...Financial Analysis Project – Final Paper Jennifer M. Harding Cardinal Stritch University MBA 521 August 28th, 2014 Purpose of Analysis All managers need to understand where value comes from in their firm. The purpose of this analysis is to identify the financial strategy and performance of this particular publicly traded company. The process of understanding the risk and profitability of a company by analyzing reported financial info, especially annual and quarterly reports are vital to identifying the company’s overall financial performance. I wanted to analyze Coca Cola because the company has so much history and is one of the most recognizable brands in the world. I have always enjoyed researching food and beverage companies because of my background in the food service industry. I have always been fascinated by brand power of food and beverages and the corporations that are behind particular brands and products. Company Background and History The Coca-Cola Company is an American multinational beverage corporation and manufacturer, retailer, and marketer of nonalcoholic beverage concentrates and syrups. Headquartered in Atlanta, Georgia, the company is best known for its flagship product, Coca-Cola, invented in 1886 by pharmacist John Stith Pemberton in Columbus, Georgia. The Coca-Cola formula and brand was bought in 1889 by Asa Griggs Candler (December 30, 1851 - March 12, 1929), who incorporated The Coca-Cola Company in 1892 (Wikipedia, 1). The company operates...
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...1) Documentation of at least three initial scholarly sources from the library a) Sellers, Patricia Woods Wilton (1997-10-13) "WHERE COKE GOES FROM HERE". b) Hiebig, Roman G, 2003 The Successful Marketing Plan c) Pendergrast, Mark 2nd edition, 1994 “For God, Country and Coca-Cola” 5. Preliminary analysis of leadership and Organizational behavior concept: Coca-Cola launched “Project Kansas” which was their secret mission to reformulate Coke. This blunder was overseen by key Coca Cola executives CEO, Roberto Goizueta, Ike Herbert, chief marketing officer and Sergio Zyman, senior VP-Marketing (Pendergrast, 1994). They uses the matrix departmentation concept where they utilize the both the functional and divisional departmentation concept. Using the functional structure Coca Cola’s teams or group are created based on common functions from a bottom-up manner President and CEO, Presidents of research and development, marketing, finance, human resources, and under them managers. They are controlled and coordinated from Coca Cola’s top management level. With the use of the divisional structure within Coca Cola teams are organized in set of divisions. Each of their divisions has its own set of functional units President/CEO then Presidents and under them Vice Presidents the organization’s divisional managers run company operations in a general region of the globe. The functions of each vice president are divided into functions such as human resources, innovation/research...
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...Coca-Cola Marketing Analysis Morgan Hight April 8, 2013 Steven Richards MKT/498 Coca-Cola Marketing Analysis In 1886, an Atlanta pharmacist by the name of Dr. John S. Pemberton developed the first Coca-Cola Coke. The product was created by using flavored syrup and carbonated water at Pemberton’s local pharmacy. Frank M. Robinson, Dr. Pemberton’s business partner and bookkeeper, is credited for giving the product its name, Coca-Cola, as well as the trademark script on the product that is still used today. Prior to his death in 1888, Dr. Pemberton sold portions of his dynamic business, with majority of the business being sold to Atlanta businessman, Asa G. Candler. Under Candler’s leadership, Pemberton’s original goal was accomplished, distributing Coca-Cola through soda fountains. In 1984, Joseph Biedenhard installed a bottling machine in his soda fountain, making him the first to bottle a Coca-Cola. The first Coca-Cola sold for only five cents. For only $1, three business men from Chattanooga, Tennessee, Benjamin Thomas, Joseph Whitehead, and John Lupton, purchased bottling rights from Asa Candler, and later developed what would become the Coca-Cola worldwide bottling system ("Coca-Cola History", n.d.). Today, The Coca-Cola Company’s number one competitor is Pepsico Inc., the maker of Pepsi. Other competitors include, Dr. Pepper Snapple Group Inc. and Nestlé. Coca-Cola dominates the beverage world controlling 51% of the global carbonated soft drink business...
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... |4 | | | | |Detailed List of Assumptions……………………………………………………………... | | | | | |Situational Analysis……………..…………………………………………………………. | | |Company Performance.…………………………………………………………………. | | |Three Years of History as a Continuing Business..…………………………………….. | | |Market Demand…………………………………………………………………….. | | |Customer Analysis………………………………………………………………….. | | |Competition and Industry…………………………………………………. | | |Market Share………………………………………………….. | | |Competitive Position and Value ...
