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Home » Topics » Financial

Financial
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What We Learned from KDP, PEP, KO During 3Q Report Cards

KDP Eases Investor Concern Over Coffee Deal and Plans to Split Company
November 5, 2025

The third quarter earnings season brought a series of critical progress reports from Keurig Dr Pepper, PepsiCo, Coca-Cola at a time of global consumer volatility. The period also comes as KDP prepares for a massive strategic change and PepsiCo faces activist investor pressure. The following are key takeaways from the companies’ reports...


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Territory Changes and Deals: Coke Africa; Super Coffee; Primo; Recess; Coke Consolidated; PepsiCo Houston

November 5, 2025
Collection of key deals from around the industry so you don't miss a beat...
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PepsiCo CEO Laguarta Addressed U.S. Bottler Refranchising Push by Activist Elliott

October 9, 2025

During today’s third-quarter investor conference call with Wall Street analysts, PepsiCo Chairman and CEO Ramon Laguarta addressed pressure from activist investor Elliott Investment Management for PepsiCo to refranchise the company’s North American beverage bottling and distribution system. “We’re going..


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Coke to Launch Single-Serve Mini Cans at $1.29 in U.S. Convenience Channel

Strategy Built On Attractive Entry Price, Flavor Exploration, Exec Says
October 8, 2025

Sixteen years ago this month, Coca-Cola launched the 7.5-oz mini can as a “great option for smaller thirst occasions, and for calorie-conscious consumers,” the company said at the time. Launched then in eight-packs, the mini can has since expanded to 6-packs, 10-packs, 24-packs, and even 30-packs, becoming a key format in US retail channels like...


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Territory Changes and Deals: Manna Closes Nor-Cal. Bain-Costa. Liquid Death-Big Geyser. Heartland Equipment Auction. Tractor-AEG. Heineken. SlimFast. Clean Simple Eats. Danone. GSTV.

October 8, 2025
Collection of key deals from around the industry so you don't miss a beat..
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Wall Street Analysts Explore Declining U.S. Alcohol Beverage Consumption

Jefferies Consumer Survey Finds Affordability Pressure Stronger Than Desire to Cutback
September 17, 2025

Bernstein Report Concludes Mixed Bag of Cyclical and Structural Concerns at Play

In a new report, beverage analysts at Jefferies conclude alcohol moderation among US consumers has less to do with changing habits than with changing wallets. In a survey of ...


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Briefs: AI for Oranges. Online Grocery Hits High. MAHA Unease. RC Cola's Hairy Ad

September 17, 2025
A collection of recent developments from around the industry to keep you up to speed...
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Territory Changes and Deals: KDP/JDE Peet's. Coke-Costa. Flow Beverage. Enliven. Arizona. Culture Pop. Phorm Energy

September 8, 2025
Collection of key deals from around the industry so you don't miss a beat...
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PepsiCo Hands Over Energy Strategy to Celsius Holdings. Plus, Q&A

Celsius Now Owns Rockstar. Alani Nu Moves to Pepsi Trucks. Daing Named CMO
September 8, 2025

PepsiCo Hands Over Energy Strategy to Celsius Holdings

Celsius Now Owns Rockstar. Alani Nu Moves to Pepsi Trucks. Daing Named CMO.

Q&A: US Beverage CEO Krishnan Discusses Deal Rationale

Celsius Holdings announced this morning that former PepsiCo and Mark Anthony Brands marketer Rishi Daing has been hired as CMO. This comes a little more than a week after Celsius Holdings and PepsiCo announced...


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Analysis: Activist Investor Elliott Presses Repeat on Pepsi Restructuring

PepsiCo Rebuffed Peltz. Will They Do the Same Now?
September 8, 2025

Independent Pepsi Bottlers Want Path to Long-term Security

But Win For Elliott Doesn’t Have to Include Bottler Refranchising

Twelve years ago, activist investor Nelson Peltz and his Trian Fund Management accumulated a $1.3 billion stake in PepsiCo and publicly pressed the company to hive off its beverage business to improve lackluster performance. Today, PepsiCo finds itself in a...


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