Caroline Levy

Quote: They've really got a crisis that they've never seen before on their hands. Emerging markets are collapsing; Japan, which is an enormous proportion of their earnings, is very weak; and the strange thing is that U.S. volume growth has actually slowed in the last couple of months. Not dramatically, but just on the margin, and North America is about 30 percent of Coke's global volumes. That will definitely impact growth if it slows [more]. Everything seems to be turning down at the same time. [Caroline Levy]

Quote: Aside from increasing their critical mass, we're filling a CEO void at Whitman and that's a post that's been up for grabs for a couple of years, [Caroline Levy]

Quote: Aside from increasing their critical mass, we're filling a CEO void at Whitman and that's a post that's been up for grabs for a couple of years. [Caroline Levy]

Quote: It's become the sterling growth stock in the large-cap beverage area, ... It has volume growth. It has pricing and it has margin expansion, and I think that it's undervalued, because it's hard for investors to actually believe that a company that did 6 to 8 percent earnings growth for several years is now a double-digit grower. [Caroline Levy]

Quote: Coke is at an increasing disadvantage. Pepsi is locking up the non-carbonated segment. Coke is dealing with restructuring its internal problems while Pepsi is being proactive about growth. [Caroline Levy]

Quote: Coke is at an increasing disadvantage, ... Pepsi is locking up the non-carbonated segment. Coke is dealing with restructuring its internal problems while Pepsi is being proactive about growth. [Caroline Levy]

Quote: North America volumes were below our estimate, but pricing was strong. [Caroline Levy]

Quote: I don't think Daft or anyone would want to stick their heads out there now with the regulatory environment being what it is. This may have hurt him, but I don't think the board can afford not to rally behind him at this point. [Caroline Levy]

Quote: I think they were being really conservative. I think there should be some growth from Gatorade. [Caroline Levy]

Quote: They would take huge flack from shareholders if they did. [Caroline Levy]

Quotes of the month