Can Campa Cola Kill Varun Beverages (Pepsi)? Cola Wars!🥊

[@SOICfinance]

Hope you loved the video!! There is a book give away, to participate:- 1. Subscribe to the channel and like the video 2. Answer this question: what were your top 5 learnings from this video? Idea is to spread knowledge through these giveaways!

[@bakchodbaba7652]

Sir ambani hai vo 😂 coca cola khatre me to a jaayegi agar taste accha hoga to beat kar dengi campa coca cola ko

[@Sinha874]

I am working with VBL since last 6 years and I must admit, very few people from Beverage industry itself has this level of insight regarding this industry. To my astonishment, you have identified and elaborated very very crucial and key factors of the Business that is almost impossible to realise if someone is not from the Beverage industry !! Some terminology you used in the video that can be known by Beverage industry professionals only!! Exceptionally well researched video!! I am amazed!!

[@trutalkswithjatin387]

Bro what is operant conditioning I tried but it's a bit wierd

[@Sinha874]

I am working with VBL since last 6 years and I must admit, very few people from Beverage industry itself has this level of insight regarding this industry. To my astonishment, you have identified and elaborated very very crucial and key factors of the Business that is almost impossible to realise if someone is not from the Beverage industry !! Some terminology you used in the video that can be known by Beverage industry professionals only!! Exceptionally well researched video!! I am amazed!!

[@RajSony]

He reads annual reports

[@rakeshjhawar3036]

hey can we connect

[@bhaskarsharma7297]

Five key takeaways from the video 1) Reliance intends to enter the Beverages sector, Specifically, Carbonated drinks segment using Campa Cola- using its distribution ( 50M jio app and 15000 physical stores) Reliance aims to turn Campa-cola into a National level brand. 2) Carbonated drinks segment is growing at 10-11% , whereas Non Carbonated and Energy drink segment ( which technically comes under Carbonated) have much better growth potential. Further, as people are moving towards healthier lifestyles- carbonated segment which is dominated by Coca-Cola and Pepsi is unlikely to grow. 3) Pepsi and Coca-Cola are Giants in this segment - widely advertised (established association of these brands with feelings e.g They might represent Happiness or remind people of their childhood memories)- well entrenched distribution ( can be found as every nook and corner). Hence, will be very tough for Campa cola to create a space for itself. 4) Varun Beverages is a major player - handles distribution and bottling for pepsi in india- has 925000 visi coolers and 2500 transport vehicles with 15-20% Roe- with their Sting energy priced at 20rs since 2019 drink they are making drinks affordable so that they can penetrate rural areas ( India is a value conscious market). 5) Reliance to make Campa cola successful would have to do Mad advertising (year after year) - appoint bottlers in Tier 2 Tier 3 cities- Tie up with regional Fast food chains ( the international chains like McDonald's and subway already have tie-ups with Coke and Pepsi). Takeaways for investing: When looking to invest in new players entering a sector- understand the diff segments and their future growth potential ( wealth creation happens in a niche market when the needs of the customer's are met)- identify big players and understand how they have built up their brands- look at the history of other new players who have tried to enter the sector ( why they failed or succeded).

[@nikhilpatil1644]

Key learnings : 1.Start with a niche segment and grow from there. 2. In the FMCG industry brand building is very important. 3. Associating the product with key feelings. 4.Creating a product that hooks the customers for more and more. 5.Understand the market and deliver value accordingly. Applications in analysing: 1.Is the business creating a niche around it's strengths? 2.Does the Business has presence in key selling points? 3.Does it have a dominant mind share amongst consumers.

[@SOICfinance]

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[@soumyaranjansenapati717]

Top key learnings: 1. It is very important to understand the value chain analysis of a company 2. Track the industry about what all new innovations or products are coming to the market 3. Do thorough research on your competitors. For example, you did good research on Campa Cola due to which I came to know that Campa Cola had bottlers in only two locations and it was mostly a regional play 4. Learned about how the brand building is done. For example, whenever we eat Pizza we associate it with having Pepsi at the end otherwise we feel that the meal is not complete, and how companies spend money on advertising to make you feel that you should consume their products 5. We need to continuously track what your competitor is doing. So, here we need to see what Reliance's strategy is in taking promoting its brand Campa Cola and we need to see in the next 2-3 years time if the company is able to take some market share from companies like Coca-Cola and Pepsi 6. Also got to know about the non-alcoholic beverage industry, what are the different categories within it, and their expected growth rate in the next 5 years time

[@SOICfinance]

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[@yogeshsapkal2593]

