst Kaumil Gajrawala said positives for the Atlanta based company include its ability to deliver "solid, mid single digit global volume growth." Also, Gajrawala said, Coca Cola has strong free cash flow growth and share buybacks, $400 $500 million in productivity gains, cost synergies of $350 million from its acquisition of most of bottler Coca Cola Enterprises, and a dominant position in emerging markets. Coke's executives are more nimble and aggressive than those in the past, Gajrawala wrote, with the CCE deal demonstrating "willingness to adapt when dictated by the market."

Kaumil Gajrawala

Kaumil Gajrawala
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Wall St gains on broker upgrades (The Australian - Financial Markets) - Mar 04, 2010

The Coca-Cola Company (KO) - UBS

Coca Cola climbed US54c, or 1 per cent, to $US54.47 after UBS raised its investment rating on the stock to buy from neutral, saying it sees a buying opportunity and considers its bottler acquisition "the right move" in the long term.

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UBS upgrades Coca-Cola shares (The Associated Press) - Mar 04, 2010

The Coca-Cola Company (KO) - Kaumil Gajrawala at UBS

(AP) – 16 minutes ago. PORTLAND, Ore. — UBS Investment Research on Thursday upgraded its rating on Coca Cola, saying a buying opportunity exists as the company acts more aggressively in the marketplace. Coca Cola Co.'s management is "more willing, nimble and aggressive" than it has been in the past, UBS analyst Kaumil Gajrawala wrote in a research note. The company's recent decision to buy its U. S bottler, while a difficult choice he noted, was a good long term move and demonstrates the leadership's willingness to adapt when necessary. Gajrawala upgraded Coca Cola shares to "Buy" from "Neutral."

Kaumil Gajrawala

Kaumil Gajrawala
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Research Update: Coca-Cola Co. (The) 'A+' Corporate Credit, 'A-1' Short-Term Ratings Affirmed; System Bottlers On Watch Neg (S&P Credit Research) - Feb 25, 2010

The Coca-Cola Company (KO) - S&P Credit Research

RESEARCH Ratings Definitions Research Update: Coca-Cola Co. (The) 'A+' Corporate Credit, 'A-1' Short-Term Ratings Affirmed; System Bottlers On Watch Neg Publication date: 25-Feb-2010 Primary Credit Analyst: Jean C Stout, New York

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UBS, seeing buying opportunity, upgrades shares of Coca-Cola (Minneapolis Star Tribune) - Mar 04, 2010

The Coca-Cola Company (KO) - Kaumil Gajrawala at UBS

PORTLAND, Ore. , UBS Investment Research on Thursday upgraded its rating on Coca Cola, saying a buying opportunity exists as the company acts more aggressively in the marketplace. Coca Cola Co.'s management is "more willing, nimble and aggressive" than it has been in the past, UBS analyst Kaumil Gajrawala wrote in a research note. The company's recent decision to buy its U. S bottler, while a difficult choice he noted, was a good long term move and demonstrates the leadership's willingness to adapt when necessary. Gajrawala upgraded Coca Cola shares to "Buy" from "Neutral."

Kaumil Gajrawala

Kaumil Gajrawala
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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BEHIND THE MONEY: Coca-Cola Shares Cheapest Since 'New Coke' Debacle (CNBC) - Mar 04, 2010

The Coca-Cola Company (KO) - Kaumil Gajrawala at UBS

Share of Coca Cola, as measured by dividend yield, are the cheapest since the chaotic low point in the company's history following its short lived formula switch to ‘New Coke' in 1985. After trailing the Dow Jones Industrial Average in 2009 and so far in 2010, Coca Cola [ KO 54.57 +0.64 (+1.19%) ] is leading the market today on the back of an upgrade from UBS analyst Kaumil Gajrawala."Other than during early '09 when the market crashed and Coca Cola shares yielded over 3.7 percent for a short period, its current yield of 3.3 percent is the highest since 1986," wrote Gajrawala, in a market moving note to clients this morning. "This attractive dividend yield should provide downside support." Investors, which have poured money into bonds over equities in the last year, may find a stock like Coca Cola attractive these days because the spread between its dividend yield and a 10 year Treasury is essentially zero, notes Gajrawala

Kaumil Gajrawala

Kaumil Gajrawala
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Analyst Prefers Pepsi Over Coke: CNBC (KO, PEP) (Benzinga) - Mar 04, 2010

The Coca-Cola Company (KO) - Philip Gorham at Morningstar

In an interview with CNBC, Philip Gorham, stock analyst at Morningstar, has given his thoughts on the decision by Coca Cola Company (NYSE: KO), and PepsiCo (NYSE: KO) to acquire their bottlers. . Gorham said, "All sparkling drinks have been in decline for the last 10 years or so, but cola's falling at a faster rate." Gorham expects the two companies to focus more on non carbonated drinks in the future, and advises investors to look for strong brand portfolios.

Philip Gorham

Philip Gorham
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Who Will Get Fat Off the Soda Wars? (TheStreet.com - Latest Headlines) - Mar 03, 2010

The Coca-Cola Company (KO) - John Faucher at JP Morgan

A bit. And more to the point, it's not entirely clear that this deal would benefit Coke in the way some investors would have hoped. "Coke is considered an emerging market and international growth stock. but this deal takes overseas revenues from 74% of total to 54%," Barclays Capital analyst Michael Branca told Reuters. The report also notes that the deal would result in half of Coke's revenue being derived from bottling drinks, which has smaller profit margins than its current beverage syrup business. Still, in a note to investors, J.P. Morgan analyst John Faucher generally writes favorably about the transaction.