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...Second Semester, 2016 INTRODUCTION: This analysis is for Coca-Cola advertisement, our goal is learn about methods used to attract audience attention and interests for a specific product or service or brand through a systematic preparation and blend of pictures ,music ,texts ,colors ,sounds ,…that make an apparent and interior meaning for them.so the primary purpose is to make a perfect ads with no disturbance or complexity to audience. ************ --} Let’s start the analysis with: 1) Visual: * Real or Imaginary? This ad is real, and part of our day life. * People: people here were happy, lovely &energetic, the ads focuses on youth people that their ages are between (18_40)year because people at this age make a lot adventures that make them thirsty and Coca-Cola want to make its beverage the first option comes to their mind, and there was a diversity of people because of the difference in race, sex, place and seasons, this shows that the ads is for all youth people around the world, and Coca-Cola company share this people their great lovely and friendly times & memories. * Objects: : Coca-Cola shows people its international beverage and differentiate it effectively .It is also attracting youth people to try its beverage and feel the freshness and the great taste.it also relates the image of friendship and happy life adventures to its beverage, it is positioning itself effectively. Another thing Coca-Cola tried to make an ad that people love to watch...
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...Market Analysis Coca Cola Market Size Coca Cola is one of the leading beverage companies in Pakistan. It covers the large market segment. From the facts it is revealed that the market for coca cola as mentioned in the SWOT analysis segment is encouraging. It is the second largest usage in Pakistan. Still it has a great potential in Pakistan market. It focusers on it deficiencies and try to over come it than it will definitely grow more than any other beverage company in Pakistan. So it has a large margin for growth. Growth rate Coca Cola In Pakistan market the growth rate is 22% which is a significant rate. Similarly In Asia region the amount of revenues which company earn is 5052 dollar. Market Share Coca cola has doubled its market share in Pakistan, in recent years its market share was 16% but in 2007 its market share increased up to 36%, on the other hand its competitors share is going down day by day. Coca Cola is world leader in beverages, and is on the way to success in Pakistan and has crossed the Pepsi last year.. Major factors influencing the level of demand of the product There are a lot of factors that affect the demand of the product. The list of these factors is given below · Price Price is the major factor that affects the demand of the product. If the price Is not suitable to the consumers or customers than they will switch of the product. · Quality If a company provides the quality services or products than the demand of the...
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...Assignment #1: Coca-Cola Company Financial Results Analysis: Q3 2012 ACC499/Accounting Capstone 10/21/12 Coca-Cola Company is a beverage company headquartered in the United States with significant international operations. Operating in over 200 countries worldwide with a product offering of over 500 different products, Coca-Cola Company has come a long way from a small beginning in 1886 (Coca-Cola, History, 2012). Long considered a strong corporate entity by investors and analysts, Coca-Cola recently released 2012 Q3 financial results and business targets on October 16, 2012 as discussed below. North American Market Volume Results North America is part of the Coca-Cola Americas division which also includes Latin American operations. The United States was the starting market for Coca-Cola Company however the North American sector also includes Canada and Mexico. While North America continues to be a significant factor in all financial transactions and considerations, recent concerns with obesity in the United States has caused sales issues for Coca-Cola Company and is a continuing issue the company needs to address. For this reason as well as general market saturation, North America, while strong, continues to show small to moderate gains in market volume. For Q3 2012, North American operations presented an overall growth of 2%. This metric is the net result of no volume increase for the sparkling (carbonated) beverage section against...
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...Coca Cola SWOT Analysis: |Strengths |Weaknesses | |Brand equity/image & recognition |Credit rating | |Product distribution and worldwide network |Customer concentration, particularly in the US (Wal-Mart accounts for more | |Solid financial performance |than 10% of Coca Cola's business in the US) | |One of the world's most recognized brand | | |Product diversification (water, juices, soft drinks, sport drinks, etc) | | |Opportunities |Threats | |Bottled water growth |Commodity prices growth | |Acquisitions of smaller players |Image perception in certain parts of the world (i.e., Colombia) | |Health consciousness growth, specially of baby boomers ...
