Sabra Chaudhuri
speaker
123 appearances
2 recordings
1 series
first heard Oct 2019
last heard Aug 2022
Sabra Chaudhuri’s voice in public audio — every appearance, attributed to the second.
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Appearances
when it comes to actually appealing to bottled water consumers.
Nestle, Coke, Pepsi, all of these companies are looking into developing machines, and some of them have actually already rolled these machines out where you can pick your level of carbonation, you can pick which flavor you want, you can pick your size, and then you just bring your own bottle, essentially, and you refill it at this machine.
You pay with your credit and your debit card, and that's another alternative way for companies to make money from the water without necessarily having to offer it in a container that you use once and then throw away.
They're doing well.
I think it's just those are relatively small businesses in the U.S.
compared to the bigger brands like Pure Life and Poland Spring, which you'll see
much.
I mean, in New York, you go and go to any food cart and you will get a bottle of Poland Spring.
So I think they're still building those brands up.
I think you get them at more kind of upscale restaurants and upscale supermarkets.
And I think the idea is, well, how do you retain those really upscale kind of niche brands while simultaneously or the niche nature of those brands while simultaneously scaling them up?
And that's what they're trying to do right now.
They've said that they are going to
step away from focusing on the lower margin brands which are seeing a lot of competition from so-called private label offerings from supermarkets and instead focus on these higher margin brands that really differentiate themselves by saying we come from this special spring in this special place or our water offers you this health benefit that no other water does or
You know, some kind of differentiating factor, whether that's the luxury or the health, that will really make people reach for that particular bottle of water over just whatever supermarket brand water they can get for cheap.
No.
I mean, they are the world's biggest bottled water maker by far.
And I think a slowdown is significant because it indicates the whole category is struggling because they're so big.
But no, I think there's still, particularly in emerging markets where a lot of companies tend to look to offset slowing growth in the West, there's still tons of runway for growth.
I do think, though, that it makes sense for them to be pivoting away from some of the really mass market offerings because, yeah, there's just so much more competition in that space.
Showing 101–120 of 123 · page 6 of 7
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