5 key learning in short way.. 1) How value chain exists and work. 2) National brand building from regional. 3) Tie-up with food companies/ restaurant. 4) branding/ advertising play most role. 5) it's not only 2 to 3 years battel continuously branding and advertising.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@rohansharma5657]

This was the best analysis of industry I have ever seen. 5 learn from this video : 1. Campa has to do crazy advertising express. 2. Campa has to create value by its brand ambassador. 3. Innovation idea like ishmohit said they got free drinks for 1 week in gym. 4.campa has to set up more cooling fridge as VB as done. 5. Campa has to set up more distribution network over the world as pepsi and coca cola has which will be huge expenses . Top 5 my learning 1. we need to understand industry before analysis of company. 2. How MOAT is important for any company which will create value in future. 3. It is not one night game it will take 5-10 year to build brand. 4. Understanding of products is very important for understanding a company. Product is the one which creates a value. 5. One good product can make turnaround for company to create value.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@alokrai9308]

1. BRAND , बनाकर पानि भी महंगे दाम पर बेचा जा सकता है। 2 aquisition करके competition खत्म कर सकते हैं 3 supply chain इतनी जबरजस्त हो कि आवश्यक समान जहां न पहुंचे उस जगह अपना प्रोडक्ट उपलब्ध हो। 4 purchase range मे प्रोडक्ट की उपलब्धता 5 सारा काम स्वयं नहीं करके, दूसरों से भी महत्वपूर्ण कार्य किया जा सकता है।

[@SOICfinance]

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[@ExcelAZ]

12:05 kudos for practical oriented detailed mind-blowing innovative approach 💖👏⚡👏💖

[@SOICfinance]

Glad you liked it!

[@keepGoing612]

Five key learnings - - Understanding the value chain. -Understanding the product's moat,strategy and market size of that industry. - Identifying the moat and also constantly tracking what company is doing to protect that moat. - It's really hard even for Reliance to come and dominate the beverage industry in just few years.Constant advertisement and innovation is required for decades to conquer this industry. - Learning is the only way to succeed in investing as well as in life Thank you Paaji for always adding knowledge in our life.🙏

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@mebinninan]

Teaching reliance about Campa cola... Great..

[@mehulshah7853]

Superb.... Very deep analisis of cold drink market.. Thank u..

[@meetnagshetia8810]

SOIC teaches the best❤❤ My learnings are: 1. When prices of products are reduced, the affordability and penetration increases drastically. 2. Reliance Retail's strategy in FMCG sector. Leveraging existing bargaining, distribution and branding. 3. How government policies can influence business. Campa Cola vs Coca Cola. 4. Value chain, moats, industry structure of Indian Beverage industry. Suggested Reliance's startegy for beverage industry. 5. Charlie Munger on brand building - Classical and Operant Conditioning. Power of brands and distribution.

[@SOICfinance]

Thank you for sharing your learning with us 😃. We're glad to know you're enjoying learning with us. We hope to continue adding value to your investing journey. 🤜

[@jasbirkaur3828]

ENJOYED THIS VIDEO THOROUGHLY..... GOING TO WATCH IT AGAIN AND AGAIN... GOT ADDICTED...TO SOIC...GOING TO REMAIN ADDICTED.... LEARNING HAD NEVER BEEN SO INTERESTING THANK YOU.... RBB RAKHA....GURU ANNGH SANGGH....

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@soumitradutta5995]

Thank you for this wonderful video. Five key learnings from this video are: 1. Understand the landscape of the industry, like the entre beverage sector. 2. Understand how the industry has evolved in developed countries. 3. Understand the moat, like the coolers, transportation, brand creation and advertisement. 4. Learn from failures from others like aerated soft drinks launch by Walmart or Costco. 5. Building a brand from the Poor Charlie’s Almanack I will utilize it to learn more about the industry by reading the company I am researching and then reading the competitors. I will also try to read the various mental models and try to learn from it.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@suman_trader]

This video has delivered beyond my expectations. Thank you so much for your efforts and research.

