Coke Flagship Posted -3.4% Dollar Decline at US Retail in First Nine Months of 2025. Volume down -8.0%
Brand Slowed as Aggressive Immigration Enforcement Dampened Hispanic Consumer Demand
November 19, 2025
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 ...