可口可乐更高的有机销售增长率由多个因素驱动:1)强大的定价权,凭借企业特有的定价权优势,叠加有利的产品类别和地理覆盖范围(尤其是新兴市场),可口可乐的定价能力持续显著领先同行;2)收购高端乳制品品牌Fairlife带来的增长贡献;3)即使近年大幅提价,可口可乐销量增长仍稳定超越同行,支撑因素包括市场份额提升、产品创新和高效执行;4)可口可乐市场份额持续增长,而竞争对手为其他领域的产品提供补贴(百事可乐补贴零食业务和Keurig Dr Pepper补贴咖啡业务),进一步巩固了可口可乐的地位。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.