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@niteshsingh4691]

Excellent very interesting and informative regards

[@stanzintashi2134]

5 key learnings from the video: 1. Learned about the beverage industries and it's different segments like Carbohydrates and Non Carbohydrates and its overall market size. Non Carbohydrates like energy drinks and dairy segments have higher growth compared to carbohydrates segment. 2.Learned about how brand is made. (A) Classical Conditioning Ex. McD-Coke, Dominos-Pepsi etc. (B) Operant Conditioning. 3 .Learned about the importance of distribution networks, advertisement, and expertise in the sector. Although it is seen there are both success and failure in Private labeling. Success of Costco 's Kirkland other than cola products and failure like Sams cola. Reliance need to really sepend on advertisement and increasing distribution networks by using its retail chain to reach each and every corner of india. As Varun beverages have installed visi coolers in kirana stores even in rural area. 5.And lastly, what we as an investor have to track about reliance in ths long term battle. (i) Extrbsive Advertisement over 5-10 years, (ii) Apointing bottlers and distributors to reach tier 2, tier 3 cities and even rural segments, (iii) How reliance will crack tie-up with fast food brands part, (iv) How it will focus on other segments like non Carbohydrates segments. As we know Coca cola and Pepsi is experts in formula and marketing, Reliance need to choose where they will stand in this beverages war. Thanks, Learning alot from soic. Challenge:let that book fly to Ladakh...😜😜

[@SOICfinance]

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[@vinayakkale6347]

Watching your videos after a while, I was glued to this free video this itself is a prove how interesting the session was.

[@SOICfinance]

We're glad to know you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@avijitsheet405]

My top 5 learnings from this video 1. To build a strong brand it is important to know your customer, you need to have a clear idea of who is your customer, what he likes and which niche market to target 2.The market that I will target how it works, who are the competitors, how they plays 3. You don't need to be champion of all segments, if you are weak in some segments just acquire the good one who knows the field and play with him 4. Make strong advertisement or campaigns which can be emotionally attached with customers (Darr ke age jit hai, taste the thunder) 5. There is a long way for Campa Cola to go ahead, making a strong brand, tie ups with big players, strong distribution chain, price wars. How I will apply this 1. by doing industry analysis 2. Try to understand what are challenges that the company can faced 3. how it can create moat

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@amitshah5114]

Top Key Learning 1) Understand various segments of the Industry. Eg. Carbonated, Non-Carbonated etc. 2) Understand current market cap of those segments and their potential growth as well as saturation level. 3) Understand different peer companies, their Market Share and Business Model in that Industry as well as segment. 4) Understand the Value Chain of that Industry. Which are the companies present in that value chain? 5) What are the key value growth factors of that Industry? eg. Advertisement, distribution chain etc.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@ssukethu]

Five key learnings: 1. Categorisation of non alcoholic beverages industry i.e carbonated, non carbonated and their market size and growth rates. 2. Key success factors in non alchohilic beverages industry i.e bottling companies, distribution through Visi coolers, taste, advertising, etc. 3. Bargaining power of retailers due to private labels eg. Costco taking on Heinz ketchup 4. Distribution strengths of Reliance Retail and challenges to become a national brand given the competitive advantages of Coke and Pepsi like advertising, distribution via visi coolers, bottlers, tie ups with QSRs, etc. 5. Key aspects to monitor for Campa Cola to gauge if moats of Pepsi and Coke are being attacked.

[@anirbanmanna2897]

Hats off to your research and dedication. ❤ from Bengal

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@amolnakashe441]

Top 5 key learnings from this video 1.Creating consumer patterns : Consumers have become habitual to order coke or pepsi along with fast food and this trend will continue for years. Years ago, there was no such kind of trend like having drink with food joint. This is a very catchy business proposition. 2. Branding building: how important it is to build a brand and how a well reputed brand like maggi or cocacola will act as moat for company 3. Creating a new category leads to growth in retail like e.g. energy drink a new category was introduced by redbull or new segment like non aerated energy drinks. 4. Strategy of acquiring retailers: How pepsi and Coke set up fridges for free in retail stores and then flood the fridge with their own products. This similar strategy is used by Asian paints as they setup paint mixers at hardware stores and then there is no space for other paint mixers 5. Segmenting a market and finding growth segment. 6. Understanding the value chain.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@mrmrscobra2000]

Key Learning 1. First dominate one or two types of products, and stabilize your brand then after increase your product portfolio. 2. You have to continuously investing/spending on your brand to stay at the top. 3. It is not very easy to penetrate others market share 4. At individual point of view you should have first know about the business, before investing. 5. It is very important to analyse the whole supply chain for company to consumer. 🙏🙏

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@dr.ikjotsingh4967]

Top 5 key learnings - Where branding works and where it doesn't - for example in kraft's case it's losing it's value - dhandhe pe dhanda kaise banana hai, reliance launching campa cola to take benefit of it's distribution channel. - Although markets are inherently different vis a vis US and India but still there can be learnings from other markets. -retail business is extremely difficult to scale ( counter Intuitive to what people usually think) - It's extremely important to continuously follow industry trends and user choices. It's ever evolving thing. I'll use these to evaluate retail companies in the future.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@iamsrk933]

