Strategic Management


COCA COLA

The College of St Scholastica

Ekta Gupta

1 August 2013


 

COCA COLA (KO)


Company Background

The Coca-Cola Company, incorporated on September 5, 1919, is a beverage company. The Company owns or licenses and markets more than 500 nonalcoholic beverage brands, primarily sparkling beverages but also a variety of still beverages, such as waters, enhanced waters, juices and juice drinks, ready-to-drink teas and coffees, and energy and sports drinks. It owns and markets a range of nonalcoholic sparkling beverage brands, which includes Coca-Cola, Diet Coke, Fanta and Sprite. The Company's segments include Eurasia and Africa, Europe, Latin America, North America, Pacific, Bottling Investments and Corporate

Mission and Vision Statement:

A good mission statements should talk about: Customers, Products or services, Markets, Technology, Concern for survival, growth, and profitability, Philosophy, Self-concept (major strengths and competitive advantages), Concern for public image, and Concern for employees.


I found following are missing components in this mission statement: What the product is? Are they more than in beverages? Are they eco-friendly or social responsible? Are they employee friendly? Last statement of its mission statement is “to create values …” which appears too vague to me. However “to refresh the world” and inspire moments of optimism” are some really catchy words that enables the power of mission statement.

New mission statement could be:

Our mission is to

·          Refresh the world with our beverages : in mind, body and spirit

·         Inspire moments of optimism and happiness

·         Committed to being unadulterated and eco-friendly and serving communities

·         Healthy financial rewards for our stakeholders

·         Strive to act fairly and honestly

Vision
Effective vision statement should be:
Future Focused, Directional, Clear, Relevant, Inspiring, Vivid, Unique, Challenging, Values Based, and Purpose-Driven

The Coca-Cola Company Vision:


Its vision statement looks good to me but I certainly add some target goals like specific milestones we must achieve by 2020.

3-30-3-1

3: $3 billion in revenues.
30: 30% of total revenue from Business Outcomes contracts.
2: Among the top 2 in the preferred employers’ list.
1: No. 1 in earnings growth


 

Reflection:
I checked coca cola website to know about its products and what country it operates to. It does have sustainability report and flyers about being eco-friendly but its mission statement doesn’t talk on it. Seems KO got conscious about environment after developing the mission statement so KO should update its mission statement.  Despite this adverse notation, I must say it is world’s most valuable brand. Its marketing strategies and product differencing are working very well for them.
 

 


 


 

External Factor Evaluation (EFE) Matrix

Key External Factors
OPPORTUNITIES
Weight
Rating
Score
1
Global Expansion
0.10
3
0.30
2
Acquisition and Mergers
0.06
2
0.12
3
Health conscious consumers
0.08
2
0.16
4
Owning Bottle Manufacturing and Packaging
0.05
2
0.10
5
Coca Food chain
0.10
1
0.10
6
Complimentary food with specific beverages
0.02
1
0.02
7
Innovation New machines and ideas
0.07
2
0.14
 
 
 
 
 
THREATS
 
 
 
1
Government Regulations
0.11
2
0.22
2
Increased competition such as Pepsi
0.05
4
0.20
3
Recession
0.10
3
0.30
4
Long Term debts
Balance sheet 2011 shows increase to 14,736,000  from 13,656,000  

0.05
2
0.10
5
Increasing demands of non-carbonated food.
0.11
2
0.22
6
Criticism of Coca-Cola , including health effects, environmental issues, and business practices
0.10
2
0.20
 
 
 
 
 
Total
1
 
2.18

Reflection: Knowing and understanding the threats and opportunities of a firm helps planning and prioritizing the business strategies. I took help of this link http://mba-lectures.com/management/strategic-management/1094/efe-matrix-of-coca-cola-company.html which broadened my knowledge and helped in thinking more critically about it. I think consumers are planning to move to non-corroborated drinks which is a biggest threat for KO, they should try to proactive in handling this situation as diet products won’t serve them longer.


