Portfolio Rebuilds: Is the Cash Always Greener on the Other Side?

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Manage episode 301261569 series 2168566
By Julio Pijnappel. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

We started our conversation expecting to talk about the news, but so much of the news has been dominated by major beverage companies shaking up their portfolio. Whether it was Molson Coors shutting down 11 brands, Coca-Cola cutting its portfolio in half, PepsiCo selling its juice brands for USD 3bn or Boston Beer partnering with PepsiCo and Beam Suntory, we try to figure out how each of these decisions fit into a larger strategy and what they may mean for the future of the beverage industry.

77 episodes