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Kaumil Gajrawala, Beverage Guru at Jeffries; A Professional Approach to Investing
Manage episode 474620513 series 3652611
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An Analyst’s Guide to Beverage Stocks
Climb inside the mind of a pro for a road map to understanding the beverage industry. We journey through the eras of global expansion (creation of beer giant ABI) and volume-at-any-price ($0.89 2-liters) to the newer driver of value creation, namely “revenue growth management”, i.e., the skill of managing price, package, channel and brands to deliver profitable growth.
Learn about the birth of modern sodas, non-alc adult beverages and protein drinks. We will get you thinking about GLP-1s, food-as-medicine and much more.
Some companies discussed: KO, PEP, KDP, ABI, MNST, Red Bull, Liquid Death, Olipop, SAM, Athletic Brewing Co., Bellring Brands
Chapters
1. Kaumil Gajrawala, Beverage Guru at Jeffries; A Professional Approach to Investing (00:00:00)
2. Business Pendulum: Price vs. Volume (00:00:05)
3. Welcome to Drinks with Caroline (00:00:19)
4. Life of an Equity Analyst (00:01:38)
5. Evolution of Beverage Strategy (00:05:14)
6. Revenue Growth Management Success (00:09:58)
7. Distribution Models: Asset Light vs. Ownership (00:15:15)
8. Entrepreneur Innovation and Scaling (00:19:21)
9. Health, Wellness, and Modern Soda (00:27:49)
10. GLP-1 Impact on Beverages (00:34:46)
11. Marketing vs. Distribution Balance (00:42:42)
5 episodes
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