Slight Deceleration During 3Q for Pricing, Dollar Growth.
November 20, 2023
The US carbonated soft drink category at retail grew dollar sales by +11.2% for the first nine of months of this year, helped by pricing that jumped +14.8%, according to...
Some Channel Shifting Seen for Pressured Consumers
November 2, 2023
Last week, Coca-Cola and Keurig Dr Pepper joined PepsiCo in reassuring investors that — for now at least — US consumers are still willing to spend on packaged refreshment beverages. More importantly, executives at the companies insisted they know how to adjust if consumers get skittish. Coca-Cola reported third-quarter earnings on Oct. 24, followed by Keurig Dr Pepper on Oct. 26. PepsiCo had already reported its third quarter on...
Plus, Bubly Grows in 1H US Retail Data. Prepares Extension to Challenge Sparkling Ice.
In May, BD reported on a steep sales decline for Coca-Cola’s AHA sparkling water as the brand was delisted at Publix and Coke discontinued caffeinated versions. Now, Coca-Cola has confirmed to BD that AHA will be scaled back next year in the US as Coca-Cola focuses on Topo Chico. The decision comes as Coca-Cola and other major beverage producers focus on premium water segments, both still...
The third-quarter earnings season for the big-3 non-alcoholic beverage companies kicked off Tuesday with PepsiCo. Coca-Cola and Keurig Dr Pepper report the week of Oct. 23. Investors and analysts are watching for signs that consumers are pulling back on beverage purchases amid persistent inflationary grocery pricing and...
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Closest Three-Way Parity Market? Charlotte, North Carolina
September 27, 2023
Green Sheet: Coca-Cola Gains Share in Atlanta, Chicago, Denver, Others.
Coca-Cola held a leading retail volume and dollar share of carbonated soft drinks 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. More broadly, Coca-Cola was No. 1 by CSD volume share in...
Pure Life, Smartwater, Arizona Show Dollar Growth Leadership
August 30, 2023
All non-carbonated beverage categories tracked by BD grew pricing and dollars at retail during the first six months of this year, according to BD data. As shown in the table below, all categories also posted a volume decline. Sports drinks posted the largest dollar and pricing gains, as well as the deepest volume decline (see related story HERE). Bottled water outperformed all other categories on a volume basis...
Turning Point? Pricing, Dollar Gains Decelerate. Volume Loss Widens.
August 9, 2023
The US carbonated soft drink category at retail raised pricing by a high-double-digit percentage during the first half of 2023, generating +13.2% dollar sales growth. Volume declined by -3.5%, however. Meanwhile, as shown in the table, private label soft drinks gained volume share against category leader Coca-Cola and No. 2 PepsiCo. Keurig Dr Pepper posted a slight share gain, bringing the company’s CSD portfolio within three
Beverage pricing growth in the US for both Coca-Cola and PepsiCo is likely to decelerate during the second half of this year, mostly as the rate of input cost inflation slows, according to those companies’ leaders. During analyst calls and interviews with BD during the recent spate of second-quarter earnings reports, executives said pricing for the second half of this year will be driven primarily by increases already