4 ms·

Coca-Cola completely dominates retail in Germany. The most recent numbers I could find[1] are from 2018, but I have no reason to believe the situation, you know

by morsch 2y ago

Coca-Cola completely dominates retail in Germany. The most recent numbers I could find[1] are from 2018, but I have no reason to believe the situation, you know, flipped on its head -- the top 3 lemonades were Coke, Coke Zero and Coke light, making up about 75% of the market. In 2022[2] Fritz had 2.9% market share. Maybe the market share is higher in restaurants, though I'd be shocked if it Fritz was even at 25%. [1] https://www.businessinsider.de/wirtschaft/es-gibt-ein-deutsches-bundesland-in-dem-coca-cola-nicht-der-marktfuehrer-ist/ https://www.businessinsider.de/wirtschaft/es-gibt-ein-deutsc... [2] https://www.wiwo.de/unternehmen/industrie/fritz-kola-der-coca-cola-herausforderer-braucht-neue-ideen/28539796.html https://www.wiwo.de/unternehmen/industrie/fritz-kola-der-coc...

pjmlp 2y ago
Thanks for the overview, naturally tarifs might change that, see Canada, no US products any longer on big chains.
- rvba 2y ago
  Coca cola is bottled locally. It does not make any sense to move water, sugar, nor the syroup. Probably they move a bit of their secret sauce, but rest is probably sourced locally. So impact of tariffs on coke in Germany is mininal. During WW2 german bottlers missed some ingredients so they've started making Fanta.
  - pbhjpbhj 2y ago
    Surely they ship [components of] the syrup because otherwise they have to ship the raw coca leaves? Is the global supply of coca extract processed by the Stepan company in USA? Profits move the other way through IP payments. We can cut off the bleeding of profits by buying products with locally owned IP.
    - deleted 2y ago
      [deleted]
    - rvba 2y ago
      The Wikipedia article on Stepan company says that they use 100 tons of leaves per year. If we assume that the processed leaves sold for coca cola weight the same as unprocessed (what is very doubtful), then how much would Europe get allocated? Probably less than half. But let's say it's half. 50 tons of this special extract isnt much. That's just two shipping containers. Also with their scale every bottle probably onlu getd some trace amount, so I wonder if cola would taste any different if it didnt include this.
  - pjmlp 2y ago
    The problem is not the source, rather the company origin.
  - pbhjpbhj 2y ago
    Surely they ship [components of] the syrup because otherwise they have to ship the raw coca leaves? Is the global supply of coca extract processed by the Stepan company in USA? Profits move the other way through IP payments at least.
- mixermachine 2y ago
  Coca-Cola is mostly produced locally. Atleast the mixing of Sirup and bottling is. I personally don't know if they ship their sirup around the world.
  - pbhjpbhj 2y ago
    But, AIUI, usually the profits get exported via IP payments to the parent companies host nation.
    - Jolter 2y ago
      And tariffs on intellectual property licenses are not on the table right now, as far as I’m aware. Right?
  - pjmlp 2y ago
    Company origin is what matters, people boycoyting US products don't care where the companies source them from. See the US companies trying the "built in Canada" marketing.
    - chgs 2y ago
      MAGA hats made in China are probably the definitive example

by morsch 2y ago

pjmlp 2y ago

Thanks for the overview, naturally tarifs might change that, see Canada, no US products any longer on big chains.

rvba 2y ago
Coca cola is bottled locally. It does not make any sense to move water, sugar, nor the syroup. Probably they move a bit of their secret sauce, but rest is probably sourced locally. So impact of tariffs on coke in Germany is mininal. During WW2 german bottlers missed some ingredients so they've started making Fanta.
- pbhjpbhj 2y ago
  Surely they ship [components of] the syrup because otherwise they have to ship the raw coca leaves? Is the global supply of coca extract processed by the Stepan company in USA? Profits move the other way through IP payments. We can cut off the bleeding of profits by buying products with locally owned IP.
  - deleted 2y ago
    [deleted]
  - rvba 2y ago
    The Wikipedia article on Stepan company says that they use 100 tons of leaves per year. If we assume that the processed leaves sold for coca cola weight the same as unprocessed (what is very doubtful), then how much would Europe get allocated? Probably less than half. But let's say it's half. 50 tons of this special extract isnt much. That's just two shipping containers. Also with their scale every bottle probably onlu getd some trace amount, so I wonder if cola would taste any different if it didnt include this.
- pjmlp 2y ago
  The problem is not the source, rather the company origin.
- pbhjpbhj 2y ago
  Surely they ship [components of] the syrup because otherwise they have to ship the raw coca leaves? Is the global supply of coca extract processed by the Stepan company in USA? Profits move the other way through IP payments at least.
mixermachine 2y ago
Coca-Cola is mostly produced locally. Atleast the mixing of Sirup and bottling is. I personally don't know if they ship their sirup around the world.
- pbhjpbhj 2y ago
  But, AIUI, usually the profits get exported via IP payments to the parent companies host nation.
  - Jolter 2y ago
    And tariffs on intellectual property licenses are not on the table right now, as far as I’m aware. Right?
- pjmlp 2y ago
  Company origin is what matters, people boycoyting US products don't care where the companies source them from. See the US companies trying the "built in Canada" marketing.
  - chgs 2y ago
    MAGA hats made in China are probably the definitive example