KDP Seeks Double-Digit Energy Share With Ghost and More
March 11, 2025
This year is shaping up to be pivotal for the US energy category. An already dynamic 2025 has been marked by Celsius Energy’s pending acquisition of fast-growing Alani Nu. This comes as Keurig Dr Pepper begins to integrate Ghost Energy and Alani Nu competitor Bloom Energy into its distribution network as part of an aggressive push into...
Beverage Digest hosted its annual Future Smarts conference last December in New York City. The day’s lineup of speakers included leaders from three of the largest US beverage companies — Coca-Cola, PepsiCo, and Keurig Dr Pepper. The executives sat for interviews on stage with Beverage Digest Editor & Publisher Duane Stanford. Here are highlights as the speakers looked ahead to 2025...
Meanwhile, PepsiCo CEO Seems to Close Door on US Beverage Refranchising
March 11, 2025
Brand Coca-Cola posted a surprising sudden decline at US retail in the four weeks ending Feb. 23, according to multi-channel Circana data published by Evercore ISI. The drop coincides with social media calls for a boycott of the brand among Hispanic consumers. The boycott appears to have...
Concentrate list pricing for flagship Coca-Cola, Diet Coke, Sprite, Coca-Cola Zero Sugar and other carbonated soft drinks produced by US Coke bottlers rose...
Even So, PepsiCo Case May Not Survive FTC Power Shift, Sharpe Dissents
February 4, 2025
A report last week by antitrust litigators at global law firm O’Melveny argued that the US FTC’s anti-competition case filed last month against PepsiCo (and in December against Southern Glazer’s) may not be as simple as a...
This weekend, former Coca-Cola and BodyArmor marketer Michael Fedele can’t lose, even if his business partner, Patrick Mahomes, does. Mahomes, who partnered with Fedele to launch Throne Sport Coffee eight...
Key Energy Stocks Fell. Coke Consolidated Shares Soared
January 9, 2025
Retailers Amazon, Walmart, Costco Rose as Shoppers Sought Value, Online Convenience
Shares of Coca-Cola, PepsiCo, and Keurig Dr Pepper all underperformed the S&P 500 Index and the Consumer Staples Index in 2024. As shown in the table below, Coca-Cola was the only one of the three companies to post a gain. Top-3 energy drink makers...
Wall Street Panel Discusses What’s at Stake in Pepsi-Coke Share Gap
January 9, 2025
BD hosted its annual Future Smarts conference in New York City on Dec. 16. The day’s discussion threads included the growing carbonated soft drink market share gap between Coca-Cola and PepsiCo in the US. Through the first three quarters of 2024, Coca-Cola held a 40 share of CSDs at US retail after a +0.4 point increase. PepsiCo held a 27 share after -0.7 point decrease. (Keurig Dr Pepper held a 24.5 share after a -0.9 point decline.) As the table below shows,
Pilot Projects in 2023 Expanded Nationally Late Last Year
January 9, 2025
Turn over a can or bottle of Coca-Cola Zero Sugar in the US and you’ll find a new ingredient — stevia. The natural sweetener is now part of a formula that already included aspartame and acesulfame potassium. The new...
PepsiCo’s Muscle Milk Declines Through Three Quarters
December 11, 2024
Coca-Cola’s Fairlife Core Power continued to lead growth in the $6 billion US protein shake category at retail for the first nine months of this year, according to BD data. The brand grew sales +39% by dollars and +29% by volume in the period, as shown in the...