Sources: Possible Shift Coming for Independent Pepsi Bottlers, Too
February 18, 2025
PepsiCo Beverages North America has struck an agreement with contract packager Niagara for the production and distribution of Aquafina case pack bottled water in the US, PBNA has confirmed to BD. Niagara will produce...
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...
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...
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...
Arizona Gained RTD Tea Share as Lipton Slips. Gold Peak Up
December 11, 2024
Consumers cut back on ready-to-drink coffee at US retail during the first nine months of this year, according to BD data. The category, led by a joint venture between PepsiCo and Starbucks, declined by volume (-2.6%) and dollars (-3.2%), as shown in the Coffee Green Sheet with this story. Pricing for the category was down slightly by -0.6%. PepsiCo’s Starbucks portfolio posted a -9.1% volume sales decline as dollar sales dropped -6.3% as pricing rose +2.7%. Frappuccino, which accounted for more than a ...
The US sports drink category at retail declined by both volume and dollar sales at retail during the first nine months of this year, according to BD data. As shown in the Green Sheet with this story, category volume fell...
PepsiCo Brands in Top-10 Post Volume, Dollar Declines
November 7, 2024
Coke Zero Sugar, Pepsi Zero Sugar Post Volume Gains Amid No-Calorie Race
Regular Dr Pepper Narrows Volume Share Gap With Pepsi-Cola
Coca-Cola widened the performance gap with chief carbonated soft drink rival PepsiCo at retail during the first nine months of 2024. Coke’s portfolio added +0.4 volume share points in the US CSD market, according to BD data. As shown in the table below, PepsiCo’s volume share declined -0.7 points. The performance gap between the rivals represented 1.1 volume share points. Keurig Dr Pepper also posted a slight...
PepsiCo Led Seven Metro Markets. Keurig Dr Pepper Gained Share in 20 Metros
November 7, 2024
Coca-Cola Dominated Most Major U.S. CSD Markets in 2023
PepsiCo Led Seven Markets. KDP Gained Share in 20 Markets
Coca-Cola’s carbonated soft drink portfolio held the leading retail volume and dollar share last year in most major metro areas tracked by BD, as shown in the table below. Coke was the leading cola in most of those markets as well. Coca-Cola’s CSD portfolio held the...
Overall Private Label Consumer Goods Activity Rising at Groceries, C-Stores
October 3, 2024
Private label carbonated soft drink (CSD) volume declined -2.3% at US retail during the first six months of this year, according to BD data shown the Green Sheet with this story. While private label products make up...
Fairlife Core Power Far Outpaces Protein Shake Category
September 19, 2024
Meanwhile, PepsiCo’s Muscle Milk Refocuses Within Growing Category.
Bernstein Analyst Callum Elliot recently dug into Coca-Cola’s Fairlife dairy business as it generates billions of dollars in earnings charges from earn outs related to...