No Slam Dunk. Hurdles and Questions Remain. Is Trump on Board?
April 3, 2025
Momentum is growing within the Trump Administration to cut carbonated soft drinks from the federal Supplemental Nutrition Assistance Program, known as SNAP. US Health Department Secretary Robert F. Kennedy Jr. announced late last week...
Trade Group Calls Change a ‘Curve Ball.’ Coke CEO Sees ‘Manageable Problem’
February 18, 2025
President Donald Trump announced last week that he will impose a 25% tariff on aluminum and steel next month while closing “loopholes and exemptions” for all US trade partners. Exemptions will be eliminated...
Even So, PepsiCo Case May Not Survive FTC Power Shift, Sharpe Dissents
February 4, 2025
A report last week by antitrust litigators at global law firm O’Melveny argued that the US FTC’s anti-competition case filed last month against PepsiCo (and in December against Southern Glazer’s) may not be as simple as a...
SNAP, Warning Labels, Ingredient Regs Seemingly on Table
December 11, 2024
Policy comments by President-Elect Donald Trump and his proposed picks for cabinet and administrative posts have set off a barrage of speculation about potential impacts to the food and beverage industry. In a research note this week, RBC Capital Markets Beverage Analyst Nik Modi, who will speak at BD’s Future Smarts conference on Monday, summed up the industry consternation this way:...
As Consumers Blur Lines, Distributors Following Suit
September 5, 2024
Conditions are ripe for accelerated consolidation of alcoholic and non-alcoholic beverage distribution businesses in the US market, predicts Matt Hughes, a former Coca-Cola Venturing and Emerging Brands executive. That could mean even Coca-Cola and Pepsi franchise bottlers one day look to combine with beer distributors to add efficiency and boost...