The world's largest retailer by revenue, serving 270 million customers per week. Its everyday low pricing model makes it particularly strong in recessions. Also building a serious advertising and e-commerce business on top of its store network.
Owns the most trusted household brands in the world: Pampers, Gillette, Tide, Ariel, Head & Shoulders, and dozens more. People buy these products on autopilot. Pricing power means it can raise prices during inflation without losing sales volume.
Sells its syrup to bottlers worldwide, who make and distribute the drinks. This asset-light model generates enormous cash with minimal capital investment. Over 2 billion servings of Coke products are consumed every day. A Warren Buffett holding for decades.
Far more than Pepsi — also owns Lay's, Doritos, Quaker Oats, Gatorade, and Tropicana. Snack foods are actually a larger business than beverages. Extremely diversified across categories and geographies.
Sells groceries and goods in bulk at near-zero markup, making money almost entirely on annual membership fees. This counterintuitive model creates fanatically loyal customers who renew at 93% rates. One of the most trusted consumer brands in America.
Linked to Pet Economy. Relies on Amazon. Competes with Amazon and Walmart.
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