Core Viewpoint - Costco Wholesale Corporation has ended its partnership with PepsiCo and returned to Coca-Cola for its food courts, marking a significant shift after a decade-long relationship [1][2]. Group 1: Partnership Transition - The transition back to Coca-Cola began in late 2025 and was completed in early 2026 [1]. - Costco had been exclusively partnered with Pepsi since 2013, initially switching to Pepsi as a cost-saving measure to maintain the price of its popular hot dog and soda combo at $1.50 [2]. Group 2: Reasons for the Switch - The reasons for the switch back to Coca-Cola have not been officially disclosed, but customer preference and Coca-Cola's renewed commitment to quality and partnership with Costco are suggested factors [2]. Group 3: Market Performance - Costco has outperformed the market over the past 20 years by 7.13% on an annualized basis, achieving an average annual return of 16.0% [3]. - The current market capitalization of Costco Wholesale is $426.19 billion [3].

Core Insights - The affordability of sugary drinks is increasing in many countries, which poses a challenge for public health and presents a market opportunity for investors [1][2] - The World Health Organization (WHO) is advocating for higher taxes on sugary beverages, alcohol, and tobacco to curb consumption and generate revenue [3][9] Group 1: Market Dynamics - In 2024, sugary drinks were more affordable in 62 countries compared to 2022, while beer affordability increased in 56 countries during the same period [2][8] - The WHO's "3 by 35" campaign aims to raise prices of sugary drinks and beer by 50% over the next decade, potentially generating $1 trillion by 2035 [3][8] Group 2: Impact on Major Companies - Companies like PepsiCo and Coca-Cola may face increased scrutiny and potential market share shifts as governments implement sugar taxes [6] - The effectiveness of local taxes in cities like Philadelphia and San Francisco has shown a decrease in consumption, indicating that tax policies can significantly impact sales for these companies [7]

Core Insights - The analyst has over a decade of experience researching various companies across different sectors, including commodities and technology, which enhances the quality of content provided to readers [1] Group 1: Company Focus - The analyst has a particular interest in covering metals and mining stocks, while also being comfortable with other industries such as consumer discretionary, consumer staples, REITs, and utilities [1] Group 2: Research Methodology - The transition from a personal blog to a value investing-focused YouTube channel indicates a shift towards a more visual and engaging format for research dissemination, having researched hundreds of companies to date [1]

SYDNEY, Jan. 16, 2026 (GLOBE NEWSWIRE) -- Innovation Beverage Group Ltd (“IBG” or the “Company”) (Nasdaq: IBG), an innovative developer, manufacturer, and marketer of a growing beverage portfolio of 60 formulations across 13 alcoholic and non-alcoholic brands, announced today that on January 14, 2026, the Company received a notice from the Listing Qualifications Staff of the Nasdaq Stock Market (“Nasdaq”) notifying the Company that as it did not hold an annual meeting of shareholders within twelve months of ...

Berkshire dumped major bank stocks just before a huge rally. Only Coca-Cola and American Express look like true "forever†holdings. ...

Coca-Cola is stepping up direct distribution in India, using small vehicles like bikes, electric vans, and other micromobility options to transport its beverages directly to retail stores in narrow lanes and hard-to-access neighbourhoods. This direct-to-store delivery helps the company expand last-mile reach, cut reliance on middlemen or traditional wholesale channels, and gain tighter control over costs and profitability, even as quick commerce, despite rapid growth, remains a smaller, complementary part o ...

Indian market has a solid foundation, and the underlying consumer sentiment is quite robust, despite challenges faced by Coca-Cola here in 2025 due to weather-led disruptions, he added.Coca-Cola has an overall very positive outlook for the Indian market, which is quite vibrant, and has a tremendous amount of energy, said Murphy."Notwithstanding how many items have come at us over the last couple of years, I think the underlying consumer sentiment overall is quite robust. There are some markets where that's ...

Group 1: Banking and Financial Services - Jamie Dimon expresses desire to remain CEO of JPMorgan for at least 5 more years, with potential interest in a role as Fed Chair [2] - BMO warns about the latest surge in silver prices, while Goldman Sachs issues caution regarding copper [2] Group 2: Emerging Asset Classes - Prediction markets are gaining traction as an emerging asset class, with brokerages like Robinhood and Interactive Brokers offering these derivatives [4] - Goldman Sachs is exploring opportunities in prediction markets, indicating a shift towards integrating these event-based contracts into traditional financial services [5] - The use of prediction markets for pricing risks in stock sectors and ETFs is becoming more common, although speculation can lead to a gambling-like environment [6] Group 3: Corporate Developments - Keurig Dr Pepper is nearing a transformative deal with JDE Peet's [3] - Strong inflows reported for BlackRock, which has set a significant fundraising target [8] - U.S. megabanks are reducing headcount at the highest rate in nearly a decade [8] - Equinor has received judicial approval to resume construction on a New York wind project [8] Group 4: Market Overview - In Asia, major markets show slight declines, with Japan, Hong Kong, and China down by 0.3%, while India sees a 0.2% increase [9] - European markets are mixed, with London flat, Paris down 0.5%, and Frankfurt down 0.2% [9] - U.S. futures indicate a positive outlook, with Dow up 0.1%, S&P up 0.3%, and Nasdaq up 0.7% [9]

This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. Dive Brief: The Coca-Cola Company has appointed Sedef Salingan Sahin to the newly created role of chief digital officer, according to a press release. Coke adding a chief digital officer to its executive suite is part of a series of changes underway amid a CEO transition. Sahin, an over 20-year veteran who currently serves as president of Coke’s Eurasia and ...

GUWAHATI, India and NEW DELHI, Jan. 15, 2026 /PRNewswire/ -- Coca-Cola marked a landmark moment in India’s cultural journey with the launch of the first-ever Coke Studio Bharat LIVE, taking its celebrated music platform from screen to stage for the very first time. Designed as a large-scale live extension of Coke Studio Bharat, the initiative brought together artists, audiences and communities to celebrate India’s diverse musical voices through shared unforgettable moments, an experience that truly reflecte ...