U.S. Beverage Companies Compete on Marketing in 2012 – Kaumil Gajrawala – UBS Investment Bank
Kaumil Gajrawala is a Managing Director and Co-Global Consumer Sector Strategist at UBS Investment Bank. He also covers the beverage stocks in the United States. Mr. Gajrawala has been covering equities on the sell side for over 14 years, beginning his career analyzing the satellite communications industry. After joining PaineWebber in 2000, he began covering U.S. beverages in 2002. Mr. Gajrawala is known in the investment community for his deep industry contact network, relationships with management and out-of-consensus thinking. He has been recognized as a top analyst by Institutional Investor's annual poll of top investors for four years, most recently placing third in 2011. He holds a B.S. in finance from Rutgers, The State University of New Jersey. Profile
TWST: Please start with an overview of your coverage universe.
Mr. Gajrawala: My primary coverage is U.S. beverage stocks. That would be, big to small, The Coca-Cola Co (KO) and ABI (BUD) on the big