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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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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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Future Smarts ’24 Rewind: Highlights From Coke, PepsiCo, Keurig Dr Pepper

March 11, 2025

Beverage Digest hosted its annual Future Smarts conference last December in New York City. 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. Here are highlights as the speakers looked ahead to 2025...


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Briefs: Fairlife; Keurig Dr Pepper; SNAP Risk; Sparkling Water Results and Data; Coke Tax Case; CCEP to FTSE; Target Boycott; $90K Cheeto

March 11, 2025
A collection of recent developments from around the industry to keep you up to speed...
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Tariff Watch: Expanded Aluminum Levies Draw Reaction

Trade Group Calls Change a ‘Curve Ball.’ Coke CEO Sees ‘Manageable Problem’
February 18, 2025

President Donald Trump announced last week that he will impose a 25% tariff on aluminum and steel next month while closing “loopholes and exemptions” for all US trade partners. Exemptions will be eliminated...


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Briefs: PepsiCo Results, Tariff Watch, Monster Succession, SNAP Soda Bill, GLP-1, and More

February 4, 2025
A collection of recent developments from around the industry to keep you up to speed...
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FS24 Hot Topic: Should PepsiCo Refranchise in North America?

Wall Street Panel Discusses What’s at Stake in Pepsi-Coke Share Gap
January 9, 2025

BD hosted its annual Future Smarts conference in New York City on Dec. 16. The day’s discussion threads included the growing carbonated soft drink market share gap between Coca-Cola and PepsiCo in the US. Through the first three quarters of 2024, Coca-Cola held a 40 share of CSDs at US retail after a +0.4 point increase. PepsiCo held a 27 share after -0.7 point decrease. (Keurig Dr Pepper held a 24.5 share after a -0.9 point decline.) As the table below shows,


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Coca-Cola Zero Sugar Formula Now Includes Stevia in US

Pilot Projects in 2023 Expanded Nationally Late Last Year
January 9, 2025

Turn over a can or bottle of Coca-Cola Zero Sugar in the US and you’ll find a new ingredient — stevia. The natural sweetener is now part of a formula that already included aspartame and acesulfame potassium. The new...


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Protein Shake Results: Coke’s Fairlife Core Power Explodes at US Retail

PepsiCo’s Muscle Milk Declines Through Three Quarters
December 11, 2024

Coca-Cola’s Fairlife Core Power continued to lead growth in the $6 billion US protein shake category at retail for the first nine months of this year, according to BD data. The brand grew sales +39% by dollars and +29% by volume in the period, as shown in the...


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Potential Trump Moves From Tariffs to Kennedy Spark Speculation

SNAP, Warning Labels, Ingredient Regs Seemingly on Table
December 11, 2024

Policy comments by President-Elect Donald Trump and his proposed picks for cabinet and administrative posts have set off a barrage of speculation about potential impacts to the food and beverage industry. In a research note this week, RBC Capital Markets Beverage Analyst Nik Modi, who will speak at BD’s Future Smarts conference on Monday, summed up the industry consternation this way:...


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