Safran Watchlist

tz-plus logo Big Call: Coca-Cola, RTX, LVMH, Safran

M. Springman
Reading Time: 2 minutes

Our model portfolio stock Coca-Cola (KO) rightly belongs to the most promising long-term stories in the consumer staples segment. With its strong core brand portfolio, Coca-Cola successfully positions itself even in a challenging market environment, allowing for attractive margins thanks to price increases. New growth opportunities also arise from new high-margin product segments surrounding the premium milk brand Fairlife, where the portfolio is consistently expanded with high-protein products and fitness shakes. Our model portfolio stock RTX...

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