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...COCA-COLA BUSINESS ANALYSIS PART II Angel Hale Mgt/521 Coca-Cola Business Analysis Part II This paper will take a look at the financial health of the Coca-Cola Company in comparison to two of their competitors Pepsico & Nestle. As a potential investor, this information will help provide insight on the option to move forward, while looking at technological advantages and globalization effects on the company. At the end of this paper, you will be one step closer to deciding if the Coca-Cola company’s practices, financial & operational findings are in line with a potential investor’s requirement. It has often been said that business is about finding and exploiting advantages and the goal of any business is to maximize profits. As we look into the Coca-Cola Company as a potential investor some of the things to consider are: assets and liabilities, company track record, market position and future potential within the respective market. In general an investor wants to know how attractive current assets and future projects are in order to gauge how successful they may be. One of the first items to look into will be the financial standings for the company, not only will we review the current 2011 annual report, with regards to the balance sheet, cash flow and income statements. In order to understand how efficient the company is, we will also show the comparison between two other competitors within the same niche market: Pepsico & Nestle (see exhibits A, B & C)...
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...Talya Meyhanecioglu Company Analysis The Coca Cola Co, The Coca-Cola Company (known as KO in the stock exchange, common stock) is a non-alcoholic beverage company that serves more than 500 non alcoholic brands in cosumer goods industry. Coca-Cola Company has operations in more than 200 countries and employs more than 150,000 people. It owns and markets sparkling beverage brands, including Diet Coke, Fanta and Sprite. In addition, Coca-Cola manufactures, markets and sells beverage concentrates.It has operations over 125 years. Their major competitor in the beverage industry is Pepsi Co. Inc. (PEP in stock exchange) which is a firm that is also producing variety of cokes and other non-alcoholic drinks while operating in more than 150 countries in the world since 1898. Coca Cola Co. has more than half of the market share for the soft drinks industry. The Coca-Cola Company has committed to rely on principles of corporate governance. Shareholders elect The Board to oversee their interest on the long-term wealth ,strength and success of the business .The Board is the ultimate decision making body. The Board selects the members of the senior management which are charged for conducting the business of the company. The purpose of the Committee on Directors and Corporate Governance established by the Board is , to identify individuals which are qualified to be Board members and recommend to the Board director for the next annual meeting of shareholders , as well as recommend the Board...
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...1. Situation Analysis Case Background Created in 1886 by Dr. John Pemberton, Coca-Cola has gone through many changes, some good and some bad, but in the end has become the worldwide leader in its industry (Graham, 2011). The company boasts a lineup of approximately 500 different drinks, including soft drinks, teas, coffees, juices, and waters. Soft drinks are their “cash cow” with around two billion cans and bottles sold each day (Graham, 2011). The syrup originally was designed as a "cure-all tonic" and contained coca leaves (Davis, 2004). Two years after creating the mixture, and just before he died, Dr. Pemberton sold the rights to the beverage to Asa Candler. Due to increasing demand Joseph Biedenharn started bottling Coca-Cola and bottled distribution of the soda began; within five years large scale bottling operations became available. Throughout the company's history, and even today, it has faced and overcame many challenges. Coca-Cola was, until recently, the world’s most valuable brand (Elliott, 2013), but is still the worldwide leader in the beverage industry. Through all the successes, Coca-Cola has encountered some challenges along the way. Coca-Cola has been criticized for discrimination against minority employees, poor working conditions of migrant workers, and even assassinations of trade union leaders and union-affiliated workers that provoked protests (Raman, 2007). Another emerging issue the company is facing is criticism that their products are contributing...
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...Coca Cola’s Marketing Challenges in Brazil: The Tubaínas War Case Analysis I. Summary The case study deals with Coca Cola’s attempt to pursue different strategies in order to stand up to the strong growth of the so called tubaínas. Tubaínas is defined as the numerous brands of inexpensive, carbonated and sweet beverages which are manufactured and distributed locally throughout Brazil by hundreds of small companies. Due to the significant growth of the tubaínas in Brazil, Coca Cola intended to find a way to impede and even defeat the steady increase, to sustain their performance and strength. II. / III. Statement of the problem / Causes of the problem One of the biggest problems Coca Cola faced was its declining market share in 1999 which dropped to 48%. It became evident that Brazil seemed to be a challenging market for Coca Cola concerning sales, market share and profitability despite the existing high brand awareness all over the world. The decline was the result from the rising social class C which included typical workers in the lower middle class and accounted for around 28% of total national consumption of soft drinks. The outcome of a market study conducted by Boston Consulting Group showed that brand awareness was the least significant factor in the beverage purchase decision of Class C. However lower-priced products, also referred to as B brands, played a decisive role and were preferred. Another market study, published by A.C. Nielsen/CBPA study supported the...
