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Home » Topics » Insights

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Private Label CSDs Jumped +7.2% in Nine-Month Retail Data

As Pricing Growth Now Decelerates, Private Label Pressure Wanes.
December 19, 2023

Private label carbonated soft drink volume jumped +7.2% at US retail during the first nine months of this year, according to BD data, as persistent grocery inflation pressured price-sensitive consumers. Private label CSDs also gained a half-point of ...


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Silicon Valley Start-Up Uses Tech and Gamification to Boost rPet Supply

Olyns Cube Ready to Scale as Coke, Pepsi Get in Early
November 30, 2023

Coca-Cola and PepsiCo have gotten in on the early stages of a Silicon Valley startup looking to revolutionize the collection of used plastic and aluminum beverage packages at a time when US recycling rates remain persistently low. Coca-Cola highlighted its partnership with Santa Clara, California-based...


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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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Opening Thoughts: October 12, 2023

October 12, 2023

Concern over the potential negative impact to food and beverage sales from obesity medications such as Ozempic and Wegovy is overblown.

This summer, Morgan Stanley rightfully dug into whether the rapidly growing use of diabetes drugs for weight loss would dampen food and beverage sales in a country racked with obesity. Analysts at the firm estimate a -2.0% to -3.0% decline in carbonated soft drink and snack consumption in 2035 driven by the drugs. Other firms...


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Opening Thoughts: September 27, 2023

September 27, 2023

How can we serve you even better? That’s the central question of a subscriber survey you’ll find in your email inbox today.

The survey won’t take much time at all, I promise. But your feedback will contribute to our roadmap for making our offering even more useful and adding services.

What topics should we cover more? What should we cover less?

What newsletter data sets and stories are most useful? What data should we add?

What suggestions would you have for our resource products, such as the Fact Book and the Coke and Pepsi Systems book?

You’ll find all these topics and more in the survey. Even if you are a brand-new subscriber, we’d love to hear from you. ..


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Briefs: September 27, 2023

September 27, 2023
A collection of recent developments from around the industry to keep you up to speed...
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Coke Leaders Say Recruiting Consumers Key as Inflation Persists

’You Need More People’ to Grow, CEO Tells Barclays Audience
September 14, 2023
Coca-Cola Chairman and CEO James Quincey and North America President Jennifer Mann sat down on Sept 7 for an on-stage interview with equities analyst Lauren Lieberman at the Barclays Consumer Staples Conference in Boston. A key message from Quincey and Mann was Coca-Cola’s pursuit of...
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Opening Thoughts: September 14, 2023

September 14, 2023

As you’ll read in today’s newsletter, BodyArmor’s newest product is not a liquid. It’s a powder, packaged in a single-serve stick. The sports drink brand is the latest to add the format, which is catching on with consumers looking for convenient and highly portable functionality.

Analysts at Consumer Edge Research wrote in March that single-serve, non-ready-to-drink beverages — while small relative to the entire US non-alcoholic beverage market — were growing...


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New American Beverage CEO Ready to ‘Keep Building’ on Successes

Critics ‘Aren’t Staying Static,’ Keane Says
September 14, 2023

When Kevin Keane joined the American Beverage Association in 2005 as SVP of policy and public affairs, industry issues were well focused on a single category. “We were talking largely about soda pop,” he recalled last week in an interview after being named the U.S. trade group’s CEO late last month. “Now there are so many different products that we're ...


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Analysts Watch for Signs of Pricing Retreat, Volume Recovery

Latest Scanner Data Provides Mixed Signals
August 30, 2023

Wall Street analysts are on high alert for shifts in pricing and volume trends within the US consumer packaged goods sectors, including beverages. A worst-case scenario would be decelerating pricing growth without a corresponding bump in volume performance, which would depress dollar sales growth trends. In an Aug. 22 report, A/B Bernstein analyst Callum Elliott summed up the current state-of-play this way: “With the period of ...


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