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Home » Topics » Financial

Financial
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Briefs: January 31, 2024

January 31, 2024
A collection of recent developments from around the industry to keep you up to speed...
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Future Smarts: Bottlers Discuss Range of Hot Topics Including Pricing, Consumer Pressure, Alcohol

Buffalo Rock Pepsi and Coke Consolidated Plan for Return to Pricing, Volume Normalcy
January 18, 2024

During Beverage Digest’s recent Future Smarts conference in New York, Editor & Publisher Duane Stanford conducted on-stage interviews with two of the largest independent PepsiCo and Coca-Cola bottlers in the US, Matthew Dent and Dave Katz. Below are key takeaways from those discussions.

Matthew Dent
President & CEO
Buffalo Rock

PRICING GROWTH OUTLOOK. “There's going to have to be a study around the effect on elasticities during the pandemic and what that did for our products,” Dent said, adding that price elasticities are


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Pricing Watch 2024: CSD Concentrate Price Growth Moderated at Coca-Cola, PepsiCo

Finished Non-Carb, Energy Beverages Also Decelerated
January 18, 2024
GREEN SHEETS included: Concentrate-Pricing-2024-01-18

Concentrate list pricing for flagship Coca-Cola, Diet Coke, Sprite, Coca-Cola Zero Sugar and other carbonated soft drinks produced by US Coke bottlers rose +5.8% starting Jan. 1, according to BD sources. The increase is far less than the +27% increase implemented last July to cover higher input and product costs. At PepsiCo, concentrate pricing for brands including Pepsi, Pepsi Zero Sugar, Diet Pepsi, Mtn Dew and other CSDs produced by...


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Briefs: January 18, 2024

January 18, 2024

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


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Territory Changes and Deals: December 19, 2023

December 19, 2023
Collection of key deals from around the industry so you don't miss a beat...
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Future Smarts Highlights From Coke, PepsiCo, KDP Leaders

Coke North America President Mann to Keep Volume Pressure in Focus. PBNA Supply Chain Chief Jordan Talks AI, Automation, Electric Trucks. Whitmore Intent on Territory Optimization. Watching U.S. Alcohol Sector.
December 19, 2023
Beverage Digest hosted its annual Future Smarts conference in New York on Dec. 11. The day’s lineup of speakers included leaders from three of the largest US beverage companies — Coca-Cola, PepsiCo, and Keurig Dr Pepper. The executives sat for interviews on stage with Beverage Digest Editor & Publisher Duane Stanford. Below are highlights from those discussions. Takeaways from other sessions will be featured in subsequent issues of this newsletter...
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Non-Carbonated Drink Volumes Slide at Retail in Nine-Month Data

Analyst Says Beverage Volume Story Key in 2024
November 30, 2023

Smartwater Bucks Negative Volume Trend. Propel Volume Share Bigger than Vitaminwater.

Private Label Water Adds to Category Volume Lead.

Retail sales volume for major US non-carbonated beverage categories tracked by BD have all fallen during the first nine months of this year. As shown in the table, ready-to-drink tea posted...


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Jefferies Analyst Says ‘Buy’ PepsiCo, KDP, Monster

Coca-Cola Gets ‘Hold’ Rating Even as Fundamentals ‘Strong’
November 20, 2023

Equity Analyst Kaumil Gajrawala, who joined Jefferies this year after leaving Credit Suisse, initiated his coverage of beverage stocks last week. His recommended buys included...


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Coke and Pepsi Bottlers See Pricing Growth Next Year

Looking to Equal Last Year’s Profitability, Says One.
November 20, 2023

Coke, Pepsi Bottlers Split on 2024 Volume Performance.

An informal Beverage Digest survey found that US Coke and Pepsi bottlers are expecting carbonated soft drink volume to range from down...


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Coke, KDP Leaders Remain Optimistic, Poised to Act as Pricing Growth Slows

Some Channel Shifting Seen for Pressured Consumers
November 2, 2023

Last week, Coca-Cola and Keurig Dr Pepper joined PepsiCo in reassuring investors that — for now at least — US consumers are still willing to spend on packaged refreshment beverages. More importantly, executives at the companies insisted they know how to adjust if consumers get skittish. Coca-Cola reported third-quarter earnings on Oct. 24, followed by Keurig Dr Pepper on Oct. 26. PepsiCo had already reported its third quarter on...


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