MY five key takeaway's from the video are : 1) defining market niche is very important just like redbull and monster did 2) having access to all market size ( be it tier 3 or tier 4 citie's also) in a devloping country like india is done rightly by pepsi by having a proper deal with varun beverages 3) Great advertising strategy by be it pepsi and coca cola using classical conditioning advertising method and literally relating the hot summer's can be fight with a cola drink.. also campa cola having a advertising contract with salman khan in. 1983 was a good move. 4) how can reliance acquire the local drinks and try to tied up it with the famous pan india food outlet my personal suggestion would be to start with wow momo's brand as pepsi had a international contract with dominoz it really helps them and also helps in a conditioning behaviour also 5)though carbonated drinks market size is growing at a cagr of around 11% a beginer level entry into a healthy drinks market segment would be really good for customer's and companies also as the real market size of the healthy segment is yet to be tapped.. at last thank you sir for this video it was a treat to watch...

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@arijitkarmakar6537]

5 key learnings: 1)Creative Marketing for brand recalling 2)Looking for company created new catagory or innovation for growth 3)Established distribution 4)Looking for company Acquisition for growth like Google accured KZbin 5)Understand the value chain analysis of a company 6)We need to track what industries other player's are doing 7)Innovation idea like you said they got feed drinks in gym 8)Reducing the packet size of FMCG product can be a successful strategy. It can make product more affordable for India like price sensitive country

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@sskhatter8065]

Very 🎉detailed study and wonderful presentation

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@naina9166]

Key learnings.... (1) Different segments of beverages industry (2) How to penetrate in market through modiying product and price (value ) according to market need. (3) Scope of conversation of local brand into national brand (4) How value chain exists and works (5)What is classical conditioning and operant conditioning and How a brand made or established These learnings will help me in analysis of businesses specially Beverages..FMCG)business . As I am invested in some FMCG businesses so i will now see moat , value chain, product conditioning and i will also search for any local product which has capacity to convert into national brand

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@Psethi1]

Top 5 learning 1.How important it is to understand a particular industry 2.Importance of Mkt segmentation 3.increase of Mkt share private labels 4.reliance strategy of making local brand to national brand 5 How brand are made

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@amitbelwal5555]

Top 5 key learnings - 1. Beverage business has many verticals and company have to focus gain market share without loosing margins. 2. Pepsi and Coca Cola are industry leaders and they see new competition every 2-3 years so they are more focused on their business model and capturing new growth avenues. 3. In this industry brand awareness and distribution are equally important bcz if you have awareness but not having product in small villages than it just waste of money in advertising. 4. Tie ups are essential - you can see from example of dominos in dominos you got same pepsi or dew of 60 which is 20 in normal market so from brand prospective this is a good margin boost of tieing up. 5. This market is not easy to capture it require disclipned capital allocation and consistent watch on brand strength. Applying to my investing journey - 1. The first most important as you always says be a learning machine and this utmost important because reading and learning gives you a competitive edge in understanding industry better than others. 2. As an investor of company I should indulge to find the real moat and secret sauce behind market share gain and what will be the next best move by company management .

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@GurdeepSingh-vw7mi]

Very well said. Thanks.

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@rameshkhabia1961]

Great work, what a study, i became fan of yours....❤

[@SOICfinance]

Thank you so much 😀

[@hitensampat9388]

Hi Ishmohit, Top 5 learnings from this video: 1)It is very important to analyze the competitive intensity of the industry. 2)Understanding the Value Chain of the business. 3)Understanding Competition Strategy in terms of cost leadership, differentiation (example distribution), and focus (example advertising). 4)Focus should be on innovation, launching new products and flavors in response to changing consumer preferences and trends to stay ahead of competition. 5)Strong Branding is very important : making a strong brand recognition enables companies to have pricing power for its products, making it difficult for competitors to compete on price alone.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@karunbirsingh8154]

Very good Insights

[@devrajchaudhari1628]

Top five learning 1 product catagrise 2 market size of product 3 focus on the vaccume or gap of entire the products 4 advertising 5 pan India presence. How can we apply in our investing journey. 1 moat of company 2 tie up with qsr

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@samwise8333]

Thank sir for sharing your knowledge!!

[@SOICfinance]

Welcome!

