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0 sports lead

Sports Drinks Sprint

Two-Horse Race Now Frenzy of Competition
March 3, 2021
Twenty years after PepsiCo’s transformational acquisition of Gatorade, an emerging field of challengers is emboldened by BodyArmor’s success. The US sports drink category has become one of frenetic energy.
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UPDATED: Electrolit, Gatorade Settle Lawsuit Over Gatorlyte Launch

Judge Previously Ordered PepsiCo to Delay Planned Feb. 21 Launch
March 3, 2021

UPDATE:  On March 10, a judge dismissed the case with prejudice after Pisa and PepsiCo reached a confidential settlement.


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6 global vol header

International Perspective: Coke, Pepsi Global Volumes

Few Volume Bright Spots for Coke in 2020. More Than 1 Billion Unit Cases Lost
March 3, 2021

Last year, the global Coca-Cola system sold 1.3 billion fewer unit cases of beverages than in 2019, according to a regulatory filing last week. In addition, the 29 billion...


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BodyArmor Plays Coy As Coke Confirms Intent To Buy

Will FTC Require Powerade Divestiture?
March 3, 2021

Coca-Cola intends to acquire a controlling stake in fast- growing sports drink brand BodyArmor. BodyArmor Co-Founder and Chairman Mike Repole issued a statement dampening the news. One might conclude by Repole’s and Quincey’s comments that negotiations are ongoing...


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2 pandemic

Coke, PepsiCo See Improving 2021 Consumer Environment Amid Vaccinations

4Q Earnings Recap
February 17, 2021

Last week, both Coca-Cola and PepsiCo reported fourth quarter earnings results, and executives offered commentary on expectations for 2021. While both companies expect improvement in consumer...


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1 header

Keurig Dr Pepper Shines at US Retail in 2020 [Green Sheet]

CSD Retail Results
February 17, 2021

Keurig Dr Pepper finished 2020 with strong US volume and dollar share gains at retail against the company’s chief...


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Quick-Serve, Fast-Casual Share of Food & Beverage Spend Grew Amid Pandemic

Slowdown in Travel, Education Segments May Be Tailwind for At-Home Consumption
February 3, 2021

Data published last week by RBC Capital Markets from foodservice industry tracker Technomic provide a detailed look at where US consumers are buying food and beverage for consumption away from the home. This includes spending in everything from restaurants to jail commissaries. The largest share of away-from-home spending – more than...


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7 beyond

PepsiCo Goes Beyond Meat in Search of Plant-Based Foods Expertise

Adds R&D Capability, Credibility in Fast-Growing Food and Beverage Category
February 3, 2021
Last week, PepsiCo announced a joint venture with alternative burger maker Beyond Meat “to develop, produce and market innovative snack and beverage products made from plant-based protein.” The JV will be called The PLANeT Partnership. While the two companies...
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Report: Scale No Longer Enough to Drive Growth, AllianceBernstein Concludes

Analysts Buck Trends With Rating Boost For Coke, Downgrade For PepsiCo
February 3, 2021

AllianceBernstein re-initiated coverage of US consumer staples stocks last month under the leadership of Analyst Callum Elliot. He took over from Ali Dibadj, who was promoted to finance and strategy head in early...


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Keurig Dr Pepper Has Path to ‘Sizeable Deal,' Analyst Says

BD, Sources Speculate About Possibilities
February 3, 2021

Keurig Dr Pepper has a path to “a sizeable deal in the near future,” analysts at Consumer Edge Research concluded in a Jan. 27 report. The analysts, led by Brett Cooper, connected several dots, including KDP’s recent addition of two finance experts to its board. BD explores the possibilities.


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