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Opening Thoughts: November 2, 2021

November 2, 2021

With our Dec. 6 Future Smarts conference a little more than a month away, this is a great time to share a few of the themes we will explore this year. We are in a pivotal reset period for the global beverage industry following the extreme disruption caused by the Covid-19 pandemic. To help sort it out, we’ve assembled an exceptional lineup of speakers who are well-placed to evaluate the implications of the past two years and share insight on what to expect. They include leaders ...


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KO, KDP Earnings Highlights

Away-From-Home Rebound in North America Not a Straight Line, Coke CEO
November 2, 2021

On Oct. 27, Coca-Cola raised full-year 2021 revenue guidance to a range of +13% to +14% after reporting 14% higher third-quarter organic revenue. The sales gain came on volume and pricing that each grew ...


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Industry Reaches Halfway Mark to 20% Calorie Reduction Target

Sugarless Sports, Energy Drink Options Helped Accelerate Progress
November 2, 2021

Growth in low- and no-calorie carbonated soft drinks (CSDs), sports drinks, and energy drinks in recent years has accelerated a decline in beverage calories consumed by Americans, according to ...


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Building the War Chest. Keurig Dr Pepper Targets $20 Billion in Possible M&A Deals

Big Question Is What Might CEO Bob Gamgort Buy?
October 12, 2021

Keurig Dr Pepper hosted a virtual investor day on Oct. 1. The most significant revelation was the company’s new focus on ...


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As Deadline Approaches, BodyArmor-Coke Negotiations on Track, Sources Say

Bottlers Anticipate Locking in Sports Drink Brand as Longterm Growth Driver
September 24, 2021

With the deadline approaching for Coca-Cola to exercise its option to buy a controlling additional stake in fast-growing sports drink challenger ...


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Newly Public Zevia Looks to Convenience Channel for Next Growth Frontier

Q&A With Chair and CEO Paddy Spence, and President Amy Taylor
September 24, 2021

In July, stevia-sweetened soda maker Zevia PBC began trading on the New York Stock Exchange following an initial public offering that will give the company capital to expand within the grocery channel, add immediate consumption by way of the ...


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Anheuser-Busch InBev Nurtures Upstart Shinewater With New Agreement

Access to AB One Network to Serve as Launchpad to Brewer’s Larger Independent System
September 24, 2021

ShineWater, an upstart enhanced water brand, has signed a US distribution agreement with ...


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Coke, Pepsi, Dr Pepper Bottlers Navigate Delta Variant, Supply Shortages.

Say Retail Sales Remain Elevated. Detecting Some Renewed Stock Up. Report Lost Sales.
September 1, 2021

Hope of a post-pandemic return to normal this year in the US has given way to continued uncertainty as COVID-19 vaccination rates vary widely by state, the Delta variant spreads, and workers delay getting back to the office or resuming employment. At the same time, vaccinated consumers are pushing forward in many parts of the country as they frequent restaurants, travel, and get back to something approaching business as usual. For beverage bottlers within the Coca-Cola, PepsiCo, and Keurig Dr Pepper systems, the state of business is a...


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Deeper Look: 2021 US Soft Drink Concentrate Pricing

Increases for PepsiCo, Keurig Dr Pepper Bottlers. Coke, Pepsi Price Gap Analysis.
September 1, 2021

BD has resumed publishing annual brand-level carbonated soft drink (CSD) concentrate pricing for the three major US soft drink companies. The Green Sheet included with this issue details ...


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Coke’s ‘Asset-Right’ Strategy

Company to Shed Sports Drink, Tea Factories on Heels of Water Plant Divestiture
August 11, 2021

Coca-Cola has agreed to sell three hot-fill plants to Refresco as part of an ongoing “asset right” market strategy, according to Mark Rahiya, Coke’s chief supply chain, technical and innovation officer. The plants in...


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