Coke’s far-reaching global reorganization raises deep questions for Coca-Cola North America (CCNA). Coke will pare 17 existing global business units to nine. Plus CCNA looks to shed non-carb assets, and a new leader takes over with lessons from Latin America.
Analysts at RBC Capital Markets hosted a global consumer and retail conference on May 27-28. Beverages analyst Nik Modi interviewed leaders from Keurig Dr Pepper, Coca-Cola and Primo Water (formerly Cott). The following is a synopsis of shifts in short-term and long-term trends seen by the executives.