 

IFE (Internal Factor Evaluation Matrix)

Key Internal Factors
Strengths
Weight
Rating
Score
1
Differentiation
0.10
4
0.40
2
World’s most valuable band
0.10
4
0.40
3
Variety of Product
0.09
4
0.36
4
Geographical Expansion
0.07
4
0.28
5
Good Branding
Heavy advertising and promoting activities
0.06
4
0.24
6
Strong financial position and profit
0.05
3
0.15
7
High Market share
0.08
4
0.32
8
Enormous distribution and production facilities
0.04
3
0.12
 
 
 
 
 
Weakness
 
 
 
1
Big Long term debt
0.05
2
0.10
2
Product offering restricted to beverages
0.06
1
0.06
3
Bad image in India
0.10
1
0.10
4
Blamed for being environment unfriendly in India and China
0.10
1
0.10
5
Ethical complaints ( discrimination )
0.10
1
0.10
 
 
 
 
 
Total
1
 
2.73

 

Reflection: Identifying ones internal strength and weakness is as difficult as important. I took help of this link http://mba-lectures.com/management/strategic-management/1097/ife-matrix-of-coca-cola-company.html which broadened my knowledge and helped in thinking more critically about it. Knowing ones strength and weakness helps one to plan how to plan your effort and resources to meets goals. Firm needs to work on its weakness along with maintaining highs on strengths. Intangibles like bad image in India and discriminations issues bring more loss than tangibles. Hence I think KO should really work aggressively on improving its image across the globe. Internet and Global market kind of things don’t give much time to react to situation.

 


 

CPM (Competitive Profile Matrix)

This matrix identifies firm’s major competitors and its particular (internal and external issues) strength and (internal and external issues) weaknesses in relation to a firm’s strategic position.

 
Coca
Pepsi
Dr Pepper
Key Success Factors
Weight
Rating
Weighted Score
Rating
Weighted Score
Rating
Weighted Score
1
Financial Positions
0.08
4
0.32
3
0.24
3
0.24
2
Advertising
0.12
4
0.48
4
0.36
3
.036
3
Market Share
0.12
4
0.48
3
0.36
2
0.24
4
Brand Image
0.11
4
0.44
4
0.44
3
0.33
5
Customer Loyalty
0.10
3
0.30
3
0.30
2
0.20
6
Product Quality
0.11
4
0.44
4
0.44
4
0.44
7
Product Range
0.08
3
0.24
4
0.32
3
0.24
8
Distribution
0.09
4
0.36
3
0.27
3
0.27
9
Price competition
0.10
3
0.30
3
0.30
3
0.30
10
Geographical expansion
0.09
4
0.36
3
0.27
2
0.18
 
 
 
 
 
 
 
 
 
Total
1.00
 
3.72
 
3.3
 
2.476

 

Reflection: The rating values are 1= major weakness, 2= minor weakness and 3 = minor strength 4 = major strength. I took help of this link http://mba-lectures.com/management/principles-of-management/1091/competitive-profile-matrix-of-coca-cola.html which broadened my knowledge and helped in thinking more critically about it. Competitor 3 with rating 2.476 looks weakest and KO scores highest with 3.72 as expected. Competitors can compare where they lag behind and where they are ahead of competitors. Such as Pepsi scores low on geographical expansion than coca cola.


 

Internal Factors and External Forces

 
Internal Forces
Who is impacted and how.
1
Differentiation
·         Big advantage to KO and consumers for the unique taste.
·          Competitors are heavily in loss as they don’t have access to secret recipe.
·         Shareholders are making lot of money.
2
World’s most valuable band
·         Shareholders are making money
·         Competitors have to strive much having any stand against it. 
3
Variety of Product
·         Consumers are really happy to have variety which goes with different meal and occasions.
·         Competitions are struggling to match this.
4
Big Long term debt
·         Loss for shareholders if KO doesn’t use proper strategies and utilize this debt in profitable manner or if some natural disaster happens.
5
Product offering restricted to beverages
·         Loss for KO as it could make more money through this venture.
6
Bad image in India
·         Big loss for KO as consumers lose Trust on the brand.
 
7
Blamed for being environment unfriendly in India and China
·         Big loss for KO as consumers lose Trust on the brand.
·         Recoverable or irrecoverable damage to Environment i.e. to whole live species.

 

 
External Forces
Who is impacted and how.
1
Global Expansion
·         More consumers are being served.
·         Shareholders earn profit if KO have strong supply chain management.
·         Challenge for competitors.
2
Acquisition and Mergers
·         Competitions are getting reduced which is not good for consumers sometime as it can reduce innovation and can bring price monopoly.
·         Less competition for KO
3
Health conscious consumers
·         Loss for KO as their sale will be reduced
·         KO has to diversify its product line
·         Gain for Health –drinks.
4
Owning Bottle Manufacturing and Packaging
·         KO can do in-house production of bottles to save big money but it needs big planning and management. However it can bring long term financial benefits to KO
5
Coca Food chain
·         KO will gain more market share
·         Customers will get ease to have one stop for their favorite coke recipes.
6
Recession
·         Financial Loss to KO and it needs to be creative to survive in market.
·         Loss to consumers as they can’t afford their favorite drink and may switch to cheap drinks.
·         Customer’s diversion at any point for any reason is risky as you don’t know how many of them will really come back. So it’s a risky deal for KO.
7
Increasing demands of non-carbonated food.
·         Loss for KO shareholders as reduced demands for carbonated drinks.
·         KO has to be innovative to bring differentiate non-carbonated drink in market, so huge pressure on KO in this regard.


