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Coke caves under Wal-Mart pressure
CNN/Money ^ | June 8, 2006

Posted on 06/08/2006 12:27:13 PM PDT by RWR8189

NEW YORK (CNNMoney.com) - Coca-Cola, fearing Wal-Mart would launch its own sports drink to rival the beverage giant's Powerade if it didn't agree to the retailer's new distribution terms, caved under the pressure and altered its own century-old supply system, a published report said Thursday.

Wal-Mart, the world's largest retailer, asked Coke last year to switch to the straight-to-warehouse delivery method, and Coke's largest bottler, Coca-Cola Enterprises (Research) (CCE), began doing so across much of the U.S. in April, the Wall Street Journal said.

But according to June 1 court filing by Coke, the company stated that it faced a "serious risk" of a Wal-Mart-branded rival to Powerade unless it abided by Wal-Mart's demands of direct distribution instead of having Coke (Research) bottlers deliver drinks to individual stores within their exclusive territories and stack those drinks on store shelves.

The disclosure was made in a lawsuit filed in U.S. District Court in Atlanta against Coke and its largest bottler by 55 smaller bottlers, the paper said.

The smaller bottlers who brought the suit claim the distribution change violates their distribution contracts with Coke, but the beverage giant and CCE have argued that the plaintiffs aren't entitled to "claim nationwide veto rights" over how another bottler serves its territories, the paper said.

Internal CCE documents filed as part of the suit show that Wal-Mart officials criticized the traditional Coke distribution system for failing to keep Powerade in stock on store shelves and for taking too long to introduce products throughout the Wal-Mart chain, the paper said.

(Excerpt) Read more at money.cnn.com ...


TOPICS: Business/Economy; Extended News; News/Current Events
KEYWORDS: cce; cocacola; coke; powerade; sportsdrinks; walmart
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1 posted on 06/08/2006 12:27:18 PM PDT by RWR8189
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To: RWR8189

This is like Godzilla meets King Kong.


2 posted on 06/08/2006 12:29:31 PM PDT by Brilliant
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To: RWR8189

Wow...business at work.


3 posted on 06/08/2006 12:31:01 PM PDT by CWOJackson
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To: Brilliant

Yeah but who to cheer on? Decisions, decisions.


4 posted on 06/08/2006 12:31:47 PM PDT by Centurion2000 (You go to Heaven for the climate; Hell for the company and conversation.)
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To: Brilliant

As Henry Kissinger famously said of the Iran/Iraq War, "It's a shame they can't both lose..."


5 posted on 06/08/2006 12:32:11 PM PDT by jebeier (Rice 2008)
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To: RWR8189

Interesting.

Wal-Mart is going to save $$$ for Coke with this the way I see it.

A lot of union drivers are going to be upset about it. Coke probably doesn't want that headache.


6 posted on 06/08/2006 12:33:08 PM PDT by Radix (Stop domestic violence. Beat abroad.)
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To: CWOJackson
If I were a compeating retailer to Wal Mart, I would demand the same deal from Coke.
I think this could be a Robinson-Pattman Act case.
7 posted on 06/08/2006 12:33:14 PM PDT by Eric in the Ozarks (BTUs are my Beat.)
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To: Centurion2000

Ha i was thinking the same thing. In the reverse Coca Cola has been the big distributor for decades putting pressure on small distributors with the 'my way or the highway' line. Most major fast food and restaurant chains still live under the carry nothing but Coke, or you have to live with Pepsi arrangement. Cant say Walmart is picking on the little guy in this instance. Just goes to show you how organized and 'centralized Walmart really is. They run all their production as a whole instead of each individual store like Kmart or Target or something similar.


8 posted on 06/08/2006 12:35:37 PM PDT by ritewingwarrior
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To: RWR8189

These are the sorts of shinanigans that make me glad I drink Dr. Pepper and shop at regular grocery stores.


9 posted on 06/08/2006 12:35:39 PM PDT by nhoward14 (Guns don't kill Muppets. Muppets kill Muppets.)
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To: Radix

Actually by caving in , Coke is shafting their smaller franchises and bottlers from distribution rights. I have a friend that works as a driver. While Walmart is not in his territory, he would be upset if that was taken off of his route.


10 posted on 06/08/2006 12:37:14 PM PDT by ritewingwarrior
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To: Centurion2000
Yeah but who to cheer on?

The consumer.

11 posted on 06/08/2006 12:40:21 PM PDT by opinionator
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To: Radix

Drivers get paid by the case delivered. If the bottling plant ships directly to a Wal-Mart warehouse, bypassing the local distributer, the driver gets hurt.


