Pandemic Stock Up Boosts Water, Sports Drinks, Tea in Q1
June 9, 2020
The US bottled water, tea and sports drink categories all gained volume and dollars during the first quarter as the COVID-19 pandemic spurred consumers to stock up late in the period. As shown in the Green Sheet included with this issue, the
Analysts at RBC Capital Markets hosted a global consumer and retail conference on May 27-28. Beverages analyst Nik Modi interviewed leaders from Keurig Dr Pepper, Coca-Cola and Primo Water (formerly Cott). The following is a synopsis of shifts in short-term and long-term trends seen by the executives.
Sparkling water volume and dollar growth each reach +15% or more in the first quarter of this year as Coca-Cola increased its presence. Coke’s new Aha, launched in March, grabbed almost...
US Non-Alcoholic Beverage Industry Flexed Pricing Muscle Last Year
June 1, 2020
Annually, BD publishes estimated volume and value sales data for US liquid refreshment beverages (LRB) and carbonated soft drinks (CSD). The data included in this special issue estimates beverage consumption for all measured and unmeasured channels, including packaged retail, fountain and vending. Data for juice, tea, coffee and dairy categories focus on single-serve, direct-store-delivered beverages and generally do not include warehouse-delivered or refrigerated products by Coca-Cola, PepsiCo and Keurig Dr Pepper. CSD estimates in this report include traditional soft drinks and energy drinks, which are both carbonated and share similar manufacturing and distribution methods. The fountain channel includes everything from restaurants, such as McDonald’s and Taco Bell, to sports venues.
Analysts at Alliance Bernstein published a May 15 report predicting hotel trends in the post-COVID-19 era. Emerging technological trends are likely to accelerate and become fixtures of the hotel experience, the analysts predict. In the short-term, social distancing and safety measures will pervade...
COVID-19 UPDATES. McDonald’s, one of Coca-Cola’s largest customers, has suggested that US franchisees close public soda fountains or use a staff member to monitor them as the country’s largest fast-food chain prepares to...
Carbonated soft drink demand in the US convenience retail channel grew during the week ending May 3 for the first time since early March, according to data from IRI. The data in the first table for the week ending May 3 is excerpted from a new CPG Demand Index produced by IRI. The data in the second table is excerpted from IRI’s companion CPG Inflation Tracker for the same week ending May 3...
Several recent reports by Credit Suisse Analyst Lauren Silberman and her team have outlined sales trends for the US restaurant sector during the COVID-19 pandemic. This is an important sales channel for fountain and packaged beverages. The following are highlights from the reports...
In late April, Coca-Cola, PepsiCo and Keurig Dr Pepper reported first-quarter earnings. Those results, however, were less interesting that the outlook for the second quarter and the rest of the year. Below is a synopsis, culled by BD from earnings call transcripts, of actions the three companies are taking to adjust to market conditions during the crisis.
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