Coca-Cola, Altria, IBM, Cisco, and Realty Income are stable income plays.Dividend stocks are often considered slow-growth investments since companies generally start paying dividends only after they run out of places to invest their excess cash. Many dividend stocks also lost their luster in 2022 and 2023 as rising interest rates made risk-free CDs and U.S. Treasury bills more appealing to income investors.But as interest rates declined in 2024, many investors rotated back toward dividend stocks. The Federa ...

Key Takeaways KO's unit case volume slipped 1% in Q2, with declines across Mexico, India, Thailand and Europe.Organic revenues rose 5%, driven by a robust 6% price/mix, mostly from pricing actions.Premium brands like Coke Zero Sugar, fairlife and BODYARMOR continued to deliver strong growth.The Coca-Cola Company (KO) faced notable volume pressure in the key markets in second-quarter 2025, reflecting evolving consumer behavior and economic challenges. Total unit case volume fell 1% year over year, led by dec ...

Core Viewpoint - The article discusses the recent acquisition of Peet's Coffee by Keurig Dr Pepper (KDR) for €15.7 billion (approximately ¥130 billion), highlighting the challenges faced by major coffee brands like Starbucks and Costa in a changing market landscape [2][3]. Group 1: Acquisition Details - KDR announced the acquisition of JDE Peet's, Peet's parent company, at a 33% premium over the average stock price of the past 90 days [2]. - The acquisition aims to create a leading coffee platform by combining KDR's North American coffee operations with JDE Peet's global brand [3]. - Following the announcement, KDR's stock fell by 11.48%, while JDE Peet's stock surged by over 15% [3]. Group 2: Financial Performance - JDE Peet's reported a 7.9% increase in sales and a 10.4% rise in EBITDA for 2024, with a strong performance in the first half of the year showing a 22.5% growth in sales [7]. - The company initiated a stock buyback plan, aiming to return €250 million to shareholders, which has been 38% completed as of July 25 [7]. - Analysts view the acquisition positively, suggesting it will enhance both companies' market presence and operational synergies [7]. Group 3: Market Challenges - The global coffee market is experiencing a slowdown, with growth rates for specialty coffee and chain coffee expected to decline significantly in 2024 [13]. - Rising costs of raw coffee beans due to adverse weather conditions in major producing countries have pressured profit margins for coffee retailers [14]. - Tariffs imposed on Brazilian and Vietnamese coffee beans have further complicated the cost structure for coffee companies in the U.S. [15]. Group 4: Competitive Landscape - Major coffee brands like Costa and Starbucks are facing declining sales and are considering divestitures, with Costa potentially being sold for £2 billion, significantly lower than its acquisition price [10]. - Starbucks is exploring strategic partnerships to sell part of its stake in the Chinese market, despite reporting an 8% revenue increase in the third quarter [10]. - The article suggests that the competition from emerging brands and changing consumer preferences are contributing to the struggles of established coffee giants [12].

2018年，可口可乐公司以39亿英镑（约53亿美元）的巨额交易收购英国咖啡连锁品牌Costa，被视作其 减少对含糖软饮料依赖战略的关键举措。 然而短短六年后的今天，消息传出这家饮料巨头正在与投行Lazard合作，评估出售Costa咖啡的可能 性，预计售价仅在20-25亿英镑之间。这意味着可口可乐可能面临数十亿英镑的巨额损失。 战略收购为何走向战略放弃 在竞争方面，Costa在英国市场的主要竞争对手包括星巴克、Caffe Nero和Pret a Manger。 它还面临着来 自更高端连锁店的日益激烈的竞争，例如Gail's。 被可口可乐收购时，Costa在全球拥有近4000家门店，其中在英国有2700多家，在全球其他市场有1300 多家门店。 然而收购后的发展并未达到预期。财报数据显示，2023年Costa的收入为12.2亿英镑，虽然比2022年增 长了9%，但仍低于2018年的13亿英镑。更令人担忧的是，Costa在2023年报告了960万英镑的亏损，反 映出面临日益激烈的市场竞争和成本压力。 在2025年7月的业绩会议上，詹鲲杰坦言："从最初的投资假设来看，我们对Costa的投资并未达到预 期。"他承认尽管 ...

详情请戳视频 有消息称，可口可乐公司正在与投资银行 Lazard 合作，评估出售 Costa 咖啡。目前已与私募股权 投资机构进行初步接触。 以上就是本期全部内容，如果您想了解更多 最新 企业 动态， 欢迎登录 睿兽分析 查看，解锁 赛道 图谱 以及 行业报告 。 2018 年从惠特贝瑞手中买下 Costa 时，可口可乐花费了 39 亿英镑 （约 347 亿人民币）。但据消 息人士称，可口可乐从 Costa 的出售中可能仅能获得 20 亿英镑 （约 194 亿人民币） ，这几乎是 其收购该价的一半。 大家好，我是大邦，今天一起来聊聊星巴克劲敌—— Costa 咖啡。 星巴克的老对手也要卖了。 ...

