Meanwhile, Pepsi Faces Turbulence in Latest Soda Results at Retail
August 2, 2022
As consumers face unprecedented 40-year-high price inflation for everything from gas to groceries, beverage industry watchers have kept their eyes on an important canary in the coal mine for branded drinks – growth in private label offerings. When consumers’ bank accounts are pressured, they look to lower-priced store brands to stretch the grocery budget. This year had been different, as shoppers for many...
Store Ad Review: July 4 Promos Strike Balance for Strapped Consumers
July 15, 2022
US Inflation surged by +9.1% during the 12 months ending in June, according to newly released Bureau of Labor Statistics. That’s the largest year-over-year spike in the consumer price index in more than four...
Amid Celsius Speculation, PepsiCo Leaders Open to Energy Distribution Deals. But ‘Not Urgent.’
July 15, 2022
Some independent Pepsi bottlers in the US may be unable to distribute Bang Energy for Vital Pharmaceuticals (VPX) following PepsiCo’s and VPX’s decision to sever ties by the end of this year. Bottlers...
BlueTriton’s Pure Life Overshadowed by Regional Water Brands. BodyArmor Bucks Pricing Trend. Pricing growth accelerated during the first quarter of 2022 for all major non- carbonated beverage categories tracked by BD, as shown in the table below. Plain bottled water, flavored and enhanced waters, and sports drink all posted volume and dollar sales growth. Pricing gains for ready-to-drink tea and juice drinks were enough to offset declining volume in those categories...
Pepsi Adds Mid-Year Hikes for Brisk Concentrate, and Finished Rockstar, Bang
June 7, 2022
Concentrate pricing for major soft drinks brands including Coca-Cola, Pepsi-Cola, and Dr Pepper rose in the US by between +6.4% and +8.0% in 2022 compared to 2021, according to pricing memos obtained by BD. Coca-Cola Classic, Diet Coke, Sprite, and Coke Zero Sugar rose...
Private Label CSDs Fails to Make Inroads Amid Inflationary Crisis
June 7, 2022
Private label carbonated soft drinks (CSD) at US retail were unable to make progress in the first quarter of this year even though shoppers are facing unprecedented inflation at the grocery. As shown in the table, Private label CSD dollar sales barely grew in a category that was up more than...
Sprite Passes Diet Coke in Top-10 CSD Ranking, Nearly Tied With Dr Pepper
May 16, 2022
Annually, BD publishes estimated volume and value sales data for the US liquid refreshment beverages (LRB) market, as well as categories including carbon- ated soft drinks (CSD), and energy drinks. The data included in this special issue estimates beverage sales for all measured and unmeasured channels, including packaged retail, foun- tain, and vending. At retail, drinks measured are generally single-serve, direct-store-delivered (DSD) beverages. The fountain channel includes restaurants, sports and entertainment venues, and other foodservice outlets. BD now includes chilled juice in this report and in the annual Fact Book (available for purchase HERE)...
PepsiCo’s emphasis on a broader array of fitness-minded consumers appears to be paying off for Muscle Milk, which PepsiCo acquired in early 2019. The brand grew by about +15% in 2021, compared to...
Gainers Include KO, KDP, Kroger. Monster, Starbucks Post Double-Digit Declines
April 19, 2022
Stocks for the top-3 US soft drink makers outperformed the S&P 500 Index during the first quarter of this year as investors took some comfort in unprecedented price elasticities that helped blunt higher costs. In addition, concerns of an inflation-driven US recession pushed investors toward...
Lacroix Underperformed Category. Polar Surpasses Bubly on Volume
March 30, 2022
Sparkling water category growth decelerated at US retail late last year as pricing moved higher, according to annual data compiled by BD. As shown in the table, the category posted +7.1% dollar growth on volume that rose +1.7% and pricing growth of +5.4%. During the first...