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Stake in Online Retailer Boxed Helped PepsiCo Prepare for Inflection Point

PepsiCo CFO Speaks To Strategy Behind Recently Disclosed Investment
March 17, 2022

In December, PepsiCo disclosed for the first time a stake in online bulk grocery retailer Boxed. The disclosure was prompted by the start of trading for Boxed as a public company by way of a special purpose acquisition company, or SPAC. PepsiCo had first invested in the privately held Boxed ...


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U.S. CSD Category Dollar Sales Up +8.1% as Pricing Growth Skyrockets

February 23, 2022

Last year’s US carbonated soft drink market notched unprecedented retail pricing growth, driving up category dollar sales by +8.1% on volume that declined -1.1%, according to BD data. As the table below shows, CSD pricing jumped +9.3% in 2021, which represented...


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Gatorade Launches 'Gatorade Fit' Electrolyte Drink. Puts ‘Healthy’ On Label

Brand ‘Turns The Page’ On Bolt24. Retains Watermelon Juice, Sea Salt
February 23, 2022

Gatorade will officially announce tomorrow the introduction of a new electrolyte drink called Gatorade Fit, which began reaching store shelves nationally this month. Gatorade Fit targets “nutritionally discerning athletes,” who avoid ...


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Canopy Growth’s ‘Total Mood Management’ Strategy

Innovation Chief Julian Cohen Explores Cannabis Drinks for Energy, Relaxation, Sleep
February 9, 2022

Canopy Growth Chief Innovation Officer Julian Cohen says the company views cannabis as a consumer product, just like beverages and snacks. He sees an opportunity for cannabis to play in a “beneficial” beverage space in which cannabis and other functional ingredients such as vitamins, antioxidants and adaptogens are blended to “deliver on the promise of what we call total mood management.” In a separate interview, Canopy Chief Product Officer Tara Rozalowsky provided an update on the company’s US business and Quatreau’s launch.


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Coke United's Brain Trust Looks Ahead to 2022 and New Leadership

Incoming CEO Mike Suco Stood Out as Keeper of Atlanta Flame
February 9, 2022

Coca-Cola Bottling Company United, Coca-Cola’s third largest US bottler, has named Mike Suco as the company’s eighth president and CEO in its 120-year history. Currently an SVP and chief commercial officer, Suco will succeed the retiring John Sherman as head of the Birmingham, Alabama-based bottler whose territory includes...


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Paying More in 2021: Non-Carb Beverage Pricing at Retail Outpaced 2020 Gains

Niagara Executive Anticipates ‘Relentless’ Cost Pressure Through 2022
November 17, 2021

Retail pricing has remained elevated this year for non-carbonated beverage categories tracked by BD. During the first nine-months of this year, all categories in the table on page 3 outpaced 2020 pricing at retail. This year’s pricing gains have been..


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Analysis: How Sustainable is US CSD Pricing Trend at Retail?

2023 Could Be Pivotal Year for Industry as Disruption Shakes Out
November 2, 2021

Carbonated soft drink (CSD) pricing at US retail has reached a level this year not seen in at least the past decade as consumer demand has soared, product supply shortages persist, and costs for inputs such as transportation and ...


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Building the War Chest. Keurig Dr Pepper Targets $20 Billion in Possible M&A Deals

Big Question Is What Might CEO Bob Gamgort Buy?
October 12, 2021

Keurig Dr Pepper hosted a virtual investor day on Oct. 1. The most significant revelation was the company’s new focus on ...


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Coke, Pepsi, Dr Pepper Bottlers Navigate Delta Variant, Supply Shortages.

Say Retail Sales Remain Elevated. Detecting Some Renewed Stock Up. Report Lost Sales.
September 1, 2021

Hope of a post-pandemic return to normal this year in the US has given way to continued uncertainty as COVID-19 vaccination rates vary widely by state, the Delta variant spreads, and workers delay getting back to the office or resuming employment. At the same time, vaccinated consumers are pushing forward in many parts of the country as they frequent restaurants, travel, and get back to something approaching business as usual. For beverage bottlers within the Coca-Cola, PepsiCo, and Keurig Dr Pepper systems, the state of business is a...


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Soft Drink Pricing Surge: US Retail Results

Sales Remained Elevated During 1H 2021
August 11, 2021

Work-at-home policies and a still unfolding return to pre-pandemic activity continued to buoy the US carbonated soft drink (CSD) market at retail during the first half of this year. As shown in the table with this story, category...


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