KDP’s Energy Portfolio featuring Ghost, C4 Posts Higher Retail Sales

A three-way battle for energy drink supremacy is emerging at US retail, according to BD data. Monster Energy, Red Bull, and Celsius Energy accounted for 70% of category volume sales during the first nine months of 2025, as shown in the Green Sheet. Monster Beverage’s energy brands...

Category Dollars Grew +4.3% at US Retail. Volume Fell Slightly

PepsiCo’s CSD Portfolio Lost Share. KDP’s Portfolio Gained

The Coca-Cola Co’s surprising carbonated soft drink (CSD) decline, driven by brand Coke, continued into the third quarter of 2025 at US retail as the Trump Administration’s aggressive immigration enforcement kept Hispanic consumers away from stores and some consumers ...

PepsiCo Beverages North America is moving distribution of Bubly sparkling water from direct store delivery to warehouse delivery, BD has learned. PBNA confirmed the...

Independent Pepsi Bottlers Want Path to Long-term Security

But Win For Elliott Doesn’t Have to Include Bottler Refranchising

Twelve years ago, activist investor Nelson Peltz and his Trian Fund Management accumulated a $1.3 billion stake in PepsiCo and publicly pressed the company to hive off its beverage business to improve lackluster performance. Today, PepsiCo finds itself in a...