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...Executive Summary With their global presence known in 200 countries and 6 operating regions, The Coca Cola Company is the number one global leader in the beverage industry (Who we are). Headquartered in Atlanta, GA, the company owns more than 500 nonalcoholic beverage brands such as waters, juices, coffees, sports drinks, soda, and many more. They’re the owners of brands like coca cola beverage (of course), but also popular brands like Dasani, Capri-Sun, Minute Maid, Fuze, NOS energy drink, Powerade, etc. Coca Cola is not only known for their products, but also the way they market their products. From polar bears and Santa clause to celebrities drinking the refreshing bottle of coca cola. In 2010, 89 servings are consumed per person worldwide (Per Capita Consumption). According to MSN, Coca Cola sales over 46.22 Billion and in return, their income is about 8.37 Billion making it one of the successful businesses around the world (Coca-Cola Company). Financial Highlights (http://finance.yahoo.com/q/ks?s=KO+Key+Statistics) | | Fiscal Year | Fiscal Year Ends: | Dec 31 | Most Recent Quarter (mrq): | Oct 2, 2015 | | Profitability | Profit Margin (ttm): | 15.24% | Operating Margin (ttm): | 23.09% | | Management Effectiveness | Return on Assets (ttm): | 6.88% | Return on Equity (ttm): | 23.03% | | Income Statement | Revenue (ttm): | 45.17B | Revenue Per Share (ttm): | 10.36 | Qtrly Revenue Growth (yoy): | -4.60% | Gross Profit (ttm):...
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...Financial Statements Analysis Dr. Rimona Palas Caroline LAYANI Id: 94746 Michael WEIMBERG Id: 94852 Nathan BENAMOU Id: 94531 Sebastian KANOVICH Id:799048 I. Executive summary After analyzing the income statement, ratios and strategies of the Coca-Cola Company, we can conclude that Coca-Cola had a continuous revenue growth between the years 2009 and 2011. It is the largest soft drink industry company in the world and therefore stands in a privileged position to face potential crisis. The reason for having our results in the income statement, and thus also in our ratios can be explained by the company’s acquisition and consolidation of CCE’s North American business during the last quarter of 2010. Moreover, another important factor for the decline in equity interest was the sale of the company’s investment in Embonor during the first quarter of 2011. Coca-Cola has been using several strategies. As mentioned above, acquisitions have been an important factor of Coca-Cola over the last 50 years. By acquiring new companies, they were able to eliminate competition, increase their growth and become the market leader of the non-alcoholic beverage industry. Following our calculations, over the past three years, Coca-Cola had an increase in its current liabilities as well as in their “cash to sales”. The debt-to-equity ratio shows that it’s smaller than one, meaning that the company is financed through equity. This low debt-to-equity ratio will usually be preferable...
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...ANALYSIS OF COCA COLA COMPANY Ltd. Introduction Coca-Cola Company Limited is the world’s largest beverage company as well as the leading producer of soft drinks. The company has spent millions of dollars in the research and development as well as marketing and production in order to create a new unique product to gain the advantages in the so-competitive market. This report is basically focused on how Coca-Cola Company Limited can analyze the market situation and use the best strategies in order to compete with other competitors in the global market. This report will also include the SWOT analysis of the company and the problems the company faced. The strategies used, recommendations and plan implementations will also be examined in this paper. History and Background Coca-Cola Company Ltd. starts from the discovery of Coca-Cola mixture by the Dr. John Pemberton who tried to mix the caramel mixture with carbonated water. In the first few year, he only sold one kind of products, but now is the wold largest producer of non-alcoholic beverages. Coca Cola Company Ltd.. is listed as the most valuable firm in the world. They owned over 300 brands in over 200 countries and serving carbonated soft drink and non-carbonated beverages such as fruit juice, fruit drink, sports drinks, coffees and bottled water. Not only preserving and operating in their existing brand, Coca-Cola Co. also develops new global and local brands to reach, attract and satisfy broader range of consumers...
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