Among the major soda purveyors, it's understandable to
consider Coca-Cola (NYSE: KO ) and PepsiCo (NYSE: PEP ) as one-and-the-same. After all, their
namesake sparkling beverages have competed against each other for decades, and
together they've dominated the soda business.
As it happens, though, the present day represents a vastly
different place in terms of consumer preferences. Consumers, particularly in
the United States, are more health-conscious than ever. The demand for
lower-calorie, less-sugary beverages is rippling through the soda industry, and
the end result is stagnating case volume shipments for the twin industry
heavyweights.
One of the two titans of soda has acknowledged this trend
and charted a different course, while the other has no plans to be anything but
a sparkling beverage company. That's why, as it appears to me, there's a clear
winner of the soda wars. Read more.
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