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Briefs: Coke Freestyle. SNAP Restrictions. Coke NE Fights. Trump on Marijuana. Tabaholics. Microplastics. PET Recycling. Coke Ukraine Hit, Says NYT. Diet Coke India

May 15, 2026
A collection of recent developments from around the industry to keep you up to speed...
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U.S. Beverage Bottlers React to ‘Perfect Storm’ of Cost Pressures

Rising Aluminum and Fuel Expenses Squeeze Distributor Margins
May 15, 2026

Rising fuel and aluminum prices against the uncertainty of a war in Iran and the highest annual inflation rate since May 2023 have caused increasing angst among US beverage bottlers and distributors. BD informally surveyed executives across the Coca-Cola, PepsiCo, Keurig Dr Pepper, and independent beverage distribution systems during the past week to find out what cost and profit margin pressures they face now, and what additional pressure they expect. The bottlers also discussed concerns about the revenue side of their P&Ls as consumers look for ways to better afford high grocery and gas prices. During the first-quarter earnings cycle in recent weeks, Coke, PepsiCo, Keurig Dr Pepper, Celsius Holdings, and Monster Beverage all addressed current and anticipated commodity inflation pressure this year, while adding that the costs are mostly manageable so far. “We expect beverage companies will feel margin pressure in 2026, with likely pricing actions in 2027,” RBC Capital Markets Beverage Analyst Nik Modi wrote in a May 7 research note, citing higher costs for aluminum and fuel. Much of the pressure is falling on distributors who own and fuel the trucks that move beverages and buy the aluminum cans that drinks are packaged in. One bottler called it a “perfect storm” of cost pressures. The following is a summary of responses and key themes that emerged from more than a dozen discussions:


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Celsius Holdings’ Plan for Acquired Rockstar Brand Takes Stage

Strategy Embraces Sector’s High-Octane Genesis and Rockstar’s ‘In-Your-Face’ Past
May 15, 2026

Celsius Energy went from being an underdog to the No. 3 energy drink in the US with a simple formula: broaden the base. Rather than competing for the traditional male energy drink consumer through testosterone-fueled marketing, Celsius Energy built its brand around flavor and a wellness-oriented identity that gave women and professionals who had never bought an energy drink permission to enter the category. Now, with the acquisition of Rockstar Energy from PepsiCo last year, parent company Celsius Holdings is tapping back into the category's roots to access the adrenaline and attitude that built the energy drink sector. “We’ve always been an in-your-face brand,” Celsius Holdings CMO Rishi Daing said of Rockstar, for which he is spearheading a marketing reset. “But we became a little too polished in recent years, maybe a little too sophisticated. Our consumers probably weren't finding that as relevant anymore.” Last month, Celsius Holdings launched a new “Live Loud” brand identity and marketing campaign, playing off Celsius Energy’s “Live. Fit. Go” brand positioning. The new Rockstar positioning comes with an aggressive push into music, action sports, and motorsports. Daing said...


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Noteworthy Launches: ARIH. Fresca Hard. Bubly Pop. Plezi. Tropicana Hydrate. Hoplark. Slice Dirty Soda.

May 15, 2026

Korean food companies Paldo and Hy have launched Arih, a Western-Korean fusion food and beverage brand developed with the Korean pop (K-pop) boy band BTS. The brand was launched exclusively at Walmart stores nationwide and on walmart.com, the companies announced on April 24. The beverage lineup includes Arih Postbiotic Energy Drink in seven fruit-based flavors packed in 12-oz slim cans. The drink is made with natural caffeine, four fermented traditional ingredients, and no artificial colors, flavors, or sweeteners, the companies said. A second drink is called Arih Dual Biotic Soda in seven flavors combining prebiotics and postbiotics with 3,000mg of dietary fiber. Both beverages are zero or low sugar. The brand also includes single-serve noodles. Members of BTS had input on the brand name, flavors, and packaging throughout product development, the companies said. US distribution is handled by HYH, a joint venture created to support Paldo and Hy's global expansion. In 2018, BTS became the first K-pop group to...


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Briefs: Keurig Dr Pepper. PepsiCo Q1 results. C-Store Traffic. Energy Shelf Gains. Japan Vending. Aluminum Tariffs. EPS Targets Microplastics. Fever-Tree Campaign. Guru-PepsiCo Lawsuits. RFK Jr Pod. Trump Trolls Oz

April 23, 2026
A collection of recent developments from around the industry to keep you up to speed...
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Noteworthy Launches: America250. Ozarks Coca-Cola/Dr Pepper. Ghost Energy. Prime. Poppi. Mitra9. Vital Proteins. Full Throttle. Nos. Liquid Death

April 23, 2026

Coca-Cola has unveiled a limited-edition America250 packaging collection tied to the US 250th anniversary, including custom bottles and the brand's first-ever America250 collectible mini-cans. Each mini-can features a design unique to one of the 50 states, plus Puerto Rico and Washington, D.C., with artwork taken from local symbols and culture. Additional Coca-Cola brands including BodyArmor, Gold Peak, Vitaminwater, and Smartwater will also release commemorative packaging as part of a broader yearlong initiative.

PepsiCo's Mountain Dew has launched American Dew, a limited-edition summer redesign on 12-oz cans and 20-oz bottles nationwide. The packages honor the brand's 1948 Tennessee origins and the US 250th anniversary. A companion digital ad spot, "Hoedown | Mountain Dew: An American Original," traces the brand's Tennessee roots...


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Gatorade Restages Around Science-Backed Hydration for Everybody

Launch Plan Announced for 'Gatorlyte Longer Lasting' Brand Variant
April 23, 2026

The last time PepsiCo overhauled its Gatorade strategy, Indra Nooyi was chairman and CEO. Back in 2009, amid the Great Recession, Nooyi attributed a slump in Gatorade sales to the fact that couch potato consumers, who “didn’t really have a right to exist in the Gatorade world,” had turned to other beverages, including tap water. The brand’s solution at the time was...


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McDonald’s Taking Red Bull Specialty Drink Test National

New Energy Refresher Unwelcome Sign for Coke, Monster
April 23, 2026

McDonald’s plans to use Red Bull as a base for a new specialty blended beverage to debut across US locations in August. The chain will introduce Red Bull Dragonberry Energizer as part of a new specialty drink menu in the US this year.


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Coke Asserts Foodservice Leadership in New Marketing Campaign

Consumer Shift to Digital Orders is Important Challenge, Coke On-Premise Chief Says
April 23, 2026

Coca-Cola recently launched the company’s first-ever national food service campaign in the US called "And a Coke." The campaign is organized around the idea that “nothing completes a meal like a Coke,” according to the company. The campaign is unique for...


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Noteworthy Launches: Gatorade. Powerade. Costco Energy. Primo Saratoga. Path Sports. Elmhurst Protein. Dunkin'. Bubly Wine. Simply Spiked. Crooked Pop. Super Lyte.

March 25, 2026

GATORADE INNOVATION. NEW PRODUCT TEASED. At the Expo West show earlier this month, PepsiCo teased a new product called ...


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