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...
Celsius Growth Slows in 1H Retail Performance Data.
Monster Moving Ahead With Price Hikes Despite Consumer Weakness.
US energy drink makers are now facing a surprising reality — the category slowdown is intensifying. During the first half of this year, US energy drink dollar sales at retail grew +3.4% as volume sales grew +1.7%, according to BD data. That represents a deceleration of
US carbonated soft drink dollar sales grew +4.0% during the first half of 2024 as volume sales declined -1.1%, according to BD data. The result represented a slight improvement from the first quarter of this year, when dollar sales grew +3.3% and volume sales
STōK RTD Coffee on Fire. Fairlife Core Power Grows Volume and Dollars
June 20, 2024
Danone grew ready-to-drink coffee volume sales during the first quarter of this year by +7.2%, taking an additional +3.2 share points in the category. The result was driven by STōK, which aired...
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...