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Home » Topics » Latest Insights

Latest Insights
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1H Results: Coke’s Core Power Outpaces Growing Protein Shake Category and Market Leader Premier

RTD Coffee and Tea Categories Post Volume and Dollar Declines
September 17, 2025

La Colombe RTD Coffee Now Bigger Than Dunkin’ Brands on Volume Basis

Lipton, Arizona, Snapple RTD Teas Fall

The US protein shake category grew at retail during the first half of this year, as growth in Fairlife Core Power outpaced the category and market leader ...


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Powdered Drinks: Jel Sert Alkalizes Growing Water Enhancer Market

Sports and Energy Drink Mixes Approach $2B in Retail Sales
September 17, 2025

Jel Sert’s Pure Kick Alkaline Sticks to Launch in November

Meanwhile, Sports Powder Leader Liquid I.V. Launches Energy Hybrid

Unilever-owned Liquid I.V. electrolyte powders and Nestlé-owned Nuun dissolvable tablets have fueled growing consumer uptake of single-serve beverage enhancers in recent years. Powdered sports and energy drink mixes — which can include...


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Wall Street Analysts Explore Declining U.S. Alcohol Beverage Consumption

Jefferies Consumer Survey Finds Affordability Pressure Stronger Than Desire to Cutback
September 17, 2025

Bernstein Report Concludes Mixed Bag of Cyclical and Structural Concerns at Play

In a new report, beverage analysts at Jefferies conclude alcohol moderation among US consumers has less to do with changing habits than with changing wallets. In a survey of ...


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PepsiCo Hands Over Energy Strategy to Celsius Holdings. Plus, Q&A

Celsius Now Owns Rockstar. Alani Nu Moves to Pepsi Trucks. Daing Named CMO
September 8, 2025

PepsiCo Hands Over Energy Strategy to Celsius Holdings

Celsius Now Owns Rockstar. Alani Nu Moves to Pepsi Trucks. Daing Named CMO.

Q&A: US Beverage CEO Krishnan Discusses Deal Rationale

Celsius Holdings announced this morning that former PepsiCo and Mark Anthony Brands marketer Rishi Daing has been hired as CMO. This comes a little more than a week after Celsius Holdings and PepsiCo announced...


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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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US Sports Drink Category Slide Persists in 1H 2025

Sports Icon-Backed Challengers Enter Market
September 8, 2025

Rapid Hydration Remains Growth Engine. Prime Leaves Hole

The US sports drink category at retail has shown no signs of a rebound in 2025 following declines both in 2024 and during the first quarter of this year, according to BD data. For the first half of 2025, sports drink sales...


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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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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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