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Squawk on the Street

Squawk on the Street+ Coca-Cola CEO James Quincey 2/11/25

Feb 11, 2025
James Quincey, CEO of Coca-Cola, provides insights into the company’s recent earnings beat and U.S. growth strategies. He discusses how effective marketing and innovation have driven success, particularly in a challenging economy. Quincey highlights the importance of affordability for lower-income consumers and how the company navigates geopolitical challenges through local investments. He also addresses shifting consumer preferences towards healthier options and adaptations in their product lineup, ensuring resilience and competitiveness in the beverage market.
10:36

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Coca-Cola's impressive earnings surpass estimates due to effective pricing strategies and innovative product offerings amid consumer demand challenges.
  • The company adapts to changing consumer tastes by positioning itself as a total beverage provider, balancing classic brands with healthier options.

Deep dives

Coca-Cola's Strong Performance

Coca-Cola has experienced impressive growth, as reflected in its recent earnings report, which surpassed estimates due to effective pricing strategies and increasing volumes. The company has focused on delivering the right marketing and innovative products while strategically working with partners to enhance commercial execution. This approach has resulted in sustained momentum, particularly in North America, as the aggregate consumer demand remains robust despite some economic challenges faced by lower-income consumers. Coca-Cola's ability to adapt to market dynamics and continue growing its revenue and volume sets it apart in the competitive beverage industry.

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