[@gagankhanna4902]

Five take aways for me are 1.Categorisation the industry … 2. Competition in industry 3. Advantage of distribution for growth ( as seen with Varun Beverage)and survival ( as seen from history of CAMPA COLA ) 4. Understand Psychological and Mental model of business so that marketing strategy can b planned 5. Entry barrier for International and Domestic players

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@charmilpatel1380]

5 key learnings : 1. It is important to identify trends in market like pepsi did in energy drinks segment with sting. 2. Advertisement plays a crucial role in beverages industry as it helps to develop consumer psychology for a product. Therefore beverage companies should continuously focus on their advertising. 3. It takes time to build a brand in fmcg sector. Therefore companies should focus on long term planning rather than short term planning. 4. Distribution is one of the most important things in fmcg sector which plays as an entry barrier for any new player. 5. Pricing is also important as India is a value conscious market. Product should be priced as per Indians psychology as they demand more value at less price.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@dineshkr175]

Too good. Excellent work.

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@jasbirkaur3828]

SUPERB....AS USUAL......

[@pankajkmahapatra]

Key Learnings 1. Industry analysis with respect to different types of products vis-a-vis targeted market like different age category and affordability 2. Business scaling up through associate partners building in global level and in turn making it difficult for competitors to build such brand value 3. Increasing product mix in view of targeted communities, like energy drinks and making it affordable to masses w.r.t large addressable market 4. Penetrations to each corner of the TAM through establishing more bottling plants and capturing every single possible corner through catering visi coolers and ease of transportation 5. Extensive brand building through mass level continuous advertising by hiring well known public figures and making the brand equivalent to the products.. eg, Maggie=noodles I will use the key mental models in analysing the companies w.r.t the peers. Also will track new competitors whether they are really disruptive or just go through

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@amiramu1]

Thank you, sir 🙏. Nicely explained and easy to understand the whole sector.

[@SOICfinance]

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[@gyankiduniya8992]

Well researched video

[@SOICfinance]

😃🤝

[@adarshkale8407]

1. Understand the moat of business. 2. FMCG industry intangible asset are necessary. 3. Distribution network has to be strong

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@delexP]

have you rented all these bottles or gonna actually drink?

[@vaidikbhadiyadara8522]

Sosyo is my favorite.🤞🤗 I strongly feel that people will like it. Even in the USA every time I grab sosyo from an Indian grocery store. ☺️

[@SOICfinance]

😃🤜

[@sailormani]

Again a wonderful fundamental analysis..Can be used as training for MBA grads.

[@ravigala]

1 Successful companies/investors understand the whole industry and the competition. 2 To be successfull in fmcg type business building a strong brand and distribution network is very important(e.g cooling fridges and bottling plants). 2 Innovation and creative advertising can help companies stand out and attract customers(like free drinks for a week). 3 A companys products are key to creating value and building a successful business(e.g. red bull, monster). 4 Building a successful brand takes time and effort and requires a strong understanding of the market and customer needs. 5 Even one successful product can have a significant impact on a companys success/turnaround(e.g. sting).

[@SOICfinance]

Thank you for sharing your learning with us. 😃We're glad to know you're enjoying learning with us. We hope to continue adding value to your investing journey. 🤜

[@sadashenoy4339]

Hell yes. My 5 key take aways - 1. Industry is trying to cater to the affordable and affluent both markets 2. Any one at any stage (Coke is mature given Campa has history and is being restarted) can get disrupted like the new categories in the US 3. You not only need deep pockets to create private labels but deep distribution and execution skills to disrupt, which Reliance retail will need to do across India 4. Brands matter but not everything has brand moat as seen in Heinz example destroyed by Kirkland 5. This will be a multi decadal war to build a private label for Reliance as Bisleri and Tata have fallen by the way. I'm learning and will apply this in creating my framework in understanding the market and the individual stock selection.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@TheKnowledgeExpress]

i went to juice shop near my home one ladies was asking for campa cola but it was not yet available 😢

[@Dk_2188]

I ❤️ this analysis u have done

[@SOICfinance]

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[@Abhaykk1994]

This was really helpful ishmohit! Wonderful insights and analysis.

