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Home » Topics » Latest Insights

Latest Insights
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PepsiCo North America Refranchising 'Not Under Consideration,' CEO Says

December 9, 2025
PepsiCo held an investor conference call this morning to answer questions about the company’s new "commercial and financial priorities” formed as part of ...
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PepsiCo, Activist Elliott Settle on Growth Priorities

PepsiCo Announces Growth Plan With Activist Investor Elliott's Support
December 8, 2025

PepsiCo just announced a set of "commercial and financial priorities" that are supported by PepsiCo shareholder Elliott Investment Management following "constructive engagement."  

Elliott argued in an early September report that PepsiCo was...


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Sports Drink Category Posts Weak 2025 So Far at U.S. Retail

Pricing Growth Decelerated Despite Rapid Hydration Bright Spot
December 3, 2025

Green Sheet: Category Performance for First Nine Months

Last year’s slide for the US sports drink category at retail has continued through 2025, according to...


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Global Perspective: Mexico Leads on Total Per Capita Soda Consumption

The Americas Remains Soda Hot Spot : Green Sheet
December 3, 2025

Several countries across the Americas hold the highest per capita consumption rates for carbonated soft drinks (CSD), according to BD analysis of 2025 estimates by researcher Euromonitor. Mexico posted the highest per capita soda consumption for retail stores and fountain/foodservice locations combined, at...


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New RBC Report Examines Five Forces Shaping Consumer Staples

Researchers See “Exponential” Change Through 2030
December 3, 2025

How Should Executives, Investors, and Government Officials Respond?

In a new report called “The Great Recalibration: Forces of Exponential Change,” researchers at RBC Capital Markets including beverages analyst Nik Modi defined five new...


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Analysis: Congress Closes Loophole That Led to Hemp-Based THC Drinks

Industry Pushing Back; Seeks Federal Solution During Grace Period
November 19, 2025

Legal Expert Doesn’t Expect Pending Ban to Kill Fast-Growing Hemp THC Sector

The agreement to open the US government last week included a potential beverage industry casualty — hemp-based THC drinks. As part of the deal, Congress and President Donald Trump closed a loophole embedded in the 2018 agriculture act that previously legalized hemp farming. Last week’s law will effectively ban hemp-based THC drinks a year from now, following a grace period. The loophole in the 2018 act has unintentionally led to the proliferation of ready-to-drink canned beverages infused with psychoactive hemp-based THC, mostly by way of a cannabinoid called Delta-9. Manufacturers have...


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What We Learned from KDP, PEP, KO During 3Q Report Cards

KDP Eases Investor Concern Over Coffee Deal and Plans to Split Company
November 5, 2025

The third quarter earnings season brought a series of critical progress reports from Keurig Dr Pepper, PepsiCo, Coca-Cola at a time of global consumer volatility. The period also comes as KDP prepares for a massive strategic change and PepsiCo faces activist investor pressure. The following are key takeaways from the companies’ reports...


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PepsiCo Shifting Bubly From DSD to Warehouse Delivery

Plan Includes Company-Owned and Independent U.S. Bottling
November 5, 2025

PepsiCo Beverages North America is moving distribution of Bubly sparkling water from direct store delivery to warehouse delivery, BD has learned. PBNA confirmed the...


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NACS Show 2025 Chicago

What We're Seeing at NACS
October 15, 2025

Rolling Updates on 2026 Coke, PepsiCo, KDP Innovation and More. 

Hello from the NACS show in Chicago. Food and beverage manufacturers are sharing their latest innovation to convenience store operators from around the country as buyers look toward shelf sets early next year. Beverage Digest is at the show to provide rolling innovation updates for subscribers by email alert and here at Beverage Digest.com...


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PepsiCo CEO Laguarta Addressed U.S. Bottler Refranchising Push by Activist Elliott

October 9, 2025

During today’s third-quarter investor conference call with Wall Street analysts, PepsiCo Chairman and CEO Ramon Laguarta addressed pressure from activist investor Elliott Investment Management for PepsiCo to refranchise the company’s North American beverage bottling and distribution system. “We’re going..


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