Replies to post #14301 on The Rising Influence of Rising Affluence

[DewDiligence]

PEP/KO...selling a lot of bottled water and bottled fruit juices.

Absolutely, but sugary soda is still a highly material portion of the business at both companies.

[DewDiligence]

PEP logs another weak quarter—there’s always an excuse:

https://www.wsj.com/articles/pepsico-soda-sales-slide-but-cost-cuts-bolster-bottom-line-1518521661

One longstanding family account I manage owns PEP at a cost basis of essentially zero, so I can't sell.