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...Pepper also has old distribution deals with Coke and Pepsi bottlers, which Goldman Sachs analyst Judy Hong describes as a "potential Achilles' heel." According to Hong, "there is an inherent conflict of interest because Pepper's distribution platforms are also its largest competitors'," and as an example, she cites Pepsi's Sierra Mist displacing 7Up as the No. 2 lemon-lime brand, behind Sprite, in part because Pepsi Bottling stopped distributing...

Author: /time Magazine | Title: Is Parting Sweet for Cadbury? | 8/28/2008 | See Source »

...newly spun-off Dr Pepper Snapple Group a bit of a soft-drink Frankenstein, cobbled together from odd parts. Dr Pepper has acquired about $1.2 billion in bottling assets over the past two years, and that will likely continue, which bodes well for its longer-term outlook, says Wachovia analyst Brian Scudieri. Young is predicting that the Dr Pepper Snapple Group will deliver annual revenue growth of 3% to 5% and earnings-per-share increases in the high single digits over the next few years...

Author: /time Magazine | Title: Is Parting Sweet for Cadbury? | 8/28/2008 | See Source »

Nearby, queues formed outside a bank as Zimbabweans waited to withdraw remittances sent from abroad by relatives. When a 21-gun salute sounded in Mugabe's honor, people scattered, as though they expected reprisals. The mood of rebellion seemed to infect the ranks of Harare's political analysts too. Though few could hear him, Mugabe vowed in his speech to tackle corruption and provide food. Political analyst Fred Musayengana dismissed the address as lacking substance. "There is really nothing to talk about in the President's speech," he says. "It is hollow. It does not address fundamental issues like employment...

Author: /time Magazine | Title: Trying to Boo Mugabe Offstage | 8/26/2008 | See Source »

...heightened political tensions between Russia and the West are sure to prompt potential investors to take an even longer, closer look before plunging into the Russian market. There has been talk in Washington and elsewhere of kicking Russia out of the G-8 group of nations, and some analysts believe the Kremlin's actions will ultimately prove counterproductive for the economy. In a note to clients, Commerzbank analyst Michael Ganske wrote: "The strong macroeconomic story of the country is increasingly obscured by homemade negative headlines and developments that clearly worsen the economic outlook for Russia." Ganske went...

Author: /time Magazine | Title: Risky Business in Russia | 8/21/2008 | See Source »

...disheartened Russia booster considering withdrawal, there's someone else who is eager to pile back in. On Aug. 11, Credit Suisse issued a research note arguing that this is a great time to buy Russian stocks. The market "has been punished excessively over the last couple of weeks," wrote analyst Vladimir Savov. "While warfare is never a good thing, fundamentally Russia's economy and infrastructure are not affected ... The likelihood of military involvement of other superpowers is below average. The situation may end soon, to be replaced by diplomatic negotiations." And even as bullets flew in Georgia, U.S. electronics retailer...

Author: /time Magazine | Title: Risky Business in Russia | 8/21/2008 | See Source »

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