12 posted on 06/08/2006 12:41:24 PM PDT by Yo-Yo (USAF, TAC, 12th AF, 366 TFW, 366 MG, 366 CRS, Mtn Home AFB, 1978-81)
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To: RWR8189
Coke bit the pillow on this deal.

Wal-Mart's creation of a new sportsdrink is a laughable bluff. The sportsdrink market is already saturated and Gatorade is the perennial leader anyway. Wal-Mart is not going to invest the time and money in such an endeavor.

Coke should have called Wally's bluff and threatened to take their product out of their stores. Wal-Mart would have lost some business because everyone and their momma who shop there ends up buying Coke and Coke products anyway.

But I guess it's more comfortable breaking out the kneepads to Wal-Mart instead of competing head-on.

13 posted on 06/08/2006 12:42:11 PM PDT by Extremely Extreme Extremist (Conservatism is moderate, it is the center, it is the middle of the road)
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To: RWR8189

By G*D I LOVE to watch capitalism at work!!!!


14 posted on 06/08/2006 12:43:25 PM PDT by Eagles Talon IV
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To: Yo-Yo

One more group of American workers that can question why everyone says the economy is getting better...


15 posted on 06/08/2006 12:43:32 PM PDT by stuartcr (Everything happens as God wants it to.....otherwise, things would be different.)
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To: Eric in the Ozarks
I suppose you would probably get the same deal from Coke...as long as you promise to buy in the same quantity as does Walmart.
16 posted on 06/08/2006 12:45:10 PM PDT by Eagles Talon IV
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To: Radix
A lot of union drivers are going to be upset about it. Coke probably doesn't want that headache.

Wrong. The only people getting the shaft are the smaller stores that Coke delivery drivers stock up en route to delivering at Wal-Mart.

These drivers aren't union, by the way.

Coke should have stood its ground here and dared Wal-Mart to force them to switch to direct delivery.

17 posted on 06/08/2006 12:45:20 PM PDT by Extremely Extreme Extremist (Conservatism is moderate, it is the center, it is the middle of the road)
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To: Extremely Extreme Extremist
"Wal-Mart's creation of a new sports drink is a laughable bluff."

I don't know about that. They are seeking permission to open their own bank. If they can get into banking they surely can start up a soft drink manufacturing company.

18 posted on 06/08/2006 12:49:50 PM PDT by Eagles Talon IV
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To: Yo-Yo; ritewingwarrior
"bypassing the local distributer, the driver gets hurt."

I certainly do not know much more about this matter other than what the article says.

My very first notion was that this was a union thing.

I worked with union drivers for a long time. I'm certain that Wal Mart does not want to have recruiting done at their stores. That does happen you know.

Certainly there is likely a lot more to it, but that was what my instinct told me.

I happen to have some experience with a lot of union people losing jobs because of underhanded tactics by Wal Mart. They are a quite vicious predatory institution.

Me? I was never a part of the union, but I did leave that management job sometime ago in order to pursue other endeavors.

19 posted on 06/08/2006 12:50:36 PM PDT by Radix (Stop domestic violence. Beat abroad.)
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To: stuartcr
One more group of American workers that can question why everyone says the economy is getting better...

The economy gets better when it functions more efficiently.

Walmart is eliminating an unecessary intermediary in their supply-chain. This should lower their costs which they can then pass on to their customers or to their owners.

Suggestion: You can enjoy this benefit by becoming either a customer or an owner of Walmart.

These disgruntled drivers can now find jobs that will actually contribute to our economy.

20 posted on 06/08/2006 12:51:01 PM PDT by opinionator
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To: Extremely Extreme Extremist

If the drivers for Coke in your area are not union that is simply an anomaly.


21 posted on 06/08/2006 12:52:04 PM PDT by Radix (Stop domestic violence. Beat abroad.)
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To: RWR8189
CAPITALISM...IT'S A THING OF BEAUTY, ISN'T IT?
22 posted on 06/08/2006 12:52:16 PM PDT by One4Indictment
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To: opinionator

They are probably more out-of-work or less able to pay their bills, than disgruntled.


23 posted on 06/08/2006 12:53:14 PM PDT by stuartcr (Everything happens as God wants it to.....otherwise, things would be different.)
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To: stuartcr

Are you one of those "the economy sucks" people?

The employment rate has never been higher then under this president, more people own their own homes then ever before, consumers debt is actually shrinking and average personal wealth is at an all time record high.

Stop watching the alphabet networks for the news.


