TD Cowen：可口可乐(KO.US)肯德基业务将带来10至20个基点营收提振，继续蚕食百事(PEP.US)市场份额

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【TD Cowen：可口可乐(KO.US)肯德基业务将带来10至20个基点营收提振，继续蚕食百事(PEP.US)市场份额】智通财经APP获悉，可口可乐(KO.US)将在美国肯德基门店首次供应饮料。根据一项新的合作，到明年春季，这一合作将覆盖肯德基在美国的所有门店。TD Cowen 认为，可口可乐从百事(PEP.US)手中抢走百胜餐饮集团(YUM.US)旗下肯德基业务的消息，对这家总部位于亚特兰大的饮料巨头构成利好，尽管其象征意义大于量化影响。

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