I personally think their main growth segment is going to be in the coffee space with Costa Coffee. Over the past 5 years their global ventures segment (primarily costa) has had a >30% revenue CAGR, and given how small the subsidiary is in relation to the coffee TAM, I think it has plenty of room to keep up that growth
The excitement is building up for the market opening in the US, KO is presenting its quarterly results beforehand. According to analysts, they are expected to be positive. The stock on Trategate is 'red'.