Defense Will Require Innovation, Agility. Meanwhile, Model Behind Prime Hydration Confounds Industry Leaders
August 30, 2023
PepsiCo and Coca-Cola, the country’s No. 1 and No. 2 sports drink makers, face challenges on two fronts. On one side sits Electrolit, which has taken share by appealing to consumer desire for greater functionality and by embracing Hispanic consumers. On the other side sits Prime Hydration, which rose to...
Nestle-owned Nuun has introduced a non-fizzy Sport Hydration Electrolyte Powder Drink Mix that is packaged in sticks instead of Nuun’s usual tablets. The powder sticks come in...
Green Sheet Details Promotional Holiday Pricing in Five Markets
July 12, 2023
US consumers paid more for promoted carbonated soft drinks during this year’s Fourth of July holiday than last year at five chains surveyed by BD. Using store promotional circulars, BD compiled promotions at stores in Chicago, Los Angeles, Louisville, Idaho Falls, and Miami, comparing them to deals from last year’s flyers. Both periods included the federal July 4th holiday. The Green Sheet with this story compiles promotions culled from the...
Concentrate list pricing for flagship Coca-Cola, Diet Coke, Sprite, Coca-Cola Zero Sugar and other carbonated soft drinks produced by US Coke bottlers jumped...GREEN SHEET included: Concentrate-Pricing-2023-06-27
Prime, the sports drink challenger incubated by Congo Brands and co-founded last year by social media influencers Logan Paul and KSI, has bounded its way into a US sports drink category dominated by PepsiCo and Coca-Cola. As shown in the Green Sheet with this story...
Tables included:
U.S. Non-Carbs at Retail by Category: Q1 2023 (Volume, Dollars, Pricing)
GREEN SHEETS included: Non-Carbonated Beverages: Q1 2023
Liquid refreshment beverage sales across all US measured and unmeasured channels in 2022 grew +0.9% by volume and +11.3% by value. The dollar growth — fueled by inflationary pricing as manufacturers offset higher operating and input costs...
Tables included:
Table 1: U.S. LRB Category Volume and Dollar Performance 2022
Table 2: Top U.S.Carbonated Soft Drink (CSD) BrandsTable 3: Top U.S. Liquid Refreshment Beverages (LRB) Trademarks
Gatorade President Looks to Take Charge of $2.5B Enhancer Market
May 10, 2023
PepsiCo’s Gatorade and Propel brands are diving into the beverage tablet segment made popular in recent years by Nestle-owned Nuun. Starting in June, the brands will offer dissolvable tablets in plastic tubes of ten that will go head-to-head with Nuun, which offers similarly-packaged functional tablets for everything from sport hydration and immunity to...
Our debut episode, “Is Gatorade Beatable?” explores Coca-Cola’s mission to use a combined BodyArmor and Powerade to overtake sports drink leader Gatorade in the coming years. Coke leaders are through being an also-ran in this category, and PepsiCo has no plans to give up its supremacy. That will make for great competition, even as the category shifts beneath both companies’ feet with the emergence of “rapid hydration.”
Episode 2, “Is Sprite Beatable?” delves into PepsiCo’s Starry lemon-lime soda launch and the company’s plans to disrupt the dominance of Coca-Cola’s Sprite. We discuss how Sprite spent decades embracing hip-hop and the NBA to build a loyal consumer base, and how PepsiCo has decided to start from scratch with Starry to reach Gen Z consumers after years of struggles with lemon-lime brands including Sierra Mist.
Bottled Water Category Shines, While RTD Tea, Enhanced Waters Shed Volume
March 16, 2023
US non-carbonated beverage categories tracked by BD posted strong retail pricing growth in 2022 as manufacturers sought to offset higher costs for everything from packaging to transportation. In the face of higher pricing, volume sales declined meaningfully for...