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Re: TucsonPhil post# 116486

Friday, 02/17/2023 9:57:19 AM

Friday, February 17, 2023 9:57:19 AM

Post# of 121615
Their distribution arm (Gold Leaf) is doing fine and if they can maintain their growth rate, that portion of their business is on a good path. I don't think it's as dependent on bevs at this point, which is probably good. I don't think they ever had their own bottling capabilty, that's been outsourced completely and they did not gain any when they bought OLL. I'm not sure they will share, or if anyone on this board knows who is doing their bottling/canning for them. We know who takes care of HighDrate, but that's a very small portion of what they're doing. There was a lot of discussion about A-B relationships, but not sure how much of that is still in play or ever panned out.

They will be bought out by someone long before they need to worry about anything like Coke's structure...
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