[@SOICfinance]

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[@dban21]

Hell Yes! I have been meaning to read Understanding Michael Porter for so long now. Here goes. Top key learnings: 1. How the beverage industry is segmented, its value chain, what players in the industry do to gain market share from their competitors, what it takes to expand to new territories and make new customers. 2. The importance of category expansion, distribution and advertising in beverage industry. 3. The role conditioning plays in creating a habit and feedback loop. 4. How difficult and time taking it is to set up a business like Varun Beverages has. 5. How Reliance may have a hard time gaining market share since the beverage industry is duopolistic all over the world. These learnings help me understand the importance of brand building, distribution and moat in the beverages industry. Also, the way beverage consumption is rising in India, the industry presents huge opportunities for wealth creation in the long term. Discl. Invested in Varun Beverages. I look forward to understanding the industry in a much better way after reading Understanding Michael Porter.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@GeetaSharma-lc6qc]

Great analysis 👌👍⚘️

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@madhavrathi3218]

Loved the video, pin-point analysis. (Don't ignore the below just because its too long) Key learnings from the video. 1.Depth - Depth - Depth - Always delve deep when understanding. Be a student. (For instance, when discussing about Cola wars - it would have been easy for Ish to just discuss about Pepsi, Cola and Campa Cola, but the fact that he went into all other categories including Fruit juices, diary juices, energy drink and doing brilliant research into USP of different brands including Red Bull, Monster and how they have cracked the market gives a very broader understanding of how the industry, consumer preferences and headwinds) 2.Every industry has its own critical success factors and great companies understand this. (Only backing of giants like Reliance and its earlier successful business stories doesn't promise success in this category too.) 3. When existing companies have created moat in several decades, breaking the moat requires sheer backbreaking on multiple fronts. As students of business, we should constantly track progression of those things periodically . (For this industry, brilliantly explained by Ish in the video as 5 points to track) 4. Perception ≠ Reality. A lot of videos on YT were posted with thumbnail as Campa Cola will kill Pepsi and Coke. (doesn't matter what they have explained in the video, perception is sometimes made in the minds of the people. My fellow friends were discussing Pepsi and Coco-cola can't stand against Reliance now. This isn't true, this is a battle for decades to be watched out.) You should always base your opinions basis research and facts basis relevant industry knowledge. 5. Understanding the proposition that would work well for companies - Pepsi did that well with Sting and enjoys the first mover advantage. It would be a breathtaking battle between the giants in the next decade. We must look out for how the each player places itself in the minds of the people in the next few years. My learnings - Quite similar to ones jotted above. In a nutshell, we should really understand the business in depth. Declutter noise, embrace knowledge :)

[@SOICfinance]

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[@tushargaur8528]

Thanks 🙏🙏🙏🙏

[@SOICfinance]

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[@murlimenon2291]

Wonderful presentation Ishmohit!! Enjoyed every minute of it. Thank you for providing such classical analysis.

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@leoarmy7655]

Few Learnings : 1. Generally businesses are built where there is no MOAT for example cheese /milk , it's comparatively easy to enter, rather than trying to break into the noodles segment where Maggi is already having first mover/taste advantage. 2. If it's a consumer business then companies have to create an image or associate the product with some event with which everyone can relate for ex: if it's party then coke banta hai . 3. In India we don't have high purchasing power so companies should focus on bringing the product in the smaller packages as people don't think much before spending 10-20 bucks . 4. Placing of the product matters for ex if you go to paan shop and you see a new drink in the front so there are high chances you will purchase that if you keep seeing them , it boils down to marketing only as in case of pepsi/coca we are seeing every shop has pepsi/Coke fridge.( Jo dikhta hai whi bikta hai ). 5. Companies have to invest in distribution( bottling /packaging)if they want to reach PAN India level. Keeping everything at one place will result in local brand ( ex. Lahori jeera, catch ). How we can apply : The information will help in studying other businesses as well for ex. FMCG and now we have some idea what things companies have to do inorder to reach PAN India.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@NITISHBHATT008]

Taste wise, Campa Cola is far better than Coke & Pepsi. Being an Indian, I would love to consume an Indian brand, so, many times, I ask for Campa Cola in various kirana shops.

[@SOICfinance]

😃👍

[@Djrahul1000]

Great analysis ❤

[@SOICfinance]

Glad you enjoyed

[@swamyk.m.8691]

Thank you Bhayya for the detailed video.

[@SOICfinance]

🤝

[@arshih.8877]

@soicfinance Where does now VBL stands in the mket? Any competition exists from Hindustan cocacola beverages as it's available for buy???

[@rajeshvasant]

Very Informative Video about the Cola business... Thanks Ishmohit and SOIC team..

