http://streetcapitalist.com/2010/02/26/the-coca-cola-company-to-buy-coca-cola-enterprises-vertical-integration-continues/ Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas. Thu, 10 Feb 2011 04:28:00 +0000 hourly 1 http://wordpress.org/?v=3.2 http://streetcapitalist.com/2010/02/26/the-coca-cola-company-to-buy-coca-cola-enterprises-vertical-integration-continues/comment-page-1/#comment-4943 Warren Buffett on CNBC | Street Capitalist: Event Driven Value Investments Mon, 01 Mar 2010 18:14:21 +0000 http://streetcapitalist.com/?p=906#comment-4943 [...] I’ve blogged in the past on Coca-Cola’s (NYSE:KO) decision to purchase its bottling unit Coca-Cola Enterprises (NYSE:CCE). To me the strategic rationale was that Coke wanted to get control over distribution so that they could more agilely deploy new products to the market place. Buffett seems to agree here, and does note that the bottling business is in general worse than the concentrate business. I thought it was interesting that Indra Nooyi was brought onto the call, she provided some good insight on why Pepsi did their deal: [...] [...] I’ve blogged in the past on Coca-Cola’s (NYSE:KO) decision to purchase its bottling unit Coca-Cola Enterprises (NYSE:CCE). To me the strategic rationale was that Coke wanted to get control over distribution so that they could more agilely deploy new products to the market place. Buffett seems to agree here, and does note that the bottling business is in general worse than the concentrate business. I thought it was interesting that Indra Nooyi was brought onto the call, she provided some good insight on why Pepsi did their deal: [...]

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