John Faucher
John Faucher
concerns effect half increases material positively prices raw react relief stock
The stock should react positively to this as there should be some relief from the concerns over raw material prices and the effect of the price increases on the back half of the year.
beating company despite key markets weakness
The company is beating expectations despite weakness in some key markets, and if those markets stabilize, there could be more significant upside.
consumers exciting
A lot of this is about variety. Consumers want new exciting beverages.
concerns currency europe given heading impact key low markets potential quarter result south volumes
Given low expectations heading into the quarter on concerns about the potential currency impact and volumes in key markets such as Europe and South Asia, Coke's Q4 result is a positive.
bad cost europe less looking situation trends
The cost situation and trends in Europe are looking less bad than some had feared.
concerned equally north volume
We are equally concerned with the North American volume results.
currency despite given guidance negative roughly
We think given guidance is roughly in-line despite the negative currency impact.