John Faucher

John Faucher
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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The Coca-Cola Company (KO) - Michael Branca at Barclays Capital

A bit. And more to the point, it's not entirely clear that this deal would benefit Coke in the way some investors would have hoped. "Coke is considered an emerging market and international growth stock. but this deal takes overseas revenues from 74% of total to 54%," Barclays Capital analyst Michael Branca told Reuters. The report also notes that the deal would result in half of Coke's revenue being derived from bottling drinks, which has smaller profit margins than its current beverage syrup business. Still, in a note to investors, J.P. Morgan analyst John Faucher generally writes favorably about the transaction

Michael Branca

Michael Branca
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Coca-Cola Co. (The) 'A+' Corporate Credit, 'A-1' Short-Term Ratings Affirmed; System Bottlers On Watch Neg (S&P Credit Research) - Feb 25, 2010

The Coca-Cola Company (KO) - S&P Credit Research

RESEARCH Ratings Definitions Coca-Cola Co. (The) 'A+' Corporate Credit, 'A-1' Short-Term Ratings Affirmed; System Bottlers On Watch Neg Publication date: 25-Feb-2010 Primary Credit Analyst: Jean C Stout, New York (1) 212-438-7865;

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Coca-Cola union aimed at boosting sales in North America (ajc.com - Business) - Mar 01, 2010

The Coca-Cola Company (KO) - John Faucher at JP Morgan

Growth will be very difficult." Absorbing CCE's assets is aimed at strengthening Coca Cola's North American business in the long term, though it also could slow overall growth because much more of Coke's revenue will come from the region, said J.P. Morgan analyst John Faucher.

John Faucher

John Faucher
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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The Coca-Cola Company (KO) - Philip Gorham at Morningstar

The recession complicates matters, making shoppers reluctant to spend as much on higher priced beverages such as enhanced water, energy drinks and sports drinks. Whatever the benefits derived from the CCE deal, Coca Cola has a slim chance of getting back to flat volume in its North American soda business, said Morningstar analyst Phil Gorham. "Consumer tastes are changing," he said. "Although the recession caused some consumers to temporarily switch back to cheaper sodas, we think the long term migration to healthier alternatives is here to stay."

Philip Gorham

Philip Gorham
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Analysts say Coke-CCE move crucial (ajc.com - Business) - Feb 28, 2010

The Coca-Cola Company (KO) - Lauren Torres at HSBC

Pepsi, which has 109 U.S bottling plants to Coke's 91, made its move to consolidate its North American distribution system a year ago. "It's not a retreat," said analyst Lauren Torres, who follows Coke for HSBC Securities in New York. "Systems evolve. You have to change with the market

Lauren Torres

Lauren Torres
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Coke's deal bigger risk than Pepsi's (The Economic Times) - Feb 28, 2010

The Coca-Cola Company (KO) - Jack Russo at Edward Jones

Plus its footprint was already more concentrated in North America. At the same time, Coke might be more at risk when it comes to execution, said Edward Jones analyst Jack Russo.

Jack Russo

Jack Russo
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Sunday Morning Coffee (Random Roger's Big Picture) - Feb 28, 2010

The Coca-Cola Company (KO) - Roger Nusbaum at Random Roger's Big Picture

. This fact is most evident when you compare the performance of a company that believes and lives (literally) based on Government Intervention , Goldman Sachs (GS) , to that of a company with little if any exposure to Government Intervention , Coca Cola (KO) , and the general market itself , S&P 500 (SPX). . He inserts a chart showing that Goldman Sachs outperforming Coke (KO) over the last year by a mile and the S&P 500 by a little less than a mile. He then concludes; .

Roger Nusbaum

Roger Nusbaum
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Research Update: Coca-Cola Co. (The) 'A+' Corporate Credit, 'A-1' Short-Term Ratings Affirmed; System Bottlers On Watch Neg (S&P Credit Research) - Feb 25, 2010

The Coca-Cola Company (KO) - S&P Credit Research

RESEARCH Ratings Definitions Research Update: Coca-Cola Co. (The) 'A+' Corporate Credit, 'A-1' Short-Term Ratings Affirmed; System Bottlers On Watch Neg Publication date: 25-Feb-2010 Primary Credit Analyst: Jean C Stout, New York

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Coke deal risk bigger than Pepsi s; should pay off (Times of Oman - Business) - Feb 28, 2010

The Coca-Cola Company (KO) - Jack Russo at Edward Jones

At the same time, Coke might be more at risk when it comes to execution, said Edward Jones analyst Jack Russo.

Jack Russo

Jack Russo
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.

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Research Update: Coca-Cola Co. (The) 'A+' Corporate Credit, 'A-1' Short-Term Ratings Affirmed; System Bottlers On Watch Neg (S&P Credit Research) - Feb 25, 2010

The Coca-Cola Company (KO) - S&P Credit Research

RESEARCH Ratings Definitions Research Update: Coca-Cola Co. (The) 'A+' Corporate Credit, 'A-1' Short-Term Ratings Affirmed; System Bottlers On Watch Neg Publication date: 25-Feb-2010 Primary Credit Analyst: Jean C Stout, New York

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