 

Reflection: Used IFE and EFE Matrix for completing this table. Who is impacted and how really gives a deep perspective into the matter in hand. Business persons can give the weightage to ‘Who’ factor and should decide if they care about them that point of time and if yes, analyses ‘how’ factor of analysis. For example irrecoverable environment losses will damage the brand name and value so they should be attentive in their actions.


 

Business Policy Case Analysis

The goal of The Coca-Cola Company is 'to be the world's leading provider of branded beverage solutions, to deliver consistent and profitable growth, and to have the highest quality products and processes.To achieve this goal, the Company has established six strategic priorities and has built these into every aspect of its business:

·         Accelerate carbonated soft drinks growth, led by Coca-Cola

·         Broaden the family of products, wherever appropriate e.g. bottled water, tea, coffee, juices, energy drinks

·         Grow system profitability & capability together with the bottlers

·         Creatively serve customers (e.g. retailers) to build their businesses

·         Invest intelligently in market growth

·         Drive efficiency & cost effectiveness by using technology and large scale production to control costs enabling our people to achieve extraordinary results every day.

         Suggested strategies for Coca Cola:

SO Strategies

1.      Improve environmental awareness with community involvement

2.      Market new diet drinks that have healthier sugar substitutes.

WO Strategies

1.      Market international beverages to American consumers.

2.      Increase marketing efforts for bottled water.

ST Strategies

1.      Acquire Krispy Kreme (KKD) to help diversify the product line.

2.      Acquire Golden Enterprises (GLDC) to help diversify the product line.

 

Reflection: I could not find the strategies on Coca cola site. After browsing for a while got a link http://businesscasestudies.co.uk/coca-cola-great-britain/creating-an-effective-organisational-structure/the-relationship-betweenstrategy-and-structure.html#axzz2bxbfXUVb having explained these in their case study. Company should try translating their Strengths, Weaknesses, Opportunities and Threats into strategies. It can use strengths to take advantage of opportunities and minimize threats (SO and ST strategies). And taking advantage of opportunities and by mitigating threats minimize weaknesses (WO and WT strategies). Such as Coca cola is a most valuable brand and it could easily set rules for good eco-friendly processes then can install containers in different locations to recycle their can or plastic bottles, consumers and competitors will easily follow them.

 


 

Space Matrix

Internal Strategic Position
 
External Strategic Position
 
 
Competitive Position – (CP)(- x axis)
Industry Position (IP) x axis
 
 
Market Share
-1
Growth Potential
5
Brand Image
-1
Profit Potential
5
Product Quality
-1
Financial Stability
6
Product Life Cycle
-2
Ease of Entry
4
Customer Loyalty
-1
Resource utilization
6
Technological Know How
-2
Extent Leveraged
3
Control Over Suppliers and Distributers
-2
 
Average
-10/7= -1.42
Average
29/6= 4.8
 
Financial Position (FP)  y axis
 
Stability Position (SP)   (-y axis)
 
Working capital   
5
Technological Changes
-1
Return on Equity ROE
3
Rate of Inflation
-2
Return on Assets ROA
3
Demand Variability
-1
Liquidity
 
5
Barriers to Entry in Market
-2
Cash Flow
4
Competitive Pressure
-4
Inventory Turnover
4
Ease of Exit from Market
-5
Earnings Per share
http://www.nasdaq.com/symbol/ko/revenue-eps
2
Price Elasticity of Demand
-1
 
 
 
 
Average
3.71
Average
-2.28
 
 
 
 
Directional Vector Coordinates :
X Axis :     -1.42+4.8 = 3.38
Y Axis         3.71-2.28= 1.43

 


 

 

Space Matrix -   Directional Vector falls in Aggressive Quadrant

 

Reflection: I took help of this link http://www.nasdaq.com/symbol/ko/financials?query=balance-sheet which broadened my knowledge and helped in thinking more critically about it. The SPACE matrix is a management tool used to analyze a company. It is used to determine what type of a strategy a company should undertake. Coca cola lies in Aggressive quadrant which means it is in best organizational position to use its internal strength to take advantage of external opportunities and overcome internal weakness and can avoid external threats. I think due to its strong branding only coca cola is still earning profits despite being charged for doing damage to environment. This is an external threat which it had avoided earlier and sustained the market, however it had started working for environment and marketing its efforts very well.