24 posted on 06/08/2006 12:53:30 PM PDT by Eagles Talon IV
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To: Eagles Talon IV

I'll defer to one of the lawyers on this issue but I think Robinson-Pattman would find Coke is giving a "continuing" price discount to Wal Mart.


25 posted on 06/08/2006 12:54:23 PM PDT by Eric in the Ozarks (BTUs are my Beat.)
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To: RWR8189

Sounds like a win win situation.


26 posted on 06/08/2006 12:54:45 PM PDT by Kokojmudd (Outsource GM to a Red State! Put Walmart in charge of all Federal agencies!)
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To: Eagles Talon IV

No, I'm more of one of those look around and listen to others, people.


27 posted on 06/08/2006 12:54:56 PM PDT by stuartcr (Everything happens as God wants it to.....otherwise, things would be different.)
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To: Extremely Extreme Extremist

I can't tell the difference among Coke, Pepsi or Walmart cola brands. I know many can. I do like that these behemoths have to actually negotiate every once in a while. There was a recent TV report about a lawn mower company that said no to Walmart on going with them because they would have to make a new, cheap, flimsy model. They refused, and sell through Home Depot, I think. Good for them.


28 posted on 06/08/2006 12:56:55 PM PDT by NCLaw441
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To: RWR8189

The headline had me envisioning a cave full of coke that caved in from the weight of the Wal*Mart built atop it.

Sort of true in a way.


29 posted on 06/08/2006 12:57:01 PM PDT by colorcountry (He is no fool who gives what he cannot keep, to gain what he cannot lose.)
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To: RWR8189

When I worked at a grocery store in mid-Michigan, the grocery workers were not union, and the United Food and Commercial Workers Union (UFCW) was trying desperately to unionize us, which included some rather unsavory tactics.

The drivers who delivered to our store (Coke, Pepsi, etc. as well as the Kroger drivers who were Teamsters) didn't bug us much about it.

Sometimes the Kroger drivers were noticably late with the twice a week frozen food delivery, which meant I had to stay very late to stock (as I was the store's frozen food person as well as the one day a week morning delivery door person). We assumed it might have had something to do with the union issue, but it might have just meant that the delivery guys were lollygaggers.


30 posted on 06/08/2006 12:58:15 PM PDT by BaBaStooey (Ethiopia: The New Happiest Place on Earth.)
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To: opinionator
Excellent reply to someone who obviously believes that Walmart should be responsible for making sure that union drivers remain employed at the expense of their own customers realizing lower prices.

Guaranteed employment for everyone? Say, didn't France try that sort of thing? What's their unemployment rate? I believe it is about 11%. Russia tried this also and we know how they wound up.
31 posted on 06/08/2006 12:59:03 PM PDT by Eagles Talon IV
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To: opinionator
The consumer.
Nada chance....
32 posted on 06/08/2006 12:59:09 PM PDT by GrandEagle
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To: RWR8189

Wal-Mart strong-arming businesses again.

The long-term effect?

Eventually, Wal-Mart will force Coca-Cola to distribute their other products straight to the Wal-Mart warehouse and by-pass the local bottlers.

End result? Wal-mart slowly gains a financial advantage over the local bottlers and puts them out of business.

The price of Coca-Cola to the consumer is not the issue right now. What is at issue here will be the ability of the local bottlers to match pace with Wal-Mart's aggressive pricing.

Eventually, Wal-Mart will put all of the local bottlers out of business and will then corner the market on the distribution of Coca-Cola products.


33 posted on 06/08/2006 1:00:03 PM PDT by Bryan24 (When in doubt, move to the right....)
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To: Extremely Extreme Extremist

Maybe Coke didn't get bluffed but are making Walmart wear the black hat for something they wanted...


34 posted on 06/08/2006 1:00:45 PM PDT by AmericaUnited
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To: ritewingwarrior

You are EXACTLY right, this is the first shot in Coca-Cola shafting their distributors.


35 posted on 06/08/2006 1:01:00 PM PDT by Bryan24 (When in doubt, move to the right....)
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To: Eric in the Ozarks

Companies routinely discount their products to volume buyers.


36 posted on 06/08/2006 1:01:10 PM PDT by Eagles Talon IV
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To: Eagles Talon IV

And if they can't do it, China can.


37 posted on 06/08/2006 1:02:07 PM PDT by YCTHouston
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To: Eagles Talon IV

"consumers debt is actually shrinking"

Not according to USAToday

http://www.usatoday.com/money/perfi/general/2004-03-17-debtcover_x.htm


38 posted on 06/08/2006 1:04:31 PM PDT by jwh_Denver (Taglines for sale or rent, old ones go for 50 cents.)
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To: opinionator

Yeah, I celebrate that lower price everytime I go into Wal-mart and wait in line 20 minutes to check out. EVERY time.

