Short the Impulse Buy?

People Are Worried About Coca-Cola & Pepsi

In our interview with an Amazon ($AMZN) exec back in December, we questioned the effect that Amazon Go would have on certain sales - including, notably, impulse buys at checkout. Now, it seems, others are catching on. And they're worried about the extent e-commerce growth of food delivery will impact The Coca-Cola Co. ($KO) and PepsiCo, Inc. ($PEP). We're pretty sure sells Coke. In big cities, we'd argue that e-commerce may actually make it MORE likely that people buy soda as they'd no longer have to schlep it home from Trader Joe's.