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srg4444

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srg4444

Re: NewJerichoMan post# 3261

Tuesday, 07/25/2017 9:59:02 AM

Tuesday, July 25, 2017 9:59:02 AM

Post# of 11429
To those who have been around a long time, many will likely see that Cott is dusting off Willis' playbook from 2006. Back then, Willis tried to diversify Cott's CSD biz with a portfolio of higher margin, IP-rich brands. Rocked the boat of WMT (~40% of sales), but interestingly Fowden (now CEO) since 2008/2009 has effectively done the same: bought Cliffstar (juice), water (DS, Eden), coffee (S&D), and ultimately shed CSD (today).

Regardless of long/short on NBEV, this is a data point that needs to be digested.

Again, Willis didn't execute this, but I believe Cott kept his playbook.
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