[@SOICfinance]

Glad you liked it

[@umakantyadav8648]

Hell yes Soic team and Ishmohit ji it superb learning ✍️ Vedio Thanks so much for doing My top 5 Learnings . 1.Beverage industry Category wise . 2.Value chain of Beverage industry . 3.How the company create Conditioning in people mind why is matter a lot for company growth. 4.Key Focous which Category Expaned by its Competator and how to make Scaleble with brand through geographical distribution. 5.Track 5 key Point of Reliance for campa cola gaining market share from pepsi and cocacola . Application of these learnings to find how the look any indutry and what is key success factor Moat with formulation or product and value chain research what mental model look ,cheack catergy wise growth value added or non value added How the value market work in india in mass market product.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@bhargavkalita1421]

5Key Learnings: 1. We can Identify a niche segment & attain growth in the market segment: Even is a saturated market of cola and energy drinks National Beverage Corp has created a niche market for itself with its product "La Croix". 2. Barrier for competitors: Just as Pepsi and Coke created barrier by installing cooling machines. 3. Increased customer reach: Which cola companies attained by appointing bottling franchise in various geographical locations and developing robust transportation network. 4. Digital presence plays vital role to promote and boost sales: Reliance and Amazon attained 50Cr and 100Cr subscribers each for their apps which acts as moat as well as helps attain substantial volume. 5. Tie-ups and brand recall: Aggressive relevant advertising on continuous basis as cola companies has connected their product to "summer and heat" plays vital role. As well as tie-ups with relevant brands or products just as Pepsi has done with "Subway" and "Dominos'.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@rajutaware]

Learnings/ Takeaways Never underestimate the power of giant universal players with a brand reputation. They will put all their efforts into saving it. It's very tough to corner the established supply chain and distribution channel. Brand association, emotional (associated with feelings or senses) or contractual is tough to crack. Nobody could replace Maggie noodles. Nothing is impossible. If the pond is too big, a new speci still holds a chance to co-survive and expand over time. There could be a secret strategy to establish reliance retail as a FMCG player by evolving Campa cola brand. None of their current food or beverage brands are worth doing so

[@SOICfinance]

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[@rajutaware]

Thanks for acknowledging my inputs. You always give 360⁰ perspective rather than just plain self-proclaimed expert advice. Thanks a bunch 🤠

[@harishreddy3541]

Amazing Content as usual

[@SOICfinance]

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[@sasodekar]

I think more exposure to Campa will be in glass as blender for choosy how it works...than normal use. Else I am sure it will work as Indian brand! we must choose if choosing such drinks...

[@SOICfinance]

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[@Dnyandan06]

5 things to observe in Reliance 1. Extensive advertisement, 2. Appoints bottler to all over the country, 3.. to tie up with fast food brand, 4. It's a multi-year game, 5. Reliance is either in only arreated drink or other drinks category.

[@SOICfinance]

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[@debamahata9240]

Excellent vedio🙏🙏🙏🙏❤️❤️❤️

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@Theteacher1986]

Great analysis. Do you thing reliance retail will be separated itself from whole reliance and get an IPO soon ?

[@dr.maheshpareek3464]

Excellent sir

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@sarabjits7679]

1. Launching in South , a brand hardly having any recall value , is very Intg strategy 2. Price Discounting strategy seems to b on lines of Telecom 3. Coke and Pepsi are too experienced , in warding of competition. Both Hv deep pockets 4. Both are investing hugely in plants , distribution, product mix , sku 5. Vbl is investing 2500 cr in this and next year 6. Ril has to one day get off the discount strategy and create customer pull and acceptance 7. Ril is known to have gone where others have feared , so interesting times 8. What would be the effect on TAM

[@SOICfinance]

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[@raviranade6927]

Thanks Sir.

[@SOICfinance]

😃🤜

[@manish749]

Very fine research... Plz do same analysis with dmart & reliance ... And Bajaj finance vs jio finance

[@SOICfinance]

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[@manojranjan582]

Pranam sir 🙏

[@SOICfinance]

😃🤜

[@Sidaksingh22]

1st- before investing in any fmcg company cheak the products through which the revenue are actually coming because if revenues are coming from 1-2 products only then it will be a problem in long run 2- how distribution is important in fmcg business.always cheak the distribution network of an fmcg company before investing. 3- sometimes niche business are better like in case of redbull or monster to invest. Rather then participating into highly competitive market. 4-white labbling can be destructive for the moth's of old And well established business in the categories where there is very Little to no differentiation in product. 5-branding and stretegic partnership will be important In business where entry for new players is easy. Like coca cola tie up with MacDonald. 6- innovation in lunching new products can bring growth in both profits and sales as in case of sting. 7- india is a value looking country Affordable luxury Products have the highest possibility of success Ex coca-cola. 8- Importance of positive feedback loop in any business

[@SOICfinance]

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[@jskohli1]

Interesting and informative ❤

[@SOICfinance]

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[@garvitgoyal3387]

1. Heavy Advt., Appoint bottler, Tie-up with Fast Foods Chain, Multi year battle

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@harivadannavin6403]

Nice thanks

[@SOICfinance]

😃🤝

[@Blackfire970]

Nice video as usual out of curiosity u gonna drink all these?

