Soft Drinks


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. Fomento Económico Mexicano, S.A.B. de C.V FMX4,7275,4475,0786,7518,4249,93411,70713,51612,14715,09013,70514,55418,38319,7051,211311,589399,507439,932469,744506,711
2. Coca-Cola FEMSA, S.A.B. de C.V KOF1,7261,9121,6853,1804,1694,7235,3466,3435,9997,8708,3558,94011,39711,911677152,360177,718183,256182,342194,471
3. PepsiCo, Inc PEP20,43826,93525,11226,97129,26132,56235,13739,47443,25143,23257,83866,50465,49266,41566,68363,05662,79963,52564,66167,161
4. The Coca-Cola Company KO20,45820,09219,56421,04421,96223,10424,08828,85731,94430,99035,11946,54248,01746,85445,99844,29441,86335,41031,85637,266
5. Coca-Cola European Partners plc CCEP14,75015,70016,88917,33018,15818,70619,80420,93621,80721,6456,7148,2848,0628,2128,2646,3299,13311,06211,51812,017
6. Keurig Dr Pepper Inc KDP84961001171371622253425008031,3575,6362,6515,9033,8595,9954,3585,9974,7086,1214,5206,2824,3186,4404,2696,6907,44211,120
7. Coca-Cola HBC AG CCHGY1,9463,1254,0265,0615,6895,4877,0909,4369,7169,3789,0148,8929,2899,4727,8786,8926,2196,5226,6577,026
8. Coca-Cola Consolidated, Inc COKE9951,0231,2471,2111,2561,3801,4311,4361,4641,4431,5151,5611,6141,6411,7462,3063,1564,3244,6254,827
9. Monster Beverage Corporation MNST8092921101803496069041,0341,1431,3041,7032,0612,2462,4652,8843,0493,3693,8074,201
10. Primo Water Corporation PRMW3547458491911061273,2362,2702,3732,395
11. National Beverage Corp FIZZ4264805035005124965175395665755936006296626416467058279761,0141,000
12. NewAge, Inc NBEV1.042.42255252254
13. Celsius Holdings, Inc CELH1.652.595.878.318.547.6810.6114.6117.2223365375
14. Reed's, Inc REED9.4710.4813.0615.2815.1820253037434642383834
15. The Alkaline Water Company Inc WTER0.553.77.0912.7619.813241
16. Jones Soda Co JSDA2028344040362617.5617.4316.3813.713.5613.5915.6713.3512.5611.51
17. MOJO Organics, Inc MOJO00.160.320.21.331.311.691.74
18. Long Blockchain Corp LBCC1.741.94.564.43
19. Alkame Holdings, Inc ALKM000.020.140.90.19
20. High Performance Beverages Company TBEV00.0600
21. Minerco, Inc MINE002.42.450.620
22. DNA Brands, Inc DNAX0.671.171.190.250.16000


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. Fomento Económico Mexicano, S.A.B. de C.V FMX1.151.150.931.331.251.181.181.150.91.240.911.061.261.070.06257.31.281.11.071.08
2. Coca-Cola FEMSA, S.A.B. de C.V KOF1.111.110.881.891.311.131.131.190.951.311.061.071.271.050.06225.021.171.0311.07
3. PepsiCo, Inc PEP1.321.320.931.071.081.111.081.121.111.341.150.981.0110.9511.011.021.04
4. The Coca-Cola Company KO0.980.980.971.081.041.051.041.21.110.971.131.331.030.980.980.960.950.850.91.17
5. Coca-Cola European Partners plc CCEP1.061.061.081.031.051.031.061.061.040.990.311.230.971.021.010.771.441.211.041.04
6. Keurig Dr Pepper Inc KDP1.141.141.051.171.181.181.391.521.461.611.694.150.472.230.651.550.731.380.791.30.741.390.691.490.661.571.111.49
7. Coca-Cola HBC AG CCHGY1.611.611.291.261.120.961.291.331.030.970.960.991.041.020.830.870.91.051.021.06
8. Coca-Cola Consolidated, Inc COKE1.031.031.220.971.041.11.0411.020.991.051.031.031.021.061.321.371.371.071.04
9. Monster Beverage Corporation MNST1.161.1611.21.631.931.741.491.141.111.141.311.211.091.11.171.061.11.131.1
10. Primo Water Corporation PRMW1.361.360.951.881.0911.171.1925.490.71.051.01
11. National Beverage Corp FIZZ1.131.131.0511.020.971.041.041.051.021.031.011.051.050.971.011.091.171.181.040.99
12. NewAge, Inc NBEV2.322.3210.452.0614.86
13. Celsius Holdings, Inc CELH1.571.572.271.421.030.91.381.381.181.321.591.451.43
14. Reed's, Inc REED1.111.111.251.170.991.341.231.21.241.161.060.920.891.010.89
15. The Alkaline Water Company Inc WTER6.696.691.921.81.551.631.28
16. Jones Soda Co JSDA1.371.371.241.161.010.90.720.670.990.940.840.9911.150.850.940.92
17. MOJO Organics, Inc MOJOINFINF2.040.616.730.991.281.03
18. Long Blockchain Corp LBCC1.091.092.40.97
19. Alkame Holdings, Inc ALKMNANNANINF8.216.270.21
20. High Performance Beverages Company TBEVINFINF0.030
21. Minerco, Inc MINENANNANINF1.020.250
22. DNA Brands, Inc DNAX1.751.751.020.210.630NANNAN