Green Sheet Details Corporate, Top-10 Brand Performance
June 7, 2021
Consumers continued to turn to carbonated soft drinks at US groceries and convenience stores during the first quarter of this year as many restaurants, workplaces, and foodservice venues remained closed or under limited use following the worst of the Covid-19 pandemic. At US retail, carbonated soft drink (CSD) volume...
Annually, BD publishes estimated volume and value sales data for the US liquid refreshment beverages (LRB) market, as well as categories including carbonated soft drinks (CSD), and energy drinks. The data included in this special issue estimates beverage consumption for all measured and unmeasured channels, including packaged retail, fountain, and vending. This report focuses on single-serve, direct-store- delivered (DSD) beverages. The fountain channel includes everything from restaurants, such as McDonald’s and Taco Bell, to sports venues.
Plus: IRI Sees Return To Parity Between At-Home And Away-From Home Food Sales
April 30, 2021
Plus: IRI Sees Return To Parity Between At-Home And Away-From Home Food Sales. Late in the first quarter of this year, US soft drink retail sales begin to cycle the impact of pandemic-related pantry loading last year. To get a baseline understanding of the extent to which elevated retail sales are sticking now that pandemic lockdowns are easing, BD compared data from the first quarter of 2021 to the first quarter of 2019 (instead of 2020).
CFO Expects Sales Growth Momentum to Offset Higher Costs For Now
April 30, 2021
CFO Expects Sales Growth Momentum to Offset Higher Costs For Now. Marketing Spend on the Rise, CEO Says. Also, ‘Happy” With Polar Seltzer Velocity. Yesterday, Keurig Dr Pepper reported first quarter organic revenue growth of +11%, which follows +6.4% growth in the fourth quarter of last year. Here's what else we learned...
Walmart, Costco Decline as Target, Kroger Outperform YTD 2021
April 30, 2021
Walmart, Costco Decline as Target, Kroger Outperform YTD 2021. Pandemic-related uncertainty this year has weighed on beverage stocks tracked by BD through the close of trading on April 27. Most, including...
Companies Confident in Pricing Strength Amid Commodity Inflation
April 20, 2021
Progress in Away-From-Home Consumption Key for Coke, PepsiCo Companies Confident in Pricing Strength Amid Commodity Inflation. On April 15, PepsiCo reported first-quarter earnings results, followed by Coca-Cola yesterday. Both reports were complicated in various ways by the lapping of pandemic pantry loading last year. The companies are now...
Higher pricing has helped beverage makers offset volume declines against unusually high comparisons generated by last year’s pandemic-driven consumer stock up. US all- channel retail data...
Higher Costs Signal Pricing Actions to Ease Burden
April 20, 2021
As Covid Subsides, Challenges Remain for Coke and Pepsi Bottlers. Since the US outbreak of the COVID-19 virus more than a year ago, BD has tracked the crisis through the eyes of beverage executives in the Coca-Cola, Pepsi, and independent bottling systems. Our latest informal survey asked bottlers what has improved and what they continue to grapple with on the way to a new normal that has yet to be defined. The following is a synopsis of contributions from more than a dozen bottling executives...