Concentrate Case Gap
The difference between the volume a beverage company SHIPS as concentrate to its bottlers and the volume those bottlers actually SELL to retailers and consumers, usually quoted in percentage points. It exists because a concentrate maker books revenue when the bottler buys, not when a consumer does, so the two volumes diverge whenever the bottling system is building or running down inventory. A persistently positive gap means the company is shipping ahead of demand and the correction lands in a later quarter; a negative gap can mean the opposite. It is one of the few places a reader can see channel inventory in a consumer-staples business.
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Absorption Rate · AFFO per Share · Allowed Return on Equity · Alternative Investments · Anchor Tenant · Ancillary Spend per Visit
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