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Analyst
Charlie Higgs
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 3).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 2 companies
KOThe Coca-Cola Company3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
I just wanted to ask about your move into the role of Executive Chairman
Show response
James described Executive Chair as operational support for CEO transition plus Board dialogue on capital allocation, risk and talent. Henrique outlined 3 innovation priorities: young adult recruitment, closer-to-consumer speed to market, and digital-core RAD system.
Calendar 2025 Q1
I'm just wondering if you could unpack the plus 6% a bit more, but perhaps with a focus on China
Show response
James attributed China growth to portfolio focus and brand restaging. India driving most of APAC growth. Coke doing better in China, Sprite still a work in progress.
Calendar 2024 Q4
I was just wondering if you could comment on that and what attributes that local partner brings
Show response
John highlighted Jubilant group's ambition, capital, and capability. India market has tremendous runway with vibrant competitive environment.
PEPPepsiCo1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
I think you are now including high inflation economies in that, can I just confirm
Show response
Ramon and Ravi confirmed inclusion of hyperinflationary economies for peer comparability; contribution is immaterial with no impact on earnings.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| KO The Coca-Cola Company | 3 | 0%none of 3 questions |
| PEP PepsiCo | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation2
- Geographic Expansion2
- Innovation & R&D1
- Demand1
- Revenue Growth1
- Macroeconomic1