[@arjunakodiya]

Thankyou Paaji

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@deepaktantuway3876]

aap se best teacher milna mushkil industry me thanks sir ji

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@mandarbathkal1996]

Hi SOIC I cannot find an application like moneycontrol for the USA market can you please suggest any application???

[@ishmohit1]

Tikr & Quartr

[@himanshugautam3405]

Campa cola might bring down reliance which is going into businesses with entrenched rival players who would be very difficult to beat.

[@anutube2360]

Wow amazing educational video Ishmohit

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@finwithfun]

1) Mad advertising 2) Appoint Dealers all over the country 3) tie ups with fast food joints 4) ready for a multi decade bettle 5) Also track if reliance plans to enter other categories

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@partharora2889]

1. REGULAR ADVERTISING SPENDING TO GET THE BRAND ENGRAVED IN CONSUMERS MIND. 2. NEED VOLUMES TO GROW IN THIS CATEGORY. 3. NEED TO BE AT SHELVES OF LOCAL KIRANA STORE. 4. TIE UPS WITH QSR FOR PROVIDING DRINKS. 5. NEED TO BE AT SHELVES OF DMART AND BIG BAZAAR TO GROW FURTHER.

[@SOICfinance]

Thank you for sharing your learning with us. 😃We're glad to know you're enjoying learning with us. We hope to continue adding value to your investing journey. 🤜

[@prateeksen]

Your videos are always like a treasure of knowledge. My Learnings are - 1. Coca-Cola and PepsiCo dominate the non-alcoholic beverage sector globally. 2. Health and wellness trends are driving growth, leading to the demand for healthier options. 3. Smaller companies are innovating and creating unique products to differentiate themselves from the competition. 4. The non-alcoholic beverage sector is highly competitive, requiring constant innovation and adaptation. 5. Sustainability is an increasingly important issue for companies as consumers become more environmentally conscious. How I can apply those will like - 1. Look for companies that can meet the growing demand for healthier options in the non-alcoholic beverage sector, as this trend is likely to continue. 2. Consider investing in smaller companies that are innovating and creating unique products to differentiate themselves from larger competitors. 3. Evaluate companies' sustainability practices and commitments, as this is becoming an increasingly important issue for consumers and can impact a company's long-term success. Additionally, keep an eye on players like Varun Beverages, who may offer unique investment opportunities in this sector.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@prateeksen]

@@SOICfinance 🤝🏻

[@matic_846]

My learning are Brands really matters Brands tie up with brands to create a customised brand It's very difficult to revive a business who has lost market share Advertisement matter a lot Distribution should be strong

[@SOICfinance]

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[@paurinzaveri9673]

Future retail tried to do the same thing with private labeling and could not compete with dmart. I hope RIL can do better

[@SOICfinance]

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[@sameernaik7353]

Thank you

[@SOICfinance]

😃🤜

[@mohangopalan1937]

Good busines learning 👌

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@EMERGINGFOLIO]

I am from surat from where Sosyo originated. As per my view if Sosyo properly marketed then it will gain market share! Reliance has also acquired Shubhlaxmi Polyester again Surat base company. In shubhlaxmi polyester's employee i have so many friends.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@ateeqssss49]

U missed zera soda which is gaining market share in south. Great taste all age prefering.

[@sheben8532]

I am invested in Varun beverages and was a bit apprehensive as Reliance was entering the fray. After watching this video I think Reliance will have an uphill task. Great video, great analysis. Thanks

[@SOICfinance]

Thanks for sharing

[@umapathimahesh7089]

I too have VB shares.... too good analysis

[@ashokvk81]

Adding VBL... After tasting Campa lemon😅

[@vaidikbhadiyadara8522]

Right now, I am in the USA. I observed that Pepsi's portfolio is far better than coca-cola. Even they also pay for more space in cooler. They tie up with many other brands like Starbucks, clush, Rockstar, C4. Feel free & 5hour energy shots have another level.

[@SOICfinance]

We're glad to know you're enjoying learning with us. Thank you for sharing your learning with us. 😃👍. We hope to continue adding value to your investing journey. 🤜

[@gyankiduniya8992]

Nice video