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Home » Topics » Retail

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Opening Thoughts: Consumer Budgets and Beverage Margins

July 8, 2026

With consumer confidence trending lower, as measured by both the Conference Board and the University of Michigan, concerns over the affordability of ready-to-drink beverages is intensifying. Today’s newsletter captures the tension between consumers protecting their budgets and beverage companies protecting their margins.

The lead story on page 3 checks in with Coke, Pepsi, and Dr Pepper bottlers to see how they are coping with rising commodity prices, softening pricing growth, and weakening volume performance. BD informally surveyed bottlers in May. Almost two months later, how are bottlers faring and feeling? The short answer: ...


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Fourth of July Holiday Deals Appear Surgical Based on Chain, Region

12-Pack Can Deals in Chicago 40 Cents Higher Than 2025
July 8, 2026

BD annually surveys Fourth of July holiday promotions for three grocery chains in Chicago, Los Angeles, and Miami for an informal look at how the deal environment for soft drinks and other beverage categories is ...


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Briefs: Walmart 24-Pack Price Cut. Some SNAP Soda Bans Reversed. Coke Tax Case Optimism. Red Bull Price Increase. Hemp THC Beverage Reprieve? And More

July 8, 2026
A collection of recent developments from around the industry to keep you up to speed...
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Territory Changes and Deals: Coke India IPO. Niagara Buys Absopure. Coke Northampton Closes. Costa Coffee Restructuring. Danone Buys Made Group. Coke-Marriott Rollout. Kroger Buys Giant Eagle.

July 8, 2026
Collection of key deals from around the industry so you don't miss a beat..
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Noteworthy Launches: Poppi Lemonade. Barron Trump's Sollos. Tom Brady's Good Nut. Sparkling Ice Guava Passionfuit.

June 17, 2026

PepsiCo-owned Poppi has added a Lemonade flavor to its prebiotic soda lineup. The drink is available in 12-oz cans exclusively on Amazon. Each can contains 5g of sugar. Poppi is also releasing a summer Bombshell 12-pack featuring Lemonade, Love Island x Punch Pop, Lemon Lime, Orange Cream, Strawberry Lemon, and Wild Berry.

Barron Trump's yerba mate brand Sollos has released its first product, according to


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Soda Wars: Coca-Cola Held CSD Lead in 36 of 41 Major U.S. Markets in 2025

Trademark Dr Pepper Gained Share in 39 of 41 metros, Topping Pepsi in 11
June 17, 2026

Coca-Cola's US carbonated soft drink portfolio held the leading retail volume share last year in 36 of 41 metro markets tracked by BD. The data includes all major retail channels and does not include the fountain channel. Coke’s CSD portfolio made its largest gain in...


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Noteworthy Launches: BodyArmor Fit. Poppi Minis. Muscle Milk Revamp. Ghost Powder Sticks. Accelerator Flavor. Starbucks Refresher.

June 4, 2026

Coca-Cola's BodyArmor has launched BodyArmor Fit, the brand's first sparkling sports drink, in 12-oz slim cans. Each can contains 290mg of electrolytes, 60mg of caffeine, choline, and green tea extract, with zero sugar and no artificial flavors, sweeteners, or dyes. Flavors are Mixed Berry, Tropical Passionfruit, Citrus Grapefruit, Orange Mango, and Watermelon Lime. NFL quarterback Joe Burrow is fronting the launch campaign.

Poppi has launched 7.5-oz mini cans at Walmart stores and online in flavors Cream Soda, Shirley Temple, and Wild Berry in single cans and 6-packs...


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Briefs: Montana SNAP Soda Ban. Private Label Stalls. RBC's 10 Key Themes for CPG. KDP Trend Report. Goldman, Douglas Reunite Over Tea

June 4, 2026
A collection of recent developments from around the industry to keep you up to speed...
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Alani Nu Catapulted to No. 3 Brand at U.S. Retail Above Celsius [Green Sheet]

Category Surged in Q1 as Volume Up +11.4%, Dollars Grew +13.8%
June 4, 2026

The US energy drink category posted robust growth at retail in the first quarter of 2026, with multi-channel volume up +11.4% and dollar sales up almost +14%, according to BD data. The standout was trademark...


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Coca-Cola Flagship Gains Ground in Q1 After Tough 2025 [Green Sheet]

Coke Portfolio Volume Up +2.7%, Dollars Up +8.0%
June 4, 2026

Trends for Coca-Cola’s carbonated soft drink portfolio and its flagship Coca-Cola at US retail improved during the first quarter of this year after a surprising pullback by Hispanic consumers last year. Coke’s CSD portfolio posted volume and dollar sales gains of...


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  • Soda Wars: Coca-Cola Held CSD Lead in 36 of 41 Major U.S. Markets in 2025

  • Noteworthy Launches: Poppi Lemonade. Barron Trump's Sollos. Tom Brady's Good Nut. Sparkling Ice Guava Passionfuit.

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