Core Insights - Coca-Cola products are consumed at a staggering rate of 2.2 billion servings per day globally, indicating strong market demand and brand presence [1]. Company Overview - Coca-Cola's extensive product consumption highlights its significant role in the beverage industry, suggesting robust sales and potential for continued growth [1]. Market Position - The daily consumption figure of Coca-Cola products reflects the company's strong market position and consumer loyalty, which are critical for long-term investment considerations [1].

Let's stick with earning shares of. It's now taking a hit as retailers delay orders over tariff uncertainty impacts and the current. Joins us now for more.And there we're starting to see it might not be a big stock market issue but a company turning around is saying some retailers are holding back, waiting for clarity. How much of an economic issue might that be. Well, it's a big question, a big missing piece of the jigsaw.When will these tariffs start to flow through to more broadly goods on the shelf. Jon ...

Core Insights - Celsius Holdings, Inc. completed the acquisition of Alani Nu on April 1, 2025, which significantly contributed to its growth in Q2 2025, with revenues increasing by 84% year over year to $739.3 million, of which Alani Nu accounted for $301.2 million [1][10] Group 1: Alani Nu Performance - Alani Nu's retail sales surged by 129% year over year for the 13 weeks ending June 29, 2025, and increased by 39% sequentially, capturing a 6.3% dollar share in the U.S. ready-to-drink energy category, up 3.1 percentage points year over year [2] - Limited-time offers such as Sherbet Swirl and Cotton Candy were highlighted as key sales drivers, with new offerings like Witch's Brew and Pumpkin Cream also contributing to sales momentum [3] - The integration of Alani Nu improved product mix and reduced costs, leading to higher gross margins despite a $21.7 million increase in inventory costs [5] Group 2: Financial Performance - Alani Nu contributed to Celsius Holdings' record adjusted EBITDA of $210.3 million in the quarter, raising the company's energy portfolio share to 17.3% [4] - The contingent payment related to the Alani Nu acquisition was increased to the full $25 million due to higher-than-expected sales [4] Group 3: Market Position and Valuation - Celsius Holdings' stock price has surged by 140.7% year to date, contrasting with a 7.5% decline in the industry [8] - The company trades at a forward price-to-earnings ratio of 46.14, significantly higher than the industry average of 15.55 [12] - The Zacks Consensus Estimate for Celsius Holdings' earnings implies year-over-year growth of 60% for 2025 and 28.3% for 2026 [15]

Core Insights - Fevertree Drinks is a UK producer known for its carbonated mixers, particularly tonic and ginger ales, with a diverse range of brands and beverages [1] Company Overview - The company operates in the beverage industry, focusing on high-quality mixers that cater to a growing market for premium drinks [1] Investment Focus - The investment group European Small Cap Ideas emphasizes high-quality small-cap investment opportunities in Europe, aiming for capital gains and dividend income [1]

Core Insights - cbdMD, Inc. has launched two new flavors, Berry Fusion and Tropic Wave, for its Herbal Oasis hemp-derived THC-infused social seltzer lineup, each containing 10mg of THC [1] - The introduction of these flavors aligns with the company's strategic focus on data-driven product development [1] Company Overview - cbdMD, Inc. is recognized as one of the most trusted cannabidiol (CBD) brands in the United States [1] - The company offers a comprehensive line of domestically produced CBD products and Farm Bill-compliant Delta-9 offerings [1] Product Development Strategy - The new product launches reflect a strategic emphasis on utilizing data to guide product development [1]

Group 1 - The presentation is hosted by the Chief Financial Officer, Harold van den Broek, and includes a trading update for Q3 2025 [1] - The presentation features forward-looking statements and expectations based on management's current views, which may involve known and unknown risks and uncertainties [2]

