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Home » Topics » Latest Insights

Latest Insights
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Stocks: Coke, Monster Gains Beat Broader Market Through Q1 Earnings

PepsiCo, KDP Stocks Rise. Celsius Slides On Margin Concern
May 15, 2026

Most beverage and retail stocks tracked by BD have outperformed the broader market this year through May 11. The S&P 500 gained +8.3%, while the Consumer Staples Index rose +9.0%. The majority of beverage companies in BD's tracking universe outpaced both benchmarks. All share price results in this story are year-to-date through May 11.

MAJOR BEVERAGE COMPANIES. Coca-Cola shares gained...


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Gatorade Restages Around Science-Backed Hydration for Everybody

Launch Plan Announced for 'Gatorlyte Longer Lasting' Brand Variant
April 23, 2026

The last time PepsiCo overhauled its Gatorade strategy, Indra Nooyi was chairman and CEO. Back in 2009, amid the Great Recession, Nooyi attributed a slump in Gatorade sales to the fact that couch potato consumers, who “didn’t really have a right to exist in the Gatorade world,” had turned to other beverages, including tap water. The brand’s solution at the time was...


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McDonald’s Taking Red Bull Specialty Drink Test National

New Energy Refresher Unwelcome Sign for Coke, Monster
April 23, 2026

McDonald’s plans to use Red Bull as a base for a new specialty blended beverage to debut across US locations in August. The chain will introduce Red Bull Dragonberry Energizer as part of a new specialty drink menu in the US this year.


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Coke Asserts Foodservice Leadership in New Marketing Campaign

Consumer Shift to Digital Orders is Important Challenge, Coke On-Premise Chief Says
April 23, 2026

Coca-Cola recently launched the company’s first-ever national food service campaign in the US called "And a Coke." The campaign is organized around the idea that “nothing completes a meal like a Coke,” according to the company. The campaign is unique for...


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Marriott Switching to Coke from Pepsi after 35 Years

Beverage Changeover Begins this Summer
April 3, 2026
Marriott International is switching to Coke from Pepsi after 35 years, BD has learned. Coca-Cola and PepsiCo confirmed ...
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Coke's CEO Transition: U.S. Bottlers Size Up Braun

Wish List Includes Close Ties to Bottlers, Quick Decision Making, Total Beverage Innovation
March 25, 2026

Coca-Cola bottlers in the US are broadly optimistic about incoming Coca-Cola CEO Henrique Braun, expressing confidence that his ground-level understanding of local markets and emphasis on consumer and digital...


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Coke, Pepsi, Dr Pepper Bottlers Could Face Higher Fuel Costs Spurred by Iran Conflict

Will Fuel Price Hikes Outrun Hedges?
March 25, 2026

The average price of highway diesel fuel in the US has jumped up by $1.48 per gallon since March 2, which was two days after the US and Isreal began bombing Iran. That’s a 38% increase as of March 24, according to the latest data from the US Energy Information Administration. Regular gas of all types on average rose by 95 cents per gallon, for a +31% increase. That leaves Coke, Pepsi, and Dr Pepper bottlers...


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Four More States Can Now Ban Soda Purchases From SNAP Program. One More Pending

Trump Administration, Kennedy Take Anti-Soda Message on the Road
March 5, 2026

Twenty-three states have now requested or been granted waivers to disallow soda purchases with SNAP benefits, a US Department of Agriculture spokesperson confirmed to BD this week. To date, 18 states have been...


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Topo Chico Temporarily Shuts Down Mineral Water Wells at Mexico Source

Coke Suspends Orders to Bottlers and Retailers Until June Earliest
March 5, 2026

Coca-Cola bottlers on the West Coast and in the Southwest US are among the worst impacted by a temporary pause on Topo Chico Mineral Water supplies, according to BD sources. In a Feb. 17 letter to bottlers...


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Coke's BodyArmor/Powerade Unit Folding into Advanced Hydration Unit

Company Takes Second BodyArmor Impairment Charge on 2021 Acquisition
February 17, 2026

Coke Execs See Progress in BodyArmor-Powerade ‘Dual Strategy’

2025 Sports Drink Category and Brand Performance at US Retail: Green Sheet

Coca-Cola is folding its BodyArmor Sports Nutrition unit, which includes Powerade, into a new Advanced Hydration unit to encompass Vitaminwater and Smartwater, as BD first reported in a Feb. 5 email news alert. BodyArmor and Powerade have operated...


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