Core Viewpoint - Coca-Cola is considering selling Costa Coffee, with an estimated sale price of £2 billion (approximately 192.3 billion RMB), as the competitive landscape in the coffee market intensifies [1][2]. Group 1: Company Overview - Costa Coffee is the largest coffee chain in the UK, with over 4,000 stores globally, and was acquired by Coca-Cola for $5.1 billion in 2018 [1][3][8]. - The acquisition aimed to help Coca-Cola enter the hot beverage market, which was one of the few areas without a global brand presence [1][10]. Group 2: Market Competition - The coffee market has become increasingly competitive, especially in China, where new players like Luckin Coffee are rapidly expanding and capturing market share [1][18][21]. - Costa's market share in the UK once surpassed that of Starbucks, but it now faces challenges from both local and international competitors [1][5][21]. Group 3: Strategic Challenges - The anticipated synergies from the acquisition have not fully materialized, as Costa struggles to compete with Starbucks' digital transformation and marketing strategies [13][15][25]. - Coca-Cola's core competencies in fast-moving consumer goods do not align well with the operational demands of running a coffee chain, leading to management challenges and capital expenditure issues [24][25]. Group 4: Future Outlook - The global coffee market is evolving, with new Chinese players beginning to replicate their successful models internationally, posing a new challenge to traditional brands [26]. - Selling or divesting Costa Coffee may allow Coca-Cola to refocus on its strengths in the fast-moving consumer goods sector, as the coffee business may not align with its operational model [26].

Key Takeaways Coca-Cola's organic revenues grew 5% in 2Q25 on a diverse portfolio, though unit case volume fell 1%.Monster Beverage 2Q25 net sales grew 11.1% to $2.11B, with EPS up 21% and margins at 55.7%.KO trades at 21.98X forward P/E, below MNST's 30.24X, yet the MNST stock has jumped 30.9% in the past year.In the ever-competitive beverage industry, a few matchups are as intriguing as The Coca-Cola Company (KO) and Monster Beverage Corporation (MNST) . Coca-Cola, the global soft drink titan, commands an ...

Core Viewpoint - The global coffee market is undergoing significant changes, with major players like Coca-Cola and JDE Peet's considering sales of their coffee brands, indicating a potential shift in the industry landscape [1][9]. Group 1: Company Developments - Coca-Cola is reportedly in talks to sell Costa Coffee, the largest coffee chain in the UK, after acquiring it for £3.9 billion in 2018 [2][3]. - Costa Coffee has struggled to expand since its acquisition, with only about 400 new stores added in seven years, bringing the total to approximately 4,200 stores globally [3][7]. - In China, Costa has closed over 100 stores in the past five years, focusing on profitability rather than aggressive expansion [3][5]. Group 2: Market Trends - The global specialty coffee market is projected to grow at a compound annual growth rate (CAGR) of 9.2% until 2028, but growth in the Chinese market is expected to slow from 25% in 2023 to 12% by 2025 [5][6]. - Starbucks China has initiated a price adjustment plan due to declining same-store sales, while JDE Peet's has launched a budget brand, Ora Coffee, in response to market pressures [6][9]. Group 3: Financial Implications - Costa's revenue for 2023 was £1.22 billion, a 9% increase from the previous year, but still below pre-acquisition levels [7]. - Reports suggest that Costa's potential sale price could be around £2 billion, indicating a significant loss for Coca-Cola compared to its original acquisition cost [7][8].

咖啡市场要"变天"了？ 国际咖啡巨头接二连三抛出重磅"出售"消息。 8月23日，小食代援引英国天空新闻消息称，可口可乐公司正在酝酿出售英国最大的咖啡连锁店Costa（咖世家咖啡），目前已经跟包括私募股权公司在内 的少数潜在竞标者进行了初步谈判。 另一则重磅出售传闻的主角则是"皮爷咖啡母公司JDE Peet's"。 根据华尔街日报消息，美国知名饮料公司Keurig Dr Pepper正打算以180亿美元收购JDE Peet's。 再加上此前星巴克中国也被摆上了"货架"，吸引了20多家资本竞逐。目前，最新进展显示， 星巴克已要求入围竞标者在两周内提交非约束性标书，目标 年内确认交易协议。 8月，Costa亚太区总经理及全球零售业务负责人Tom Edgar曾向媒体透露，其在中国的战略是"先做好，再做大"（better before bigger）。而对于关店动 作，Tom Edgar的解释则是："我们确实关闭了一些不盈利的城市门店，拒绝价格战，我们凭借优质的空间以及全面的服务，为顾客提供了非常好的体验， 向顾客展现我们的高端定位，也解释了为什么他们值得为我们支付比其他品牌更高的价格。" △图片来源：Costa官方小 ...

NEW YORK, Aug. 25, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) today announced the election of Jennifer K. Mann, Executive Vice President and President, North America Operating Unit of The Coca-Cola Company, to the Verizon Board of Directors, effective immediately. “Jennifer is a highly accomplished leader who brings to Verizon a wealth of consumer, marketing, brand management and strategic planning expertise acquired during her 28-year career at Coca-Cola,” said Verizon Chairman ...