Wal-Mart may have the lowest prices but their service has become the biggest joke on the planet.


39 posted on 06/08/2006 1:04:43 PM PDT by Bryan24 (When in doubt, move to the right....)
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To: RWR8189

Creative destruction is a by-product of capitalism. New and innovative business models flourish while old business models die out. The success of Amazon.com destroys traditional book sellers. The success of Expedia.com puts traditional travel agents out of business. This sucks if you are a book seller or a travel agent, but in time we refer to these events as 'progress'.


40 posted on 06/08/2006 1:04:43 PM PDT by opinionator
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To: Extremely Extreme Extremist

Coke probably can't afford to lose the Wal-mart market.

Wal-mart can promote the competitors, Coke has no other recourse.


41 posted on 06/08/2006 1:05:51 PM PDT by RWR8189 (George Allen for President)
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To: Radix

Wal-Mart is going to save $$$ for Coke with this the way I see it.



Walmart looks at delivery/distribution as another cost cutting process. They will sometimes get the supplier to remove the shipping fees and have their Walmart trucks back up to the supplier's loading dock and take ownership there.


42 posted on 06/08/2006 1:06:38 PM PDT by deport
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To: Radix
If the drivers for Coke in your area are not union that is simply an anomaly.

Most of the drivers for bottlers are just kids in college barely making $12.00 an hour.

43 posted on 06/08/2006 1:06:39 PM PDT by Extremely Extreme Extremist (Conservatism is moderate, it is the center, it is the middle of the road)
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To: Yo-Yo
"Drivers get paid by the case delivered. If the bottling plant ships directly to a Wal-Mart warehouse, bypassing the local distributer, the driver gets hurt."

And the American consumer wins with lower prices by cutting out unnecessary middle men and costs.
44 posted on 06/08/2006 1:09:00 PM PDT by Hendrix
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To: opinionator

Wal-Mart is like hiring someone to Mow your 1 acre yard for 5 dollars. They agree to mow it once a week rain or shine.

They show up and mow your yard with a huge tractor and bushhog. They cut down every sprig of grass in sight. And they leave huge ruts in your yard.

You would use someone else, but they've torn up the yard so bad that no else will mow it. So, you are stuck with them.


45 posted on 06/08/2006 1:09:26 PM PDT by Bryan24 (When in doubt, move to the right....)
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To: jwh_Denver

That article was written over 2 years ago.


46 posted on 06/08/2006 1:09:53 PM PDT by cinives (On some planets what I do is considered normal.)
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To: RWR8189
Coke probably can't afford to lose the Wal-mart market. Wal-mart can promote the competitors, Coke has no other recourse.

Coke prices in Wal-Mart are just the same as any other grocery stores, except that Wal-Mart honors competitors' prices and there's no limits on quanitity. Coke had plenty of recourses here. They could have told Wal-Mart to get bent and pulled their products out of their stores, which would have hurt some grocery sales at Wal-Mart because people buy soda in addition to other things too.

Coke passed up a good chance to fire a shot across Wal-Mart's bow, IMO. Don't get me wrong I love Wal-Mart but I like it when businesses stand up to them like the Snapper dealer and how Netflix ate Wally's lunch in DVD rentals.

47 posted on 06/08/2006 1:10:32 PM PDT by Extremely Extreme Extremist (Conservatism is moderate, it is the center, it is the middle of the road)
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To: Bryan24

That's a stretch of an analogy. I think I can still waltz into Wawa or a hundred other places and buy Coke any time I want some.


48 posted on 06/08/2006 1:11:13 PM PDT by cinives (On some planets what I do is considered normal.)
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To: Hendrix

"American consumer wins... "

Eventually, Wal-Mart will force Coca-Cola to stop using distributors for their products and ship direct to Wal-Mart.

When that happens, some of the distributors will go out of business. Then, Coca-Cola becomes harder to find. Coke will lose market share.

If Coke tries to buck Wal-Mart, they yank their product off their shelves.

Coca-Cola is the loser in this.


49 posted on 06/08/2006 1:12:53 PM PDT by Bryan24 (When in doubt, move to the right....)
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To: Eagles Talon IV
If they can get into banking they surely can start up a soft drink manufacturing company.

Two different things. Wal-Mart already makes soda through their Sam's Choice brand anyway.

50 posted on 06/08/2006 1:14:09 PM PDT by Extremely Extreme Extremist (Conservatism is moderate, it is the center, it is the middle of the road)
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