Trump Administration, Kennedy Take Anti-Soda Message on the Road
March 5, 2026
Twenty-three states have now requested or been granted waivers to disallow soda purchases with SNAP benefits, a US Department of Agriculture spokesperson confirmed to BD this week. To date, 18 states have been...
Coke Suspends Orders to Bottlers and Retailers Until June Earliest
March 5, 2026
Coca-Cola bottlers on the West Coast and in the Southwest US are among the worst impacted by a temporary pause on Topo Chico Mineral Water supplies, according to BD sources. In a Feb. 17 letter to bottlers...
Can Beer Playbook Used By Bang, Celsius Work Again in Competitive Category?
March 5, 2026
Daniel Blake knows a little something about rising again. Three years ago, he took a leave of absence from Anheuser-Busch InBev after the conservative backlash against a Bud Light brand partnership with transgender influencer Dylan Mulvaney. Blake oversaw the marketer primarily responsible for the campaign. Many Bud Light distributors were angered as well as they lost almost a third of their sales during the controversy, after consumers boycotted the beer. Blake and his subordinate eventually left the company. Today, Blake is eight months into the US launch of his energy drink brand, PHX Hydration Energy. "I believe things happen for a reason," he said of the end of his Anheuser-Busch career. "And it's not the event itself that defines you — it's your response." Blake is founder and GM of One 11 Brands, which markets PHX (pronounced Phoenix). Following a three-market roll-out last year, PHX is expanding to 14 states this quarter. Blake has enlisted Barstool Sports Founder Dave Portnoy, a media personality and influencer known for pushing back against political correctness. Blake entered a US energy drink market dominated by three powerful competitors — Monster Beverage, Red Bull, and Celsius Holdings. Even more daunting, PHX is one of many challengers looking to carve out space in a crowded but growing category. US energy drink volume grew almost +10% at retail last year as dollar sales jumped +12%, as shown in the Green Sheet with this story. What Blake has going for him is distribution within the very Budweiser beer network that was at the center of his exit from AB InBev. Bud distributors have a track record of helping to build fast-growing energy drink brands such as Monster, Celsius, Alani Nu, Bang, and Ghost that would eventually leave for distribution partnerships or transactions with Coca-Cola, PepsiCo, and Keurig Dr Pepper. Those beer networks are now eager to replace the lost brands. In a recent interview — which has been condensed and edited for clarity — BD's Duane Stanford started by asking Blake how he plans to differentiate PHX?
SNAP Shoppers Would Seek Lower Priced Channels for Sweetened Beverages Under Bans
February 4, 2026
More than 70% of SNAP consumers would scale back consumption of carbonated soft drinks and energy drinks if they couldn’t use their benefits to pay for the products, according to research by RBC Capital Markets using Numerator data. The finding...
Coke, Pepsi Concentrate Pricing Up. PepsiCo Flat Following Jump Last September
February 4, 2026
Concentrate list pricing for flagship Coca-Cola, Diet Coke, Sprite, Coca-Cola Zero Sugar and other carbonated soft drinks produced by US Coke bottlers is...
Monster, Celsius Stocks Rode High on Strong Energy Drink Growth
January 14, 2026
Coca-Cola posted a +12% increase in its stock price in 2025 while PepsiCo and Dr Pepper posted declines. Coke’s increase outperformed the Consumer Staples Index while underperforming the broader S&P 500. PepsiCo, which fell -5.6% last year, faced pressure from...