Explore more Stock of the Week episodes hereAndrew Willis: Did you know it was Coca-Cola (KO) that solidified Santa’s jolly modern-day depiction in a marketing campaign? We expect continued product innovation and recipe reformulation at Coke to appeal to new consumers, including “better for you” products with natural ingredients. And even if inflation hits spending across the board in North America, expansion in emerging markets should help blunt the impact. According to company disclosure, per capita spending is around 93 U.S. dollars, whereas in North America our soda spend is a staggering 712 dollars. From geographic expansion to product innovation, we think Coke is well-positioned to navigate an uncertain economic landscape.

Source: The Star December 19, 2022 15:00 UTC