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: ...
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 ...
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
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...
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...
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...
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...