cracks 11 where to from here, page-5

agree theres upside. happy to keep holding my shares in ccl.

there seems to be a renewed focus on marketing domestically and rolling out new products which equals more revenue.
barista bros (new chocolate flavour just came out the other wk), zico coco water, coke life, 250ml size & coloured cans. with SPC it seems every couple of week there is new packaging or product on shelf e.g. frozen fruit
obviously there will be misses but some may be hits as well.

indonesia has potential but its a wildcard. $500m usd is a lot of new vending machines & marketing. given how warm it is there all the time, people will be thirsty and hopefully drink a coke product. if the rupee appreciates and capex is invested sensibly and efficiently, at the very least it will contribute some EPS growth.

kiwi appreciating should help earnings when translated back to AUD, economy is good there too which should equate to higher discretionary spending.