Core Insights - Coca-Cola is introducing single 7.5-ounce mini cans to convenience stores starting January 2026, aiming to provide a convenient and affordable option for consumers [3][8] - The mini cans, priced at approximately $1.29 each, are designed to offer a lower commitment for consumers compared to larger bottles, while maintaining a comparable price per ounce [4][8] - The company plans to use this format not only for classic flavors but also to test new flavors, creating a low-risk opportunity for both the company and consumers [6][9] Product Strategy - The mini cans will include popular flavors such as Coca-Cola, Coke Zero Sugar, Sprite, and Fanta Orange, ensuring that classic options are available [6] - New flavors like Sprite Winter Spiced Cranberry and Coca-Cola Cherry Float will also be introduced in this format, allowing Coca-Cola to experiment with consumer preferences [7][8] - The introduction of mini cans is seen as a strategic move to enhance convenience and affordability, potentially unlocking new market segments [4][8] Market Positioning - Mini cans currently account for 9% of sparkling soft drink sales in large stores, indicating a growing consumer interest in smaller serving sizes [3] - By offering a single can option, Coca-Cola aims to attract consumers looking for quick, low-cost beverage choices, particularly in convenience store settings [4][8] - This initiative reflects Coca-Cola's adaptability in a competitive market, focusing on consumer convenience and innovative product offerings [2][9]

Group 1 - The presentation is hosted by the Chief Financial Officer, Harold van den Broek, and includes a trading update for Q3 2025 [1] - The presentation features forward-looking statements and expectations based on management's current views, which may involve known and unknown risks and uncertainties [2]

Core Insights - Coca-Cola and PepsiCo reported strong third-quarter 2025 earnings, indicating positive trends in the consumer staples sector [1][2] - Both companies are adapting to changing consumer behaviors, focusing on affordability and health-conscious products [7][8] Coca-Cola Summary - Coca-Cola's third-quarter 2025 comparable earnings per share (EPS) reached 82 cents, a 6% increase year over year, surpassing the Zacks Consensus Estimate of 78 cents [3][4] - Revenues for Coca-Cola were $12.46 billion, reflecting a 5% year-over-year growth and exceeding the Zacks Consensus Estimate of $12.43 billion [4] - The company expects slight currency tailwinds for both revenue and comparable earnings in 2026, with minimal currency impact anticipated for fourth-quarter 2025 [5] PepsiCo Summary - PepsiCo's third-quarter 2025 net revenues were $23.94 billion, a 2.6% increase year over year, beating the Zacks Consensus Estimate of $23.87 billion [6] - Core EPS for PepsiCo was $2.29, surpassing the Zacks Consensus Estimate of $2.27, although it represented a 0.9% decline year over year [6] - PepsiCo is also maintaining its full-year outlook, indicating stability in its financial projections [6] Consumer Trends - Both Coca-Cola and PepsiCo are responding to price-sensitive and health-conscious consumers by offering smaller, more affordable packaging options [7] - Coca-Cola is seeing increased sales from dollar stores as low-income consumers cut back on spending [7] - PepsiCo is reformulating its snack products with healthier ingredients and reducing prices on multipacks and single-serve snacks to attract budget-conscious buyers [8] Investment Opportunities - Investors may consider ETFs that include Coca-Cola and PepsiCo, such as the Consumer Staples Select Sector SPDR Fund (XLP), Fidelity MSCI Consumer Staples Index ETF (FSTA), and Vanguard Consumer Staples ETF (VDC) [9]

Core Viewpoint - The Coca-Cola Company is expected to report excellent financial results, as highlighted by Jim Cramer, who considers it one of the most consistent stocks in the packaged goods sector [1]. Company Overview - The Coca-Cola Company (NYSE:KO) produces and markets a variety of nonalcoholic beverages, including soft drinks, juices, water, coffee, tea, and sports drinks [1]. - Jim Cramer regards Coca-Cola as a terrific stock with significant momentum, suggesting that the current price level presents a good buying opportunity [1]. Market Sentiment - Cramer anticipates that Coca-Cola will deliver its usual strong performance, reinforcing its reputation in the consumer packaged goods market [1]. - The stock has recently declined, which Cramer views as an advantageous entry point for investors [1].