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...
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...
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...
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...
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...
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...
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...
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 ...