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Coca-Cola has secured exclusive fountain beverage distribution across United States KFC locations, taking over the contract from PepsiCo. According to TD Cowen, the deal could add 10 to 20 basis points to Coca-Cola revenue by 2027. Over the last two years, Coca-Cola has gained 70 basis points of soft drink market share while PepsiCo lost 130 basis points. Meanwhile, Keurig Dr Pepper is outpacing both legacy giants with 27.5 percent revenue growth, earning a Buy rating from Seeking Alpha Quant Ratings while Coca-Cola and PepsiCo sit at Hold as distribution battles reshape the industry.
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