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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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Focus is Today's Beverage Strategy for KDP, Pepsi, Celsius, Coke: Opening Thoughts

September 8, 2025

I’m through saying that any given year in the US beverage business is wilder than the previous year. These days, it’s always true. Social media. Fickle and adventurous consumers. A willingness by companies to blur lines when it comes to product categories and distribution methods. The breakneck evolution of...


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PepsiCo to Distribute Alani Nu. Celsius Takes Ownership of Rockstar.

PepsiCo Ups Stake in Celsius
August 29, 2025

Celsius Holdings and PepsiCo have announced a deal to make Celsius PepsiCo's "energy lead in the US,” according to an announcement this morning. PepsiCo will now distribute Celsius’s newly acquired Alani Nu in the US and Canada in return for a...


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Pricing Power: Monster Beverage Plans U.S. Energy Drink Price Increase

CEO Sees Room to Close Price Gap With Other Categories
August 20, 2025

Monster Beverage plans to raise its US energy drink pricing during the fourth quarter to close the...

Green Sheet: U.S. Energy Category Retail Growth Re-Accelerates After Bumpy 2024

No. 3 Celsius and No. 4 Alani Nu Together Reach 19 Volume Share of Market


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New Poll Shows More Consumers Shunning Booze

Decline More Pronounced Among Women Than Men
August 20, 2025

Lower Drinking Rates Opportunity for Non-Alcohol Producers?

A new Gallup Poll found that the proportion of US adults who consume alcohol — 54% — reached the lowest point since the survey was started in 1939, according to a...


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Coke, PepsiCo, KDP Focus on Protein Opportunity

Earnings Wrap
August 6, 2025

Consumer demand for protein was a hot topic during the second-quarter earnings cycle. On PepsiCo’s July 17 call with beverage analysts, Chairman and CEO Ramon Laguarta teased “big launches” related to protein beverages late this year and early next year. “We will be participating in the...


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Hemp-Based THC Drinks to Benefit C-Store Channel, Experts Say

Channel Offers Trial, Education as Consumers Adopt THC Habit
August 6, 2025
Convenience stores offer the fastest and most effective retail path for the rapidly growing market of hemp-based THC drinks, an industry advocate told participants at the Hemp Beverage...
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Modern Soda: New Pepsi Prebiotic Cola Has Industry Talking

Coke, KDP Execs Respond to Growing Consumer Interest in Category
August 6, 2025

PepsiCo’s July announcement that it will launch a Pepsi Prebiotic Cola this fall drew responses about prebiotic sodas from executives at both Coca-Cola and Keurig Dr Pepper during the companies’ earnings conference calls that followed. “Given its...


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Pepsi to Introduce Prebiotic Cola

Fall Online Launch Planned. Retail to Follow Next Year. Drink Promises Pepsi Flavor With No Artificial Sweetener, 30 Calories
July 21, 2025

Later today, PepsiCo will announce the launch of a Pepsi Prebiotic Cola this fall that includes 5g of sugar, 30 calories, no artificial sweeteners, and 3g of prebiotic fiber. The drink is sweetened with cane sugar and a proprietary blend of stevia, according to the company. The drink will come in Original Cola and Cherry Vanilla flavors. In an interview with ...


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Pricing Watch: July 4 CSD Deals Suggest Tapered Promotional Activity

BD Informally Surveys Three Retail Chains for Deal Activity
July 15, 2025

Plus, Latest U.S. Retail Data Shows CSD Pricing Accelerated

Fourth of July promotional activity for carbonated soft drinks appeared...


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