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Home » Topics » Financial

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Analysis: Hispanic/Latino Consumer Momentum at Risk

Will Immigration Policies, Economic Stress Curb Spending for Cohort?
May 22, 2025

Beverage marketers have paid increasing attention in recent years to the booming Hispanic population in the US. This demographic cohort’s expanding buying power has created a key sales growth opportunity for consumer packaged goods makers. According to the US Census Bureau, about...


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Arkansas, Indiana, Iowa, Nebraska Request SNAP Soda Exclusions From Trump Administration

Idaho Among States Also Planning SNAP Waiver Request
May 1, 2025

Arkansas, Indiana, Iowa, and Nebraska are the first states under the current Trump administration to ask for permission to eliminate soft drinks from their Supplemental Nutrition Assistance Program (SNAP) programs. As of Tuesday, no other states...


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Headwinds for Coke, PepsiCo, KDP in 2025

What We Learned From First-Quarter Earnings Reports
May 1, 2025

Coca-Cola, PepsiCo, and Keurig Dr Pepper face a host of challenges in the US in 2025, ranging from declining consumer sentiment to negative policy actions. All three companies addressed the...


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2024 All-Channel Results: LRB Dollars and Volume Rose

CSD Volume Declined -0.2%. Dollars Grew +4.8%
April 23, 2025

ABOUT THIS REPORT AND BD’S FACT BOOK, 30TH EDITION. This report is a snapshot of BD’s newly-published Fact Book, 30th Edition. Fact Book offers a comprehensive view of US liquid refreshment beverage industry sales performance by brands, company, and category. Annually, BD compiles 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 BD’s Fact Book and in this special issue synopsis estimates beverage sales for all measured and unmeasured channels, including packaged retail, fountain, and vending. The fountain channel includes restaurants, sports and entertainment venues, and other foodservice outlets. In recent years, BD has added chilled juice to the annual Fact Book and to this report.


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Q&A: Pam Stewart. Coke North America Chief Customer Officer Assesses Retail Landscape

Talks Costco Win, Retail Consolidation, Inflation, SNAP
April 3, 2025

There’s a question Pam Stewart has consistently fielded from friends and family in recent years about her work at Coca-Cola: When is Costco’s iconic $1.50 hot dog combo going to include Coke again? Stewart, who is chief customer officer for retail within Coca-Cola’s North America Operating Unit, answered that question this year when her team won back Costco pouring rights from PepsiCo after a dozen years. “I finally get an A on the report card after so many years of hard toiling,” she said in an interview with BD. Stewart gets an A from more than just family and friends. During her 25-year career in the Coca-Cola system, Stewart has earned a reputation as an agile leader and strong collaborator who is a rising star within Coca-Cola. Her experience across the Coca-Cola System, including at Coca-Cola Enterprises, spans finance, sales, operations, and general management. She also serves on the board of directors for snack company Utz Brands. Before her career at Coca-Cola, Stewart spent several years in the telecommunications industry. BD spoke to Stewart to get her view of the current retail customer environment in the US. /p>

The following interview has been condensed and edited for clarity:


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Briefs: Share a Coke returns, Update on Hispanic Coke Hoax, Sports Drink and Water Performance 2024, Keurig Tests K-Rounds, Coke SW Top Bottler

April 3, 2025
A collection of recent developments from around the industry to keep you up to speed...
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Waiting Game for Pepsi Bottlers on Poppi, Alani Nu

PepsiCo to Enter Gut Soda Market With $1.95B Poppi Acquisition
April 3, 2025

A big question for independent US Pepsi bottlers is whether they are in line to distribute two brands at the center of key PepsiCo-related deals this year. The newest deal is PepsiCo’s pending acquisition of prebiotic soda leader Poppi for $1.95 billion, announced on March 17 (BD sent an email news alert to subscribers). The other is the...


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Poppi

PepsiCo to Acquire Prebiotic Soda Brand Poppi for $1.95 Billion

March 17, 2025

PepsiCo has agreed to acquire prebiotic soda leader Poppi for $1.95 billion, the companies just announced. PepsiCo expects $300 million in anticipated tax benefits, the company said. The deal also includes an...


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Dynamic 2025 Starts With Alani Deal. Pepsi to Distribute?

KDP Seeks Double-Digit Energy Share With Ghost and More
March 11, 2025

This year is shaping up to be pivotal for the US energy category. An already dynamic 2025 has been marked by Celsius Energy’s pending acquisition of fast-growing Alani Nu. This comes as Keurig Dr Pepper begins to integrate Ghost Energy and Alani Nu competitor Bloom Energy into its distribution network as part of an aggressive push into...


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Territory Changes and Deals: Coke Bottlers United, ABARTA, Consolidated; Polar; Powerade; Vita Coco; Zevia and More

March 11, 2025
Collection of key deals from around the industry so you don't miss a beat..
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