The antitrust laws would make it hard for Coke and Pepsi to buy more carbonated soft drinks brands.
Wal-Mart's growth and power is changing how consumers buy products and how beverage companies sell products. The lawsuit is about Coke and its bottlers trying to come to terms with that.
Between Coke and Pepsi, Coke's innovation pipeline was stronger in carbonated soft drinks. That made the difference. But fundamentally, both these companies need to be moving in the noncarbonated direction.
Coke has identified North America as a challenging market, and it's clear there is still work to be done and changes to be made.
It's Coke and Pepsi and Cadbury who really stepped up to the plate and did something fairly controversial, and they deserve a lot of credit for this.