Portfolio Rebuilds: Is the Cash Always Greener on the Other Side?

We started our conversation expecting to talk about the news, but so much of the news has been dominated by major beverage companies shaking up their portfolio. Whether it was Molson Coors shutting down 11 brands, Coca-Cola cutting its portfolio in half, PepsiCo selling its juice brands for USD 3bn or Boston Beer partnering with PepsiCo and Beam Suntory, we try to figure out how each of these decisions fit into a larger strategy and what they may mean for the future of the beverage industry.