Fairlife Core Power Jumped +72%. Signs Olympian Endorser
April 17, 2024
US retail dollar sales for protein shakes jumped +17% last year, helped by growth from Coca-Cola’s Fairlife Core Power and PepsiCo’s Muscle Milk, according to BD data. As shown in the Green Sheet with this story, the category also grew by volume. The category, traditionally...
A recent report from market research firm Circana shows key non-alcoholic beverage categories including carbonated soft drinks and water have gained dollar share of overall packaged beverage sales in the U.S. Alcohol categories such as beer and spirits have lost share. In 2023, carbonated soft drinks reached a 17.2 share of the U.S. retail market, up from...
Retailer Stocks Outperformed. Walgreens Slide Continued
April 4, 2024
Coca-Cola and PepsiCo posted stock price gains during the first quarter of this year, which was a reversal from declines posted in 2023. The increases came as the companies largely staved off concerns that declining pricing power and inflation-pressured consumer demand would erode...
Private label offerings gained value and volume share in the plain bottled water segment at US retail last year, according to Beverage Digest full-year data. As shown in the Green Sheet with this story, private label added +3.5 volume share points to reach a 58 market share. On a dollar basis, private label added +1.9 share points to reach just beyond...
The US energy drink category at retail grew dollar sales by +12% in 2023 as volume jumped +5.1%, according to BD data. As shown in the Green Sheet with this story, market leaders...
PepsiCo CEO Emphasizes ‘Full’ Beverage Portfolio Focus for North America Business
March 7, 2024
Coca-Cola’s volume share of the US carbonated soft drink (CSD) market at retail surpassed 40% in 2023, according to BD data. As shown in the table, market leader Coke gained nearly half...
BodyArmor Stabilizing, Coke CEO Says. Brand Responds to Changing Category.
PepsiCo Addresses Question of US Bottler Refranchising Amid Margin Woes.
The CEO’s of Coca-Cola and PepsiCo painted a rosier than expected picture of consumer strength and sentiment in the US during their companies’ recent fourth-quarter earnings reports. That came despite...