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Home » Topics » Retail

Retail
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Big 3 Soda Companies Say Consumers Remained Steady Amid Pricing Increases

CEOs of Coke, PepsiCo Sound Notes of Caution as Inflation Grows, Persists
May 9, 2022

Plus: Energy Growth Decelerates in Convenience Channel. Snapple Plays Pricing Catch Up. Coca-Cola, PepsiCo, and Keurig Dr Pepper all reported first-quarter earnings the week of April 25. The effect of inflationary pricing on consumer demand was a hot topic during earnings calls for investors. In an interview with BD, Coca-Cola CFO John Murphy...


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Hard Mtn Dew Expands to New States as Market Share Soars in Existing Markets

May 9, 2022

Boston Beer CEO Says Trial ‘Higher Than I’ve Ever Seen.’ Scarcity, Cross-Border Sales Likely Bolstering Demand. Boston Beer’s Hard Mtn Dew, distributed by PepsiCo’s Blue Cloud unit, has now expanded to...


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Briefs: March 17, 2022

March 17, 2022

A collection of recent developments from around the industry to keep you up to speed...


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U.S. Non-Carb Results at Retail 2021

At-home Demand Fueled Sports, Water Categories. Pricing Accelerated
March 17, 2022

The plain bottled water, enhanced water, and sports drinks categories all posted volume, dollar and pricing gains at US retail in 2021 as the global pandemic continued to spur at-home consumption. Pricing in all non-carb retail categories tracked by BD posted accelerated growth for the full year, compared to the first-nine months of 2021. The higher pricing was triggered in part by escalating input costs for beverage makers, who took pricing actions to protect or recover profit margins. The table provides a snapshot of the non-carb categories tracked by BD for the full-year 2021. The Green Sheet on the following page provides further detail.


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Stake in Online Retailer Boxed Helped PepsiCo Prepare for Inflection Point

PepsiCo CFO Speaks To Strategy Behind Recently Disclosed Investment
March 17, 2022

In December, PepsiCo disclosed for the first time a stake in online bulk grocery retailer Boxed. The disclosure was prompted by the start of trading for Boxed as a public company by way of a special purpose acquisition company, or SPAC. PepsiCo had first invested in the privately held Boxed ...


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Alcohol Retailers in Florida, Tennessee, Iowa Clamor for Hard Mtn Dew

PepsiCo's Blue Cloud Aims to Service "All Retail Customers" in Phased Roll Out
March 17, 2022

Hard Mtn Dew has created a stir among some independent liquor store operators in three states where Boston Beer and PepsiCo launched the alcoholic soda one month ago. Operators in Florida, Tennessee, and Iowa told BD that they have so far ...


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Red Bull, Bodyarmor Grow Most In 2021, IRI/BCG Study Says

February 23, 2022

Red Bull was the “growth leader” among large US consumer packaged goods companies last year, according to a newly released report by IRI and Boston Consulting Group. The global energy drink maker grew...


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U.S. CSD Category Dollar Sales Up +8.1% as Pricing Growth Skyrockets

February 23, 2022

Last year’s US carbonated soft drink market notched unprecedented retail pricing growth, driving up category dollar sales by +8.1% on volume that declined -1.1%, according to BD data. As the table below shows, CSD pricing jumped +9.3% in 2021, which represented...


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U.S. Coke Bottlers Grapple With Alcohol Question and What it Means for Them

Two Camps Emerge: One Welcomes New Investment. Other Wants Direct Upside
February 23, 2022

Coca-Cola’s foray into the US alcohol beverage market has spurred mixed feelings from Coke bottlers without alcohol operations as they evaluate what the development means for their businesses. Coke and Molson Coors have steadily expanded distribution and added line extensions for Topo Chico Hard Seltzer, first introduced early last year. Coca-Cola has since licensed...


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PepsiCo Considers Shifting Gatorade to Bottler DSD for Large Format Stores

Margin Discussion Likely Lynchpin for Retailers, Independent Bottlers
February 23, 2022

PepsiCo is considering shifting Gatorade to direct store delivery (DSD) for large format stores in the US following successful market tests, the company has confirmed to BD. “We’ve done some tests,” CFO Hugh Johnston said in an interview. “The tests have been pretty successful.” He added that a decision about whether to go wider and


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