Product Positioning Map

 

 



High in Sugar

Low Sugar

High in Caffeine

Low Caffeine
 

Coke

Diet Mt Dew
 

Fanta

Pepsi

Coke Zero

Diet Coke

Pepsi Max

Mt Dew

Sprite

Pepsi light

Pepsi Caffeine Free

Diet Cherry Coca-Cola

Diet Wild Cherry Pepsi

 


















Reflection:

 I was not aware about composition of their products and where they fall in this quadrant so I used http://www.energyfiend.com/the-caffeine-database and http://www.perceptualmaps.com/example-maps/ for the help. I have not covered all their respective products here. I was impressed to know that KO owns The Beverage Institute for Health & Wellness (BIHW) which is ongoing commitment to advance scientific knowledge, awareness and understanding of beverages, and the importance of an active, healthy and balanced lifestyle. This positioning helps company knowing which market they are still behind the competitor and how they can explore the uncovered market to take a lead.


 

Determining Cash values


Input
Shareholder Equity
32,790,000 
Net Income
9,019,000  

Stock Price
35.9916
EPS
1.97
# of share outstanding
4584 million
Goodwill and Intangible
12,255,000 + 15,082,000  =16307500
Total assets
86,174,000 

 

Calculating cash value
 
Method 1
Shareholder’ Equity + Goodwill + Intangible
19,586,500
Method 2
Net Income x 5
45,095,000
Method 3
Price earnings Ratio
(Stock Price/EPS ) x Net Income
164,775,756.5
Method 4 Outstanding Share method
# of share outstanding x Stock Price
164,985,494,400.00
Average of all 4 methods
 
41,303,737,914

           

Reflection: I opened some Finance management chapters to understand this concept better which was fun for sure. Had to browse different sites to get the reliable data. Each Cash values methods have given different worth value as also mentioned in our Text by Fred David. Company will surly pick the method which give the highest worth value while selling it however I am still not clear how it will convince purchasing party to use the same cash value methods to make a deal. Anyways as suggested in our Text I also had taken the average of all the values. Following links are used to get the data required for calculations:

 
Sources:
Total assets, Goodwill and Intangible, Net Income, Shareholder Equity,
Stock Price
Average of stock price of 2012 http://finance.yahoo.com/q/hp?s=KO&a=00&b=1&c=2012&d=11&e=31&f=2012&g=d
# of share outstanding ,  EPS
( http://www.gurufocus.com/financials.php?symbol=ko)

 

 

 


 

Code of conduct/code of ethics

Code of conducts I like most are:

1.      Coca Cola employee can use Ethics Line which is a reporting service offered by The Coca-Cola Company and administered by a third party, Global Compliance available online (www.KOethics.com), or by calling toll-free using the access codes that can be found on the website. Some highlights of Ethic line are:

·         EthicsLine is available 24 hours a day, seven days a week.

·         Translators are available.

·         Ethics Line reports are forwarded to the Ethics & Compliance Office.

2.      As Coca cola operates across the globe it has elucidated in its code of conduct document how to handle things at global level for e.g.  If a provision of the Code conflicts with applicable law, the law controls and if one is uncertain what laws apply, or if one believe there may be a conflict between different applicable laws, consult Company legal counsel before proceeding. They have local ethics officer which seems to be very helpful for company which operates at global level

3.      They have also mentioned the code of financial transactions across the globe. Different cultures across the globe could make the financial transactions difficult, however Coca Cola has mentioned the code for financial transactions across the globe which is really helpful in following the company expectations being at any place of world. For e.g. it expound “Never enable another person’s efforts to evade taxes or subvert local currency laws. For this reason, payments generally should be made only to the person or firm that actually provided the goods or services. Payments should be made in the supplier’s home country, where it does business”.

Things which surprised me and I think they should have included it:

1.      Talk explicitly on dealing and protecting environment in their code of conduct. Though they have information on Suitability on their websites.

2.      I have read some discriminatory complaints against coca cola. Hence they should have written about discouraging any kind of discrimination in their code of conducts.

 

Reflection:  I searched on coca cola website for their code of conduct and found an exclusive PDF.  I think Coca Cola code of Business conducts are well written and quite helpful to any employee sitting anywhere in the world. Their 24x7 helpline for whistleblower is really appreciable. Under such safe code of conducts employees should have been performing at their best, I suppose. It all about people by the way.

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