How are we doing? sometimes people forget yes CCL sell coke and sugary drinks but they can also adapt to market or switch products because of their distribution network. (water, coffee, tea you name it it can do it)
what hard to replicate is the distribution network, not many have the scale and reach of coke distribution network, they will find a way to sell all sort of stuff with this distribution network
you just have to be patient and buy in low and the risk and the margin of safety is there so the downsize is limited but the upside is all for the taking
