10.31.05: Beverages Report
2 analysts and top management from 3 firms examine the Beverages sector in this 20 page report from The Wall Street Transcript.
  1. Beverage Industry Overview: Mark Swartzberg, Legg Mason Wood Walker

  2. Beverages/Soft Drinks & Alcoholic: Corey Horsch, Credit Suisse First Boston

  3. CEO Interviews (average 2,500 words): Top management from 3 sector firms examine the outlook for their firm and sector. Firms interviewed include: Leading Brands, Inc., Van Houtte Inc. and National Beverage Bottling.

    Topics covered: Non-carbonated sector growth  - Soft drink market  - Import beer performance  - Investor interest  - Acquisitions  - Raw material exposure  - US-based beverage companies  - PET resin  - Demographics in spirits 

    Companies covered: Coke (KO), Anheuser-Busch (BUD), Constellation (STZ), Pepsi Bottling (PBG), PepsiAmericas (PAS), Pepsi (PEP), Starbucks (SBUX), Cadburys (CSG), Brown-Forman (BFB) and Molson Coors (TAP).
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