Ben Gilbert

They finally got rid of the last little element of the parent bottlers.

And so the story for people who follow Coke as a company or a stock is a lot around the

How good of a job are they doing restructuring all the bottlers?

And it seems like they're mostly through this whole re-franchising thing that they're doing.

So that brings us to the business today.

Yeah.

Maybe that's not true.

Maybe I'm I live here and so I'm ethnocentric about that.

But I'd be curious if Coke feels like America to you if you're a listener and you don't live here.

All right, so let's walk through that.

Here's Coca-Cola by the numbers today.

So first of all, brands.

For a long time, the thought was just build the total beverage company and more brands is better.

So let's just keep going.

They got over 500.

Around 2020, they did a big slimming and went down to about 200.

And ones that they got rid of were Tab, Zico, Adwala, Honest Tea, Vault.

Those are probably some of the ones you know that they got rid of.

They do have 30 brands that do over a billion dollars in revenue.

It's kind of crazy that it's a house of brands that has that many billion dollar brands.