Coke and Pepsi Struggle With Obesity, While 1 Company Stands to Gain

In this video, Motley Fool consumer goods analyst Blake Bos tells investors about Coca Cola's (NYSE: KO  ) and Pepsi's (NYSE: PEP  ) recent efforts to tackle the obesity epidemic in Europe and the United States, and why this may create a big opportunity for SodaStream (NASDAQ: SODA  ) . SodaStream has recently been gaining ground in the U.S., partially due to its positioning as the healthy alternative to traditional sodas. Blake tells us how this could strengthen the bull case for SodaStream, but also reminds us of one possible reason not to buy.

SodaStream's carbonation technology sounds simple, right? Well, this razor-and-blade company offers an intriguing opportunity for growth that may be harder to duplicate than you might think. Our premium report on SodaStream explains the opportunities as well as the risks in the company. So just click here to get started.


Read/Post Comments (2) | Recommend This Article (4)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On March 06, 2013, at 9:34 PM, adamlevy wrote:

    Blake, this is the exact same thesis I have for SodaStream. Glad to hear some other Fools are with me on this one despite its 2-star CAPS rating.

  • Report this Comment On March 07, 2013, at 10:46 PM, TMFBos wrote:

    Thanks Adam, be sure to keep an eye on revenue growth from consumables (co2, flavorings, etc..). You'll want to see that continue to increase as they get into new markets. It shows folks are actually using the machines.

    Fool On!

    Blake

Add your comment.

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 2297366, ~/Articles/ArticleHandler.aspx, 9/17/2014 11:53:29 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...


Advertisement